Summary
Overview
Work History
Education
Skills
Languages
Timeline
Intern
Mercedes Lorenzo

Mercedes Lorenzo

Miami,FL

Summary

Accomplished and dedicated Executive Manager bringing diverse experience in customer service, business management and project coordination. Well-versed in effective communication and relationship building. Proven history of successfully engaging with clients and business audiences. Technologically adept with passion for innovation and creative business solutions. Seeking the opportunity to excel within a company offering a responsible,challenging position requiring the experience,knowledge and skill of an expert.

Overview

7
7
years of professional experience

Work History

Executive Manager

Dealer Loyalty Protection
Mahwah, United States
07.2020 - Current
  • Enforced quality assurance protocols to deliver ideal customer experiences.
  • Communicated with customers and vendors positively with particular attention to problem resolution.
  • Oversaw inventory by ordering precise quantities of stock and executing corrective actions to drive profitability.
  • Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
  • Implemented automation strategies for office operations, correspondence management, schedule coordination and recordkeeping.
  • Brought in new business connections and revenue generation opportunities by improving networking strategies.
  • Enhanced and redefined organizational structure to maintain company's competitive edge across territories.

Personal Business Banker

Wells Fargo
Miami, Fl
06.2016 - 07.2020
  • Acquisition of new personal and business account including checking, savings , lines of credit and loans
  • Work with business partners referring clients for mortgages, Investment, Payroll and Merchant Services
  • Proactively contacted existing clients with recommendations to help them achieve financial success
  • Business Advocate/Spearheaded “Wells at Work’ program for the branch to generate new business
  • Coaching tellers and working with them directly
  • Exceeded quarterly sales goals
  • Notary
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Maintained up-to-date knowledge of competitors' products.

Personal Banker

Wells Fargo
Miami, Fl
10.2015 - 06.2016
  • Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention
  • Assist customers during loan and account application process, and close consumer loans in accordance with internal and federal policies and procedures
  • Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Teller

Wells Fargo
Miami, FL
05.2015 - 10.2015
  • Welcome clients and establish relationships with them in a bid to provide exceptional customer services
  • Interact with clients and ask questions in order to understand their banking and financial needs and help them succeed financially
  • Provide clients with information on latest products and services that they can benefit from and build deeper relationships
  • Receive and process financial instruments such as checks and cash

Education

High School Diploma -

Penn Foster High School
Scranton, PA
05.2014

Skills

  • Microsoft Office programs (Word, Excel, PowerPoint)
  • Experience with QuickBooks and with maintaining office budget
  • Ability to work with several operating systems, including Windows, Mac OSX, and Linux
  • Adobe Systems Adobe Photoshop
  • Customer Service
  • Financial Statement Review
  • Hiring and Onboarding
  • Sales Tracking
  • Supplier Monitoring
  • Financial Management

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Executive Manager

Dealer Loyalty Protection
07.2020 - Current

Personal Business Banker

Wells Fargo
06.2016 - 07.2020

Personal Banker

Wells Fargo
10.2015 - 06.2016

Teller

Wells Fargo
05.2015 - 10.2015

High School Diploma -

Penn Foster High School

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Mercedes Lorenzo