SHPARADISE GUZMAN
Milwaukee,WI
Summary
Opportunities to utilize experience and skills to help build relationships with clients and heightening client engagement.
Overview
7
7
years of professional experience
Work History
HOMEOWNERSHIP SELECTION SPECIALIST
MILWAUKEE HABITAT FOR HUMANITY
11.2023 - Current
- Conduct orientation session and respond to inquiries about Milwaukee Habitat for Humanity program
- Assist applicants in completing their loan application through loan closing
- Re-certify documents to verify program eligibility during multiple stages of home buying process
- Process loan files in preparation for loan closing including down payment subsidies, assistant programs, order and review title.
- Developed strong client relationships through consistent communication and attentive service.
ASSISTANT BANCH MANAGER
REGIONAL FINANCE
05.2023 - 11.2023
- Process credit loan applications and use product knowledge to provide loan solutions to customer and prospect customers
- Grow account volume through good judgement and effective customer solicitation
- Minimize delinquent debt through calling customers and collecting on past due accounts
- Accomplished multiple tasks within established timeframes.
RETAIL RELATIONSHIP BANKER
BMO HARRIS BANK
09.2022 - 03.2023
- Engage customers to complete needs assessment to help identify financial solutions
- Maintain current knowledge of personal banking products
- Probes to understand customer personal banking and credit card needs
- Use interactive system Salesforce to log calls, concerns, product sales.
PERSONAL FINANCIAL OFFICER
LANDMARK CREDIT UNION
05.2021 - 09.2022
- Assist members in opening, managing, and optimizing their bank accounts and other credit union products
- Process and schedule closing for various loan applications credit cards, real-estate and vehicle loans
- Refer members to Investment representative for special need products.
- Meet sales goal for the month through recommending credit union products and services
LEAD TELLER
LANDMARK CREDIT UNION
09.2020 - 05.2021
- Manage teller line in managers absence
- Train and develop new hires
- Complete all daily weekly and monthly operational audits included but not limited to auditing vault, cash drawer and cash dispensers
- Handle and manage cash drawer
- Cross sell credit union products in addition to opening new account.
TELLER II
LANDMARK CREDIT UNION
05.2017 - 09.2020
- Operate and balance cash drawer daily
- Help oversee daily branch operations
- Help create daily schedules
- Provide approvals for certain transaction to stay in compliance with credit union procedures
- Train and coach, all incoming tellers, ad help manage teller line in manager absence.
MEMBER SERVICE REP
LANDMARK CREDIT UNION
01.2019 - 10.2019
- Answer members phone inquiries related to personal accounts, loan accounts and payments
- Help find solutions for problems or error and correct them
- Set up and maintain files on various third-party systems
- Help members make payments, wire transfers and personal transfers
- On top of cross selling other credit union products and services.
Education
High School Diploma -
Project Stay H.S.
Milwaukee06.2008
Skills
- Great Interpersonal skills,
- Collaborates well with others
- Prioritizing
- Good decision skill
- Active Listening
- Managing Multiple Task
- Customer Inquiries
LICENSE
REAL ESTATE AGENT
- July 2023
NOTARY PUBLIC
- June 2017
Timeline
HOMEOWNERSHIP SELECTION SPECIALIST
MILWAUKEE HABITAT FOR HUMANITY
11.2023 - Current
ASSISTANT BANCH MANAGER
REGIONAL FINANCE
05.2023 - 11.2023
RETAIL RELATIONSHIP BANKER
BMO HARRIS BANK
09.2022 - 03.2023
PERSONAL FINANCIAL OFFICER
LANDMARK CREDIT UNION
05.2021 - 09.2022
LEAD TELLER
LANDMARK CREDIT UNION
09.2020 - 05.2021
MEMBER SERVICE REP
LANDMARK CREDIT UNION
01.2019 - 10.2019
TELLER II
LANDMARK CREDIT UNION
05.2017 - 09.2020
High School Diploma -
Project Stay H.S.
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