Fernando Perez

214-966-1376; Fyp160130@utdallas.edu
linkedin.com/in/fernandoyperez

EDUCATION
The University of Texas at Dallas May 2021
B.S., Accounting
3.219 GPA

Richland College August 2018

A.S., Science
3.6 GPA

BUSINESS EXPERIENCE
Bank of America 02/2020-Present
Customer Service Representative
 Process average of 300 financial transactions weekly.
 Analyze each transaction for potential fraud.
 Maintain high level of accuracy on transaction documentation

Bank of America 01/2017-02/2020

Relationship Manager
 Managed client portfolio of over one thousand clients to help achieve financial goals.
 Educated small business clients on managing business banking for tax purposes.
 Trained new associates and helped develop existing Relationship Managers.

Bank of America 01/2017 –02/2018

Mortgage Processor
• Organized mortgage purchases with over twenty clients monthly.
• Review documentation for approval of loans.
• Coordinated underwriters, loan officers, and customers to meet client mortgage needs.

JP Morgan Chase 01/2010 – 07/2011

Licensed Banker
• Advised clients for investment goals in retirement and brokerage accounts.
• Worked with senior financial advisors for guidance on complex transactions.
• Exceeded in company goals and client satisfaction goals for multiple quarters.

TECHNICAL SKILLS
Languages: Spanish
Tools: Previous Series 6, 63 and life insurance licenses.

ADDITIONAL INFORMATION
Eligibility: Eligible to work in the U.S. with no restrictions