Raquel Gonzalez

Experience

• 

  JPMorgan Chase & Co.

  Aug 1999 - Jul 2013

  TEAM MANAGER

  As a Bilingual Team Manager, I oversaw cross-functional teams responsible for developing process improvement strategies regarding the quality and volume of marketing test initiatives. I also served as a trusted advisor and key decision-maker to develop teams and successfully implement marketing tests and ensuring valid results.Below are a few of my contributions as Bilingual Team Manager at JP Morgan Chase:⇨ Used a creative approach to manage and mentor individuals, resulting in an exceptional performance across the organization.⇨ Improved operational performance by developing productive teams, setting challenging objectives, continuously evaluating business processes, and implementing corrective action plans to mediate risks.⇨ Enhanced morale and reduced turnover by recognizing and rewarding accomplishments and contributions.⇨ Recognized for outstanding performance in top balance transfers and top chase payment protector sales within the bilingual queue. Show less

• 

  Watson Realty Corp.

  Aug 2013 - Jul 2014

  Realtor

  As a Real Estate Agent, I led relationship development efforts to forge partnerships with realtors and assist buyers throughout the process. I maintained expert knowledge of sales strategy, marketing principles, and methods for showing and listing properties. I also used cold calling strategies, obtained referrals from other sources, and advertised in mailings.Below are a few of my contributions as a Real Estate Agent at Watson Realty Corp.:⇨ Built a pipeline of potential buyers by generating interest in the community, scheduling events, and maintaining relationships with buyers. ⇨ Maximized revenue by developing and maintaining marketing strategies, performing competitive analysis, and using a new business development approach to solidify sales.⇨ Worked as a buyer’s agent by searching for properties within client requirements, showcasing properties, and collecting all information necessary for legal documents. Show less

• 

  Paylocity

  Jan 2014 - Sept 2014

  Account Manager

  As an Account Manager, I performed within a high-volume customer support role, provided assistance with payroll and HR practices, software operations, and other technical and non-technical issues via telephone and email.Below are a few contributions as an Account Manager with Paylocity:⇨ Increased client retention and satisfaction by building lasting relationships within an assigned portfolio. ⇨ Applied critical thinking and problem-solving skills to research, troubleshoot, and walk clients through Paylocity’s products in order to meet clients' needs. Show less

• 

  Wells Fargo

  Apr 2015 - Oct 2016

  Personal Banker

  As a Personal Banker, I managed relationship development efforts to earn trust and gain new business. I have demonstrated in-depth knowledge of consumer products and services to deliver exceptional customer satisfaction and meet service benchmarks. Below are a few of my contributions as a Personal Banker at Wells Fargo:⇨ Served as the liaison with high-balance and high-potential customers to provide top-level performance and implement best business practices for consumer and business financial services.⇨ Maximized profitability by advising on and opening up savings, checking, CDs, IRAs, credit cards, and mortgage home equity.⇨ Deployed innovative sales and marketing practices to cross-sell products and services based on client need. Show less

• 

  Wells Fargo Home Mortgage

  Oct 2016 - Mar 2021

  As a Mortgage Sales Associate, I lead sales and marketing processes, relationship development, and strategic communications to establish a continuous pipeline of potential consumers. I also partner with top producing HMC for the Central Florida market to originate and process loans. I have been recognized for outstanding performance and commitment to maximizing business opportunities, earning several promotions throughout my tenure. i also earned #4 in the company for minority lending. I received several promotions from Home Mortgage Consultant to Administrative Assistant / Customer Service Representative to Mortgage Sales Associate.Below are a few of my contributions as a Mortgage Sales Associate with Wells Fargo:⇨ Generate awareness for mortgage products and increase sales by establishing referral sources, conducting builder sales calls, creating open house flyers, and developing email and direct mail marketing campaigns.⇨ Exceeded monthly goals by maintaining a continuous pipeline of prospects, developing new referral sources and leads, while maintaining existing relationships.⇨ Build interest by delivering high impact presentations and customer engagement to target consumers at industry events, homebuyer education seminars, Realtor lunch and learns, and Builder’s Expos.⇨ Analyze financial data to match customer need with appropriate programs based on the customer’s financial profile and underwriting guidelines to minimize risk.⇨ Maintain expert knowledge of products, policies, standard operating procedures, and target market. Show less

  • Mortgage Sales Associate

    Apr 2018 - Mar 2021

  • Customer Service Representative 4

    Apr 2017 - Apr 2018

  • Home Mortgage Consultant

    Oct 2016 - Apr 2017
• 

  NEXTMORTGAGE LLC

  Mar 2021 - Dec 2021

  Licensed MLO & Production Assistant

  NMLS# 1349408As a Loan Originator and Production Assistant, I oversaw processes related to loan origination including collecting and verifying data, entering loan applications, following up with prospective clients, and maintaining existing relationships. I also prequalified clients and developed strategies for pre-approvals. I was selected to serve as the production assistant for a top producer and loan originator based on performance.Below are a few of my contributions at CMG Financial / Next Mortgage, LLC:⇨ Maintained expert knowledge of current trends, loan products, processing procedures, and general underwriting guidelines to ensure compliance with lending guidelines and reduce the risk of loan denials.⇨ Communicated loan conditions, requirements, and status updates throughout the processing of each file.⇨ Developed trusting relationships with realtors, builders, and financial professionals to increase pipeline. Show less