Rosario Camejo
Operations Analyst at 1818 Private Client Group, LLC- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
LinkedIn User
I have known Rosario for several years now, even though we worked in different departments, She has demonstrated to have a vast knowledge of the financial products , She has outstanding customer service skills. Rosario is very professional and excellent in developing and maintaining long lasting relationship with clients and coworkers. Rosario will be a valuable asset for any company.
Ramon Augusto Ramirez Perez
I had the privilege to be Rosario´s Customer for several years and I can attests I have never been treated with such professionalism , courtesy and efficiency since then. It was really sad to me when Rosario left Amerant´s position as I'm certain nobody will ever fill her shoes. Although I´m glad she has been hired for a new company who took a jewel for its operations...Hopefully our roads will cross again.! Rosario is a two thumbs up professional and even better person..!! I am missing her already. All honor to her and God bless her always. A recommendation? Of course... Much more than that ..A full endorsement of her excellence..!
LinkedIn User
I have known Rosario for several years now, even though we worked in different departments, She has demonstrated to have a vast knowledge of the financial products , She has outstanding customer service skills. Rosario is very professional and excellent in developing and maintaining long lasting relationship with clients and coworkers. Rosario will be a valuable asset for any company.
Ramon Augusto Ramirez Perez
I had the privilege to be Rosario´s Customer for several years and I can attests I have never been treated with such professionalism , courtesy and efficiency since then. It was really sad to me when Rosario left Amerant´s position as I'm certain nobody will ever fill her shoes. Although I´m glad she has been hired for a new company who took a jewel for its operations...Hopefully our roads will cross again.! Rosario is a two thumbs up professional and even better person..!! I am missing her already. All honor to her and God bless her always. A recommendation? Of course... Much more than that ..A full endorsement of her excellence..!
LinkedIn User
I have known Rosario for several years now, even though we worked in different departments, She has demonstrated to have a vast knowledge of the financial products , She has outstanding customer service skills. Rosario is very professional and excellent in developing and maintaining long lasting relationship with clients and coworkers. Rosario will be a valuable asset for any company.
Ramon Augusto Ramirez Perez
I had the privilege to be Rosario´s Customer for several years and I can attests I have never been treated with such professionalism , courtesy and efficiency since then. It was really sad to me when Rosario left Amerant´s position as I'm certain nobody will ever fill her shoes. Although I´m glad she has been hired for a new company who took a jewel for its operations...Hopefully our roads will cross again.! Rosario is a two thumbs up professional and even better person..!! I am missing her already. All honor to her and God bless her always. A recommendation? Of course... Much more than that ..A full endorsement of her excellence..!
LinkedIn User
I have known Rosario for several years now, even though we worked in different departments, She has demonstrated to have a vast knowledge of the financial products , She has outstanding customer service skills. Rosario is very professional and excellent in developing and maintaining long lasting relationship with clients and coworkers. Rosario will be a valuable asset for any company.
Ramon Augusto Ramirez Perez
I had the privilege to be Rosario´s Customer for several years and I can attests I have never been treated with such professionalism , courtesy and efficiency since then. It was really sad to me when Rosario left Amerant´s position as I'm certain nobody will ever fill her shoes. Although I´m glad she has been hired for a new company who took a jewel for its operations...Hopefully our roads will cross again.! Rosario is a two thumbs up professional and even better person..!! I am missing her already. All honor to her and God bless her always. A recommendation? Of course... Much more than that ..A full endorsement of her excellence..!
Experience
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1818 Private Client Group, LLC
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United States
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Financial Services
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1 - 100 Employee
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Operations Analyst
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Jul 2021 - Present
Over 13 years of experience in banking combined with investment banking Over 13 years of experience in banking combined with investment banking
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Transition Support Services
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Miami, Florida, United States
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Transition Consultant
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Nov 2020 - Nov 2021
Support Private Bank’s Client Advisors, on the different activities related to the closing of the Private Bank business for UBS AG. These activities included: • Loans prepayments calculations • Loan conversions • Loan renewals • Overdraft monitoring and control • Account analysis for closing and follow up • Account/Loans transition to other UBS divisions • KYC analysis and completion Support Private Bank’s Client Advisors, on the different activities related to the closing of the Private Bank business for UBS AG. These activities included: • Loans prepayments calculations • Loan conversions • Loan renewals • Overdraft monitoring and control • Account analysis for closing and follow up • Account/Loans transition to other UBS divisions • KYC analysis and completion
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Mercantil Bank
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United States
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Financial Services
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200 - 300 Employee
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Commercial International Business Officer
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Feb 2016 - Nov 2020
• Manage more 500 deposit accounts, with over $70MM of total assets.• Responsible for over 150 yearly requests from BSA and OFAC as well as for KYC updates• Referral of more than 50 customers per year to Trust, Personal Banking and Investment Divisions• Increased relationship in more than $10MM per year by using active listening, effective communication and dynamic interpersonal skills.● Responsible for reviewing documents and opening an average of 30 new accounts per year● Process all operational customer service maintenance requests for existing and new accounts. Show less
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Commercial Banking International Portfolio Management Officer
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Feb 2012 - Feb 2016
• Managed over 80 cash secured loans and lines of credit for a total $40MM portfolio• Provide guidance and support to 10 Account Officers regarding lending activities• Monitored loan Portfolio to ensure loans are completed in accordance with bank policies.
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Commercial Banking International Representative
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Feb 2008 - Feb 2012
• Responsible for processing all operational customer service maintenance requests for existing accounts.
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Education
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Financial Industry Regulatory Authority
Securities Industry Essentials SIE -
Florida Department of Financial Services
License, FLA Life and Annuity -
Miami Dade College
Certification, Credit Analysis -
Gold Coast Professional School
NMLS Course 1538-20, SAFE Comprehensive -
Universidad Metropolitana (VE)
Master's degree, International Business -
Universidad Nacional Experimental Simón Rodríguez
Bachelor's Degree, Business Administration and Management, General -
2021 -
North America securities administrators Association
Series 65
Community
