- Telecommute, United States of America
- April 24, 2025
Self-motivated, detailed-oriented, financial services leader with the proven ability to build
and foster strong relationships with clients and stakeholders. Proficient in critical analysis of
sales requirements to provide ‘out-of-the-box’ solutions that add value to global business
infrastructure and systems while communicating/interfacing with senior management as a
financial expert. Energetic and results-driven professional with skills at recommending
optimum business solutions for client problems resulting in revenue growth.
Certified Notary Public - AZ
Education
Experience
Serves as a key leader and liaison for clients and sales staff by facilitating daily
administrative and clerical functions ensuring overall operational quality. Acts as a
catalyst for heading all vital communication and information functions for the
customer. Collaborates directly with Relationship Managers and Portfolio Managers to
disburse funds and imaging of loan documents. Maximizes customer experience by
maintaining a positive relationship with customer base, and address customer related
issues promptly. Maintains a working knowledge of all products and delivery systems
Provide high level administrative support while assisting clients with large and
complex accounts.
Strategically operated as a high impact Financial Services Representative and trusted
service expert to maximize revenue growth. Developed and maintained profitable
customer relationships by identifying specific customer needs and offer relevant
financial services. Serves as a leader and team lead in the absence of the branch
manager to maintain consistent profitable outcomes.