MERCEDES L. OCASIO

321-***-****

add2bl@r.postjobfree.com

SKILLS

Management, coaching and Leadership

Creative thinker

Work well under pressure with or

without supervision.

Attention to details

Worked with major banking

applications. Accounts Payable,

Accounts Receivable (SAP}

Medical Billing

Office Administration

Excellent Customer Service Skills

SUMMARY

Accomplished and energetic Financial

Professional with a solid history in the banking

business. Motivated Leader with strong

organizational, communication, active listening

and excellent customer service skills Passionate

about everything I do. Areas of expertise include

Finance Advisor, Accounts receivable, loans,

credit analyst, audit, operations, retail, sales, etc Experience

Regions Bank

October 2018- 2019

Financial Relationship Specialist

● Responsibilities of a Teller and a Relationship Banker as well.

● Greet customers, assist with accounts maintenance and balancing

● Identify customer needs and provide products or services accordingly Lobel Financial April 2017-May 2018

Branch Supervisor-Senior Underwriting

● Build and grow Business Market as a Marketing Development manager to obtain and maintain out market area

● Underwriting loans

● Credit analyst

● Train new and existing clients on our system and maintain excellent relations.

● Open accounts when ready and fund dealers.

● Quality Assurance

Partners Federal Credit Union, The Walt Disney World Co June 2009 – 2016 Escalation Specialist/Membership Officer

• Provide resolution of escalated issues that cannot be resolved by the representatives at branches or the Contact Center

• Research, resolve, report, respond and maintain trust and relationship with members

• Keep accurate and detailed records of all communications with members, branches and other departments

• Train and coach representatives as needed

• Act as a business expert matter in credit union functions and procedures. Banco Popular North America August 2004 – March 2009 Senior Representative

● Maintenance, placement/removal of holds and processing changes on the system for all types of accounts. Providing timely resolutions to customer complaints, concerns and inquiries.

● Building effective relationships and trust

with clients and potential clients by listening to their needs and educating them about the bank products and services that are most appropriate for their situation. As part of the Net Banking Team I became a subject matter expert on the Online banking services and products. Assisting customers to have access to their accounts online, also responding to their questions or concerns by email.

● Handle the Interest Adjustments for Banco Popular North America by identifying discrepancies on Interest Payments to customer's accounts, correcting and adjusting the accounts if necessarily. As a Senior Representative I was also assign to assist supervisors and by supervising other employees while supervisors are on meetings or special tasks. Participated in a working lunch with the Marketing Vice President of Banco Popular were I offered my views and recommendations on current operations.

● Trainer, delivering several Popular Net Banking Trainings ranging from basic to more complex levels.

Education

ICPR JUNIOR COLLEGE

ASSOCIATE DEGREE, Medical Billing

2000 – 2002

UNIVERSIDAD INTERAMERICANA DE PUERTO RICO

ASSOCIATE DEGREE, BUSINESS ADMINISTRATION

2002

School of Commerce Abelardo Martinez Otero

1.1.1.1 Accountant Assistance Certificate

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