Summary
Overview
Work History
Education
Skills
References
Timeline
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Roberto Nunez

29 S La Salle St, Chicago,IL

Summary

Dedicated and detail-oriented Business Coordinator with 8 years of experience in the banking sector, adept at providing comprehensive administrative support and facilitating efficient business operations. Demonstrated proficiency in project coordination, financial analysis, and regulatory compliance within the banking industry. Now seeking to leverage proven skills and expertise to transition into a career in internal auditing, contributing to risk management, compliance assurance, and operational excellence.

Overview

9
9
years of professional experience

Work History

Business Coordinator FL Market- Remote

Citibank
Chicago, IL
08.2023 - Current
  • Directly support the Florida Market Leader and three Area Directors for Miami West Broward, Miami East and Palm Beach Broward with 51 branches.
  • Assisted in preparing daily and monthly reports for review by senior management staff.
  • Assisted in project coordination and management, collaborating with cross-functional teams to ensure timely completion of deliverables and adherence to project milestones.
  • Supervised company administrative functions, logistics and processes.
  • Maintained organized filing systems and databases, ensuring accuracy and accessibility of documents and records for audit and reference purposes.
  • Ensure that teams complete their deliverables before the due date with clear communication, setting expectations, monitoring progress, and providing support when needed.

Executive Assistant - Hybrid

Citibank
Chicago, Illinois
03.2022 - 04.2023
  • Directly supports two C15 level managers and generally supports two areas: City of Chicago & Illinois South.
  • Manages day to day calendar(s) of senior management; arranges meetings and secures meeting rooms
  • Orders supplies and process invoices through Procure to Pay system
  • Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system
  • Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls.
  • Process and follow-up on Virtual Requests
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
  • Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.

Client Service Associate - Hybrid

Citibank- IPB
Miami, Florida
09.2021 - 03.2023
  • Provide high level of support to the Financial Advisor including client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices and performance reporting.
  • Documented customer correspondence in CRM (Salesforce) to track requests, problems and solutions.
  • Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
  • Entered all changes to client data into system using Netx360.
  • Scheduled meetings with prospective and existing clients to optimize long-term business success.

Personal Banker

Citibank
Miami, FL
02.2020 - 09.2021
  • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
  • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals

Personal Banker I & Business Advocate

Wells Fargo
Miami, FL
03.2018 - 02.2020
  • Created strategic financial solutions to suit individualized client needs.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Met with clients to facilitate budget management and financial guidance.
  • Profile new and existing small business customers to uncover financial needs.

Advanced Cashier

Express
Miami, FL
10.2017 - 04.2018
  • Assisted with purchases, locating items and signing up for rewards programs.
  • Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
  • Promoted specific item options to drive sales and achieve add-on purchases.
  • Observed company return policy when processing refunds, including inspecting merchandise for wear or damage.
  • Directed merchandising and signage updates for weekly and seasonal promotional changes.

Small Business Banker

Banreservas - Banca Solidaria
Santo Domingo, Dominican Republic
05.2015 - 08.2016
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.

Education

MBA - Business Administration

Centro De Estudios Financieros, CEF
Madrid, Spain
09.2017

BBA - Business Administration

Instituto Tecnologico De Santo Domingo
Santo Domingo, Dominican Republic
04.2015

Skills

  • Bilingual (English and Spanish)
  • Microsoft Office
  • Salesforce
  • Workday
  • Netx360
  • Qualtrics & Medallia
  • SAP Concur
  • Documentation And Reporting
  • Recordkeeping Skills
  • Project Management

References

References available upon request.

Timeline

Business Coordinator FL Market- Remote

Citibank
08.2023 - Current

Executive Assistant - Hybrid

Citibank
03.2022 - 04.2023

Client Service Associate - Hybrid

Citibank- IPB
09.2021 - 03.2023

Personal Banker

Citibank
02.2020 - 09.2021

Personal Banker I & Business Advocate

Wells Fargo
03.2018 - 02.2020

Advanced Cashier

Express
10.2017 - 04.2018

Small Business Banker

Banreservas - Banca Solidaria
05.2015 - 08.2016

MBA - Business Administration

Centro De Estudios Financieros, CEF

BBA - Business Administration

Instituto Tecnologico De Santo Domingo

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Roberto Nunez