Detailed oriented professional with over 14 years of experience and a proven knowledge of internal controls, management, and strategic planning. Aiming to leverage skills in order to successfully become a great asset to the team and company.
Overview
15
15
years of professional experience
Work History
Administrative Assistant
Protect Building Services
04.2024 - Current
Excellent communication, organizing, managing and keeping office running effectively
Record keeping of data as needed or request by management
Support the department with the day to day operations of an office by doing tasks filling, preparing documents and answering phones
Assist and provide support to managers and employees and assign them with daily office needs.
Real Estate Agent
Coldwell Banker
06.2023 - 06.2024
Represent buyers or sellers in real estate transactions
Provide guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms
Develop positive relationships with lenders, appraisers, home inspectors and escrow companies.
Branch Supervisor
Pacific Premier Bank
10.2022 - 03.2023
Provide guidance, direction, and supervision to staff in the absence of the Branch Service Manager
Functions in all areas of new accounts including technical, sales and service to ensure compliance with all bank policies, procedures and regulations
Liaison with Branch Service Manager to ensure that the staff is fully functional in all aspects of sales and service.
Advance Client Solutions Specialist
Bank of America N.A.
01.2022 - 08.2022
Communicate with clients to develop a strategic plan to fulfill their financial goals
Displayed passion and commitment to deliver an experience that improves client's financial life
Build rapport with our clients to effectively connect them with our financial partners inform and educate clients on products and services that are available to meet their needs.
Financial Center Assistant Manager
Bank of America N.A.
05.2020 - 01.2022
Efficiently managed complexity, prioritized tasks, delegate and execute in a fast-pace environment
Manage the financial Center in the absence of the financial center manager
Develop and coach teammates to provide an exceptional client experience.
VP Relationship Manager
Bank of America N.A
12.2009 - 05.2020
Developed, maintained and grew the commercial loan portfolio of small businesses with annual sales of $500K
Obtained and compiled financial information to evaluate loan applications and related risks
Worked directly with clients to review agreements, explain programs, negotiate loans and terms
Effectively balanced sales performance, operational risks and client relationship care.
Education
High School Diploma -
Jones Commercial High School
Chicago, Illinois
Skills
Bilingual English/Spanish
Risk management
Strategy development
Business operations
Regulatory compliance
Financial analysis
Sales marketing
Bilingual
Leadership
Communication
Client experience
Fraud management
Real Estate
Coaching
Timeline
Administrative Assistant
Protect Building Services
04.2024 - Current
Real Estate Agent
Coldwell Banker
06.2023 - 06.2024
Branch Supervisor
Pacific Premier Bank
10.2022 - 03.2023
Advance Client Solutions Specialist
Bank of America N.A.
01.2022 - 08.2022
Financial Center Assistant Manager
Bank of America N.A.
05.2020 - 01.2022
VP Relationship Manager
Bank of America N.A
12.2009 - 05.2020
High School Diploma -
Jones Commercial High School
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