Yalitza Aguilar
Oceanside,CA
Summary
Accomplished and detail-oriented professional with a strong background in the banking industry, seeking a challenging position within a reputable organization. With eight years of experience, knowledge, and expertise, aiming to leverage extensive training and skills to make a significant contribution to the overall success of the company.
Overview
8
8
years of professional experience
Work History
Commercial Lending Specialist
Axos Bank
06.2022 - Current
- In charge of servicing Axos portfolio acquisition of $1.25B along with other books of business.
- Processing all type of loan maintenance like payments, rate changes, wires, loan reconciliation, payoffs, escrow impound and setup.
- Servicing syndicated loans and Rate Swap reporting like Chatham.
- Balancing general ledger accounts.
- Partnering with management and leadership to support the growth of the bank.
- Collaborated with cross-functional teams to achieve project goals on time.
- Assisted in developing strategic plan that aligned with long-term company goals.
Branch Operations Manager
Wells Fargo Bank
10.2016 - 06.2022
- Coaching Team Members on how to provide exceptional customer service, engage in conversation, build long-term relationships, and educate them to be digitally engaged
- Review ongoing trends through branch data and develop strategies
- Coaching the team on how to manage risk and leverage their resources; accountable for the team’s adherence to Wells Fargo regulations, policy and procedure requirements.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
Education
High School Diploma -
Pacific View Charter School
Certificate of Proficiency in Bookkeeping -
Palomar Community College
Associates Degree Accounting (Major) -
Palomar Community College
Skills
- Dependability
- Bilingual
- Organizational Skills
- Communication skills
- Customer Relations
- Word / Excel skills
- Time Management
- Complex Problem-Solving
- Adaptability and Flexibility
- Attention to Detail
- Multitasking
Languages
Spanish
Native or Bilingual
Timeline
Commercial Lending Specialist
Axos Bank
06.2022 - Current
Branch Operations Manager
Wells Fargo Bank
10.2016 - 06.2022
High School Diploma -
Pacific View Charter School
Certificate of Proficiency in Bookkeeping -
Palomar Community College
Associates Degree Accounting (Major) -
Palomar Community College
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