Juan Carlos Macedo
***** ****** ****** ******** ********** 906**-***-***-
5307
*******.********@*****.***
Business Banking... Commercial Lending...Business Development
Salesmanship ~ Networking~ Marketing ~ Credit Analysis ~ Team Player
~ Portfolio Management ~ Sales Growth~
Consistent achievements as a top producer- increasing revenues,
portfolios and profits through expertise in business development,
relationship building, credit training, exceptional service follow up,
strategic planning, sales and marketing experience combine with
qualifications in staff development, coaching and management to drive
and deliver performance results.
Wells Fargo Bank Business Banker June 2009-
Present
. Responsible for acquisition of new clients and relationship management
of business clients with annual sales of 2-26M
. Establish an effective referral networking relationship with external
COI's and community organizations in the business community.
. Attend quarterly credit training to further my knowledge in commercial
lending.
. Manage or directly participate in diverse facets of over 30 million in
deals every year for the last 3 years, including meeting with
clientele, performing due diligence, presenting data to credit
committee, and working with both internal and external parties to
execute deals.
. Champion and attendee to The Wells Fargo Grammy's in recognition to
ranking as top business banker in my region for production in all of
2011 and 2012
LPL Financial Accountant Jan 2007 - 2009
. Analyzed monthly and quarterly banking transactions prepared and
maintained bank reconciliations.
. Reviewed, analyzed and updated standard costs, product margins
and cost variances, suggested and deployed actions to improve
revenue and profits. Monitored company's cash flow, developed
budget for the company.
. Prepared monthly and quarterly reporting, analyzed changes in
revenue and expense levels.
. Responsible for the financial statements and recorded closing
entries and maintained company's account reconciliation.
Countrywide Home Loans Account Executive Jan 2005 - 2007
. Interviewed customers nationwide applying for home loans
. Collected and analyzed pertinent loan and financial information to
determine qualification
. Marketed and promoted to potential customers, advised them of our
different services
. Reviewed and prepared final loan documents and submitted for
underwriting
Education
2006 - 2008 East Los Angeles College
Associates in Business
Languages
Bilingual Spanish, speak, read and write
References
Available upon request