Omar Heredia
Indio,CA
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
16
16
years of professional experience
Work History
Real Estate Agent
Compass & KUD Properties
01.2022 - Current
- Personal brand development, Independent and Partner, with digital marketing & lead generation.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Advertised client properties through websites, social media, and real estate guides.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
Senior Relationship Banker/PPP Forgiveness Analyst Lead
Union Bank
08.2018 - 12.2021
- Liaise with Senior Management
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Exceeded predetermined revenue goals through effective planning, goal setting, analyzing data & forecasting
- Lead/trained team of 8-12 analysts.
Relationship Banker
Chase Bank
07.2017 - 08.2018
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Managed sales meetings and provided excellent customer service.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Business Consultant
First Data
08.2014 - 11.2016
- Proven track record in a dynamic, high-energy sales environment while training sales staff
- Experience handling recurring revenue generated accounts.
- Developed business strategies by conducting comprehensive market research and competitor analysis.
- Increased client satisfaction by implementing tailored solutions for their unique business needs.
Banking Services Representative
Rabobank
01.2014 - 08.2014
- Collaborated with team members to ensure seamless communication and consistent service delivery.
- Streamlined service processes for quicker response times, leading to improved customer experiences.
- Identified opportunities for upselling products or services, driving revenue growth and business expansion.
Business Banking Specialist
Wells Fargo Bank
12.2008 - 01.2014
- Met with customers to assess needs and propose customized solutions.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
Education
High School Diploma -
La Quinta High School
La Quinta, CA06.2005
Skills
- Strong organizational skills
- Excellent teamwork
- Highly Professional
- Negotiation expertise
- Works well independently
- Client-oriented
- FLUENT IN SPANISH
Timeline
Real Estate Agent
Compass & KUD Properties
01.2022 - Current
Senior Relationship Banker/PPP Forgiveness Analyst Lead
Union Bank
08.2018 - 12.2021
Relationship Banker
Chase Bank
07.2017 - 08.2018
Business Consultant
First Data
08.2014 - 11.2016
Banking Services Representative
Rabobank
01.2014 - 08.2014
Business Banking Specialist
Wells Fargo Bank
12.2008 - 01.2014
High School Diploma -
La Quinta High School
Similar Profiles
Nika JerončičNika Jerončič
Članica Društva at KUD Oton Župančič ArtičeČlanica Društva at KUD Oton Župančič Artiče
Jason CieslewiczJason Cieslewicz
Construction Project and Facilities Operations Manager at Compass PropertiesConstruction Project and Facilities Operations Manager at Compass Properties
Julie LaCorteJulie LaCorte
Real Estate Sales Professional at Signature Premier Properties / CompassReal Estate Sales Professional at Signature Premier Properties / Compass
Evelyn VillanuevaEvelyn Villanueva
Guest Experience Expert at Marriott International, Inc.Guest Experience Expert at Marriott International, Inc.
Kyle CanovaKyle Canova
Director of Sales – Wholesale at Bumble Bee SeafoodsDirector of Sales – Wholesale at Bumble Bee Seafoods