Marisol Montanez-Mora
Inver Grove Heights,MN
Summary
Knowledgeable and efficient professional with extensive experience in financial industry. Prepared detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs.
13 year career at Wells Fargo with a proven track record in regulatory compliance and document management. Expertly streamlined loan workflows, enhancing efficiency and client satisfaction. Strong interpersonal skills fostered lasting relationships, while attention to detail ensured accuracy in customer servicing transactions. Bilingual in Spanish and English, dedicated to delivering exceptional customer service.
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Overview
13
13
years of professional experience
Work History
SBA Loan Processor
Wells Fargo
01.2016 - 01.2021
- Reviewed loan applications for completeness and accuracy, ensuring adherence to regulatory guidelines.
- Collaborated with underwriters to facilitate timely approval of loan documents and conditions.
- Managed communication between clients and lenders, providing updates on loan status and requirements.
- Streamlined document processing workflows, enhancing efficiency in the loan approval process.
Personal Banker
Wells Fargo
01.2008 - 01.2016
- Cultivated strong customer relationships to enhance client satisfaction and retention.
- Executed daily banking transactions, ensuring accuracy and compliance with regulatory standards.
- Analyzed customer financial needs to provide tailored product recommendations and solutions.
- Mentored junior bankers on best practices for customer service and financial product offerings.
- Developed strategies to cross-sell banking products, contributing to overall branch growth goals.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Education
High School Diploma -
North St. Paul HS
North St. Paul, MNSkills
- File management
- Document review
- Regulatory compliance
- Information verification
- Teamwork and collaboration
- Data entry
- Loan disclosures
- Loan servicing
- Deadline management
- Attention to detail
- Dedicated work ethic
- Document management
- Processing procedures
- Customer service
- Application process management
- Proficient in Spanish
- Proficient in English
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Interests
- Passionate about balancing physical health with mental and emotional wellness
- Participating in fundraising events to support local charities, schools, or community projects
- I enjoy cooking for friends and family gatherings
- Passionate about providing guidance and support to today's youth
Timeline
SBA Loan Processor
Wells Fargo
01.2016 - 01.2021
Personal Banker
Wells Fargo
01.2008 - 01.2016
High School Diploma -
North St. Paul HS