Andrea Lopez
La Vista,NE
Summary
I am looking to advance my career path in Estates Department.I am eager to bring my knowledge in fiduciary responsibilities and efficiency in case management with accuracy and compassion.
Overview
10
10
years of professional experience
Work History
Estate Account Specialists
PenFed Credit Union
06.2021 - Current
- Have knowledge of state, US federal, and Puerto Rico estate laws, while also following internal PenFed policies and procedures to process and close accounts of deceased members.
- Notify members' families and/or attorneys of the closing of accounts and disbursement of funds.
- Communicate with surviving joint owners/beneficiaries on PenFed products and services, so they have full knowledge of their options with disbursement of funds.
- Obtain proper documentation and forms prior to disbursing funds to claimants.
- Manage account inquiries, providing resolutions with compassion and accuracy.
- Work with multiple departments to streamline account management processes and completion of cases.
- Assist in testing and developing of automation through Salesforce for the Estates department, improving case and work efficiency.
PERSONAL BANKER
Access Bank
01.2020 - 06.2021
- Oversee and coordinate with the teller line for proper day-to-day functions.
- Built and managed new and existing relationships with bank clients.
- Handled loan applications and loan underwriting processing.
- Answered inquiries about bank products and accounts.
- Assisted in cash management vault and teller audits.
UNIVERSAL BANKER
Access Bank
08.2019 - 01.2020
- Implemented Teller II duties.
- Opened new business and personal accounts.
- Prepared, organized, and maintained account paperwork.
- Handled Federal Reserve sells and buys.
- Anticipated customer needs and provided them with high quality service.
- Supported branch operations as needed.
TELLER I-II
Access Bank
01.2018 - 08.2019
- Processed customer transactions with accuracy and efficiency.
- Responded to customers account inquiries.
- Managed daily audit of vault balancing and audit.
- Worked with savings bonds, wires, ACH activity and account maintenance.
- Worked with daily logs and pulling retention.
- Promoted and explained other financial institution services.
WAITRESS
Buffalo Wild Wings
09.2016 - 07.2017
- Delivered exceptional customer service in high-volume dining environment.
- Warmly greeted new and returning customers.
- Memorized over 30 menu items and rotating specials in order to give customized recommendations to guests.
- Served lunch and dinner to 50-100 customers per shift at a national chain restaurant.
- Collected customers credit and cash payments accurately.
Education
Bachelor of Arts - Interdisciplinary Degree, Emphasis in Psychology
Chadron State College
08-2015
Skills
- 4 Years Estate Account Knowledge
- 7 Years Banking
- Banking Programs: Salesforce, Hogan, Nautilus, Records Management Systems
- 65 WPM Typing
- Inbound and Outbound Phone Experience
- Microsoft Word
- Compassionate
- Organized
- Attentive
- Time Management Skills
AWARDS
NO SPEED LIMIT AWARD: PenFed-Spring 2026
"For demonstrating an extraordinary effort to move PenFed in a positive direction"
Timeline
Estate Account Specialists
PenFed Credit Union
06.2021 - Current
PERSONAL BANKER
Access Bank
01.2020 - 06.2021
UNIVERSAL BANKER
Access Bank
08.2019 - 01.2020
TELLER I-II
Access Bank
01.2018 - 08.2019
WAITRESS
Buffalo Wild Wings
09.2016 - 07.2017
Bachelor of Arts - Interdisciplinary Degree, Emphasis in Psychology
Chadron State College