Summary
Overview
Work History
Education
Skills
Personal Information
References
Timeline
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JR Quintana

Nampa

Summary

Bilingual professional looking for a position as a Client Service Analyst within an industry where my skills in general finances, client relations and organization will become an asset in any role I approach. My background in retail banking along with member service, audit/retention, credit analysis, and knowledge of the operational side of banking can help make a quick transition into a position like this.

Overview

11
11
years of professional experience

Work History

Member Experience Officer

Mountain America Credit Union
08.2020 - Current
  • Quickly and efficiently assess member information in order direct and recommend certain products within lending and member needs
  • Manages a large queue of loan applications while providing exceptional service to members
  • Affective time management and organizational skills which helps to proficiently view members credit and additional compensating factors by thinking creatively to help members financial needs while weighing the risk and return on investment to the credit union
  • Identifying problems and utilizing tools to be able to solve complex issues in a timely manner
  • Reviewing & itemizing member’s finances to strategize a plan to ensure debts are paid to help achieve member’s financial goals & dreams.
  • Collaborated with team members to develop sales strategies that increased overall profitability.
  • Delivered exceptional customer service through prompt response times, clear communication, and a thorough understanding of client objectives.
  • Developed and delivered financial presentations to drive client engagement.
  • Built trusted relationships with clients to foster loyalty and promote referrals within the community.

Member Relationship Officer

Icon Credit Union
06.2014 - 07.2020
  • Actively assesses information and answers any question while building relationships for businesses or consumer customers- checking and saving accounts, credit products, and loans
  • Visits customers and potential business clients bi-weekly
  • Managerial responsibilities including overseeing teller staff schedules, offering solutions for complex customers and cash ordering
  • Trained new team members by creating techniques, and inspiring self-confidence to ease them into their position.
  • Improved member satisfaction by providing exceptional customer service and addressing concerns promptly.

Sales Associate

JC Penny
01.2013 - 06.2014
  • Helped customers find the needs for special occasions while suggesting possible add-on’s that could benefit their purchase
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

Education

General Studies/Accounting

College of Western Idaho

Skills

  • Financial Analysis
  • Credit Risk Analyst
  • Organization
  • Lending and Sales
  • Communication
  • Strategic Planning
  • Budgeting and finance
  • Client Relationship Management

Personal Information

Title: Financial Loan Officer

References

Available Upon Request

Timeline

Member Experience Officer

Mountain America Credit Union
08.2020 - Current

Member Relationship Officer

Icon Credit Union
06.2014 - 07.2020

Sales Associate

JC Penny
01.2013 - 06.2014

General Studies/Accounting

College of Western Idaho

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JR Quintana