Vice President and Senior Private Banker @ (November 2018 - May 2019)
Vice President and Senior Relationship Manager @ (March 2016 - November 2018)
Vice President and Senior Private Banker @ (January 2011 - November 2015)
Vice President and Premier Client Manager @ (August 2004 - October 2010)
Alfonso Olivos Education
University of Miami
Bachelor of Science - BS (International Finance and Marketing)
2000-2004
University of Miami
Master of Business Administration - MBA
Alfonso Olivos Skills
Relationship Banking
Client Issue Resolution
Regulatory Guidelines
Critical Thinking
Client Relations
Balance Sheet Review
Treasury Management
Sales Prospecting
Regulatory Requirements
Outbound Sales
Lead Qualification
Gap Analysis
Background Checks
Sales Execution
Return on Investment
Management Consulting
Key Performance Indicators
KPI Reporting
Go-to-Market Strategy
Business Consulting
Root Cause Analysis
Root Cause
Quality Control
Materiality
Emerging Trends
Conflict Resolution
Business Control
Branch Management
Audio Conferencing
Solution-oriented
Sanction
Risk Appetite
Organizational Alignment
KYC Verification
Due Diligence
Counter-Terrorist Financing
CTF
Bank Secrecy Act
Budgeting
Presentations
Presentation Skills
Written Communication
Loan Structuring
Communication
Business Planning
Wealth Management
Portfolio Management
Investments
Asset Allocation
Asset Management
Mutual Funds
Series 7
Equities
Investment Advisory
Banking
Investment Strategies
Retirement Planning
Investment Management
Financial Services
Risk Management
Relationship Management
Credit
Financial Planning
Loans
Financial Risk
Financial Advisory
Management
Finance
Credit Analysis
Mortgage Lending
Consumer Lending
Retirement
Financial Analysis
Asset Based Lending
Wealth Management Services
Estate Planning
Spanish
Lending Solutions
Commercial Banking
International Finance
Marketing
Investment Banking
Commercial Lending
Small Business Lending
Sales
Private Banking
Business Development
Loan Origination
Alternative Investments
Fixed Income
Strategy
Customer Service
Leadership
Microsoft Excel
Strategic Planning
Trusts
Wills
Alfonso Olivos Summary
Alfonso Olivos, based in Naples, FL, US, is currently a Senior Mortgage Loan Officer at Mortgage Network Solutions, LLC / NMLS 58096 / www.nmlsconsumeraccess.org. Alfonso Olivos brings experience from previous roles at Olivos Legacy Mortgage Team, HomeFi Digital Mortgage, I Heart Mac & Cheese and BMO Wealth Management - U.S.. Alfonso Olivos holds a 2000 - 2004 Bachelor of Science - BS in International Finance and Marketing @ University of Miami. With a robust skill set that includes Relationship Banking, Client Issue Resolution, Regulatory Guidelines, Critical Thinking, Client Relations and more. Alfonso Olivos has 1 emails and 1 mobile phone numbers on RocketReach.
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