Meilin Munoz
Orange,CA
Summary
Successful financial services business professional with demonstrated track record in consulting. Exceptional program, team and project manager. Skilled at mentoring staff, integrating, as well as collaborating ideas and customizing approaches to support specific means and goals.
Overview
23
23
years of professional experience
Work History
Director of Business Development
Treloar & Heisel, Inc.
11.2023 - Current
- Enhanced company's market presence through targeted networking events and relationship building.
- Secured new partnerships by identifying and pursuing potential collaborators within the dental industry.
- Facilitated business by implementing practical networking techniques.
Lead Business Growth Strategy Consultant
Wells Fargo & Company
02.2014 - 04.2023
- Devised strategies to improve organization efficiency and optimize group management.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Aided senior leadership during executive decision-making process by generating daily reports to recommend corrective actions and improvements.
- Enhanced client satisfaction ratings by resolving difficult customer issues through completion.
- Devised processes to boost long-term business success and increase profit levels.
Private Mortgage Banker
Wells Fargo & Company
09.2011 - 02.2014
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Market Growth & Development Consultant
Wells Fargo, Formerly Nor West Mortgage
06.2007 - 01.2009
- Liaised between senior management and front-line team members to implement effective changes and revitalize market growth.
- Networked in market to build partnerships and connections with prospects.
- Coached sales team members in effective selling strategies and closing techniques.
- Traveled to customer sites to demonstrate products, answer questions and close contracts.
Premier Banker
Wells Fargo Bank, N.A.
05.2005 - 06.2007
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, home equity loans/lines, personal cards/lines, and mortgage.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Approached prospective clients through cold calling and emails to meet sales targets.
Store Manager
Wells Fargo, Formerly Nor West Mortgage
11.2001 - 05.2005
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
- Managed P&L for store production and increased sales in personal loans as well as real estate subprime mortgages
- Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
- Developed new store location from ground up by hiring and training efficient team.
Education
Bachelor of Arts - Economics With A Minor in Management
University of California, Irvine
Irvine, CA06.2001
Skills
- Project Management
- Vertical Market
- Planning and Execution
- Presentation Skills
- Business Strategies
- Mentoring
Languages
Spanish
Full Professional
Portuguese
Native or Bilingual
Timeline
Director of Business Development
Treloar & Heisel, Inc.
11.2023 - Current
Lead Business Growth Strategy Consultant
Wells Fargo & Company
02.2014 - 04.2023
Private Mortgage Banker
Wells Fargo & Company
09.2011 - 02.2014
Market Growth & Development Consultant
Wells Fargo, Formerly Nor West Mortgage
06.2007 - 01.2009
Premier Banker
Wells Fargo Bank, N.A.
05.2005 - 06.2007
Store Manager
Wells Fargo, Formerly Nor West Mortgage
11.2001 - 05.2005
Bachelor of Arts - Economics With A Minor in Management
University of California, Irvine
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