Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
Generic

Oscar Martinez

Alamosa,CO

Summary

Driven and ambitious with a strong foundation in business administration, financial documentation, and client engagement. Eager to grow within the organization by deepening my understanding of portfolio strategy, risk analysis, and relationship management. Recognized for strong communication skills, a collaborative spirit, and a relentless desire to improve. Currently contributing to lending support at FSWB, and ready to take the next step as a Portfolio Manager to further elevate client service and portfolio outcomes.

Overview

6
6
years of professional experience

Work History

Loan Associate

First Southwest Bank
Alamosa, CO
01.2024 - Current
  • Manage new loan requests from intake through pre-qualification, ensuring timely and accurate processing, aligned with customer needs and bank standards.
  • Serve as a consistent point of contact for customers, promoting trust and clear communication throughout the loan cycle.
  • Partner with Portfolio Managers and Loan Officers to review loan performance, identify potential risks, and contribute to portfolio maintenance strategies.
  • Deliver bilingual services to Spanish-speaking customers, enhancing accessibility and client satisfaction.
  • Attend Alamosa Economic Development meetings to identify upcoming opportunities, and strengthen the bank’s community presence and engagement.

General Ledger Clerk

Alamosa State Bank
Alamosa, CO
04.2023 - 12.2023
  • Conducted audits of high-risk accounts and files to ensure accurate reporting and compliance.
  • Processed wire transfers and balanced interdepartmental accounts daily.
  • Collaborated across departments to complete teller tasks, and streamline bookkeeping practices.

Operations Manager

Ski Hi Complex
Monte Vista, CO
01.2022 - 02.2023
  • Oversaw event planning logistics and ensured operational standards for large-scale functions.
  • Maintained facility readiness, tracked inventory, and managed real-time problem-solving during events.

Bookkeeper / Office Manager

Ace Hardware
Alamosa, CO
08.2019 - 12.2020
  • Participated in a formal managerial training program to enhance operational leadership.
  • Trained new hires, and supported team onboarding.
  • Managed payroll, vendor accounts, utility payments, and contractor records for day-to-day operations.

Education

Bachelor of Science - Marketing & Finance

Adams State University
Alamosa, CO

Skills

  • Fluent in English and Spanish
  • Risk identification
  • Time management
  • Team collaboration
  • Strategic thinking
  • Document analysis
  • Relationship building and management

Languages

  • English
  • Spanish

Affiliations

  • Running
  • Brazilian Jiu Jistsu
  • Walking my dogs
  • Hiking

Timeline

Loan Associate

First Southwest Bank
01.2024 - Current

General Ledger Clerk

Alamosa State Bank
04.2023 - 12.2023

Operations Manager

Ski Hi Complex
01.2022 - 02.2023

Bookkeeper / Office Manager

Ace Hardware
08.2019 - 12.2020

Bachelor of Science - Marketing & Finance

Adams State University

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