Sandra Lopez
Santa Maria,CA
Summary
Accomplished bilingual professional with more than twelve years of progressive experience in financial services, credit-union operations, remote call-center support, and independent business ownership. Demonstrated excellence in high-volume transaction processing, cross-selling, regulatory compliance, client relations, employee training, and small-business administration while serving diverse English- and Spanish-speaking populations.
Overview
13
13
years of professional experience
Work History
Owner-Operator & Cleaning Specialist
Rosy's Cleaning
Santa Maria, CA
02.2025 - Current
- Deliver comprehensive cleaning and sanitation services for residential and commercial properties, including sweeping, dusting, vacuuming, mopping, restroom disinfection, and deep-cleaning projects.
- Prepare detailed contracts, conduct on-site estimates, issue invoices, and secure recurring clientele through exceptional service quality.
- Expanded client portfolio through referrals, consistently achieving 4.9-5.0 satisfaction ratings.
- Direct all administrative functions, including scheduling, dispatching, route optimization, client correspondence, bookkeeping, payroll processing, expense tracking, and business-insurance compliance.
Member Services Officer II
CoastHills Credit Union
Santa Maria, CA
06.2022 - 02.2025
- Executed a full range of financial transactions (deposits, withdrawals, transfers, loan payments, money orders, cashier's checks) with sustained 100% daily balancing accuracy.
- Actively promoted and cross-sold credit-union products, services, and investment opportunities, consistently meeting or exceeding referral targets.
- Served as the primary point of contact for complex member inquiries delivered in person, by telephone, and via mail, providing accurate guidance and completing required documentation.
- Investigated and resolved account discrepancies and member concerns promptly while maintaining strict regulatory compliance.
- Balanced cash and coin, prepared shipments, and adhered to assigned cash limits and internal controls.
- Designed and delivered comprehensive training and certification programs for new employees.
Care Center Representative (Call Center)
Mechanics Bank
11.2019 - 05.2022
- Provided advanced telephone support for online banking, wire transfers, bill payments, ACH transactions, and debit-card services in a high-volume inbound environment.
- Employed professional communication standards to address customer inquiries, explain bank products and policies, and resolve service issues efficiently.
- Conducted thorough research on documentation errors, transaction discrepancies, and regulatory claims; escalated complex cases while retaining ownership through final resolution.
- Consistently achieved quality-assurance scores exceeding 98% and customer-satisfaction ratings of 94% or higher.
Teller
Wells Fargo
Santa Maria, CA
11.2013 - 10.2019
- Processed deposits, withdrawals, loan payments, money orders, cashier's checks, and fund transfers for 100-150 customers daily while adhering to dual-control and compliance protocols.
- Built enduring customer relationships through active listening and proactive referral of banking products and investment services.
- Balanced cash drawer and prepared branch shipments with zero discrepancies over the final four years of tenure.
- Resolved customer concerns at the point of contact and trained newly hired tellers on operational procedures and service standards.
Tutor
10.2012 - 09.2013
- Designed and implemented individualized and small-group tutoring sessions for K-12 migrant students in core academic subjects.
- Established measurable learning objectives, monitored progress, and adjusted instructional methods accordingly.
- Maintained ongoing written and verbal communication with parents and guardians regarding student performance and development.
Education
Associate of Arts - Mathematics, Sociology, Psychology
Allan Hancock College
01.2019
High School Diploma - undefined
Santa Maria High School
01.2010
Skills
- Native bilingual fluency in English and Spanish
- Advanced customer service
- Relationship management
- High-volume cash handling
- Regulatory compliance
- Employee training
- Mentoring
- Curriculum development
- Small-business administration
- Bookkeeping
- Office management
- Microsoft Office Suite
Certifications And Awards
- Certified Catechist, Diocese of Monterey
- Catechist Teaching & Participation Certificate
Timeline
Owner-Operator & Cleaning Specialist
Rosy's Cleaning
02.2025 - Current
Member Services Officer II
CoastHills Credit Union
06.2022 - 02.2025
Care Center Representative (Call Center)
Mechanics Bank
11.2019 - 05.2022
Teller
Wells Fargo
11.2013 - 10.2019
Tutor
10.2012 - 09.2013
Associate of Arts - Mathematics, Sociology, Psychology
Allan Hancock College
High School Diploma - undefined
Santa Maria High School