Financial Rep
Resume:
Ivan Valenciano-Velez
**************@**.***.***
Education University of North Texas at Dallas-Dallas, Tx. Graduated May 2017
Bachelors of Business Administration in Finance
Experience Fidelity Investments-Westlake, Tx. February 2014-Present
Financial Representative (Electronic Response)
•Assist clients with their financial goals in brokerage accounts
•Project point for cleaning up, preparing, presenting and manipulating data to be used presentations.
•Point of contact for process improvement and provide up skill classes (Investments, Trading, Retirements, Account processing)
•Analyzed on going drivers for volume, feedback and inquiries to then supply corresponding best practices proactively to improve team’s performance across the entire multiline systems to communicate with the customer.
•Experience in analyzing Financial statements and other Financial documents.
•Used Excel for synthesizing information recorded by teams and individuals
Bank of America, Carrollton, Tx. January 2013-January 2014
Teller
•Processed customers’ transactions with high degree of precision.
•Assisted customers in language best suited for the customer.
•Go to Person for interpreting data using Excel (Marcos, slicers, pivot tables, etc) for synthesizing information recorded
La Familia Insurance, Dallas, Tx. February 2012-December. 2012
Call Center Manager
•Managed eight employees in a startup call center for an insurance agency
•Researched and collected relevant information to analyze data, summarized findings and wrote reports using Microsoft Excel.
•Performed operations reporting for a combination of courtesy calls, verification, and endorsements calls.
Skills Analytical- Strong analytical, writing and research skills.
Excel Experienced/Advanced- VLookup, Macros, VBA, Pivot Tables, Slicers
Bilingual- Fluent in English and Spanish
Detail Oriented-Experience in accurate data entry.
Self-Motivated- Effective working alone and as a cooperative team leader
Coaching/Coachable- Quick learner, strong desire to achieve career success.
Organizational-Efficient time management, prioritizing tasks to meet deadlines.
Achievements Awarded both “Rising Star Scholarship” and “Complete the Dream Scholarship”.
Series 7, Series 63, Licensed Broker, view me at:
http://brokercheck.finra.org/Individual/Summary/6303310
Offered Supplemental Instructor position at UNT Dallas for a Business Statistics.
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