Yekaterine Garza
Dickinson,TX
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking employment opportunities to expand skills while facilitating company growth.
Overview
14
14
years of professional experience
Work History
Wealth Management Lending Officer
Bank of America
Houston, TX
01.2018 - Current
- Responded promptly to inquiries from current and prospective customers about loan products.
- Developed and maintained relationship with borrowers to ensure successful loan origination.
- Provided guidance concerning the preparation of personal financial statements required by lenders.
- Performed risk assessment analysis on prospective borrowers using internal scoring systems.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Mortgage Loan Officer
Bank of America
Houston, TX
08.2012 - 01.2018
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Gathered client debt, credit and income information to determine loan eligibility.
- Informed customers of loan application requirements and deadlines.
- Attended industry events and seminars in order to stay abreast of changes in the mortgage banking industry.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
Personal Banker
Bank of America
Pearland, TX
03.2010 - 08.2012
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
MBA -
University of Arizona
Tucson, AZ05-2024
Bachelor of Science - Finance
University of Houston - Clear Lake
Houston, TX05-2022
Associate of Arts - Business Administration
San Jacinto College District
Pasadena, TX12-2014
Skills
- Portfolio Management
- Financial Assessment
- Relationship Management
- Financial History Analysis
- Customer Service-Focused
- Analytical and Critical Thinking
Languages
English
Native/ Bilingual
Russian
Native/ Bilingual
Timeline
Wealth Management Lending Officer
Bank of America
01.2018 - Current
Mortgage Loan Officer
Bank of America
08.2012 - 01.2018
Personal Banker
Bank of America
03.2010 - 08.2012
MBA -
University of Arizona
Bachelor of Science - Finance
University of Houston - Clear Lake
Associate of Arts - Business Administration
San Jacinto College District
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