Rene Ventura
Glendora,CA
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Branch Premier Banker
Wells Fargo Bank, N.A.
09.2012 - Current
- Managed a portfolio of high-value accounts, ensuring timely execution of transactions and adherence to compliance requirements.
- Assisted high net-worth clients in managing their wealth portfolios for optimal returns.
- Built lasting relationships with clients through proactive communication and regular followups.
- Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
- Developed and implemented strategies to reduce risk and increase profitability.
- Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
Real Estate Agent
Excellence RE Real Estate
10.2010 - 09.2012
- Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
- Conducted comprehensive market analysis to identify opportunities for investors.
- Studied property listings, interviewed prospective clients, accompanied clients to properties and discussed condition of sales.
- Reviewed and executed confidential documents, contracts and disclosures.
Retail Sales Associate
Verizon Wireless
05.2008 - 10.2010
- Listened to customer needs and desires to identify and recommend optimal products.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Collaborated with team members to meet and exceed monthly sales targets consistently.
Home Loan Consultant
Countrywide Home Loans
09.2007 - 05.2008
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Attended industry events and conferences, expanding professional network and staying updated on emerging trends in the mortgage sector.
- Improved client satisfaction by providing personalized home loan consultations and tailored financial solutions.
Mortgage Banker
LendingTree
01.2007 - 05.2007
- Processed loan applications and monitored progress from start to finish.
- Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans.
- Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
Home Loan Consultant
Golden Empire Mortgage
02.2006 - 01.2007
- Established long-lasting partnerships with local banks, credit unions, and other lending institutions to ensure a wide range of financing options for clients.
- Developed and maintained strong relationships with real estate agents to increase referral opportunities and expand business networks.
- Educated clients on various mortgage products, empowering them to make informed decisions about their financial future.
Education
High School Diploma -
Saint Paul High School
Santa Fe Springs, CA05.2001
Skills
- Consumer Banking
- Relationship Management
- Meeting Sales Goals
- Team Coaching and Training
- Professional Demeanor
- Asset Management
- Building customized solutions
- Financial advice
- Mortgage Knowledge
- Relationship Building
- Know Your Customer
- Cross-Selling and Partner Referrals
Certification
- Securities License - Series 7, Series 6, and Series 63
- Life and Variable Life Insurance- State of California
- Notary Public- State of California
Languages
Spanish
Professional Working
Timeline
Senior Branch Premier Banker
Wells Fargo Bank, N.A.
09.2012 - Current
Real Estate Agent
Excellence RE Real Estate
10.2010 - 09.2012
Retail Sales Associate
Verizon Wireless
05.2008 - 10.2010
Home Loan Consultant
Countrywide Home Loans
09.2007 - 05.2008
Mortgage Banker
LendingTree
01.2007 - 05.2007
Home Loan Consultant
Golden Empire Mortgage
02.2006 - 01.2007
High School Diploma -
Saint Paul High School
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