Data Entry Clerk

Julio A Gonzalez

Miami, FL 305-***-**** *****.*****@*****.***

https://www.linkedin.com/in/julio-gonzalez-v/

Professional Summary

Dynamic and results-driven retail banking and sales professional with proven expertise in financial advising, cross-selling banking products, and managing high-volume transactions. Skilled in compliance, risk management, and fostering client loyalty to drive revenue growth and achieve organizational goals. Known for exceeding sales targets while maintaining exceptional client satisfaction and regulatory standards. Seeking to leverage extensive financial and operational expertise in a leadership role within a forward-thinking organization. Professional Experience

Sales / Account Executive

ProHygiene Miami, FL 08/2023 – 01/2025

● Built and maintained client relationships, aligning business objectives with tailored solutions.

● Secured new business opportunities, driving a 20% revenue increase through strategic sales initiatives.

● Negotiated favorable contracts, consistently exceeding sales targets with a 100% success rate.

● Coordinated with Transportation and Distribution teams to ensure accurate, on-time product delivery.

● Oversaw the end-to-end order entry process, maintaining accuracy, timely fulfillment, and identifying growth opportunities.

● Partnered with warehouse teams to monitor inventory and address fulfillment challenges proactively. Operations Analyst (Temporary/Contract)

Credicorp Capital Miami, FL 09/2022 – 05/2023

● Led a comprehensive client database update, achieving 100% compliance with audit requirements.

● Enhanced operational efficiency by streamlining onboarding processes, reducing account opening times by 30%.

● Supported trade allocations and confirmations with Bloomberg and trade blotter tools, ensuring 99% accuracy.

● Produced detailed P&L analyses and training manuals, improving team efficiency across departments.

● Trained cross-border teams on new processes, minimizing errors in transactions such as wires, ACH, asset transfers, and journals.

● Processed invoices, monitored fees/commissions, reviewed contracts, and assisted with finance and compliance operations.

Fund Analyst (Temporary/Contract)

Itaú USA Miami, FL 12/2021 – 08/2022

● Contributed to the successful system migration from AS-400 to T24-Globus/Temenos, improving efficiency and reducing costs.

● Audited test environments and ensured accurate implementation in production systems.

● Prepared capital calls and distribution schedules for private equity funds and opened securities for mutual funds, hedge funds, and private equities in T24.

● Generated financial statements and calculated monthly NAV to ensure accurate market pricing for all securities.

● Maintained detailed investor capital account records, accurately tracking capital activity and fund allocations. AVP – Mortgage Loan Officer

Amerant Mortgage Miami, FL 06/2021 – 12/2021

● Increased loan portfolio by 25% through targeted business development strategies.

● Guided applicants through the mortgage process, maintaining a 95% customer satisfaction rate.

● Ensured compliance with regulatory guidelines by meticulously reviewing applicant documentation.

● Collaborated with loan processors, underwriters, and closing teams to deliver high-quality originations and excellent customer service.

Static Data & Control Analyst

Santander Private Banking International Miami, FL 10/2019 – 05/2021

● Achieved 95% data accuracy in securities setup across global stock exchanges.

● Streamlined daily updates to the Security Master data in Bloomberg, reducing update time by 20%.

● Managed setup and reconciliation of diverse products, including equities, bonds, and derivatives.

● Resolved trade inquiries from middle office teams, corporate actions, brokers, and trade desks.

● Maintained settlement instructions for all bank products by managing Bloomberg Polar Lakes and internal systems.

Area Sales Representative

Intermex Wire Transfer, LLC Miami, FL 04/2019 – 10/2019

● Delivered $500,000 in monthly remittances, surpassing budget goals.

● Promoted wire transfer services to 400 agents across Nevada and California, executing effective marketing campaigns.

● Increased transaction volume by optimizing FX rates and conducting market analyses.

● Strengthened agent relationships, resolving 95% of issues within 24 hours to ensure satisfaction.

● Analyzed market potential, tracked transaction metrics, and identified growth opportunities. Business Account Executive

Grupo Q / CrediQ Chevrolet Managua, Nicaragua 03/2016 – 03/2019

● Recovered 89–92% of collections accounts monthly, consistently exceeding recovery targets.

● Reviewed 80+ credit applications per month, developing appeals in cases of denial and closing

$350,000–$400,000 in financed vehicle loans monthly.

● Designed and implemented compliance policies, credit application procedures, and marketing strategies to optimize operations.

● Mentored a team of 13 sales professionals on the credit process, improving sales metrics by 15%. Bi-Lingual Retail Banker / Operations Specialist

Grupo LAFISE Managua, Nicaragua 02/2012 – 02/2016

● Analyzed over 60 credit applications monthly, achieving a fraud prevention rate of 98%.

● Processed high volumes of credit applications and additional documentation, achieving a prompt decision rate.

● Opened and managed savings and business accounts for individual and corporate clients.

● Promoted financial products, including CDs, credit cards, lines of credit, and personal/business loans, contributing to consistent business growth and client retention. Education

Universidad Americana (UAM) Managua, Nicaragua

B.A : Marketing and Advertising, 2011

Post-Graduate Degree: Graphic Design & Photography, 2011 Skills

Technical Skills

● Banking Software: NETX 360, Pershing, AS-400/Olympic, T24-Globus/Temenos, Bloomberg, Trade Blotter, Salesforce

● Technical Proficiency: Advanced Excel, Microsoft Office Suite, Addepar, Phoenix,SQL Languages

● Spanish: Native/Fluent

● English: Native/Fluent

Core Competencies

● Financial Analysis Client Relations Compliance Management Risk Mitigation

● Business Development Process Optimization Account Reconciliation

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