Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Karla Hernandez

Commerce City

Summary

Financial services professional proficient in checking, savings and investment fund accounts and transactions. Assists customers in setting up new services, moving funds and meeting any banking need. Excellent verbal and written communication skills combined with open and upbeat nature. Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience

Work History

Loan Processor

CoBank
08.2024 - Current
  • Promoted a positive work environment through effective communication skills and teamwork initiatives.
  • Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Improved loan processing efficiency by streamlining documentation and communication procedures.
  • Streamlined workflow processes for increased productivity within the team while maintaining high quality output.

Transition Manager

Transamerica
02.2024 - 03.2024
  • Developed and implemented transition plans to ensure smooth transitions of new projects from one team to another.
  • Provided regular updates on transition progress to management and communicated potential delays or issues in a timely manner.
  • Coordinated with internal teams for the successful execution of the transition plan.
  • Identified, addressed and either resolved or escalated project issues.

Customer Relationship Advocate

Fidelity Investments
07.2023 - 11.2023
  • Assisted customers with inquiries, troubleshooting and resolutions for their account-related issues. Developed customer relationships through active listening and problem solving skills.
  • Performed data entry of customer information into the company database.
  • Maintained detailed records of customer interactions and transactions.
  • Utilized various software programs to analyze customer trends and needs.
  • Demonstrated empathy when dealing with difficult or frustrated customers.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

Personal Banker

Wells Fargo
03.2022 - 07.2023
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Followed operational standards, promoting security, risk management and compliance.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Met with customers to analyze financial needs and maximize sales opportunities.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Used product knowledge and abilities to execute consumer loans and other services.

Associate Banker

JP Morgan Chase
02.2019 - 09.2021
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Completed daily cash balancing and operated ATMs.
  • Verified amounts and integrity of every check or funds transfer.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Counted as much as ${Amount} in daily funds with manual and machine-assisted methods.
  • Reduced bank losses by setting successful risk management policies.

Education

High School Diploma -

Abraham Lincoln High School
Denver, CO
06.2016

Skills

  • Customer service-oriented
  • Cash ordering
  • Risk management policies
  • Money handling
  • Information Security
  • Data Entry
  • Information verification
  • Document review
  • Deadline management

Languages

English: Full Professional
Spanish: Full Professional

Timeline

Loan Processor

CoBank
08.2024 - Current

Transition Manager

Transamerica
02.2024 - 03.2024

Customer Relationship Advocate

Fidelity Investments
07.2023 - 11.2023

Personal Banker

Wells Fargo
03.2022 - 07.2023

Associate Banker

JP Morgan Chase
02.2019 - 09.2021

High School Diploma -

Abraham Lincoln High School

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Karla Hernandez