Customer Servie Professional

Philip S. Molina

Objective A Career Banker with a proven track record of success in business and staff development and motivation. Possesses a strong knowledge and experience with economic trends and company services to meet client’s needs. A natural leader that models performance and longevity through leadership and proven successes.

Work Experience Wells Fargo Bank March 2002-March 2009

Business Specialist Reseda, Ca. Oct 2008-Mar 2009

Worked with small businesses with net worth of $250k to $2.5 Million. Specialized in leasing,

payroll, merchant credit card processing; commercial loans, business financing options, SBA loans

and assisted clients with the establishment of new accounts for clients.

Home Mortgage Associate Pacific Palisades, Ca. June 2003-Sept 2008

Transaction coordinator- timely executions of Home Mortgage Transactions, purchases and refinances. Sourced purchase transactions, refinances and home equity lines of credit. Worked with up to four Presidents Club Mortgage Consultants at a time.

Personal Banker Los Angeles, Ca. March 2002-June2003

Worked closely with business clients to bring more business into the office. Partnered closely with my merchant bank card and payroll representatives to assist clients in meeting the needs. Networked through the Boys and Girls Club of Santa Monica to source leads and establish a Wells Fargo footprint in the community. Opened business accounts, business lines, sourced SBA loans as well as Commercial Loans, established business credit cards and established Membership banking relationships to open personal accounts. Referred out to our Mortgage Officer, Investments Dept and invested time in our team to train and motivate our tellers.

US Bank

Personal Banking Officer Santa Monica, CA June 1999 – March 2002

Served as a Bank Officer and relationship and sales trainer for my office. Worked closely with my business clients to retain a strong relationship for our bank after the merger with Santa Monica Bank representatives. Worked closely with our Business Lending team to both educate myself and gain the knowledge that was required for my position. Processed SBA loans, Business loans and lines, credit cards, corporate cards, opened business accounts as well as Home Equity Lines and personal accounts and referrals out to the investment team. Worked closely with the Venice Marina Lions Club that assisted brought steady business as well as the Santa Monica Boys and Girls Club to maintain our banks presence after our merger. I am currently a proud member impacting my community.

Skills Able to speak and write fluently in Spanish, technically proficient in Word, Excel, Windows, Internet Explorer,

Power point, reports.

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