Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jose Daniel Bello Gastelum

Jose Daniel Bello Gastelum

Surrey,BC

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm. Smart financial professional applies strong problem-solving and decision-making skills in job tasks. Self-motivated with good understanding of evaluating credit history, financial stability and risks. Diligent individual with strong work ethic.

Overview

4
4
years of professional experience

Work History

Loan Advisor

Spring Financial
05.2024 - Current
  • Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
  • Examined credit reports, financial statements and tax returns to determine repayment capability.
  • Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
  • Educated borrowers on available loan options, empowering them to make informed decisions about their financial future.
  • Provided exceptional customer service, addressing client inquiries and concerns promptly and professionally.

Administrative HR Assistant

AMISA Group International
04.2021 - 08.2023
  • Compiled and maintained employee records
  • Entered and updated employee information in the HR database
  • Scheduled and coordinated interviews and other recruitment activities
  • Assisted with the onboarding process of new hires
  • Responded to employees' inquiries and requests
  • Maintained confidential HR information
  • Assisted with the maintenance of employee benefits programs
  • Maintained the HR filing system
  • Conducted research and analysis of personnel data
  • Generated various HR reports
  • Assisted with the organization of company events
  • Processed employee expense reports and invoices
  • Coordinated the maintenance of employee records
  • Provided support in the recruitment and selection process
  • Participated in other HR projects as needed

Customer Service Representative

Outbound Call Solutions (OCS)
07.2020 - 01.2021

- Recommended solutions to customer service issues

- Monitored customer service levels and provided feedback to management

- Assisted with the resolution of customer billing issues

- Generated customer service reports

- Handled customer complaints in a professional manner, resolving issues quickly and efficiently

- Promoted products and services to customers

- Updated customer information in the customer service database

Education

Bachelor Of Business Administration - Business Administration

UABC
Mexicali
08.2015

Skills

  • Loan structuring
  • Risk evaluation
  • Documentation Review
  • Portfolio Management
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking Abilities
  • Active Listening
  • Data Entry

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Loan Advisor

Spring Financial
05.2024 - Current

Administrative HR Assistant

AMISA Group International
04.2021 - 08.2023

Customer Service Representative

Outbound Call Solutions (OCS)
07.2020 - 01.2021

Bachelor Of Business Administration - Business Administration

UABC
Jose Daniel Bello Gastelum