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Experienced financial professional with proven capabilities of surpassing expectations and goals. Experienced with Microsoft programs, SalesForce, and capable of adapting to other programs to exceed corporate thresholds.It is my firm belief that investing in yourself is the greatest type of value you could bring for a company. I am constantly expanding my knowledge and teaching myself various skills and programs in strategic anticipation of future needs.
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Payment Operations AnalystBill.Com Mar 2020 - Apr 2022San Jose, Ca, Us -
Team Support SpecialistExcite Credit Union Aug 2016 - Feb 2020San Jose, California, Us• Assisted in the total growth of the company by 47% over a 24-month period through loan and membership acquisitions• Constantly analyzing member accounts in order to ensure clients are withing federal compliance• Process and analyze vast amounts of money transfers that include domestic/international wires, transfers between account holders,• Continuously streamlining internal company programs which has resulted in a faster member churn rate. -
Lead Teller - Operations SpecialistChase Aug 2015 - Aug 2016New York, Ny, Us• Acquired over $5 million in external funds by utilizing internal company spreadsheets to identify prospects• Partnered with loan officers and referred over 15 clients in the span of 11 months for potential Home Equity Credit Lines• Implemented and maintained branch operations, policies, and procedures• Coached and consulted team members with different strategies to acquire new clients -
Lead TellerWells Fargo Jan 2013 - Aug 2015San Francisco, California, Us• Promoted bank products which resulted in being placed top 10 in the Bay Area Region for products sold for 3 consecutive quarters• Followed internal/external compliance regulations and passed all annual audits with exceptional recognition• Communicated with upper management on areas of improvement and future action plans with marketing campaigns
Ben Pena Skills
Ben Pena Education Details
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San José State UniversityFinance
Frequently Asked Questions about Ben Pena
What is Ben Pena's role at the current company?
Ben Pena's current role is Payment Operations Analyst at Bill.com.
What is Ben Pena's email address?
Ben Pena's email address is be****@****ail.com
What is Ben Pena's direct phone number?
Ben Pena's direct phone number is +140839*****
What schools did Ben Pena attend?
Ben Pena attended San José State University.
What skills is Ben Pena known for?
Ben Pena has skills like Leadership, Policies And Procedures, Fraud Detection, Banking, Anti Money Laundering, Accounting, Public Speaking, Cash Flow, Ad Hoc Reporting, Sales, Microsoft Powerpoint, Data Analysis.
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