Shiarec Hidalgo
@shiarechidalgo
Experienced financial representative with expertise in compliance and analysis.
United StatesWhat I'm looking for
I am a dedicated financial representative with over five years of experience in the financial services industry. My journey has equipped me with a strong foundation in compliance, market analysis, and customer advocacy. I have successfully navigated complex financial regulations while ensuring clients receive the best possible service and support.
Throughout my career, I have consistently exceeded performance metrics, achieving recognition for my efficiency and customer satisfaction. My bilingual skills in English and Spanish have allowed me to assist a diverse clientele, enhancing their understanding of financial products and services. I am passionate about helping individuals improve their financial literacy and achieve their financial goals.
Experience
Work history, roles, and key accomplishments
Family Investment Specialist
Tri-County Council
Apr 2024 - Present (1 year 4 months)
Processed redeterminations for SNAP Benefits, ensuring adherence to compliance rules. Reviewed customer's personal financial documents and interviewed customers to explain program offerings.
Financial Representative
T Rowe Price
Sep 2020 - Apr 2023 (2 years 7 months)
Assisted participants with Federal Internal Revenue Regulation Laws and analyzed financial transactions as customer support. Exceeded metrics for AHT, ACW, and Conformance over 95%.
Leasing Professional
Humphrey Management
May 2018 - Sep 2020 (2 years 4 months)
Evaluated Section 8 Vouchers and ensured adherence to Federal and State laws. Coordinated onboarding and closed out yearly contracts and renewals, maintaining occupancy rates above 95%.
Loan Partner
Direct Mortgage Loans, Inc.
Jul 2017 - Feb 2018 (7 months)
Assisted loan officers in structuring loans and educated borrowers on financial and creditworthiness needs. Reviewed and analyzed customers' financial data for mortgage applications.
Credit Operations Specialist
Citi Retail Services
Sep 2012 - Jul 2017 (4 years 10 months)
Developed new procedures with the Process Improvement Team and reviewed financial data for risk management decisions. Interpreted creditworthiness for approval decisions and managed credit line increases.
Education
Degrees, certifications, and relevant coursework
Frostburg State University
Bachelor of Science, Business Administration
2013 - 2015
Studied Business Administration at Frostburg State University. Gained knowledge in various business aspects, including financial analysis and management.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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