Contact
ad16t4@r.postjobfree.com
www.linkedin.com/in/alejandro-
monegro-mba-129105100
(LinkedIn)
Top Skills
Training
Public Speaking
Microsoft Office
Languages
English (Native or Bilingual)
Spanish (Professional Working)
Certifications
CS50 - Computer Science
Alejandro Monegro, MBA
Area Manager of Washington at Westlake
Seattle, Washington, United States
Summary
Experienced financial Specialist with a demonstrated history of working in the financial services industry. Strong human resources professional skilled in Microsoft Word, Sales, Training, Microsoft PowerPoint, and Financial Analysis.
Experience
Westlake Financial
1 year 10 months
Washington Area Manager
March 2022 - Present (1 year 10 months)
Seattle, Washington, United States
Managing Commercial lending to business accounts in the city of Seattle and surrounding areas
Managing a portfolio of seven figures.
Assessing existing business accounts to determine credit line adequacy to help businesses operate and grow further
Risk Mitigation- analyzing data on business financials & payment delinquency levels
Revenue Analysis to incorporate and implement new strategies to generate further profits
Analyzing banking competitor rates
Area Manager
March 2022 - Present (1 year 10 months)
Washington, United States
Journey Online Tutoring
Online GED Tutor
March 2021 - Present (2 years 10 months)
Washington DC-Baltimore Area
Symmetry Financial Group
Finance Specialist/ Underwriting
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March 2020 - Present (3 years 10 months)
Seattle, Washington, United States
Evaluate insurance applications and assess risk factors to determine coverage eligibility.
Analyze financial documents, credit reports, and other relevant information to make informed underwriting decisions.
Collaborate with agents and brokers to gather additional information and clarify policy details.
Ensure compliance with underwriting guidelines, company policies, and industry regulations.
Communicate decisions to agents, providing clear explanations and guidance when necessary.
Stay updated on industry trends, market conditions, and regulatory changes affecting underwriting practices.
Premium Merchant Funding
Project Manager
November 2015 - September 2019 (3 years 11 months) Miami/Fort Lauderdale Area
My duties include the following:
1. Provided financial management and oversight over a line of business focused on international health programs.
2. Supervised a team of project finance controllers who supported funding small businesses.
3. Provided monthly allocation entries for monthly expenses. 4. Provided monthly and yearly financial reports to Line of Business lead and Finance Management where appropriate.
5. Maintained a strong focus on cost control measures to maintain maximization of profits for the lines of business. ZEISS Group
Marketing Consultant
January 2013 - May 2015 (2 years 5 months)
Ulm, Baden-Württemberg, Germany
Independent Management consultant for the German Market Provided consultation on client relationship building, product placement, project management, training to develop professional skills, and streamlining processes to lead to increase profit for clients.
Managed marketing & sales, moreover accountants, assistants, and employees.
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Conducted and facilitated training classes, & workshop on methodologies, processes, & techniques to formulate and execute projects. US Army
Soldier
September 2008 - September 2014 (6 years 1 month)
United States
Human Resources
Education
Midland University
Bachelor’s of Science, Business Administration and Management, General · (2008 - 2012)
University of Arkansas Grantham
Master of Business Administration - MBA, Finance, General · (2012 - 2014) Page 3 of 3