ANA HERRERA
Los Angeles,CA
Summary
Dynamic retail banking professional with over four years of experience, demonstrating a strong understanding of financial sales and operations through results-oriented execution. Committed to continuous learning and embracing challenges to foster career growth while consistently exceeding multitasking goals and showcasing exceptional organizational skills. Proficient in cash handling, balancing drawers, loan processing, and inventory management. Recognized for outstanding performance with accolades including Five-Star CIQ, Market All-Star, and Circle of Excellence awards.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Loan Support Analyst
PNC REAL ESTATE
07.2018 - Current
- Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Prepare responses to correspondence containing routine inquiries.
- Collaborated with cross-functional teams to resolve complex client issues efficiently.
- Implemented process improvements that increased response times for support inquiries.
Bank Sales & Services Representative
PNC BANK
11.2016 - 07.2018
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
- Educated customers on banking products and services to enhance their experience.
- Provided information about company products and services, and capitalized on upsell opportunities.
- Increased customer retention with exceptional interpersonal skills and proactive problem-solving abilities.
Teller
PNC BANK
10.2014 - 11.2016
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions accurately and efficiently to enhance service delivery.
- Managed cash drawer balancing, ensuring compliance with financial regulations.
Customer Services
JCPENNEY
08.2014 - 01.2016
- Processed customer transactions accurately using point-of-sale systems.
- Trained new cashiers on operational procedures and customer service standards.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Processed customer orders and accurately handled payment transactions.
Supervisor
COSMOPACK
09.2009 - 09.2014
- Led successful project completions under tight deadlines, coordinating effectively across multiple teams.
- Implemented process improvements, resulting in reduced downtime and enhanced productivity.
- Supervised daily warehouse operations, ensuring compliance with safety regulations and efficient workflow.
- Monitored inventory levels using warehouse management systems to maintain stock accuracy and availability.
Education
High School Diploma -
Paterson Catholic High School
Paterson, NJ06.2007
Skills
- Proficient in Spanish
- Efficient task management
- Problem-solving resourcefulness
- Client-focused
- Time-sensitive and meticulous
- Efficient document handling
Certification
- Earned Bergen South-NYC top BSSR Award in 2017
- Earned Circle of Excellences Award in 2018
- Earned Market All Star Award in 2018
Timeline
Loan Support Analyst
PNC REAL ESTATE
07.2018 - Current
Bank Sales & Services Representative
PNC BANK
11.2016 - 07.2018
Teller
PNC BANK
10.2014 - 11.2016
Customer Services
JCPENNEY
08.2014 - 01.2016
Supervisor
COSMOPACK
09.2009 - 09.2014
High School Diploma -
Paterson Catholic High School