Roberto Trevizo
Farwell,TX
Summary
Organized, respectful, and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to do whatever it takes in order to help the team out.
Overview
9
9
years of professional experience
Work History
Loan Officer
Security State Bank
Farwell, TX
02.2022 - 12.2025
- Provided timely updates to clients regarding loan status and processing timelines.
- Evaluated client financial information to determine loan eligibility and risk factors.
- Assisted clients in completing loan applications and gathering required documentation.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Loan Entry/Loan Processor
Security State Bank
Farwell, TX
02.2022 - Current
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Input loan entries into computer systems.
- Handled customer needs when it came to loan questions, payments, etc.
- Gave loan docs to customers explaining certain areas and answered questions they had.
- Was able to use my bilingual skills at times in order to help customer needs.
Assistant Cashier Officer
Security State Bank
Farwell, TX
04.2020 - Current
- Was able to establish a community reputation through customer satisfaction and strong client relationships.
- Reconciled banks such as Plains Capital Bank, Amarillo National Bank, etc.
- Handled large sums of cash in an orderly fashion and was able to balance drawers with little to no error.
- Was able to resolve customer inquiries and complaints quickly.
- Was able to take care of customer needs in a well fashioned respectful manner.
- Assisted with end-of-the-month statements to reconcile bank accounts.
Personal Financial Representative/Bank Teller Intern
The Bank Of Clovis
Clovis, NM
05.2017 - 08.2019
- Assisted with customer needs when it came to personal banking.
- Handled large sums of money in a well-fashioned manner.
- Was able to balance drawers with little to no error.
- Great communication skills with customers.
- Monitored daily NSF accounts, bank reconciliations, and helped co-workers with other needs.
Education
Bachelor of Science - Sports Science/Sports Management
Eastern New Mexico University
Portales, NM05-2027
High School Diploma -
Farwell High School
Farwell, TX05-2019
Skills
- Built great customer relationships
- Proficient in Microsoft products
- Bilingual Speaker
- Works well under pressure
- Excellent communication skills
Accomplishments
- 2018 UIL State Runner-Up in Track and Field.
- Hold the 2A Regional Record in the High jump.
- Amarillo Globe-News Track Honor Roll 2018/19.
- #1 High Jumper in the nation for the Class of 2019.
- Texas Tech High Jumper 2019
Additional Information
Coach
Traci Read
806-759-6414
Teacher
Megan Terry
806-225-7322
Athletic Director
Shane Perkins
325-642-0428
Lawyer
Rick Rowley
575-799-8326
Timeline
Loan Officer
Security State Bank
02.2022 - 12.2025
Loan Entry/Loan Processor
Security State Bank
02.2022 - Current
Assistant Cashier Officer
Security State Bank
04.2020 - Current
Personal Financial Representative/Bank Teller Intern
The Bank Of Clovis
05.2017 - 08.2019
High School Diploma -
Farwell High School
Bachelor of Science - Sports Science/Sports Management
Eastern New Mexico University