Jared Deleon Email & Phone Number

Itasca, Il, Us

- Maintained Salesforce platform by monitoring support tickets, user issues, and maximizing sales team’s workflows; set permissions for all users via Object Manager, and assisted with troubleshooting requests for the platform.- Created and maintained reports in order to maximize efficiency, and provided reports to management to assist with the sales pipeline.- Developed Salesforce skills via Trailhead to provide support for the sales team, and helped streamline workflows for the finance, accounting, pricing, and marketing teams.

New York, Ny, Us

- Performed transactions for commercial clients within Finastra’s Loan IQ interface; experimented within the interface to discover efficient practices for transactions.- Exercised attention to detail while working various transactions, reviewing credit agreements, answering client questions, and creating detailed spreadsheets.- Maintained working relationships with team members across departments to ensure deadlines were met and client requests were satisfied.

New York, Ny, Us

- Analyzed multiple mortgage files for completeness and accuracy in a timely manner while coordinating across teams of various functions.- Followed guidelines to ensure that mortgage files and their respective packages sent to clients did not disrupt Regulation B.- Paid attention to major and minor details on title, tax, hazard insurance, and appraisal documents;sent respective packages to clients based on loan details and updates from various teams.

New York, New York, Us

- Conducted analysis to uncover applicable investment opportunities and long-term growth strategies based on the client’s needs, goals, and lifestyle.- Expanded team's assets under management by conducting research on impressive performing products, providing frequent updates to and building rapport with clients.

New York, New York, Us

- Maintained complete records regarding the invoices, production shipped, and special instructions regarding shipments- Established strong relationships both internally and externally ensuring customer satisfaction and retention- Protected the company's assets by maintaining organized, safe, and clean work areas; complying with safety and security standards at all times

Saint Louis, Mo, Us

- Investigated frequent reports regarding hardware, software, networking, etc. and troubleshooted various technological issues across campus.- Delegated work flow and organized tasks among the interns employed to ensure efficiency; provided detailed feedback to managers about team's productivity.

Lombard, Il, Us

- Performed as a team member in cross-selling bank products to customers at every opportunity to meet sales goals regarding accounts, credit cards, and loans.- Assisted in lobby management initiatives; engaged customers in conversation regarding services offered, location of personnel, and other related customer service activities.- Ensured cash drawer was balanced and all supporting documentation was in line with cash receipts and client transactions.

Bachelor Of Science - Bs, Finance

Education record