Summary
Overview
Work History
Education
Skills
Languages
Education Certifications
Timeline
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Victor Zuarez Ruiz

Chicago,IL

Summary

Results-driven Investment Specialist with expertise in Salesforce CMC and Excel, managing 15+ client referrals monthly. Proven ability to build relationships and educate clients on regulatory compliance.

Overview

7
7
years of professional experience

Work History

Investment Specialist

Bank of America
Chicago, IL
02.2022 - Current
  • Referred inbound Merrill clients bringing external funds, averaging 15+ referrals monthly
  • Opened and deepened client relationships, generating new Merrill Edge accounts
  • Tracked cases and referrals using Salesforce CMC, Excel, and Outlook
  • Educated clients on FINRA laws and regulations

Loan Specialist

IHDA Resurrection Project
Chicago, IL
01.2021 - 02.2021
  • Processed and edited 70+ loan cases weekly to meet a 50-case quota
  • Contacted applicants to ensure documentation compliance
  • Identified and escalated fraudulent applications

Security & Governance Analyst

AllState
Chicago, IL
07.2020 - 01.2021
  • Handled deletion of PII data in compliance with State Privacy Laws
  • Coordinated validation checks and supported privacy audits
  • Completed corporate privacy protection training

Business Expert

Sprint Nextel
Chicago, IL
12.2018 - 01.2020
  • Updated merchandise via Sprint’s GST and FamilyWall platforms
  • Conducted sales transactions and assisted customer purchases
  • Developed partnerships with local businesses through email and direct outreach

Education

Project Management Training - Data & Analytics, Intro to Project Management, Business Communication, Better Business

Year Up / Harold Washington College
Chicago, IL
01.2021

Skills

  • Salesforce CMC
  • Excel
  • Outlook
  • Microsoft Word
  • PowerPoint
  • Windows OS
  • Mac OS
  • Nautilus
  • SharePoint
  • Client Relationship Management
  • Clear Communication
  • Persuasion
  • Product Knowledge
  • Closing Skills
  • Problem Solving
  • Public Speaking
  • Business Writing
  • Active Listening

Languages

Spanish

Education Certifications

Year Up / Harold Washington College, Chicago, IL, 02/01/20, 01/01/21, Project Management Training, 15, Data & Analytics, Intro to Project Management, Business Communication, Better Business

Timeline

Investment Specialist

Bank of America
02.2022 - Current

Loan Specialist

IHDA Resurrection Project
01.2021 - 02.2021

Security & Governance Analyst

AllState
07.2020 - 01.2021

Business Expert

Sprint Nextel
12.2018 - 01.2020

Project Management Training - Data & Analytics, Intro to Project Management, Business Communication, Better Business

Year Up / Harold Washington College

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