Raquel Perez De Orozco
Clovis,CA
Summary
Knowledgeable financial professional with solid background advising clients about personal issues and objectives. Successfully improves each client's situation with careful attention to unique needs and current market trends. Experienced in servicing accounts, reviewing financial statements, and optimizing tax planning.
Overview
17
17
years of professional experience
Work History
Associate Banker
Chase Bank
01.2019 - 04.2023
- Used expert sales and service abilities to consistently achieve sales and referral goals
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Updated customer accounts with new balance, payment, and transfer information
- Followed company and regulatory policies to protect customer and bank assets
- Handled diverse customer needs to develop and retain loyal relationships
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
Loan servicing specialist
CVCB Fresno
03.2012 - 01.2015
- Verified loan applications and closing documents to check their accuracy and identify deficiencies
- Completed frequent checks on customer accounts to detect any payment problems or issues with the loan terms
- Obtained personal and financial data with thorough document reviews and direct interviews of the loan's applicants
- Obtained required documents to complete the approved loans, including insurance forms, tax receipts and employment verifications
- Maintained the company's reputation by providing confidential, expert services to customers
- Answered questions, reviewed, and audited files, and prepared procedures and processes for post-closing
Customer Service Sales Specialist
Bank of America
01.2006 - 04.2011
- Assisted with driving customer service team to reach sales quotas with excellent sales skills and positive client experiences
- Helped coach and develop team members to improve abilities and increase revenue group-wide
- Learned store products and policies thoroughly to offer customers best-in-class assistance
- Worked well within team environment and communicated effectively with fellow associates to implement comprehensive and customer-focused strategies
- Interacted professionally with customers, informing individuals of sales promotions and driving product interest
- Resolved customer issues quickly to recapture the customer's loyalty and maintain the engaged customers and built connections to drive long-term sales
Education
Bachelor of Science -
University of Phoenix
Fresno, Ca05.2018
Skills
- Customer relationship building
- Customer service
- Problem resolution
- Product knowledge
- Client communication
- Service upselling
- Sales closing
Timeline
Associate Banker
Chase Bank
01.2019 - 04.2023
Loan servicing specialist
CVCB Fresno
03.2012 - 01.2015
Customer Service Sales Specialist
Bank of America
01.2006 - 04.2011
Bachelor of Science -
University of Phoenix
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