Christian Montervino

Experience

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  Ewing Recreation Dept.

  Jun 2004 - Jun 2007

  Basketball Instructor

  Coached athletes to develop skills to identify areas of improvement, create solutions, and measure improvements Players skills increased drastically by 50% in all areas of the gameIncreased team morality with motivational speeches to playersCreated multiple plays and then strategically executed with team

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  Diamond’s Riverside

  Sept 2004 - Feb 2005

  Banquet Server

  Assistant to staff event planning and preparation Obtained knowledge of all facets of a small business operations including handling clients guests and deadlines

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  FedEx

  Jun 2008 - Sept 2008

  Package Handler

  Worked as a team player to ensure safety with packages weighing 150 pounds or morePositive contributor to our safety regulationsConducted new employee training

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  City University of New York-College of Staten Island

  Sept 2008 - May 2010

  Student Athlete Advisory Committee

  Held weekly meetings to discuss the direction of the Athletic programDiscussed and planned special events for student athletes to participate inMet with school president to discuss individual sports teams and the importance of needs for these programs

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  TD

  May 2011 - Apr 2012

  Account Managers Assistant

  Reviewed and approved or declined all loan transfer requests from Commercial to Small Business to ensure compliance with Credit PolicyPerformed a review of maturing loans in advance of maturity to determine a necessary renewal or annual reviewBuilt portfolios for the Account Manager by researching and reviewing all financial records and data that pertain to the loansIdentification and initiation of extension requests, and approved or declined requests to release to collateralProvided credit approval for certain types of renewals which are not passed to the Credit Underwriting teamParticipated in special projects assigned by Team ManagerServiced internal customers through a Help Line and Portfolio Management group e-mail boxesDetermined the level of underwriting to be performed along with business and personal financial information requirements Show less

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  America LiWei Inc.

  Oct 2012 - Nov 2014

  Partner/ Sales Manager

  • Created and closed new sales as Partner/Sales Mgr. for an import/export startup • Initiated new business by making at least 30 sales call/day and 10 meetings with Decision Makers• Positioned America LiWei as a high quality supplier through marketing presentations and product brochures • Built knowledge of all facets to a small business operation including supply operations, marketing and sales.

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  JPMorganChase

  Oct 2014 - May 2015

  Reporting Analyst

  • Provided in-depth detailed and statistical analysis reports for legal and investor groups• Worked closely with business management and cross functional teams to ensure paralegals needs are handled for litigation• Created queries for data analysis reports; Experienced user in Access and Excel

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  Vanguard

  May 2016 - Oct 2019

  Retirement Plan Specialist

  • Delivered high quality client service across Institutional Participant Services in response to participant phone inquiries• Identified routine client needs/problems and determined alternate solutions with urgency, professionalism and efficiency • Provided accurate account and plan information to participants from various information systems in a timely manner• Initiated transactions for participants including loans and withdrawals• Series 6 & 63 Licensed

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  360 Tech Solutions

  Oct 2019 - Aug 2021

  Support Technician
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  Ameriprise Financial Services, LLC

  Aug 2021 - now

  Client Service Specialist