NORMA GARCIA
Walnut Creek,CA
Summary
Highly organized Client Service Associate possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
8
8
years of professional experience
Work History
Client Service Associate
Merrill Lynch
09.2023 - Current
- Support clients with ACH and Wire Transfers.
- Manage complex calendaring and schedule coordination.
- Arrange frequent domestic travels for FA.
- Expense FA's expenses via Concur.
- Respond promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assist with opening accounts and processing RMDs.
- Assist with daily office operational responsibilities.
Client Service Associate
First Republic Bank
03.2019 - 05.2023
- Educated Commercial and Residential Private Banking clients on account services and resolved client inquiries regarding statement information and account balances
- Assisted Senior Managing Director with sales, service, and operational related activities (e.g
- Providing service to clients via telephone, direct interaction, and/or written correspondence.)
- Assisted Senior Managing Director with an extensive book of business
- Provided high-level daily administrative support to Senior Managing Director in fast-paced environment
- Collected confidential Commercial and Residential financial information from Private Banking clients to construct comprehensive financial plans and organized into a shared folder
- Scheduled and maintained high volume calendars and complex scheduling
- Cross-trained and backed up other customer service managers
- Guided clients on the process of their Residential home loans
- Coordinated Senior Managing Directors travels via Concur
Loan Officer Assistant
Bay Area Integrity Mortgage
07.2018 - 03.2019
- Supported 7 Loan Officers by processing and compiling applicant documentation such as credit reports, employment verifications and financial history paperwork
- Scheduled Mortgage Broker meetings and appointments and maintained well-organized master calendar
- Set up, stored and updated customer files, department records and regulatory paperwork
- Assisted Mortgage Broker with service and operational related activities (e.g
- Providing service to clients via telephone, direct interaction, and/or written correspondence.)
- Provided daily administrative support to Mortgage Broker
- Collected confidential Residential financial information from clients and organized into a shared folder
Loan Officer Assistant
Summit Funding Inc-Supreme Lending
12.2016 - 07.2018
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork
- Scheduled Senior Loan Officers meetings and appointments and maintained well-organized master calendar
- Set up, stored and updated customer files, department records and regulatory paperwork
- Assisted Senior Loan Officer with service and operational related activities (e.g
- Providing service to clients via telephone, direct interaction, and/or written correspondence.)
- Provided daily administrative support to Senior Loan Officer
- Collected confidential Residential financial information from clients and organized into a shared folder
Education
Diablo Valley College
Pleasant Hill, CAHigh School -
Northgate High School
Walnut Creek, CASkills
- 7 years of customer service
- Client Rapport-Building
- Database Management
- Volunteer Orientation
- Prospecting Clients
- Client Intakes
- Client Meetings
- Outbound Calling
- Client Relations
- Microsoft Office
- Client Service and Support
- Exceptionally Organized
- Issue Resolution
Timeline
Client Service Associate
Merrill Lynch
09.2023 - Current
Client Service Associate
First Republic Bank
03.2019 - 05.2023
Loan Officer Assistant
Bay Area Integrity Mortgage
07.2018 - 03.2019
Loan Officer Assistant
Summit Funding Inc-Supreme Lending
12.2016 - 07.2018
Diablo Valley College
High School -
Northgate High School
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