Job Search Status
Open to workDesired start date: Flexible
Open To Work
Goretty Banuelos
Financial Service Representative
Perris
Work Preference
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
FSR
Altura, Cactus Branch
04.2023 - Current
- Provide exceptional customer service every time
- Complete transactions and other functions on Symitar
- Properly identify members and applicants
- Display Altura core values
- Educate members to utilize our technology such as online banking, Zelle, member to member transfers
- Cross-sell any additional services and products
- Adhere to Altura’s policies and procedures
- Review and submit documents needed for loans
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Skilled at working independently and collaboratively in a team environment.
Loan Reviewer
Wells Fargo, Remote, CA
03.2020 - 04.2022
- Part of the underwriting Small Business Lending Team
- Reviewing PPP origination and forgiveness applications
- Review business documents such as tax, payroll, utilities, and eligible expenses
- Interact with coworkers, management, and customers with integrity and professionalism
- Knowledgeable with various HR systems to assist businesses navigate and acquire payroll documentation and tax deductions
- Generating status reports for management/bankers using Microsoft Word/Excel
- Systems used: LexisNexis, Innovis, GuideStar, CPS, REMS, BDCMS, Payroll calculator
- Able to multi-task in a fast-paced environment
- Review loan documents and submit request for additional document
- Served as a subject matter expert within the organization regarding loan review processes, assisting other departments in understanding relevant risk factors and best practices.
- Assisted in reducing delinquency rates with effective loan analysis and recommendations for improvements.
Personal Banker/Team Lead
Wells Fargo, Riverside, CA
01.2017 - 03.2020
- Comply with Code of Ethics and Sales Integrity
- SAFE certified and authorized to submit HELOC applications
- Review loan applications with mortgage consultants
- Review resumes and carry out interviews along branch manager
- Ensure my team follows the Banker Customer Experience through observations
- Proactively reaching out to clients to build relationships
- Executing and participating in meetings, skill practices and huddles
- Manage multiple projects and meeting deadlines
- Submit loan applications
Teller/CSSR
Wells Fargo, Riverside, CA
02.2015 - 01.2017
- Leverage resources and tools to accurately inform customers of our products
- Asking and capturing valuable notes in the CNA/BNA
- Supporting Service Manager with control tasks
- Report fraudulent activities
- Proactively seek out opportunities to learn and grow product and service knowledge
- Act with integrity and always do what’s right for the customer
- Actively participate in huddles and branch meetings
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZHigh School Diploma -
Citrus Hill High School
PerrisSkills
Fluent in English and Spanish
Compliance and Risk Management course
Friendly, positive attitude
Service excellence
Computer skills
Microsoft office
Dependable and responsible
Analytical problem-solving
Certification
CNP - Certified Notary Public
Timeline
FSR
Altura, Cactus Branch
04.2023 - Current
Loan Reviewer
Wells Fargo, Remote, CA
03.2020 - 04.2022
Personal Banker/Team Lead
Wells Fargo, Riverside, CA
01.2017 - 03.2020
Teller/CSSR
Wells Fargo, Riverside, CA
02.2015 - 01.2017
Bachelor of Science - Business Management
University of Phoenix
High School Diploma -
Citrus Hill High School