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Juan Perez

Juan Perez


Bank of America

SENIOR COLLECTOR II at Bank of America


Bank of America


- Created excel macro to streamline operations and increase efficiency
- Created and maintained a template and macro to increase quality results, collections effectiveness, and to standardize documentation of loans by collections associates
- Worked closely with senior leaders on providing actionable insights into increasing associate efficiency
- Ad hoc reporting of collections efforts for teams of up to 18 individuals
Senior Collector II – Risk Operation/ Consumer and Small Business Banking
- Execute outbound calls on delinquent lines of credit in order to secure repayment of loan
- Effectively probe customers for a better understanding of financial situation in order to negotiate the best solution for both the customer and the bank while maintaining customer delight
- Coach teammates on quality reviews and provided several solutions for improving quality scores
- Received corporate certification in Anti-Money Laundering, Information Protection, Operational Risk Awareness, Business Continuity, Non-Public Information, and Risk Management
- Rolled out excel templates to assist in tracking and monitoring of associate compliance

Career medium 06
Career medium 04

Carpet et Cetera

Office Manager

- Identified workflow issues and provided actionable insights to resolve issues
- Created and rolled out templates in Excel to assist in process improvement
- Invoiced and created correspondence between sales managers and customers


Radio Shack Corp.

Sales Associate

- Enforced company marketing strategy by assisting in advertising, pricing, and displaying target products strategically throughout the store
- Work closely with senior management to understand and track key business metrics

Career medium 06

New Jersey Institute of Technology - School of Management

Business, Marketing