Customer Service Financial Services

Wandaliz Nieves

203-***-**** adzxtn@r.postjobfree.com CT

SUMMARY

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

SKILLS

Bilingual Spanish

Wealth Planning

Sales Development

Customer Relations

Loan File Maintenance

Mortgage Loan Origination

Credit History Review

Commercial Real Estate

Processing Loan Applications

Retail Mortgages

Financial Service Solutions

Social Media Marketing

EXPERIENCE

Senior Relationship Liaison, M&T Bank, October 2022-Current

Worked with clients to address and respond to client and partnership management issues.

Grew market penetration and sales figures by leveraging supplier relationships and personally overseeing negotiations resulting in revenue increase.

Owned all aspects of sales planning, development, and team and account management.

Developed and managed a portfolio of existing clients to ensure long-term customer relationships.

Analyzed customer data to identify areas of risk and potential opportunities for growth.

Identified new business opportunities through market research and analysis.

Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.

Mortgage Loan Officer, Primelending, September 2020-Current

Reviewed loan files and updated to match current standards.

Explained different types of loans pertaining to client situations.

Implemented sales strategies that established relationships with realtors and CPAs.

Monitored pipelines to track and log status of loans.

Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.

Conducted interviews with prospective clients to gather information regarding loan applications.

Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.

Ensured compliance with all federal, state and local regulations related to mortgage lending.

Negotiated terms and conditions of loan agreements with borrowers.

Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.

Senior Universal Banker, Bankwell, October 2018-January 2020

Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.

Trained and mentored junior banking staff to maximize performance, efficiency and compliance.

Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Provided exceptional customer service to a diverse range of clients, including those with complex financial needs.

Assisted customers with loan applications and other financial services, such as setting up bank accounts, transferring funds, and opening certificates of deposit.

Resolved customer complaints efficiently and professionally.

Conducted marketing activities to attract new business opportunities.

Created training materials for new employees related to banking procedures.

Tracked performance metrics such as number of accounts opened per month or rate of return on investments.

Trained and coached less experienced team members in procedures, compliance standards and performance strategies.

Assistant Branch Manager, Savings Bank of Danbury, February 2018-October 2018

Trained and developed new team members in alignment with branch service standards and objectives.

Supervised team of Number branch employees and made recommendations regarding performance evaluations.

Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.

Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.

Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.

Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.

Provided leadership and direction to staff members in order to ensure efficient operations of the branch.

Provided training to new employees on company policies and procedures.

Developed strategies for increasing customer satisfaction levels and improving service quality.

Ensured compliance with internal policies and procedures as well as external regulations.

Monitored daily operations of the branch including sales, customer service, inventory control.

Financial Services Representative, TD Bank, October 2014-February 2018

Worked with clients and finance companies to find optimal solutions for financing.

Offered competitive commercial banking solutions and retail financing options.

Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Licensed life and health insurance producer

Developed and implemented strategies for financial planning, investments, and retirement.

Researched and evaluated clients' financial objectives and risk tolerance levels.

Prepared reports detailing client portfolio performance and asset allocation.

EDUCATION AND TRAINING

Bachelor's Degree

Accounting, Post University, Waterbury CT

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