Summary
Overview
Work History
Education
Skills
Timeline
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Nickolas Mendez

Greeley,CO

Summary

Talented, personable employee with the desire and superb communication skills required to help provide remarkable service to customers with professionalism and enthusiasm.

Overview

17
17
years of professional experience

Work History

Commercial Banking Representative

First Interstate Bank
11.2023 - Current
  • Collaborated with loan officers to ensure accurate underwriting and appropriate risk assessment for each loan application.
  • Assisted in the closure of complex commercial construction loans, ensuring all necessary documents were accurately prepared and executed.
  • Supported loan officers in meeting sales targets through diligent follow-ups with potential clients and proactive problem-solving efforts.
  • Facilitated effective communication between various departments involved in commercial lending operations, ensuring smooth workflow processes across teams.
  • Communicated with customers daily to request information and complete paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Conducted account reviews for maintaining accurate and up-to-date records.

Commercial Loan Assistant

First Advantage Bank
05.2023 - 10.2023
  • Communicated with customers daily to request information and complete paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Assembled important paperwork and disclosures for borrower.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Supported loan officers with administrative assistance.
  • Provided assistance with application documents and client communication.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Coordinated title companies to identify discrepancies and update different teams on processing progress.

Mortgage Loan Coordinator

Bank Of Colorado
08.2020 - 04.2023
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Fielded customer complaints and provided solutions.
  • Explained different types of loans pertaining to client situations.
  • Monitored pipelines to track and log status of loans.
  • Communicated with originator and applicant concerning progress of loan file.
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
  • Set up and prepared initial disclosures packages for completed loan submission.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Negotiated with third party vendors

Client Experience & Operations Manager I

BBVA
07.2018 - 08.2020
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Directed day-to-day operations.
  • Average over 90% on branch audit

Sales & Service Advisor II

BBVA
11.2016 - 07.2018
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Advised clients on mortgage, and personal loans.
  • Interviewed clients to determine current income, expenses,financial objectives and other information needed to develop a financial plan.

General Manager

Little Caesar's Pizza
05.2008 - 07.2015
  • Promptly and empathetically handled guest concerns and complaints.
  • Greeted customers and provided excellent customer service.
  • Maintained high standards of customer service during high-volume, fast-paced operations.
  • Strictly followed all cash, security, inventory and labor policies and procedures.
  • Trained, coached and mentored staff to ensure smooth adoption of new program.

Universal Banker

Bank Of The West
03.2014 - 11.2016
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Processed quarterly Vault and ATM audits with zero error rate.
  • Coordinated daily cash reconciliation at high-volume location.
  • Executed stop payments and account transfers.

Education

High School Diploma - undefined

Valley High School
Gilcrest, CO
2006

Skills

    ADAPTABILITY

    Collaborated with other departments to work on short notice and with brief training

    Pivot to variety of task types with expertise and ease to align with department goals

    COMMUNICATION

    Communicate effectively with peers, leadership, vendors, internal and external customers daily both verbally and via written communication

    Lead and create presentations for training and upskilling to build understanding among diverse audiences

    De-escalation of customer calls using empathy and providing clear path to resolution of customer concerns

Timeline

Commercial Banking Representative

First Interstate Bank
11.2023 - Current

Commercial Loan Assistant

First Advantage Bank
05.2023 - 10.2023

Mortgage Loan Coordinator

Bank Of Colorado
08.2020 - 04.2023

Client Experience & Operations Manager I

BBVA
07.2018 - 08.2020

Sales & Service Advisor II

BBVA
11.2016 - 07.2018

Universal Banker

Bank Of The West
03.2014 - 11.2016

General Manager

Little Caesar's Pizza
05.2008 - 07.2015

High School Diploma - undefined

Valley High School

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Nickolas Mendez