Waldo Velazquez

• Maintained schedules between manufacturing and calibration technicians to ensure operational efficiency.
• Coordinated calibration and repair cycles for assets, managing vendor communications, and tracking turnaround times.
• Reviewed calibration certificates for accuracy, promptly reporting any deviations identified.
• Stored calibration certificates and documentation in Blue Mountain Regulatory Asset Manager for compliance assurance.
• Reported out-of-tolerance events to calibration management, providing the necessary documentation for investigations.
• Managed new asset requests, collaborating with Tech Ops and QA reviewers for equipment activation.
• Facilitated training programs for new personnel to enhance team capabilities.
• Coordinated immediate release of Turn Over Packages with cross-functional teams through EDMS.

• Achieved 50% revenue growth by surpassing sales targets and closing metrics.
• Strengthened client relationships rapidly to enhance loyalty and retention.
• Redefined brand strategies, improving visibility and customer experience via PPP Federal Program.
• Established new lending business focused on proactive communication and prioritizing client needs.
• Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
• Coordinated and participated in group presentations on financial services to attract new clients.
• Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.

• Supporting several branches in Mortgage Business in Northwest Upstate NY area. Managed over 50 customer calls per day.
• Developing and increasing confidence of every client in every business interaction, making good business relationship for all branches.
• Understand real estate appraisals, title reports and real estate transactions.
• Analyze detailed financial and credit data, matching customer needs with appropriate loan programs and level of risk.
• Create and submit loan files to underwriting department for processing and approval review.
• Evaluated program effectiveness using qualitative and quantitative methods, enabling continuous improvement of services offered.
• Facilitated communication between different departments, streamlining processes while improving collaboration on shared goals.
• Conducted online and in person research to identify community development opportunities.

Coordinated and implemented marketing strategies to cultivate new customer base for mortgage products.

• Collaborated with business development team to expand under-construction loans while managing refinancing and sub-sale segments.
• Developed innovative business ideas to capture loans via internal and external sales channels.
• Participated in roadshows, property fairs, and sales launches to enhance compliance management and business processes.
• Maintained strong relationships with solicitors, housing developers, and financial institutions to streamline workflow.

• Developed business development strategies to capture loans through various sales channels.
• Participated in roadshows and property fairs to enhance compliance and improve processes.
• Maintained strong relationships with solicitors, housing developers, and financial institutions.
• Liaised between bank and customers to collect documents and provide mortgage application updates.
• Managed daily communications via telephone and email to address inquiries and schedule appointments.
• Reviewed credit reports to assess debt levels and identify consolidation strategies.
• Evaluated client needs and recommended tailored financial products for optimal outcomes.

• Seven years as manager of several stores. Managing different groups of people up to 30 employees.
• Increased sales by more than 10% and sales revenue by more than 30%
• Establishment of strong personnel development culture and preparing people for next level including (MIT) Manager in Training roles etc.
• Providing trainings to all employees including those with desire to grow, developing managers in training and assistant managers.
• Managed inventory control, cash control, and store opening and closing procedures.
• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback and performing mid-year and yearly evaluations to all employees.