Waldo Velazquez
Delmar,NY
Summary
Professional with verifiable achievements in driving change and improvements within growing organizations through the strategy, vision, and execution of excellence. Record of success in building relationship with clients around the nation and making strong business decisions to help a diversity base of clients nationwide. Record of success in building and mentoring top performing teams by a lead by example behavior and supporting employee growth. History of redefining brands using marketing strategies that delivers great results in brand visibility, customer experience and revenue growth. Versatile change agent and leader with strengths in encouraging people among all levels of an organization and utilizing communication skills (Spanish & English) to drive a strong collaboration across all business units. Management experience for more that 7 years, strong decision-making ability, goal and detail-oriented person, committed to the excellence.
Overview
25
25
years of professional experience
Work History
Consultant, Facilities - Calibration Coordinator
Valsource
10.2022 - Current
- Comply with all current GXP's (e.g., Good Manufacturing Processes, Good Documentation Practices etc.)
- Complete all required training items (SOP's, CBT's, OJT's, ILC's etc.) within associated timeframes prior to performing any associated tasks
- Perform all tasks required for work completion per approved standard operating procedures (SOPs)
- Maintain schedules between manufacturing and calibration technicians
- Coordinate calibration and repair cycle of assets including active communication with vendors to send assets for calibration and/ or repair, tracking turnaround time for delivery of assets and requesting and placing purchase orders as necessary and managing over 20 calls and emails per day
- Responsible for calibration documents verification, storage and reporting status of assets
- Responsibilities includes calibration certificates reviews for accuracy, storage of calibration certificates and documentation in Blue Mountain Regulatory Asset Manager ensuring equipment, including standards, are suitable for use
- Responsible for reporting out of tolerance events to calibration management in timely manner and making sure all necessary documents are available to close out investigations
- Responsible for NAR's and follow up with Tech Ops reviewers and QA validation reviewers to complete equipment activation process
- Facilitate training of new personnel
- Coordinate with Cross Functional teams immediate release of Turn Over Packages in EDMS
- Tasks includes scanning, bookmarking, uploading drawings, P&IDs, quality, and compliance documentation.
Credit Solution Advisor (CSA)
Bank of America
06.2019 - 10.2022
- Execution of excellence, increased bank revenue results by 50% and increasing client's relationship in short period of time
- History of redefining brands using marketing strategies that delivers great results in brand visibility and customer experience trough PPP Federal Program to help several business clients during Pandemic
- Create new lending business providing proactive communication and helping clients on their life priorities
- Follow and model all federal laws and regulations in every client interaction to provide safety environment for all
- Provide complete financial analysis to all clients including their actual goals and their future expectations
- Be aware of changes in market to apply well and in responsible manner, recommendations on every interaction
- Have responsible growth, being professional with partners of business to provide great teamwork environment for all.
Community Development MLO
KeyBank
03.2018 - 05.2019
- Managing 5 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
- Versatile change agent and leader with strengths in encouraging people among all levels including co-workers and third parties partners for one common goal, clients satisfaction
- Understand real estate appraisals, tittle 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.
Mortgage Solution Advisor
Home Mortgage Bankers
04.2015 - 10.2017
- Communicate with other professionals, including attorneys and realtors
- Managed over 50 customer calls per day and increased sales by 10%
- Develop knowledge of company products, policies, procedures, and underwriting requirements
- Review active loan files each day to determine if any documents are missing or what can be done to help every process along
- Understand real estate appraisals, title reports and real estate transactions.
- Enhanced client satisfaction by providing tailored solutions based on their unique requirements.
- Streamlined internal processes for faster solution delivery and increased team efficiency.
- Managed multiple projects simultaneously, ensuring timely completion while maintaining high-quality standards.
Mortgage Sales Executive
Popular Bank
01.2008 - 10.2014
- Develop and maintain high degree of visibility for Popular Bank in every marketplace
- Managed over 50 customer calls per day
- Met with applicants to obtain information for loan applications and answer questions about process.
- Executed loan origination processes by ordering credit reports, appraisals and preliminary title reports.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans for commercial and consumer clients.
- Qualify clients for mortgage loans according to their profile.
- Maintained knowledge of loan products, underwriting, processing procedures and general guidelines.
- Built networking and referral systems through realtors and title companies.
- Held first-time home buyer seminars with attorneys and realtors to provide education on home buying process.
Store Manager
Foot Locker
07.1998 - 11.2005
- Seven years as manager of several stores and opportunity to impact many lives
- Rookie Manager Award
- 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
- 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
Education
Bachelor's Degree - Business Administration - Management
UPR - University of PR
Humacao, PR08.1996
Skills
- Strong leadership qualities
- Team player
- Oriented to details and goal-oriented
- Excellent organizational, interpersonal, project management
- Proficiency knowledge in Excel, Word, Pro-Presenter, Power point and BMRAM
- Bilingual (English, Spanish)
- Quality Assurance & Timeline Development
- Continuous Improvement
- Business Planning
- Staff Management
- Cost Analysis
- Work Planning and Prioritization
Husband and father of two, singer, song writer and sports fan.
My family is my passion. I love to sing, write songs and play music and also I'm a Baseball and Basketball fan.
Timeline
Consultant, Facilities - Calibration Coordinator
Valsource
10.2022 - Current
Credit Solution Advisor (CSA)
Bank of America
06.2019 - 10.2022
Community Development MLO
KeyBank
03.2018 - 05.2019
Mortgage Solution Advisor
Home Mortgage Bankers
04.2015 - 10.2017
Mortgage Sales Executive
Popular Bank
01.2008 - 10.2014
Store Manager
Foot Locker
07.1998 - 11.2005
Bachelor's Degree - Business Administration - Management
UPR - University of PR
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