Nicholas Cristobal
Las Vegas,NV
Summary
I have 7+ years of experience in the financial industry. Demonstrates exceptional skills in leadership, problem-solving, and effective communication, driving substantial enhancements in client satisfaction and operational efficiency. Passionate about fostering interdepartmental cooperation and spearheading process improvement initiatives to ensure comprehensive regulatory alignment and minimize compliance risks.
Overview
8
8
years of professional experience
Work History
Trust Onboarding Officer
Premier Trust, Inc.
06.2023 - Current
- Facilitate client onboarding, ensuring accurate document collection and account setup.
- Implement data integrity checks in trust management systems, significantly reducing errors.
- Foster interdepartmental cooperation to refine onboarding procedures for a seamless experience.
- Foster cross-departmental partnerships to refine trust document review procedures, ensuring comprehensive regulatory alignment across all accounts.
- Spearhead process improvement initiatives, leading to substantial enhancements in client satisfaction and operational efficiency.
- Conduct meticulous reviews of trust documents, guaranteeing complete adherence to legal standards and minimizing compliance risks.
- Streamline client onboarding with rigorous data integrity checks, enhancing accuracy and efficiency in trust management systems.
Trust Administrator II
Premier Trust, Inc.
10.2021 - 06.2023
- Managed trust accounts, overseeing daily transactions, fund distributions, and balance monitoring.
- Ensured compliance with legal and regulatory requirements, maintaining accurate trust records.
- Communicated with beneficiaries and trustees, providing updates and addressing inquiries.
- Researched changes in trust and estate laws to maintain compliance and informed decision-making.
- Fostered strong relationships with legal teams, streamlining complex trust resolutions.
- Conducted regular client seminars, enhancing trust in our services.
- Meticulously reviewed trust documents, identifying potential issues before they escalated.
- Implemented rigorous quality control measures for all account transactions.
Loan Servicing Officer
Silver State Schools Credit Union
04.2021 - 10.2021
Senior Member Service Representative
Silver State Schools Credit Union
10.2019 - 04.2021
- Processed file maintenance for current, late, and paid-off loans, ensuring accurate record-keeping.
- Prepared and submitted documents for paid-in-full loans to the Clark County Recorder.
- Educated members on escrow analysis and loan details, enhancing their financial understanding.
- Led project to organize mortgage files, creating a more efficient tracking system.
- Assessed member needs and recommended lending products, processing over 200 loan applications.
- Opened new accounts based on consultations, improving member satisfaction scores by 15%.
- Enhanced member experience and built relationships, resulting in increased member retention.
- Balanced vaults daily, managed staff schedules, and handled opening/closing procedures efficiently.
- Coached staff to meet goals, contributing to a 10% increase in team performance.
Assistant Golf Professional/Outside Ops Supervisor
TPC Summerlin
03.2017 - 11.2019
- Organized and managed golf tournaments, increasing member participation and satisfaction.
- Educated members on golf techniques, improving their skills and engagement.
- Adapted to diverse member needs, ensuring high levels of service and satisfaction.
Member Service Representative II
Silver State Schools Credit Union
02.2019 - 10.2019
- Enhanced member experience through personalized service, addressing requests promptly and effectively.
Skills
- Leadership
- Time management
- Process improvement
- Interdepartmental collaboration
- Quality control
- Communication skills
- Data integrity
- Regulatory compliance
- Relationship building
- Attention to detail
- Team quality control
Timeline
Trust Onboarding Officer
Premier Trust, Inc.
06.2023 - Current
Trust Administrator II
Premier Trust, Inc.
10.2021 - 06.2023
Loan Servicing Officer
Silver State Schools Credit Union
04.2021 - 10.2021
Senior Member Service Representative
Silver State Schools Credit Union
10.2019 - 04.2021
Member Service Representative II
Silver State Schools Credit Union
02.2019 - 10.2019
Assistant Golf Professional/Outside Ops Supervisor
TPC Summerlin
03.2017 - 11.2019