Alex Orestano
International Business 2022 BBA Alumnus at University of San Diego
- Role
- Process Specialist at Axos Bank
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Alex Orestano
Proven success in client service and people management with exceptional fortitude working in fast-paced environments. Thrive on the culmination of hard work, preparation, and achievement. A passionate, reliable, and accountable teammate who truly believes in harnessing the power of connection to build strong relationships and influence business.My technical skills include Python, Tableau, and Excel.
Experience
Process Specialist
Oct 2022 — Present
Review new account applications and assign workable accounts to Relationship Managers- Conduct due diligence on new small business deposit account applications and ensure compliance with BSA/AML regulations- Assist with collection of documentation needed to open new accounts- Assist with customer service requests and general account servicing tasks- Continually review the small business banking pipeline of applications to address any inbound communications from customers submitting documentation- Monitor and respond to inbound customer service cases- Assist with Management of Sales Operations- Assist with special projects to add operational efficiency to business unit
Education
University of San Diego
International Business
2019 — 2022
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