Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Project Manager, Client Services
Debtnext
Remote
11.2024 - Current
Manage enterprise accounts and end-to-end projects, from resource allocation, business requirement documents, and timely milestones, to align client expectations.
As the primary liaison, I build relationships, provide strategic consulting, and deliver tailored solutions, while identifying opportunities to enhance financial software value.
Develop training materials in Confluence to streamline onboarding and knowledge sharing, and establish standardized workflows for operational efficiency.
Contribute to cross-functional initiatives, including recruiting and e-learning.
Business Relationship Manager
JPMorgan Chase
Tempe , AZ
09.2023 - 07.2024
Established and implemented key performance indicators to monitor the progress of business objectives.
Managed a portfolio of business clients with $5–$20 million in revenue, providing strategic consulting and fostering trusted relationships. Analyzing industry trends and Salesforce data, I delivered targeted recommendations to enhance customer experience and drive product adoption.
Conducted regular client meetings to assess needs, provide training, identify challenges, and uncover growth opportunities.
Collaborated with risk and compliance teams to ensure regulatory adherence, and mitigate operational risks.
Store Manager
TD Bank Group
Richboro , PA
03.2017 - 09.2023
At TD Bank, I held all three management positions at the branch level, overseeing operations, sales, and performance. Through strategic planning and data-driven decisions.
Propelled branch growth into the top three in the region. I recruited top talent, managed performance and compensation, and developed employees through targeted coaching and training. Implemented learning tools and performance systems to enhance sales and engagement.
Conducted monthly, quarterly, and yearly audits to ensure compliance with regulations and policies.
Managed small business relationships, providing strategic solutions, and training on product utilization and emerging technologies to support their growth.
Education
Master of Science - Human Resources Development
Drexel University
Philadelphia, PA
09-2024
Bachelor of Science - Organizational Communication
Benemerita Universidad Autonoma De Puebla
Puebla, Mexico
05-2014
Skills
Project management
Risk Management
Performance analysis
Regulatory compliance
Data interpretation
Financial Services
Languages
Spanish
Native/ Bilingual
Timeline
Project Manager, Client Services
Debtnext
11.2024 - Current
Business Relationship Manager
JPMorgan Chase
09.2023 - 07.2024
Store Manager
TD Bank Group
03.2017 - 09.2023
Master of Science - Human Resources Development
Drexel University
Bachelor of Science - Organizational Communication
Project Manager | Client Services Manager | IT Services Manager - Technical Operations Team Lead at MIP Holdings Pty LtdProject Manager | Client Services Manager | IT Services Manager - Technical Operations Team Lead at MIP Holdings Pty Ltd