Victoria Collazo
St. Petersburg
Summary
Dynamic Service Executive at Velera with a proven track record in project management and cross-functional coordination. Expert in financial analysis, I drive operational excellence and enhance client relationships, ensuring alignment with business objectives. Successfully implemented strategies that improved service delivery and efficiency, fostering trust and collaboration with credit unions.
Overview
19
19
years of professional experience
Work History
Service Executive
Velera
01.2020 - Current
- Actively collaborate with cross-functional teams to optimize the flow process, streamlining procedures and enhancing efficiency
- Engage in pilot programs to ensure that our applications align with our credit union’s objectives and are user-friendly, facilitating correct usage of our systems
- Leverage a consultative approach to direct operational activities and ensure each client’s overall business objectives are achieved
- Foster a collaborative relationship and ensure that the services provided are in line with my credit union’s overall goal
- Build and improve relationships with my credit unions to ensure operational issues and questions are resolved in a timely manner
- Manage operational requests and projects to ensure timeliness, accuracy and quality
- Identify strategic operational opportunities that ensure client business objectives are met
- Work with client to aid and train on Velera programs, products, and applications
- Partner with project managers for all debit card implementation initiatives, conversions, start up and add programs
- Lean Six Sigma methodology course complete with Velera
Account Manager/Implementations
FIS
01.2017 - 01.2020
- Collaborated with my credit union to ensure the successful execution of their business strategy by conducting a thorough analysis of their current services and identifying areas of improvement
- Provided leadership and guidance by delivering a comprehensive support approach that contributed to the overall success of the credit union
- Partnered with the credit union’s internal resources to develop new strategies or enhance their existing services to better align with their overall business goals
- Partnered with project managers to plan and execute the launch of new credit programs, streamlining the implementation process and ensuring a smooth transition for their members
- Maintained a working knowledge of necessary compliance and regulation governing card programs
- Scheduled status calls with my credit unions to discuss important key service topics, review projects in clients’ queue
- Traveled on-site to meet with my credit union to engage in discussions about strategies and business objectives
- As well as offer essential training on our programs, products and applications as needed
Assistant Relationship Manager
Unity Bank
01.2015 - 01.2016
- Manage and optimize branch performance by overseeing staff hiring, training and development, as well as implement operational strategies
- Developed and implemented strategies that contribute to the Bank’s growth and profitability
- Fostered relationships with my clients by establishing trust, allowing me to uncover their financial objectives and aid them in achieving their personal and/or business goals
- Target goals for revenue and services were met by optimizing sales strategies and managing support staff
- Ensure that the branch maintains an above average rating in annual audit
- Mentor and coach employees with respect to policy, procedures and sales goals
Personal Banker/Teller Coordinator
Suntrust
01.2012 - 01.2015
- Fostered enduring relationships with my clients by establishing trust, allowing me to uncover their financial objectives and aid them in achieving their personal and/or business goals
- Applied a consultative approach with my clients to provide banking solutions
- Attended industry events, networked with other business to drive growth
- Managed, mentored and coached employees with respect to policy, procedures and sales goals
- Responsible for overall branch teller team performance, branch service excellence and branch operational adherence
Sales Associate
Verizon
01.2010 - 01.2012
- Met/Exceeded monthly sales goals
- Handled customer questions, complaints, and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues
- Made recommendations according to the customer’s needs on features, accessories upgrades and rate plans
- Made financial decisions to protect/collect revenues and adjusts customers’ accounts
- Met or exceeded monthly sales goals
Branch Manager
AIG
01.2006 - 01.2009
- Oversaw the overall performance of the branch team, ensuring service excellence and operational compliance within the branch
- Fostered relationships with my clients by establishing trust, allowing me to uncover their financial objectives and aid them in achieving their personal and/or business goals
- Extended loan and retail credit with lending authority, evaluate risks and close loans
- Evaluated collection accounts to help clients with payment arrangements
- Collected past due accounts including skip processing, inside and outside adjustment calls, repossessions and bankruptcies
- Prepared and analyzed branch reports and took appropriate actions
- Mentored and coached employees with respect to policy, procedures and sales goals
Education
B.S.B.A. – Global Business Management -
Troy University
Troy, AL12.2025
Associate of Arts -
Pensacola Junior College
Pensacola, FL01.1999
Skills
- Project management
- Financial analysis
- Data analysis
- Team collaboration
- Cross-functional coordination
- Customer relationship management
Languages
Spanish
Professional
References
References available upon request.
Timeline
Service Executive
Velera
01.2020 - Current
Account Manager/Implementations
FIS
01.2017 - 01.2020
Assistant Relationship Manager
Unity Bank
01.2015 - 01.2016
Personal Banker/Teller Coordinator
Suntrust
01.2012 - 01.2015
Sales Associate
Verizon
01.2010 - 01.2012
Branch Manager
AIG
01.2006 - 01.2009
B.S.B.A. – Global Business Management -
Troy University
Associate of Arts -
Pensacola Junior College
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