This candidate has over 18 years of experience in banking and finance with 8 years of management experience. They have multiple certificates in business administration, bookkeeping, QuickBooks, and real estate education. Currently they work as a senior financial service associate developing financial strategies and improving processes. Previously they held management roles at Bank of America and Fleet Bank/Sovereign Bank working with customers, products, and loans.

1. Guillermina Diaz Tel: (774)462-9334
21 Glenrose Road, Dorchester, MA 02124 DIAZG21@comcast.net
SUMMARY OF QUALIFICATIONS
• Millennium Training Institute, Class of 2014
• 18 years of Banking and Finance Experience
• 8 years of Management Experience
• Bilingual; Fluent in English and Spanish.
EDUCATION
Millennium Training Institute, Boston, MA – Certificate 2012 – 2014
Business Administration Bookkeeping & QuickBooks
Mass. Board of Real Estate Education - Certificate 2013
New England College of Finance, Boston, MA – Certificate 2005-2006
PROFESSIONAL EXPERIENCE
Peoples United Bank NA 05/2014-Present
Senior Financial Service Associate
• Develop financial strategies and improve various financial and business processes
• Solicit new customers through approved techniques and methods
• NLMS Registered Mortgage Certified
• Sales Goal on HELC, PLOANS, Mortgages
Bank of America, Dorchester, MA 03/2006 – 01/2013
Senior Customer Service Supervisor Escalation Specialist
• Escalation Supervisor for the Call Center and Branches
• Supported and provided service via phones, emails and faxes both internal and external
• Billed Customer for research and Reverse fees if not resolved within immediately
• Identified, resolved and research customer’s banking issues and inquiries
Fleet Bank/Sovereign Bank, Dorchester 10/1998 – 03/2006
Senior Personal and Business Representative
• Operational Compliance Supervisor
• Client Services on Banking Products
• Close sales on HELC, Personal Loans, SBA Loans, amount less than 250 thousand for Business Loans
Communication: Determined team player who is reliable, knowledgeable, understanding, and has
Superior communication skills. Enjoy working with others.
Flexibility: Multi-task effectively; responded to phone calls, emails, office personnel; managed and
organized information supporting project goals and deadlines.
Administrative: Prepares reports for management, assists with obtaining information various sources, verifying
the information and update records with verified with data.
Processing Loans: Understand and comprehended the Mortgage Loan Process through closing.
Trustworthy with confidential material and matters. Dependable and punctual.
Computers: Microsoft Office 2007 (Word, Excel, PowerPoint and Outlook); Intuit QuickBooks 2012,
Outlook (calendar scheduling).