Customer Service El Paso

Gabriel Balderrama

***** ******* **** 915-***-****

El Paso, TX, 79928 **********@*****.***

SUMMARY OF QUALIFICATIONS

•Highly motivated and driven individual eager to learn and grow professionally.

•Possess strong interpersonal, written and verbal communication skills.

•Ability and flexibility to prioritize tasks and manage deadlines.

•Knowledge of credit union services, with an emphasis in business services.

•Analytical proficiencies to interpret financial information.

•Able to maintain a strong sense of propriety concerning confidential matters.

•Detail oriented with customer service background

•Proficient at collaborating and upholding good working relationships with employees and business members.

Areas of Expertise:

- Business Lending - Critical Analysis - Financial Analysis

Computer Proficiency: Microsoft Office; including Word, Power BI, Excel, VBA Programming, PowerPoint, & Outlook, MISER/ FSBA, Cash Suite Financial Spreading

EDUCATION

University of Texas at El Paso 08/26/20 to 05/12/2024

Bachelors of Business Administration, Finance/ Financial Analyst.

WORK EXPERIENCE

Business Representative, The Job Connection / GECU, 40 hours a week 08/17/20 – 08/17/21

Reviewed loan applications, verified information, reviewed information in the credit union record.

Reviewed financial statements to qualify borrowers for PPP small business loans and verify loan amounts.

Worked a relief hunt line for business services, and assisted members and borrowers over the phone.

Highly knowledgeable in PPP program origination and forgiveness process, providing advice and assistance to borrowers.

Tax Site Coordinator, GECU, 10 hours a week 02/19/21-4/15/21.

In charge of a small team that filed tax returns for the VITA program. Quality reviewed tax returns done by volunteers.

Answered tax related questions and concerns in person and over the phone.

Managed heavy workloads to meet deadlines due to restrictions of the Pandemic

Shadowing Risk analyst, GECU 40 hours a week 02/01/21 – 08/17/21

Reviewed new loan memorandum.

Assisted on three LPR’s.

Worked on financial spreads.

Analyzed financial statement for different entities.

QA Intern, Open Forge 20 hours a week 07/10/2023 – 05/03/2024

Excel Sheets

Cash Flow Tracker

Marketing Campaign Tracker

Financial Related Work

Worked on Reports feature.

Profit and Loss Report

Cash Flow Report

Calculations and formulas for financial properties in simulation

Using Power BI to create data visualization.

Collaborative Performance

Coordinated with development, design, and project management teams to sure quality in customer-facing products and technical requirements.

Held a point person position when working with fellow co-ops on planning new features for the product.

Performed sync and async communication on a team of around a dozen people; created instructions and processes that were understood and used by experienced professionals.

REFERENCES (Can be contacted)

Jedidiah Weller

Open Forge CEO

****@*********.**

Gabriel Dominguez

Business Lender

915-***-**** *******.*********@****.***

Nick West

Jr. Business Lender

915-***-**** ****.****@****.***

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