David Matamoros
Hyattsville
Summary
Financial and banking professional with strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Finance Specialist I
Navy Federal Credit Union
03.2022 - Current
- Created debt management plans, spending plans and budgets to assist members in meeting financial goals.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit information.
- Analyzed member's financial situations to offer products to improve standard of living.
- Assisted members who are in payment delinquency and negative account standing with regaining financial freedom.
- Included in PFM's Virtual Counsel pilot. Assisting members with virtual online counsel sessions to partner in their financial success.
- Member of PFM DI&B committee. Assisted in bringing awareness and understanding to the department. Promoting diversity and inclusion.
- Monthly ACE award winner. Disaplying an understanding and adherence to quality assurance procedures.
- Knowledge of NFCU products, services, policies, procedures and systems including: TSYS/BlueZone, Extension Database, CACs, Vintek, Microsoft Excel, Verint, PFORM, Fee Waiver Tracker, ARTW and Coconut Calendar.
Member Service Representative III
Navy Federal Credit Union
03.2020 - 03.2022
- Recipient of 2021 BOSS Branch Office Superstar Award.
- Recipient of 2022 SSP Sustained Superior Performance Award.
- Followed up with members regularly via phone and email to obtain high satisfactory rate.
- Trained and directed new employees in their roles, conflict resolution and promoting team work.
- Learned internal systems and related service role duties to provide skilled team backup in handling member demands.
- Utilized systems such as Encore and UAD to process accurate transactions for members.
- Completed various loan and credit card applications utilizing UAD and LOUI to assist members.
- Printing and disbursing loan checks with BlueZone Sessions. Followed disbursement procedure when handling member checks.
- Counseled and assisted members with IRA, 401k and other retirement products. Assisted members in completing paperwork for retirement rollover and withdrawals.
- Notarized documents for members. Ensuring of proper identification and handling of confidential documents.
- Cooperated in morning team huddles to ensure team success and branch needs are met daily.
- Completed mortgage loan application in HomeSquad database. Assisted members with reaching mortgage loan officers and providing required paperwork.
- Responsible for ordering, organizing and restocking branch office supplies.
- Ensured weekly upkeep and cleaning of each teller station. Completed duty of maintaining teller TCR machines to disburse and count cash accurately for each transaction.
- Knowledge of NFCU products, services, policies, procedures and systems including: BlueZone, UAD, Vintek, Microsoft Excel, Sharepoint Appointment Scheduling, Tribe.
Teller
BB&T Bank
08.2018 - 02.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Business Administration - Business
Prince George's Community College
Upper Marlboro, MD12-2026
Skills
- Mentor and leader, able to carry out and execute team goals
- Time management skills Able to plan and organize with punctuality and professionalism
- Exhibits ability to use good judgement and due diligence Able to analyze and make logical decisions
- Problem solving and innovative thinking ability Finding new ways to enhance workflow
- Advanced interpersonal, oral and written communication skills
- Demonstrates ability to interact tactfully and in sensitive situations with discretion and confidentiality
- Work closely with other business units and/or departments to ensure consistency and transparency across procedures
Certification
- Qualified IRA Specialist
- Notary Public Officer for Prince George's County, MD
- Licensed Mortgage Loan Originator
Timeline
Personal Finance Specialist I
Navy Federal Credit Union
03.2022 - Current
Member Service Representative III
Navy Federal Credit Union
03.2020 - 03.2022
Teller
BB&T Bank
08.2018 - 02.2020
- Qualified IRA Specialist
- Notary Public Officer for Prince George's County, MD
- Licensed Mortgage Loan Originator
Business Administration - Business
Prince George's Community College
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