Alicia Martinez

Multiple Positions

True Sky Credit Union

06.2015 - 11.2023

Cashier - Check deposits, withdrawals, issued temporary checks, balancing at the End of the day
Teller Supervisor - Manage teller schedule, vault handling, and placing money orders, record retention guidelines, and counted cash drawers for audit purposes. Trained new teller employees and maintained compliance with regulatory requirements, reviewing policies and procedures.
MSO - Placing Credit/Debit Cards order, check ordering, ACH Wire forms filling, Resolved customer complaints with empathy, translated as necessary (Bilingual in Spanish and English), Product Knowledge - providing recommendations based on customer needs. Collaborated with other departments as needed to resolve customer needs in Spanish and English. Also, collaborated with the Call center by assisting with answering the Bilingual Cue calls. Updated documentation for Savings, Checking Accounts, as well as for Loans. Personal, Vehicle, and Business Loans. Etc.
Loan Processing - Review the Loan documents, making sure that all documents needed were signed and scanned into the record retention system. Assisted with Filing and also with other special projects, for example, assisted with insurance collateral reports. Built the report, called customers and requested proof of insurance.
Title Clerk - Process in State and Out of State Title Clerking. File Liens on vehicles in and out of State. Worked title transfer process and addressed any delays. Communicated with customers, DMV Offices, and Staff, common title issues, and promptly found solutions. Contacted out-of-state DMV Offices to determine pending titles. Released liens and mailed them to customers and/or Other Financial Institutions. Enter the lien dates in Financial Software and filed titles in Vault. Also assisted with training new employees in the department.
Accounting - Assisted with some Accounts payable duties and also reconciled accounts. such as entering and allocating invoices appropriately. Assigning them to the corresponding party for approval and issuing payment. Credit Card expense reports and issuing ACH reimbursements. Supported the Month-End closing process by preparing journal entries and account reconciliations. Reconciled account information and reported figures in the general ledger. Reduced financial discrepancies by monitoring and resolving account variances. Ensured timely completion of reconciliations to strict deadlines and prioritized tasks. Achieved higher accuracy in Bank Reconciliation by collaborating with various departments.

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