Nikolas Guillen
Tucson,AZ
Summary
Results-driven corporate professional with demonstrated success in building and motivating teams to achieve and surpass objectives in sales, service and overall performance. Skilled at business-to-business connections, recordkeeping and team leadership.
Overview
20
20
years of professional experience
Work History
Experience , Mortgage Loan Officer
Wells Fargo Bank
03.2022 - 05.2024
- Participate in soliciting residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
- Responsible for the offering of loans, negotiating of terms, and taking an application for a dwelling secured transaction and analyze best mortgage loans based on client's need in order to ensure compliance and maximum customer satisfaction
- Present recommendations for producing loans and exercise independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
- Provide information regarding the loans to consultants and functional colleagues, as well as, interact with customers to understand their needs and provide them with a high quality loan service.
- Met minimum loan metrics in 2023; exceeded loan metrics in 2024
- Passed compliance audits in the 98th percentile in 2023 & 2024
Branch Manager
Wells Fargo Bank
11.2017 - 03.2022
- Acted in partnership with the branch management in positioning the team for success by fostering a positive work environment where team members are encouraged, motivated and developed to achieve their maximum potential by leveraging coaching and performance management tools and processes
- Responsible for managing the direction of work for several direct reports and involved in the day-to- day operations of the branch function
- Serve as role model for Wells Fargo’s customer-centric culture, while embracing diversity and maintaining ethics and integrity
At Work Program Manager
Wells Fargo, Wells Fargo Bank
10.2012 - 11.2017
- Responsible for new consumer and business acquisition strategies; supporting multiple districts in the Phoenix Metro area
- Focused on business to business partnerships serving as a financial educational liaison for employees of said business partnerships
- Exceeded monthly and quarterly goals by developing and executing program communications and processes
- Delivered formal and informal program training and coaching to team members and event volunteers.
- Managed multiple projects simultaneously, ensuring timely completion and adherence to budget constraints.
- Built & organized teams to address project goals and objectives for multiple projects.
Store Manager 1/Store Manager 3
Wells Fargo Bank
10.2011 - 10.2012
- Responsible for positioning the store's team for success by hiring, training, supervising, coaching and developing a highly engaged service team
- Served as a model for each Wells Fargo customer experience
- Ensuring that all service and sales standards were upheld by all staff
- Managed banker sales progress individually, leveraging each person's strengths and working on areas of improvement through detailed coaching and observation
- Exceeded minimum sales metrics plan at 105% for fourth quarter 2011; achieved minimum sales metrics plan of 100% for 3 consecutive quarters in 2012.
Membership Manager
Wells Fargo Bank
08.2008 - 10.2011
- Responsible for the coordination and staffing of WFB's involvement in most community functions
- Ranked #1 Membership Manager in State of AZ for achieving 260% of annual plan in 2009
- In 2010 achieved 200% of new relationship acquisition plan; achieved 110% of new relationship acquisition plan 2011.
Service Manager 1/ Service Manager 2
Wells Fargo Bank
05.2005 - 08.2008
- Assisted in the management of store operational tasks and compliance review
- Provided feedback of customer interactions
- Annual operational reviews (branch audits) consistently in the 90th percentile
- Help mitigate loss exposure at store level by providing continuous loss prevention training
Personal Banker
Wells Fargo Bank
10.2004 - 05.2005
- Listened to customer financial needs and offered appropriate beneficial long term solutions, Received 100% of customer service standards in, Successfully applied WFB banker sales road map meeting minimum sales standards in 4th quarter of 04' and first quarter of 05'
Education
Associate of Applied Science - Business
Glendale Community College
Glendale, AZHigh School Diploma - undefined
Salpointe Catholic HS
Tucson, AZ1996
Skills
- Sales Development
- Mortgage Loan Origination
- Payment Collection
- Salesforce/CRM
- Microsoft Office
- Regulatory Compliance
- Oral and Written Comprehension
Languages
Spanish
Professional Working
Timeline
Experience , Mortgage Loan Officer
Wells Fargo Bank
03.2022 - 05.2024
Branch Manager
Wells Fargo Bank
11.2017 - 03.2022
At Work Program Manager
Wells Fargo, Wells Fargo Bank
10.2012 - 11.2017
Store Manager 1/Store Manager 3
Wells Fargo Bank
10.2011 - 10.2012
Membership Manager
Wells Fargo Bank
08.2008 - 10.2011
Service Manager 1/ Service Manager 2
Wells Fargo Bank
05.2005 - 08.2008
Personal Banker
Wells Fargo Bank
10.2004 - 05.2005
Associate of Applied Science - Business
Glendale Community College
High School Diploma - undefined
Salpointe Catholic HS
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