Blanca Yesenia Alvarez
SANTA FE
Summary
Professional Home Purchase advisor with a strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Create a comfortable, judgment-free space where you can prepare for homeownership and make informed decisions that set you up for success. Prepared to deliver impactful solutions and drive success in an advisory role.
Overview
16
16
years of professional experience
Work History
Home Purchase Advisor
Homewise
11.2021 - Current
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- I conducted workshops on financial planning to encourage a proactive approach to managing money.
Caregiver
Olivas Sister's Home Care
01.2009 - 11.2021
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Built strong relationships with clients to deliver emotional support and companionship.
- Contributed to a positive atmosphere for patients by using effective communication and active listening skills.
- Prioritized patient dignity, privacy, and autonomy during all aspects of care provision.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
Personal Banker
Wells Fargo
05.2014 - 09.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Associate of Applied Science - Business Administration
Santa Fe Community College
Santa Fe12-2021
Skills
- Analytical thinking
- Time management
- Critical thinking
- Written communication
- Training and mentoring
- Client engagement
- Goal setting
Languages
Spanish
Native or Bilingual
Timeline
Home Purchase Advisor
Homewise
11.2021 - Current
Personal Banker
Wells Fargo
05.2014 - 09.2020
Caregiver
Olivas Sister's Home Care
01.2009 - 11.2021
Associate of Applied Science - Business Administration
Santa Fe Community College
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