Operations-Knowledgeable of sensitive operational procedures, compliance, and regulatory audit obligations.-Adhere to policies and regulatory procedures in a fast dynamic environment-Responsible for day-to-day analysis and research resolution for a variety of problems: death notice, trust accounts, POD maintenance, beneficiary adjustments, maintenance for court restricted accounts, and estate accounts.- Review operational procedures and ensure proper changes are implemented to… Show more Operations-Knowledgeable of sensitive operational procedures, compliance, and regulatory audit obligations.-Adhere to policies and regulatory procedures in a fast dynamic environment-Responsible for day-to-day analysis and research resolution for a variety of problems: death notice, trust accounts, POD maintenance, beneficiary adjustments, maintenance for court restricted accounts, and estate accounts.- Review operational procedures and ensure proper changes are implemented to adhere to regulatory standards.Sales -Maintained an above acquisition ratio of 120% for every quarter, with accurate operational execution.-Maintained a 20% above average deepening ratio through deep knowledge of financial products-Consistent customer focus which resulted in highly satisfied customer surveys every quarter. Show less

-Increased leads in Q2 by 20% which increased the book of business by 5% -During Q2 and Q3 we captured 5.32% of the auto body shops building a compressive referral basis -Collaborated with different markets in Westminster and Torrance to build strong relationships with commercial clients

-Responsible for day to day resolutions for problems and executing approvals-Building financial plans to resolve revolving accounts: weekly average found 18 resolutions to different accounts- Acquiring existing books of business and maintained a 95% and transaction to a new unit.-Worked with different departmental units to find financial resolutions for complex transactions.