Matthew Valdez
La Junta,CO
Summary
An esteemed financial professional with excellent communication, listening and leadership skills seeking employment in finance or insurance. Focused and analytical with a passion for team goal achievement and client satisfaction, offering best solutions to their financial success.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Independent Insurance Agent
Self-employed
La Junta, Colorado
09.2017 - Current
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Responded to customer calls within 1 hour to swiftly resolve issues and answer questions.
- Upsold additional products and services after identifying customer needs and requirements.
Car Salesman/Finance & Insurance
Tri-County Auto Group
La Junta, Colorado
03.2016 - 09.2017
- Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
Assistant Vice-President of Loans
First National Bank Of Las Animas
La Junta, Colorado
05.2011 - 02.2016
- Professionally communicated with customers and potential customers.
- Solicited new customers to enhance loan portfolio.
- Interviewed customers and analyzed financial data to determine credit worthiness.
- Managed portfolio of $10M of Consumer, Commercial and Mortgage Loans.
- Followed all regulatory guidelines of ethics and compliance.
- Consulted with customers regarding Funds Management and Bank Investments.
Vice-President of Loans
The State Bank
La Junta, Colorado
09.1990
- Managed $15M loan portfolio of Consumer, Commercial and Mortgage loans.
- Professionally communicated and solicited business with existing and potential customers.
- Consulted with customers on funds management and bank investments.
- Marketing and advertising management.
- Identified opportunities to improve business process flows and overall departmental productivity.
- Initiated on-time, under-budget project management to optimize performance.
- Teamed with loan department to create organization's mission and vision statements.
- Increased company growth through effective collaboration with sales and marketing departments.
- Resolved issues and recommended actions based on production and compliance reports.
- Orchestrated positive media coverage and stakeholder relations as public face of The State Bank.
- Created and made appropriate documentation for annual budgets and senior leadership goals.
- Supervised daily operations of multi-million dollar loan operation.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
Education
MBA: Executive MBA -
Ducere Global Business School
London, England09-2021
Banking And Finance - Banking/Finance
University of New Mexico/Anderson School of Mgmt.
Albuquerque, NM05-1998
High School Diploma -
La Junta High School
La Junta, Colorado05-1988
Skills
- Accounting
- Leadership
- Business Strategy
- Finance
- Client needs analysis
- Operations management
- Business planning
- Account management
- Good listening skills
- Negotiation
- Risk mitigation
- Knowledgeable in Insurance and Banking Systems
- Life & Health Insurance License
- Property and Casualty Insurance License
Certification
Account management
Timeline
Independent Insurance Agent
Self-employed
09.2017 - Current
Car Salesman/Finance & Insurance
Tri-County Auto Group
03.2016 - 09.2017
Assistant Vice-President of Loans
First National Bank Of Las Animas
05.2011 - 02.2016
Vice-President of Loans
The State Bank
09.1990
MBA: Executive MBA -
Ducere Global Business School
Banking And Finance - Banking/Finance
University of New Mexico/Anderson School of Mgmt.
High School Diploma -
La Junta High School