Raymond Aguilar
Summary
Highlights
Experience
Education
***** ****** ***** ****, ****, TX 77449 (C) 281-***-**** (E) accvzw@r.postjobfree.com
Qualifed and resourceful fnancial professional with diverse expertise in private, government and corporate investment.
Financial analysis
04/2012 - Current Wells Fargo Bank NA - Houston, TX Personal Banker Delivered informational sales presentations to prospects to build symbiotic client relationships. Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Answered customers' questions about products prices, availability, uses and credit terms.
06/2009 - 04/2012 Freelance Recruiter - Housto, TX
Financial Advisor Recruiter Researched and recommended new sources for candidate recruiting.Built social networks to fnd qualifed candidates.Identifed prospective reps using lead generating methods and performing an average of 100 cold calls per day.
01/2007 - 06/2009 Wachovia Bank (A Wells Fargo Co) - Houston, TX
Financial Specialist Analyzed legal documents, including wills, insurance policies and corporate contracts. Partnered with business development to identify major account opportunities. Supplied necessary industry and market research to target new businesses. Coordinated with underwriters, lenders, loan managers and securitization teams to manage loan portfolios.
04/2005 - 01/2007 First Financial Lending - Houston, TX
Mortgage Broker Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements.Communicated regularly with management regarding portfolio performance and new loan transaction quality.Responsible for implementing all business-building and relationship-building expectations with uniquely assigned accounts and customers.
2005 University of Houston- Downtown - Houston, TX, USA
BBA: Finance
People-oriented
Detail-oriented
Analytical
Seasoned in confict resolution
Application of banking regulations
Advanced client management background
Superior research skills