Summary
Work History
Education
Skills
Timeline
Generic

MIGDALIA ECHEVARRIA

Branch Banking Client Professional

Summary

Dedicated and experienced Branch Banking Client professional with over 17 years of success in retail banking, client relations, and financial operations. Proven ability to manage client portfolios, process complex transactions, and originate loans with accuracy and compliance. Recognized for exceptional customer service, strong relationship management, and in-depth knowledge of banking products and services. Adept at cross-selling financial solutions, resolving client issues efficiently, and maintaining high satisfaction ratings. Bilingual in English and Spanish.

Work History

Branch Banking Client II

FLAGSTAR BANK, N.A.
08.2007 - 10.2024
  • Delivered personalized banking solutions by assessing customer needs and recommending suitable financial products and services.
  • Processed deposits, withdrawals, cashier’s checks, money orders, and foreign currency exchanges with precision and compliance.
  • Cross-sold deposit, credit, and investment products, consistently exceeding monthly branch goals.
  • Maintained long-term client relationships by ensuring satisfaction and timely resolution of issues.
  • Educated customers on digital banking platforms, improving efficiency and user adoption.
  • Supported branch operations, balancing cash drawers, and adhering to audit standards.

Certified Lender

FLAGSTAR BANK, N.A.
  • Originated, processed, and closed consumer and mortgage loans, ensuring accuracy and compliance with federal regulations.
  • Assisted clients with loan applications and inquiries related to interest rates, payments, and financial options.
  • Collaborated with underwriters and management to streamline approval processes and meet service-level goals.
  • Provided clients with expert guidance throughout the lending process, enhancing financial literacy and confidence.
  • Partnered with community organizations to promote responsible lending and financial education programs.

Education

Universidad Interamericana

Skills

Branch Banking & Client Services

Timeline

Branch Banking Client II

FLAGSTAR BANK, N.A.
08.2007 - 10.2024

Certified Lender

FLAGSTAR BANK, N.A.

Universidad Interamericana

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MIGDALIA ECHEVARRIABranch Banking Client Professional