Lorena Marquez
Escondido
Summary
Experienced customer service professional with 10+ years in fast paced environments and administrative coordinations. Ability to work independently.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Member Service Specialist
MyPoint Credit Union
San Diego, CA
09.2024 - Current
- Supported members by processing loan and mortgage applications, opening new accounts, and handling daily banking transactions.
- Processed loan payments and provided detailed explanations on loans questions and concerns.
- Completed daily reports and supported credit union compliance requirements.
Associate Banker
JPMorganChase
Escondido, CA
01.2022 - 07.2023
- Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels.
- Helping build relationships with customers by connecting them with team members who can help them address their financial needs.
- Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Client Service Representative
Bank of America
Escondido, CA
04.2019 - 12.2022
- Work in a professional, fast paced environment that requires accuracy, multitasking, and clearly communicating resolutions in an efficient manner.
- Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time.
- Navigating multiple computer applications while interacting with the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
Education
Associate's degree -
Palomar College
San Marcos, CA06-2026
High School Diploma -
Orange Glen High School
Escondido, CA06-2017
Skills
- Languages (English & Spanish): Effective communication skills in both English and Spanish at all levels, crucial for translating banking/ and loan materials
- Administrative and Technical: Analytical thinking, time management, high volume workload management
- Operational Support: Account management, Interdepartmental coordination, conflict resolution
Certification
Property & Casualty License
Languages
Spanish - Fluent
Timeline
Member Service Specialist
MyPoint Credit Union
09.2024 - Current
Associate Banker
JPMorganChase
01.2022 - 07.2023
Client Service Representative
Bank of America
04.2019 - 12.2022
Associate's degree -
Palomar College
High School Diploma -
Orange Glen High School