Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shparadise Guzman

Milwaukee

Summary

Motivated relationship-builder eager to leverage extensive experience in client engagement to foster deeper connections. Eager to contribute to a team environment while actively pursuing new skills and experiences that support both personal growth and organizational success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Homeownership Selection Specialist

Milwaukee Habitat for Humanity
Milwaukee
11.2023 - Current
  • Review homeownership applications and supporting documents for accuracy and compliance.
  • Conduct financial risk assessment leveraging income, assets, and credit history
  • Record and explain the reasons for denials with detailed documentation.
  • Coordinate and schedule home showings for prospective homeowners.
  • Support applicants throughout the review process with transparent communication.

Assistant Branch Manager

Regional Finance
Greenfield
05.2023 - 11.2023
  • Evaluate credit loan applications and deliver tailored financial solutions.
  • Increased account volume through strategic customer outreach and solid product knowledge.
  • Reduced past-due debt by initiating follow-ups and collections on delinquent accounts.
  • Supported daily branch operations and ensured alignment with performance goals.

Retail Relationship Banker

BMO Harris Bank NA
Brookfield
09.2022 - 03.2023
  • Executed client needs assessment to identify optimal financial and credit solutions.
  • Sustained comprehensive understanding of bank products and services.
  • Captured client engagement and product sales through effective use of CRM and internal banking platforms.
  • Built and maintained long-term client relationships to promote retention.

Personal Financial Officer

Landmark Credit Union
West Milwaukee
05.2021 - 09.2022
  • Assisted members with account opening, management, and product education.
  • Executed closings for loans including credit cards, auto loans, HELOCs, and home equity.
  • Ensure accuracy and compliance in all financial transactions.
  • Referred members to investment representatives for specialized financial planning.

Lead Teller

Landmark Credit Union
West Milwaukee
05.2017 - 05.2021
  • Train and develop new hires.
  • Perform daily, weekly, and monthly operational audits covering vault, cash drawer, and cash dispensers. Handle and manage the cash drawer.
  • Cross sells credit union products in addition to opening new accounts.
  • Operate and balance the cash drawer daily. Help oversee daily branch operations.
  • Authorize specific transactions to ensure compliance with credit union procedures.
  • Coached and trained new tellers to improve performance standards.
    Supported teller line management during manager's absence to maintain workflow efficiency.

Education

High School Diploma -

Project Stay High School
Milwaukee, WI
06-2008

Skills

  • Loan closing
  • Credit Risk Assessment,
  • Banking & Credit Union Products,
  • Sales and Product Recommendations,
  • Delinquency collections
  • CRM and banking systems
    Customer relationship management
    Interactive banking solutions
  • Collaborative management

Certification

  • Wisconsin Real Estate License July 2023
  • Notary Public June 2018
  • National Association of Certified Credit Counselors October 2024

Timeline

Homeownership Selection Specialist

Milwaukee Habitat for Humanity
11.2023 - Current

Assistant Branch Manager

Regional Finance
05.2023 - 11.2023

Retail Relationship Banker

BMO Harris Bank NA
09.2022 - 03.2023

Personal Financial Officer

Landmark Credit Union
05.2021 - 09.2022

Lead Teller

Landmark Credit Union
05.2017 - 05.2021

High School Diploma -

Project Stay High School

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