Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Mary Helen Gomez

New York

Summary

Accomplished banking professional with a robust history at Bank of America, excelling in leadership and team development, and credit analysis and lending. Spearheaded initiatives that enhanced operational efficiency by 20% and loan approvals by 25%. Expert in customer relationship management, showcasing a talent for driving business growth and fostering strong client connections.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Assistant Vice President,Assistant Manger

Bank of America
New York, New York
03.2024 - Current
  • Coached and mentored team members to enhance performance and customer service.
  • Managed risk, compliance, and operational efficiency to meet company standards.
  • Managed daily operations and led a team of five, improving operational efficiency by 20%.

Senior Banker

Bank of America
New York, New York
03.2023 - 03.2024
  • Advised clients on banking products, credit options, and financial planning.
  • Identified cross-selling opportunities to deepen customer relationships.
  • Ensured compliance with financial regulations and risk management policies.

Credit Solution Advisor

Bank of America
New York, NY
08.2021 - 03.2023
  • Provided tailored lending solutions, including mortgages, and personal loans.
  • Assisted clients in improving credit profiles and achieving financial goals.
  • Provided expert advice on credit products, leading to a 25% increase in loan approvals.

Relationship Manager Lending Specialist

Bank of America
New York, NY
04.2021 - 08.2021
  • Expert in managing portfolios and delivering tailored lending solutions, boosting satisfaction by 20%.
  • Skilled in risk assessment, loan origination, and regulatory compliance.
  • Identify opportunities for business growth through cross-selling financial products, exceeding sales targets, and increasing revenue.

Relationship Manager

Bank of America
Bronx , NY
09.2019 - 04.2021
  • Built and maintained strong client relationships to drive business growth.
  • Delivered personalized financial solutions, including banking, lending, and investments.
  • Collaborated with specialists to enhance client experience and portfolio performance.

Education

Bachelor of Science - Business Administration

Pontificia Universitad Catolica Madre Y Maestra
09-2023

Skills

Sales and Business Development

Customer Relationship Management (CRM)

Credit Analysis and Lending

Leadership and Team Development

Operational Efficiency

Problem-Solving and Decision-Making

Communication and negotiation

Data Analysis and Financial Planning

Certification

  • Finance Certificate

Timeline

Assistant Vice President,Assistant Manger

Bank of America
03.2024 - Current

Senior Banker

Bank of America
03.2023 - 03.2024

Credit Solution Advisor

Bank of America
08.2021 - 03.2023

Relationship Manager Lending Specialist

Bank of America
04.2021 - 08.2021

Relationship Manager

Bank of America
09.2019 - 04.2021

Bachelor of Science - Business Administration

Pontificia Universitad Catolica Madre Y Maestra
Mary Helen Gomez