Samantha Garcia
Victoria,TX
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of executives. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Account Executive
The Credit Pros
06.2025 - Current
- Assisted in preparing proposals and presentations to support sales initiatives.
- Maintained accurate records of client interactions using CRM software.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Developed and maintained strong relationships with clients to facilitate effective communication regarding credit issues.
- Manage approximately 15-20 incoming calls daily
Licensed Insurance Agent
Allstate
11.2024 - 04.2025
- Assisted clients in selecting appropriate insurance policies based on individual needs and preferences.
- Processed policy applications, ensuring accuracy and compliance with regulatory standards.
- Educated clients on coverage options, benefits, and claims procedures to enhance understanding.
- Maintained up-to-date knowledge of industry trends and product offerings to provide informed recommendations.
- Managed approximately 15-20 incoming calls, emails and faxes per day from customers.
Loan Counselor
Guild Mortgage
04.2024 - 08.2024
- Adapted quickly to changing regulations and compliance standards in lending industry.
- Supported team in achieving operational goals through effective customer service strategies.
- Analyzed account data to identify trends, facilitating proactive outreach efforts.
- Resolved client inquiries regarding payment plans, ensuring clear understanding of obligations.
- Maintained compliance with regulations governing mortgage collections throughout all communications.
- Prevented potential escalations by promptly addressing borrower complaints regarding loan modification programs or collection practices.
- Managed approximately 30-40 incoming calls.
Certified Debt Specialist
Simple Debt Solutions
06.2023 - 09.2023
- Assisted clients in understanding debt relief options and repayment plans.
- Documented client interactions and case progress using CRM software for accurate record-keeping.
- Enhanced company reputation by resolving complex client issues through effective communication and negotiation skills.
- Effectively managed high-stress situations involving distressed clients by exercising empathy, patience, and professionalism at all times.
- Established credibility as a trusted advisor by consistently delivering on promises, maintaining confidentiality, and demonstrating a deep understanding of clients'' financial challenges.
- Managed approximately 40-50 incoming calls.
Certified Debt Specialist
National Debt Relief
01.2022 - 06.2023
- Effectively managed high-stress situations involving distressed clients by exercising empathy, patience, and professionalism at all times.
- Established credibility as a trusted advisor by consistently delivering on promises, maintaining confidentiality, and demonstrating a deep understanding of clients'' financial challenges.
- Enhanced company reputation by resolving complex client issues through effective communication and negotiation skills.
- Documented client interactions and case progress using CRM software for accurate record-keeping.
- Assisted clients in understanding debt relief options and repayment plans.
- Managed approximately 50-60 incoming calls.
Senior Specialist
TDECU
07.2021 - 11.2021
- Processed customer transactions accurately and efficiently, ensuring a seamless banking experience.
- Assisted clients in navigating banking products, enhancing customer satisfaction and loyalty.
- Maintained compliance with regulatory requirements, minimizing risk and ensuring operational integrity.
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
- Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
Sr Financial Sales Advisor
BBVA USA
01.2019 - 03.2021
- Assisted clients in navigating banking products, enhancing customer satisfaction and loyalty.
- Attended ongoing professional development events to maintain up-to-date knowledge of best practices in financial advising, ensuring the highest level of service for clients.
- Maintained compliance with regulatory requirements, minimizing risk and ensuring operational integrity.
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
- Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
Client Operations Manager
BBVA USA
06.2017 - 01.2019
- Processed customer transactions accurately and efficiently, ensuring a seamless banking experience.
- Assisted clients in navigating banking products, enhancing customer satisfaction and loyalty.
- Maintained compliance with regulatory requirements, minimizing risk and ensuring operational integrity.
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Trained and mentored junior staff, fostering professional development within the team.
- Ensured timely completion of projects by effectively managing resources, delegating tasks, and monitoring progress against established timelines.
- Maintained compliance with regulatory standards by overseeing audits, risk assessments, and policy updates as necessary.
Senior Relationship Banker
Kleberg Bank
10.2014 - 06.2017
- Cultivated strong relationships with clients to identify financial needs and deliver tailored banking solutions.
- Led team initiatives to streamline processes, improving operational efficiency and reducing service wait times.
- Mentored junior bankers on best practices in relationship management and compliance standards.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Processed customer transactions accurately and efficiently, ensuring a seamless banking experience.
- Assisted clients in navigating banking products, enhancing customer satisfaction and loyalty.
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Ensured timely completion of projects by effectively managing resources, delegating tasks, and monitoring progress against established timelines.
- Maintained compliance with regulatory standards by overseeing audits, risk assessments, and policy updates as necessary.
Interim Branch Manager
Kleberg Bank
01.2014 - 10.2014
- Cultivated strong relationships with clients to identify financial needs and deliver tailored banking solutions.
- Led team initiatives to streamline processes, improving operational efficiency and reducing service wait times.
- Mentored junior bankers on best practices in relationship management and compliance standards.
- Assisted clients in navigating banking products, enhancing customer satisfaction and loyalty.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Ensured timely completion of projects by effectively managing resources, delegating tasks, and monitoring progress against established timelines.
- Maintained compliance with regulatory standards by overseeing audits, risk assessments, and policy updates as necessary.
- Led branch operations, ensuring compliance with company policies and procedures.
- Mentored and trained staff, enhancing team performance and customer service skills.
Relationship Banker
Kleberg Bank
02.2011 - 01.2014
- Cultivated strong customer relationships by providing tailored financial solutions and proactive service.
- Streamlined account opening processes, resulting in reduced wait times and improved customer experience.
- Analyzed customer needs to recommend appropriate banking products and services, enhancing client satisfaction.
- Ensured accuracy in transaction processing by implementing quality control measures and regular audits of workflows.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Education
High School Diploma -
Richard King High School
Corpus Christi, TX06.2009
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- Sales quota achievement
- Interpersonal skills
Certification
Life and Health License
Property and Casualty License
Languages
English
Full Professional
Timeline
Account Executive
The Credit Pros
06.2025 - Current
Licensed Insurance Agent
Allstate
11.2024 - 04.2025
Loan Counselor
Guild Mortgage
04.2024 - 08.2024
Certified Debt Specialist
Simple Debt Solutions
06.2023 - 09.2023
Certified Debt Specialist
National Debt Relief
01.2022 - 06.2023
Senior Specialist
TDECU
07.2021 - 11.2021
Sr Financial Sales Advisor
BBVA USA
01.2019 - 03.2021
Client Operations Manager
BBVA USA
06.2017 - 01.2019
Senior Relationship Banker
Kleberg Bank
10.2014 - 06.2017
Interim Branch Manager
Kleberg Bank
01.2014 - 10.2014
Relationship Banker
Kleberg Bank
02.2011 - 01.2014
High School Diploma -
Richard King High School
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