Jose A. Pena Email & Phone Number

Cincinnati, Ohio, Us

Newline™ by Fifth Third is a modern embedded payments platform built for growth and designed for software companies, fintechs, and businesses looking to enhance their existing value proposition by integrating financial services. Our platform offers:• Direct access to financial infrastructure: Clients have direct access to financial infrastructure without unnecessary layers of software.• Flexibility and control: Use our platform or bring your own. With no vendor lock-in, we're here to help you build the best product, whether that's on our stack or yours.• World-class solutions: We combine world-class banking, risk management, and technology solutions with developer tools and managed services.

Fort Lee, Nj, Us

Cross River provides technology infrastructure powering the future of financial services. Leveraging a proprietary real-time banking core, Cross River delivers innovative and scalable embedded payments, cards, lending, and crypto solutions to millions of consumers and businesses. Cross River’s all-in-one platform provides a host of payment offerings through a suite of services aimed at helping Partners grow their businesses and manage their risk. Fintech Banking at Cross River consists of these primary offerings: Payments - the movement of money via ACH, Wire, or RTP® Banking - checking accounts, savings accounts, wallets, and debit cards. Acquiring - Push-to-Card (P2C), traditional card acceptance at merchants. Issuing - Debit card, charge card, and credit card. We are a fast-growing financial services organization that merges the forward-thinking offerings of a technology company with the established expertise and traditional services of a bank.

Purchase, Ny, Us

Mastercard Cross-Border Services enable non-bank financial institution to send international payments seamlessly and securely. Financial institutions can expand into new and hard-to-reach markets with ease and send money internationally with more choice and optionality for their customers. Online marketplaces, advertising and affiliate networks and other business with an international workforce can now deliver efficient overseas payments with Mastercard. Our services enable digital corporate partners to deliver international payment service that strengthens loyalty and drives long-term growth. Our borderless payment solutions help financial institutions to facilitate international transfers – providing expansive global reach, multiple payout options, and enhanced security via a single connection point. Together we can enable international workers and small businesses to send money overseas with confidence.

Kilkenny, Ie

TransferMate is a Fintech company globally regulated, B2B payments technology, which greatly improves the international payments process for banks, companies, educational institutes & software partners. It's an easy to use online payment solution specifically tailored to the educational sector, we offer a secure and fast way to make and receive international payments around the world. By removing the process of international bank transfers we save our students, agents and colleges time and money. The key element of the service is a system which allows international payments to be made and received via local banking networks. This is supported by an online system where payment information and history are recorded and users can access current foreign exchange rates, instructions and bank account details for our banks around the world.

Long Island City, Ny, Us

A trusted advisor to members by presenting the features and benefits of UNFCU’s products and services that will best satisfy their current and future needs. Initiate outbound calls from warm leads. Use the consultative sales process to assess financial needs and provide education on product and service features and benefits based on unique member needs. Engage members and motivate them to accomplish their personal goals. Maintain an in-depth knowledge of financial products/services and recommend appropriate solutions using UNFCU’s value proposition.

Los Angeles, Ca, Us

Buy/Sell foreign currency for corporate clients throughout North America. Relationships with a diverse range of businesses and institutions from private clients, small businesses, importers and exporters, to educational and financial institutions and multinational corporations. We lay out optimal ways on how to handle their Foreign Exposure for CEOs, CFOs, Controllers, Accountants, Operations Managers and Treasurers. Build and manage my own business client portfolio, with the purpose of analyzing and executing tailored risk management solutions through the use of FX Spot, Forward and Option products, as well as our online platform AFEXDirect. Develop a concrete understanding of the global foreign exchange market and our value proposition to SME’s and the corporate and treasury market.

New York, Ny, Us

Focused on $5MM+ net worth and covering clients independently. Responsible for advising families on building, preserving and managing their wealth. Used my knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Partnered with internal specialists to provide interdisciplinary expertise to clients when needed.

New York, New York, Us

Developed a Center of Influence (COI) network by engaging in business networking and community activities. Represented Citibank in business communities, generate business leads and closed business opportunities. Through extensive involvement, created local community awareness that the bank is critically focused on partnering in the community and providing multi-product banking solutions to the small business community. Maintained frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts. Proactively managed portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities. Ensured customer satisfaction and retention. Sourced and provided credit solutions for prospects and clients. Worked with Branch staff and customer on preparing proper credit structure and credit package. Delivered client satisfaction and relationship profitability.