Summary
Overview
Work History
Education
Skills
Additional Information
LinkedIn
Timeline
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Edward Espos

American Canyon

Summary

Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

Overview

5
5
years of professional experience

Work History

Relationship Banker

Bank Of America
04.2023 - Current
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Streamlined internal processes for improved efficiency, leading to faster transaction processing times and higher customer satisfaction levels.

Mortgage Loan Originator

Geneva Financial
06.2021 - 12.2022
  • Utilized training materials, reference tools, and other resources to provide accurate up to date loan programs / policy information to clients and partners.
  • Hosted lunch and learns for companies and organizations. Generating 30 to 40 new client relationships with the attendees.
  • Analyzed customer financial situations to ensure Conventional, Jumbo, FHA and VA loan approval.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.

Product Zone Specialist

Apple
03.2020 - 12.2020
  • Providing customers top quality customer service by helping them easily understand how to maneuver through applications for latest technology.
  • Optimized interpersonal communication and teamwork skills along with product expertise to promote products and increase sales.
  • Actively pursued personal learning and development opportunities while working with management to share best practices for sales and customer service with other team members to improve store efficiency.

Managing Director

People’s Medical Transport
03.2019 - 02.2020
  • Maximized efficiency of operational systems by updating internal frameworks and controls.
  • Ensuring clients are receiving the highest coordinating services and care by continually improving the quality of services with integrity, efficiency, and collaboration between interdisciplinary team members.
  • Oversaw day-to-day operations of business, coordinating operational strategies to achieve profit and growth targets by increasing revenues by 85%. Including supervising multiple team members across the bay area.
  • Created organization's mission and vision statements for use by employees.

Education

Bachelor of Science - Business Administration; Marketing Management

California State University, East Bay
Hayward, CA
05.2020

Skills

  • Excellent Communication
  • Analytical Thinking
  • Detail Oriented
  • Prioritization
  • Adaptable
  • Conflict Resolution
  • ASANA
  • SQL
  • SAS
  • Proficient in Excel, PowerPoint, Word

Additional Information

Relevant Coursework: Business Math/Calculus, Financial Management, Financial Accounting, Corporate Finance, IT Management, Real Estate Finance, Marketing Research, Digital Marketing & Social Media, Advertising & Promotion, Product, Service, & Brand, Aglie Requirements Foundations,

LinkedIn

www.linkedin.com/in/edward-espos

Timeline

Relationship Banker

Bank Of America
04.2023 - Current

Mortgage Loan Originator

Geneva Financial
06.2021 - 12.2022

Product Zone Specialist

Apple
03.2020 - 12.2020

Managing Director

People’s Medical Transport
03.2019 - 02.2020

Bachelor of Science - Business Administration; Marketing Management

California State University, East Bay

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Edward Espos