Alex Uribe
Vista,CA
Summary
With over 20 years of experience, including a pivotal role at Banc of California, I have developed expertise in legal and financial processes. Throughout my career, I have consistently demonstrated exceptional problem-solving abilities and a strong work ethic. My adeptness in balancing certifications and driving customer satisfaction has been instrumental in surpassing sales goals by 100%, showcasing adaptability and professionalism.
Overview
9
9
years of professional experience
Work History
Sr. Legal Process Specialist
Banc of California
09.2019 - Current
- Complied with Tax Agency levies, State and Federal.
- Gathered, prepared and produced records for Deposition Subpoenas, Grand Jury Subpoenas, IRS Summons and Search Warrants.
- Performed Department General Ledger balancing, monitoring and monthly certifications.
- Handled Bankruptcy Notices, Summons & Complaints and Miscellaneous Litigations.
Senior Member Service Specialist
MyPoint Credit Union
05.2017 - 09.2019
- Processed member applications, updated accounts, and maintained records.
- Built and maintained customer relations by providing high-quality services.
- Leveraged strong knowledge of products and services to provide tailored solutions to meet customer needs.
- Demonstrated a high level of professionalism, communication skills, and problem-solving abilities when interacting with customers.
Branch Service Specialist
Union Bank
04.2015 - 05.2017
- Assisted customers with account openings, transfers, withdrawals, deposits, loan applications, and other banking services.
- Utilized knowledge of products and services to meet customer needs while providing excellent sales support.
- Managed branch vault and cash supply to keep appropriate level of currency on hand.
- Trained staff in bank products, operations procedures and successful sales strategies.
Education
GED -
Vista Adult Transition Center
Vista, California06.2000
Skills
- Reliability
- Professionalism
- Attention to Detail
- Adaptability and Flexibility
- Organizational Skills
- Strong Work Ethics
References
References available upon request
Timeline
Sr. Legal Process Specialist
Banc of California
09.2019 - Current
Senior Member Service Specialist
MyPoint Credit Union
05.2017 - 09.2019
Branch Service Specialist
Union Bank
04.2015 - 05.2017
GED -
Vista Adult Transition Center
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