Erik Cano
Bellwood
Summary
Comprehensive understanding of banking operations gained through background as Universal Banker. Demonstrated ability to establish strong client relationships, cross-sell financial products and services, manage cash balances, and maintain regulatory compliance. Strengths include problem-solving skills, customer service focus, and fluency in various banking systems. Made significant impact by improving operational efficiency and contributing to revenue growth in previous roles.
Overview
4
4
years of professional experience
Work History
Universal Banker
Citibank
11.2021 - Current
- Delivered end-to-end loan servicing for personal loans, home loans, and HELOCs, ensuring compliance and timely funding.
- Conducted in-depth financial assessments and recommended tailored lending and banking solutions to meet client needs.
- Collaborated with underwriting, loan processing, and mortgage teams to move applications forward and resolve issues.
- Ranked Top 50 Universal Banker Sellers nationwide (Q1 & Q2 2023) by consistently meeting and exceeding sales goals.
- Managed high-volume client interactions with strong attention to detail, accuracy, and customer satisfaction.
- Proactively followed up with clients to streamline document collection and maintain application momentum.
Education
B.A. - Business Management
Concordia University Chicago
Business Analyst Specialization -
Coursera
IT Professional Certificate -
CourseCareers
Skills
- Excel
- Charts
- Power B
- Azure
- Active Directory
- Google Sheets
- MS Office
- KPI tracking
- Trend analysis
- Workflow optimization
- Basic statistical methods
- Client Relations
- Communication
- Problem Solving
- Sales Strategy
- Loan servicing
- Client documentation
- Product knowledge
- Customer relationship management
- Risk assessment
Additional Languages
- English (Fluent)
- Spanish (Fluent)
Technical And Analytical Skills
Excel (PivotTables, VLOOKUP, Charts), Power BI (DAX - in progress), Azure, Active Directory, Google Sheets, MS Office, KPI tracking, trend analysis, workflow optimization, basic statistical methods
Timeline
Universal Banker
Citibank
11.2021 - Current
B.A. - Business Management
Concordia University Chicago
Business Analyst Specialization -
Coursera
IT Professional Certificate -
CourseCareers