VALERIE AGUAYO
SOUTH JORDAN,UTAH
Summary
Dynamic professional with a proven track record at JP Morgan Chase, excelling in client relationship management and team leadership. Bilingual and skilled in legal correspondence drafting, I drive portfolio growth and enhance customer satisfaction. Recognized for exceeding targets and fostering strong client connections, I am committed to delivering exceptional results.
Overview
5
5
years of professional experience
Work History
Receptionist/Intake Specialist
Davis & Sanchez
Millcreek, UT
02.2025 - Current
- Screened incoming calls from potential clients seeking legal advice.
- Coordinated appointments and managed electronic calendar for team members.
- Prepared clients for appointments, depositions, and testimony to facilitate smooth legal processes.
- Filed documents with courts and governmental agencies, ensuring compliance with proper procedures.
- Provided administrative support by filing documents and managing records.
- Drafted pre hearing documents and correspondence for attorney review and approval.
BANKER
JP Morgan Chase
Salt lake city, United States
06.2023 - 10.2024
- Ensured compliance with financial regulations through thorough due diligence on investment opportunities, effectively minimizing risk exposure for clients.
- Processed loan applications and prepared relevant documents for approval.
- Analyzed customer's financial information to determine the best banking products for them.
BANKER
Zions Bank
Salt Lake City, United States
06.2021 - 01.2022
- Managed client accounts and streamlined loan processes to enhance customer satisfaction. Exceeded quarterly targets, contributing to revenue growth.
- Championed customer-centric approach to resolve complex issues efficiently and build strong client relationships, leading to increased referrals.
- Provided personalized financial advice, helping clients achieve their goals. Mentored junior staff, promoting a culture of continuous learning and growth.
Education
High school -
Granger High School
West Valley City, UT06-2021
Criminal Justice
Salt Lake Community College
Salt Lake City, UTSkills
- Customer relations
- Electronic filing
- Database management
- Legal drafting
- Team Leadership
- Conflict resolution
- Bilingual
Languages
Spanish, Highly proficient
Timeline
Receptionist/Intake Specialist
Davis & Sanchez
02.2025 - Current
BANKER
JP Morgan Chase
06.2023 - 10.2024
BANKER
Zions Bank
06.2021 - 01.2022
High school -
Granger High School
Criminal Justice
Salt Lake Community College