Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rogelio Canez

San Diego,CA

Summary

Experienced Relationship Banker with expertise in Negotiation and Financial Data Analysis. Effective in pursuing business with persistence and turning opportunities into long term relationships. Communicative team player with in-depth knowledge of banking products and associated services. Bilingual individual capable of explaining complex information in easy to understand terminology.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Banker

JP Morgan Chase
Alpine, CA
01.2023 - Current
  • Obtained FINRA Series 6 & CA Life & Health Insurance Licensing
  • Developed and maintained positive relationships with clients through regular communication.
  • Organized client data into an easily accessible database system.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.

Client Relationship Associate

Vanguard
Scottsdale, AZ
08.2022 - 11.2022
  • Passed Series 63 Licensing Exam
  • Passed SIE Licensing Exam

Mortgage Loan Officer

Wells Fargo Home Mortgage
Tempe, Arizona
05.2021 - 08.2022
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports
  • Analyzed assets, income and debts to determine client financial standing and liability risk.
  • Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.
  • Adhered to federal and state compliance guidelines relative to retail mortgage lending.
  • Managed pipeline for originated loans through closing and complete required management reports.

Account Manager

MGA Business Consultants
Phoenix, AZ
06.2020 - 06.2021
  • Conducted weekly sales team meetings to review progress toward sales goals and discuss emerging opportunities.
  • Assigned tasks to associates by fit skill levels to maximize team performance.
  • De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.

Education

Bachelor of Arts - Communications

University of Arizona
Tucson, AZ
12-2024

Associate of Science - Business

Pima Community College
Tucson, AZ
05.2018

Skills

  • Bilingual (English & Spanish)
  • Customer Service and Sales
  • Debt and Credit Management
  • Financial Processes Understanding
  • Banking Adherence
  • Client Needs Assessment

Certification

  • Financial Industry Regulatory Authority - SERIES 6 License
  • Nationwide Mortgage Licensing System - Loan Origination License 2174723
  • North American Securities Administrators Association - SERIES 63 License
  • Financial Industry Regulatory Authority - SIE Exam
  • CA Dep of insurance - CA Life & Health Insurance License

Timeline

Relationship Banker

JP Morgan Chase
01.2023 - Current

Client Relationship Associate

Vanguard
08.2022 - 11.2022

Mortgage Loan Officer

Wells Fargo Home Mortgage
05.2021 - 08.2022

Account Manager

MGA Business Consultants
06.2020 - 06.2021

Bachelor of Arts - Communications

University of Arizona

Associate of Science - Business

Pima Community College

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Rogelio Canez