Thomas Torres
San Diego, CA
Summary
Innovative Relationship Officer focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Ready to apply knowledge and skills to any challenge.
Overview
16
16
years of professional experience
Work History
Loan Call Center Relationship Officer
BluPeak Credit Union
07.2007 - 07.2023
- Maintained and built close relationships with customers through regular contact via phone and email.
- Analyzed customers applications and credit reports to identify areas of improvement and maximize customer satisfaction.
- Processed loan applications and reviewed credit reports.
- Assessed and evaluated customer needs to offer appropriate loan products
- Compiled data from credit reports, income documents bank statements and other sources to evaluate loan applications.
- Demonstrated expertise in underwriting guideline, regulations, policies and procedures related to consumer loan products.
- Communicated effectively with customers regarding loan decisions and terms and conditions of agreements.
- Proficient in Meridian Link Platform
- Proficient in Correlation Keystone Banking Platform
- Knowledgeable in Microsoft Office
- Trained and coached new employees
Education
Bachelor of Science - Finance
Recinto Universitario De Mayaguez
Puerto Rico07.1991
Skills
- Financial Acumen
- Adaptability and flexibility
- Empathy and understanding
- Teamwork and collaboration
- Problem-solving abilities
- Analytical thinking
- Customer service orientation
- Banking
- Loans
- Fluent in Spanish
Languages
Spanish
Bilingual or Proficient (C2)
Timeline
Loan Call Center Relationship Officer
BluPeak Credit Union
07.2007 - 07.2023
Bachelor of Science - Finance
Recinto Universitario De Mayaguez
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