Passionate and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to learn and take on new responsibilities to grow and meet goals.
Overview
7
7
years of professional experience
Work History
Human Resources Assistant
Lafayette Federal Credit Union
02.2024 - Current
Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized.
Filed paperwork, sorted, and delivered mail and maintained office organization.
Assisted in new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
Answered and redirected any benefit, payroll or time off questions.
Supported HR manager in diversity and anti-harassment training.
Supported VP of HR with audits and reports.
Maintained accurate reoccurring billing census for benefits.
Participated in ongoing research projects related to best practices in human resources management for continuous improvement purposes.
Facilitated open lines of communication between management and staff, fostering positive work environment.
Developed and maintained employee accesses for each position.
Assisted with setting up board meetings, lunches and events.
Assistant Employee Benefit Account Manager
INSURICA
07.2021 - 07.2023
Assisted with daily benefit enrollment for clients during their renewal period and new hires.
Gathered client data to curate detailed spreadsheets for proposals and quoting.
Managed daily workflow tasks such as responding promptly to emails, phone calls, and other inquiries from customers.
Used knowledge of company products and services to recommend solutions to customers.
Built and established strong relationships with customers, enabling long-term partnerships.
Implemented best practices for managing multiple accounts simultaneously while meeting deadlines.
Communicated clearly and effectively both verbally and in writing with customers regarding their accounts.
Entered customer transaction information into company databases.
Utilized problem solving skills to resolve complex customer complaints quickly and effectively.
Curated monthly invoices for clients. Coordinated team events such as birthday celebrations and team building.
Created detailed client documentation and enrollment information for meetings.
Collector
Tinker Federal Credit Union
07.2018 - 07.2021
Negotiated payment arrangements with customers to ensure timely resolution of delinquent accounts.
Demonstrated strong customer service skills while communicating with customers regarding payment arrangements.
Executed collection calls and correspondence to solicit payment on overdue account balances.
Maintained accurate records of collections activity including payments received and payment plans established
Performed skip tracing activities to locate debtors and verify contact information.
Developed and maintained effective working relationships with customers, colleagues, and management.
Resolved disputes between customers and creditors quickly and efficiently through effective communication skills.
Worked closely with management to resolve or assist in customer delinquency issues.
Processed manual payments received from customers accurately according to company policy.
Evaluated customer accounts on regular basis to determine if changes are necessary in order to maximize recovery efforts.
Universal Banker Teller
BancFirst
09.2017 - 07.2018
Assisted customers with deposits, withdrawals, and check cashing services in friendly and efficient manner.
Balanced cash drawer and maintained full accountability for assigned cash on hand.
Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly.
Answered telephones to assist customers with questions and inquiries.
Greeted customers with professionalism and friendly and courteous demeanor.
Ensured that all customer data was kept confidential according to bank policy standards.
Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
Verified accuracy of customer account information prior to processing transactions.
Counted currency, coins and checks received, by hand, and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank.
Assisted management in bank opening and closing procedures.
Promoted bank products and services to consistently meet cross-selling goals.
Monitored bank vaults to ensure cash balances were correct.
Trained new tellers on proper procedures for handling financial transactions.
Verified customer identification documents for new accounts.
Opened new checking and savings accounts, money market accounts and safe deposit boxes.
Teller
Bank SNB
12.2016 - 09.2017
Assisted customers with deposits, withdrawals, and check cashing services in friendly and efficient manner.
Balanced cash drawer and maintained full accountability for assigned cash on hand.
Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly.
Completed financial transactions, including deposits, withdrawals, and loan payments.
Greeted customers with professionalism and friendly and courteous demeanor.
Counted currency, coins and checks received, by hand, and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank.
Answered telephones to assist customers with questions and inquiries.
Ensured that all customer data was kept confidential according to bank policy standards.
Verified accuracy of customer account information prior to processing transactions.
Adhered to security and regulatory requirements surrounding financial transactions.
Monitored bank vaults to verify correct cash balances.
Assisted management in bank opening and closing procedures.
Examined checks for endorsements and to verify other information, such as dates, bank names, identification of persons receiving payments and legality of documents.
Resolved problems and discrepancies concerning customers' accounts.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Processed ATM deposits and reconciled against reports.
Education
Associate of Applied Science - Human Resources Management
Rose State College
Midwest City, OK
05.2024
High School Diploma -
Northeast Academy
Oklahoma City, OK
05.2013
Skills
Time Management
Communication
Personnel Documentation Verification
Relationship Building
Records Maintenance
Presentation Creation
Collaboration
Attention to Detail
Conflict Resolution
Team Building
Dependable
Microsoft Office and DocuSign
Employee Relations
Computer Literacy
Administrative Support
References
Margaret Ramos, INSURICA, (405) 410-6758, margaret.ramos@insurica.com