Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Keanu Berger

San Diego

Summary

Adaptable and detail-driven individual with a solid background in loan processing and client relationship management. Known for enhancing operational workflows and achieving high loan production while maintaining compliance and accuracy.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Branch Relationship Banker

California Bank & Trust
Encinitas, CA
10.2024 - Current
  • Analyzed processed and followed up with clients on home equity lines of credit high volume with some underwriting as well to turn around declined loans
  • Contributed $7MM of home equity loan production to the number one branch in san diego and number 2 in the state in that category
  • Drove team efforts to secure number one position in San Diego by successfully booking 78 applications, ensuring efficient processing in a high-demand market.
  • Developed strong customer relationships to enhance client satisfaction and retention.
  • Conducted financial assessments to recommend suitable banking products and services.
  • Processed transactions efficiently, ensuring accuracy and compliance with regulations.
  • Collaborated with team members to identify cross-selling opportunities for banking solutions.

Intern

First Financial Bancorp
Los Angeles, CA
07.2019 - 01.2020

-Collaborated with Executive Vice President to streamline daily processes and enhance operational workflow.

-Reviewed and interpreted rent rolls, ensuring accuracy and relevance for executive loan package submissions.

-Reviewed and interpreted financial data from profit and loss statements to enhance executive loan package assessments.

-Organized and maintained physical files for executive loan request packages to streamline processing.

Business Development Executive

PlatformXR
San Diego, CA
07.2023 - 01.2024
  • Identified and pursued new business opportunities through market research and analysis.
  • Developed and maintained relationships with key clients to enhance customer satisfaction and loyalty.
  • Collaborated with cross-functional teams to create tailored solutions for clients' needs.
  • Assisted in preparing sales presentations and proposals to secure new contracts.

Casino Dealer

Sycuan Casino Resort
El Cajon, CA
05.2022 - 09.2022
  • Dealt various table games, ensuring adherence to house rules and gaming regulations.
  • Managed player interactions, providing a welcoming and engaging gaming experience.
  • Monitored game progress, identified irregularities, and reported issues promptly.
  • Assisted in training new dealers on game procedures and customer service standards.

Real Estate Assistant

SoCal Real Estate Consultants
San Diego, CA
01.2014 - 01.2017
  • Managed property listings and client inquiries, enhancing communication efficiency.
  • Coordinated open house events and property showings, improving client engagement.
  • Assisted with document preparation and transaction management, ensuring compliance accuracy.
  • Developed marketing materials for properties, increasing visibility and interest.

Server

Red O Restaurant
San Diego, CA
05.2017 - 06.2019

Gained comprehensive understanding of fine dining operations, transitioning from busser to server through dedication and skill development.

Server

Grind and Prosper Hospitality
San Diego, CA
12.2023 - 03.2025
  • Delivered exceptional customer service in fast-paced dining environment.
  • Managed multi-table sections, ensuring timely service and guest satisfaction.
  • Collaborated with kitchen staff to communicate orders accurately and efficiently.
  • Trained new servers on menu items, service protocols, and restaurant policies.

Education

Bachelor of Science - Business Administration W/ Real Estate Emphasis

California State University, Northridge
Los Angeles, CA
05-2022

Skills

  • Goal oriented
  • Credit analysis
  • Loan processing
  • Banking operations
  • Customer Service-oriented
  • Loan origination
  • Critical thinking
  • Multitasking
  • Verbal and written communication
  • Detail-oriented

Certification

california real estate license

Languages

French
Native or Bilingual
Spanish
Elementary

Timeline

Branch Relationship Banker

California Bank & Trust
10.2024 - Current

Server

Grind and Prosper Hospitality
12.2023 - 03.2025

Business Development Executive

PlatformXR
07.2023 - 01.2024

Casino Dealer

Sycuan Casino Resort
05.2022 - 09.2022

Intern

First Financial Bancorp
07.2019 - 01.2020

Server

Red O Restaurant
05.2017 - 06.2019

Real Estate Assistant

SoCal Real Estate Consultants
01.2014 - 01.2017

Bachelor of Science - Business Administration W/ Real Estate Emphasis

California State University, Northridge
Keanu Berger