Amanda Mendoza
Ontario,CA
Summary
Experienced financial professional with 7 years of expertise in assessing financial documentation. Detail-oriented and skilled in recommending improvements and maintaining ongoing monitoring. Proficient in utilizing and implementing statistical analysis techniques to drive accurate results. Accomplished in handling dynamic needs with a forward-thinking mindset. Possess expert knowledge of operations.
Overview
10
10
years of professional experience
Work History
Specialist I-CI Capital Market
BMO Bank of Montreal
09.2023 - Current
- Followed all company policies and procedures to deliver quality work.
- Achieved fast and accurate results for case assignments.
- Delivered service messages to external organizations using formats such as MT199, MT99, and MT202.
- Conducted investigations for amendments, tracers, and recalls.
- Efficiently managed communication through internal and customer emails.
Operations Coordinator
Bank Of The West
02.2016 - 09.2023
- Investigated and resolved strategic operational issues.
- Developed departmental policies
- Successfully completed training program on Sanctions
- Implemented direct wire service program for customer setup
- Successfully completed training for handling both inbound and outbound foreign wire transactions.
- Assisted customers with initiating wire transfers via phone calls
- Managed the updating, adding or removing of customer accounts on the system
- 3 years experience with database
- 7 years experience with wires/global payments
- Assessed potential risks of fraud, chargebacks, and compliance for both existing and prospective merchants.
- Executed timely reporting of activities and investigation status to ensure constant communication with senior management.
- Implemented preventive measures based on research findings to ensure long-term resolution of issues.
- Conducted comprehensive training sessions for both new and existing staff, ensuring compliance with established procedures.
- Achieved promotion to Team Lead
Courtesy Clerk
Albertsons
05.2015 - 02.2016
- Ensured the efficient packaging of customer items, implementing proper techniques for fragile and distinct merchandise separation.
- Successfully organized the relocation of unwanted items to correct store locations and replenished shelves.
- Maintained cleanliness by efficiently gathering, cleaning, and drying multiple shopping carts every day.
- Provided assistance to customers with price inquiries and locating items located on upper shelves or stockroom.
- Offered help to customers by assisting in the transportation of their purchases to their vehicles.
- Organized and restocked merchandise to enhance efficiency in the front lanes.
- Facilitated one-on-one training sessions for number newly hired employees, instructing them on various store procedures.
Education
Claremont High School
Claremont, CA06.2011
Skills
- Focus and Follow-Through
- Employee Motivation
- Records Organization and Management
- Goal Setting
- Database Maintenance
- Data Analysis
- Customer Relations
- Conducting investigations
- Customer Communication
- Maintenance and Repair
- Self-Motivated
- Critical Thinking
- Excellent Communication
- Data Entry
- Teamwork and Collaboration
- Decision Making
Timeline
Specialist I-CI Capital Market
BMO Bank of Montreal
09.2023 - Current
Operations Coordinator
Bank Of The West
02.2016 - 09.2023
Courtesy Clerk
Albertsons
05.2015 - 02.2016
Claremont High School
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