WANDA LOPEZ
Ponce Inlet,FL
Summary
Experienced with customer relationship management, ensuring high levels of client satisfaction and loyalty. Successfully navigated complex banking operations and enhanced customer satisfaction through personalized service. Demonstrated ability to communicate effectively and analyze financial needs. Ready to help team achieve company goals.
Overview
31
31
years of professional experience
Work History
Officer, Senior Banker
Bank Of America
02.2017 - Current
- Maintain a basic knowledge of all Bank of America products, services, procedure, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Fair Lending; Regulation E; deposit, transaction and loan accounts.
- Focus on deepening relationships by identifying and matching customer financial needs with Bank of America products solution. Connecting customers with specialists and offering appropriate financial solutions and services to both individual and small business clients to ensure customer financial needs are met.
- Meet with prospective clients to generate new business. Answering product-related questions from customers. Taking on complex customer issues and resolving them.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Participate in all meetings, bank functions, customer appreciation/ community events as requested or assigned by supervisor.
- Perform administrative duties such as answering phone calls, making outbound calls, etc.
Finance Specialist
Premiercare in bathing
12.2015 - 11.2016
- Work closely with our lender portfolio of over 7 banks to ensure we meet our customer's financing needs.
- Consult with clients after sales and contract signing to resolve problems and provide ongoing support.
- Submit customers' credit applications to our lenders for verification, recommendations, and approvals.
- Process, review, and edit loan agreements to ensure accuracy and maintain strict confidentiality.
- Provide assistance to over 120 Sales Representatives across the United States.
- Maintain communication with the customers, keep track of their installation's date, resolve any issues that may arise during installation, and finalize their purchase by contacting their lender for funding.
Associate Administrator Business Manager
Eye Center of Southern Connecticut
06.2000 - 05.2014
- Bookkeeping and property management for four Limited Liability Corporations owned by the Eye Center of Southern Connecticut for their real estate properties including Accounts Payable and Account Receivable.
- Process bank reconciliation and finance reports to verify practice of proper due diligence.
- Handle cash and deposits using the proper accounting procedures and documentation.
- Process journal entries, online transfer, and payments.
- Work directly with Accountant to complete Audits, gather taxes, information, and resolve discrepancies.
- Responsible for being the first point of contact for both landlords and tenants and for ensuring that each tenancy runs smoothly from start to finish.
- Assist with the leasing of Office buildings and residential properties.
- Dealing with any property maintenance requirements including tenant service calls and vendors.
- Prepare budgets, Balance Sheets, and Profit & Loss Reports for accurate reporting of financial standing.
- Keep track of original leases and renewals, loans, property insurance, property taxes, and inspections.
- Promote leasing of properties through advertisements, open houses, and participation in multiple listing services.
- Ensuring that landlords comply with current and relevant legislation.
- Supervise business staff of over 24 employees
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
Real Estate Sales Agent
Weichert Realtors -Willmot Real Estate
12.2004 - 12.2016
- Generated lists of properties that are compatible with buyer's needs and financial resources.
- Coordinate appointment to show homes to prospective buyers.
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
- Present purchase offers to sellers for consideration.
- Negotiated, facilitated and managed real estate transactions.
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
- Coordinate property closings, overseeing the signing of documents and disbursement of funds.
Production line leader
Rexall Sundown Vitamins
06.1996 - 09.1998
- Responsible for achieving production requirements.
- Supervised three production lines and motivated staff.
- Ensure that all health and safety guidelines were followed.
- Made sure that products were produced on time and are of good quality.
- Prepared and maintained production reports.
- Worked with quality managers to achieved the proper quality of the products.
- Verified computations against physical count of stock.
- Loaded and unloaded pieces into boxes for shipment.
Soldier
Soldier United States Army
12.1993 - 02.1995
- Worked closely with Company Commander to maintain optimum levels of communication to effectively and efficiently complete projects.
- Communicate urgent orders and directions effectively to a team of sixty soldiers.
- Prepare training schedule and conduct physical exams in preparation for combat.
- Operated and maintained armored vehicles.
Education
Associate in Liberal Arts and Science -
Gateway Community College
New HavenLicensed Florida Real Estate Agent -
The Real Estate School Inc.
FloridaLicensed Connecticut Real Estate Agent -
New Haven Real Estate School
New HavenSkills
- Financial services
- Consumer banking specialist
- Compliance, banking laws and regulations
- Relationship building and management
- Product knowledge
- Risks assessment
- Sales professional
- Customer Service-oriented
- Bookkeeping; Accounts receivable and payable Specialist
- General ledger Accounting
- Accurate and detailed oriented
Efficient multi-tasker - Excellent time management and organization skills
- Excellent communication skills
- Adherence to high customer service standards
- Promotes positive behavior
- Teamwork and collaboration
- Conflict resolution
- Honest and dependable
- Proficiency in MS Office, Excel, and Quick Books
- Bilingual (Spanish)
Timeline
Officer, Senior Banker
Bank Of America
02.2017 - Current
Finance Specialist
Premiercare in bathing
12.2015 - 11.2016
Real Estate Sales Agent
Weichert Realtors -Willmot Real Estate
12.2004 - 12.2016
Associate Administrator Business Manager
Eye Center of Southern Connecticut
06.2000 - 05.2014
Production line leader
Rexall Sundown Vitamins
06.1996 - 09.1998
Soldier
Soldier United States Army
12.1993 - 02.1995
Licensed Florida Real Estate Agent -
The Real Estate School Inc.
Associate in Liberal Arts and Science -
Gateway Community College
Licensed Connecticut Real Estate Agent -
New Haven Real Estate School
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