Tomas Perez
Bermuda Dunes,CA
Summary
Results-oriented Loan officer knowledgeable about wide range of loan products. Professionally works with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities.
Overview
11
11
years of professional experience
Work History
Loan Officer
One Main Finanical
Cathedral City, CA
10.2021 - Current
Real Estate Salesperson
Wyndham Destinations
01.2021 - 01.2022
- Sales Consultant in Vacation ownership
- Putting the world on Vacation
- Making sure you and your family have lasting memories every single year with Vacations with Wyndham ownership.
Senior Relationship Banker II
Chase Bank
01.2018 - 01.2020
- Recommending and explaining banking services and products to clients based on their needs
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
Relationship Manager
Bank of America
01.2015 - 01.2018
- A relationship manager is a professional who works to improve a firm’s relationship with both partner firms and customers
- Relationship management is generally divided into two fields: customer relationship management and business relationship management.
Sr. Personal Banker
Wells Fargo Bank
01.2013 - 01.2015
- Provided financial and credit services to customers
- Including consumers checking/saving accounts and home equity loans and personal loans
- Managed customer’s portfolio, serviced relationships, and cross-sold financial products to acquire 100% of the customer’s business.
Education
High School Diploma -
College of The Desert
08-2003
Skills
- Regulatory Compliance
- Accounting and Finance
- Customer Service
- Financial Planning Expert
- Credit Analysis
- Cash Handling Expert
- Documentation Review
- Loan Servicing
- Financial Advising
- Relationship Management
Leadership Experience
able to lead by example and be an independent contributor
Sales
ability to exceed given sales goals in fast paced environment
Customer Service
positive customer service attitude
Communication Skills
English and Spanish
Languages
Spanish
Full Professional
Timeline
Loan Officer
One Main Finanical
10.2021 - Current
Real Estate Salesperson
Wyndham Destinations
01.2021 - 01.2022
Senior Relationship Banker II
Chase Bank
01.2018 - 01.2020
Relationship Manager
Bank of America
01.2015 - 01.2018
Sr. Personal Banker
Wells Fargo Bank
01.2013 - 01.2015
High School Diploma -
College of The Desert