Summary
Overview
Work History
Education
Skills
Timeline
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Tania Reyes

Phoenix,AZ

Summary

Highly organized and detail-oriented Branch Banker with more than 14years of administrative and banking experience.
Professional Banker with experience serving bank customers through various offerings. Helpful when processing transactions, opening accounts and cross-selling bank services. Team player quick to assist tellers, managers and other staff with various needs to deliver outstanding service.

Overview

14
14
years of professional experience

Work History

Branch Banker

PNC Bank
05.2022 - Current
  • Originated, reviewed, processed, closed and administered retail loan applications
  • New account opening
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Achieved sales goals and service performance requirements through new client sales
  • Ensured superior client experience by addressing client concerns, demonstrating empathy and resolving problems on the spot
  • Held weekly team meetings to inform team members on company news and updates.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.

Customer Relations Team Leader

Specialized Loan Servicing
12.2020 - 04.2022
  • Increased efficiency and team productivity by promoting operational best practices.
  • Established clear expectations and performance standards for team members, leading to increased accountability and motivation.
  • Trained new personnel regarding company operations, policies and services.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Mentored junior staff members on best practices in customer relations, fostering professional growth within the team.
  • Conducted regular performance reviews, providing constructive feedback and coaching to facilitate continuous improvement among employees.

Mortgage Loan Consultant

Specialized Loan Servicing
12.2017 - 12.2020
  • Stayed informed on changes in government-backed loan programs such as FHA and VA loans, providing up-to-date guidance to clients seeking alternative financing options for home purchases.
  • Processed loan applications and monitored progress from start to finish.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Increased client satisfaction by providing personalized mortgage counseling services and guiding them through the application process.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Assisted in developing new strategies to increase recovery rates on delinquent accounts without compromising client relationships or business reputation.

Relationship Mortgage Coordinator

JPMorgan Chase
07.2013 - 10.2017
  • Collaborated with cross-functional teams to develop strategies for improving overall client experience.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Monitored portfolio performance and provided clients with periodic updates on loan progress.
  • Supported internal audit reviews of closed loans ensuring timely resolution of any identified discrepancies or issues.
  • Collaborated with sales team members to identify potential opportunities for cross-selling additional financial products and services.
  • Facilitated relationship-building activities such as networking events, workshops, and seminars, expanding the company''s reach within the market.

Collection Customer Service Representative

Wells Fargo & Company
04.2010 - 06.2013
  • Ensured compliance with all applicable federal, state, and local regulations governing debt collection activities while protecting consumer rights.
  • Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
  • Investigated customer credit references and approved credit lines.
  • Negotiated settlements within approved guidelines while preserving positive customer relationships whenever possible.
  • Educated customers on their financial obligations, offering guidance on budgeting and repayment options tailored to their individual circumstances.
  • Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.

Education

BBA - Business Administration And Management

University of Phoenix
Tempe, AZ
05.2012

High School Diploma -

Tolleson High School
Tolleson, AZ
05.2007

Skills

  • Exceptional communication skills
  • MS Office proficient
  • Strong client relations
  • Works well under pressure
  • 65 WPM typing speed
  • Professional phone etiquette
  • Accurate and detailed
  • Banking operations knowledge
  • Decision-Making
  • Reliability
  • Goal Setting
  • Professional Demeanor
  • Cash handling and management
  • Credit analysis
  • Sales Support
  • Risk Mitigation
  • Financial Reporting
  • Team Collaboration
  • Staff Management
  • Fluent in [Spanish]

Timeline

Branch Banker

PNC Bank
05.2022 - Current

Customer Relations Team Leader

Specialized Loan Servicing
12.2020 - 04.2022

Mortgage Loan Consultant

Specialized Loan Servicing
12.2017 - 12.2020

Relationship Mortgage Coordinator

JPMorgan Chase
07.2013 - 10.2017

Collection Customer Service Representative

Wells Fargo & Company
04.2010 - 06.2013

BBA - Business Administration And Management

University of Phoenix

High School Diploma -

Tolleson High School

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Tania Reyes