Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Gasho

Chino Valley

Summary

Highly motivated and dedicated customer service professional with extensive experience in customer relations. Excellent interpersonal and communication skills with the ability to multitask and prioritize complex workloads with a high degree of accuracy. Team oriented with commitment to quality and excellence.

Overview

9
9
years of professional experience

Work History

Associate Banker

Wells Fargo
07.2024 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.

Loan Officer Assistant

Benchmark Mortgage
03.2023 - 07.2024
  • Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
  • Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
  • Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
  • Increased loan application efficiency by streamlining documentation and verification processes.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Communicated with customers daily to request information and complete paperwork.

Loan Officer Assistant

Wallick & Volk
09.2019 - 03.2023
    • Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
    • Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
    • Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
    • Increased loan application efficiency by streamlining documentation and verification processes.
    • Documented borrower's information in loan processing system and resolved any discrepancies.
    • Communicated with customers daily to request information and complete paperwork.
    • Reviewed and validated details of loan applications and closing documentation.

Senior Personal Banker

National Bank Of Arizona
09.2016 - 09.2019
    • Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
    • Streamlined account opening processes for improved efficiency and reduced waiting times.
    • Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
    • Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
    • Strengthened client relationships through consistent follow-ups and proactive communication.
    • Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
    • Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
    • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
    • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Education

High School Diploma -

Chino Valley High School
Chino Valley, AZ
06.2013

Skills

  • Time Management
  • Customer Service
  • Adaptability
  • Detail Oriented
  • Leadership & Teamwork
  • Organizational skills
  • Strong oral and written communication skills

Timeline

Associate Banker

Wells Fargo
07.2024 - Current

Loan Officer Assistant

Benchmark Mortgage
03.2023 - 07.2024

Loan Officer Assistant

Wallick & Volk
09.2019 - 03.2023

Senior Personal Banker

National Bank Of Arizona
09.2016 - 09.2019

High School Diploma -

Chino Valley High School

Similar Profiles

CREATE PROFILE
Jessica Gasho