Benito Moreau
Phoenix
Summary
Results driven, goal oriented finance professional with 18 years in banking and financial services industry. Advise and consult clients to create customized financial strategies. Excels in client facing interactions, hosting seminars, and community building .
Overview
20
20
years of professional experience
Work History
Lending Specialist
Bank Of America
11.2020 - Current
- Originate first mortgages and HELOCs
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower''s financial status.
- Improved customer satisfaction by delivering personalized loan consultation services tailored to individual financial needs.
- Achieved higher pull through rate by collaborating with loan coordinator, underwriters, processors, and closers.
Relationship Manager
Bank of America
10.2019 - 11.2020
- Built and maintained relationships with new and existing consumer and small business clients while providing high level of expertise.
- Communicated regularly with clients via email, phone and follow up appointments to ensure clients are meetings their financial priorities.
Personal Banker
Wells Fargo Bank
10.2016 - 10.2019
- Uncovering customer financial needs and offering solutions through products and services.
- Providing outstanding service, developing and maintaining customer relationships and partnering with specialists to ensure customers meet their financial goals.
Financial Representative
I.N.G. Group
06.2005 - 05.2015
- Provided retirement plans and life insurance consultation to customers based on their individual needs and interests.
- Prepared and conducted corporate retirement presentations for group demonstrations of up to 50 members at a time.
Education
Bachelor of Science - Business Administration
Tech Institute of Hermosillo
Hermosillo, Sonora MX06-2006
High School - Communications
Mahatma Gandhi
La Paz, BCS Mexico06-2002
Skills
- 18 years sales experience
- 10 years customer service
- 4 years call center experience
- Bilingual in Spanish
- Client relationship building
- Problem-solving
Timeline
Lending Specialist
Bank Of America
11.2020 - Current
Relationship Manager
Bank of America
10.2019 - 11.2020
Personal Banker
Wells Fargo Bank
10.2016 - 10.2019
Financial Representative
I.N.G. Group
06.2005 - 05.2015
Bachelor of Science - Business Administration
Tech Institute of Hermosillo
High School - Communications
Mahatma Gandhi
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