Jessica Morales
Santa Ana,CA
Summary
Highly efficient Payoff Clerk well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
3
3
years of professional experience
Work History
Payoff Clerk
Orange Coast Title Company
Santa Ana, CA
08.2020 - Current
- Produced high-quality communications for internal and external use.
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
- Routed business correspondence, documents and messages to correct departments and staff members.
- Helped produce 20 more wires per day before cut-off time
- Created reports and developed improvements and enhancements to automate records and file systems.
- Interacted with customers by phone, email or in-person to provide information.
- Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.
- Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Calculated fees due, interest and change for customer transactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Maintained friendly and professional customer interactions.
- Maintained excellent attendance record, consistently arriving to work on time.
Teller
Cashback Loans
Santa Ana, CA
06.2019 - 06.2020
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Increased check cashing by 5%
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Calculated fees due, interest and change for customer transactions.
- Received loan and utility payments, sending funds to correct destinations.
- Maintained excellent attendance record, consistently arriving to work on time.
- Maintained friendly and professional customer interactions.
Education
Bachelor of Accountancy - Accounting
American InterContinental University
Chandler, AZ03.2024
High School Diploma -
Santa Ana High School
Santa Ana, CA05.2019
Skills
- File and Database Management
- Cash Management
- Telephone etiquette
- Spanish Speaking
- Exceptional Customer Service
- Compliance, Banking Laws and Regulations
- Banking
- Excellent time management skills
- Rapid data entry skills
- Ledger and balance sheet competency
Timeline
Payoff Clerk
Orange Coast Title Company
08.2020 - Current
Teller
Cashback Loans
06.2019 - 06.2020
Bachelor of Accountancy - Accounting
American InterContinental University
High School Diploma -
Santa Ana High School
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