Customer Service Business Management

MAYRA A. VIZCARA

714-***-**** · ***********@*****.***

EDUCATION

University of Phoenix La Palma, CA

Business Management May 2016

Golden West College Huntington Beach, CA

May 2010

SKILLS

• Fluent in written/spoken Spanish and English

• Proficient in Microsoft Word, Power Point, Outlook, Prezi; Familiar with Excel

• Proficient with Vault, the software used to do research for items like sig cards and investigate fraud claims

• Proficient with CREOs, software use to process commercial loan from initial review to underwriting to closing.

• Sales, building of clientele relationship beginning to end. QUALIFICATIONS

• Fifteen years of customer service experience in various settings including financial and retail services

• Experience working in teams and diverse groups

• Culture Champion Community Ambassador: responsible for fostering positive team dynamics by establishing self-care activities including lunch outings, virtual yoga, and virtual dialogue roundtables with leadership staff

• COVID 19 Prevention Subcommittee Member: receive training on COVID 19 safety practices, supports in implementation of safety protocols remotely

• Commercial Banking – File processing from initial review to closing for multifamily loans

• Retail Banking experience over 15 years from teller to Banker to Manager on Duty. PROFESSIONAL EXPERIENCE

JPMorgan Chase Bank Orange County, CA

Loan Coordinator March 2022 – Current

• Process MFL loans (Refinance, purchases, assumptions, supplemental)

• Assure documents from entities to individuals are reviews to ease the process for an approval.

• Work with the team ( Client specialist, rate lock, underwriter, closing, etc.) to bring an efficient work in a timely manner for our clientele.

• Credit administration proficiency work that gets done to be able to give credit to our commercial property owners .

• Prepare documents for closing which included signature block efficiency which this will determine who are signing, guaranteeing the loan from an individual to entity sponsor. Personal Banker / Small Business Specialist April 2017- April 2021

• Developed and fostered meaningful relationships with clients through financial needs assessments, goal building, financial education, follow ups and providing updates

• Ensured the development of cooperative relationships with financial advisers, loan officers, relationship managers, etc.

• Consulted regularly with the leadership team regarding quality control issues to maintain the highest standard of services

• Monitored daily, weekly, and monthly consumer business accounts and products

• Maintained and reviewed clients’ accounts

• Assisted with consultation on product services

On Duty Manager August 2016- February 2017

• Supervise and provide necessary trainings to staff to ensure cultural and linguistic appropriate financial services, products, programs and communication efforts

• Responsible for day-to-day operations of the branch, structuring daily schedule and addressing different financial issues and providing team support at all times

• Facilitate daily team huddles and meetings

• Executed management skills including planning, delegating tasks, and pushing marketing of product services

• Successfully reviewed report of all transactions and customer accounts, identifying fraud and holds Sales Service Associate August 2016- February 2017

• Recruit new customers by building rapport and assessing financial needs

• Provide great customer service by assisting with transactions, follow ups and successful customer maintenance and retention

• Identify sales opportunities and refer it to bankers

• Developed protocols and ideas to support the team and branch in all lines of work including sales and customer relations

Senior Teller June 2009- December 2009

• Successfully achieved branch quarterly goals by making accounts and conveniences products referrals

• Provided effective customer service in a fast-paced environment

• Take initiative to perform tasks outside teller role

• Acknowledge and provide our business clientele accurate and effective service on their visit to the branch

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