Organized, motivated, and eager to apply organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth and success. Strong communicator with excellent time management skills. Efficiently manages multiple projects simultaneously while adhering to strict deadlines. Possesses excellent problem-solving skills and ability to think and act quickly to find creative solutions.
Overview
10
10
years of professional experience
Work History
Submittals Assistant
Tully Consulting Group
09.2023 - Current
Followed detailed directions from management to complete computer data entry.
Expedited project completion times due to ability to multitask effectively under tight deadlines.
Collaborated effectively with cross-functional teams to achieve shared goals in timely manner.
Bolstered team morale through active listening skills that allowed colleagues to feel heard while sharing concerns or suggestions.
Consulted with customers to understand project requirements and purpose.
Assisted in writing Water Pollution Control Plans for contractors to follow in order to prevent stormwater pollution.
Updated spreadsheets and databases to track, analyze, and report on performance and project data.
Associate Financial Service Representative
TRAVIS CREDIT UNION
06.2022 - 05.2023
Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Maintained productivity and quality standards at all times.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Accepted payments and updated accounts with latest information.
Provided information about company products and services, and capitalized on upsell opportunities.
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Reconciled cash drawer and resolved discrepancies.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Provided customer records, account statements and copies of checks.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Sold and cross-sold bank products to new and existing customers.
Assisted customers with compromised debit cards and issued new credentials.
Educated customers on use of banking website and mobile apps.
Cleaned and sanitized cashier workstation and scanning area.
DMV Title Clerk
Vacaville Volkswagen
10.2016 - 04.2022
Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
Maintained current DMV title regulations knowledge for each state and processed compliant paperwork regardless of states involved.
Investigated and solved accuracy issues on titles, odometer readings and power of attorney.
Processed completed and signed title documents through electronic vehicle registration program and maintained expert knowledge of computerized systems.
Collected purchase funds and verified confirmed lienholder payoff before processing title.
Assisted new vehicle owners to understand title transfer process and steps required of owners to finish process.
Posted and tracked titling transactions and completed month-end accounting reports.
Examined legal documents and assured adherence to laws and court procedures.
Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts and updating computer systems.
Prepared monthly and year-end closing statements, financial documents and invoices.
Investigated and corrected abnormal financial statement balances.
Problem-solved accounts payable questions on behalf of internal team members, management and vendors.
Coded invoices and other records to maintain organized and accurate records.
Prepared weekly payroll for team of salaried and hourly employees.
Assisted in training new cashiers and customer service team members to increase speed of onboarding.
Processed payments for customers quickly and accurately to exceed productivity standards.
Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from staff.
Oversaw work of cashiers to identify strengths and weaknesses in customer service, payment processing or merchandising plans.
Coordinated appointment calendar and balanced schedules to promote optimal productivity.
Received parcels, routed mail and opened packages for staff.
Greeted customers, answered general questions and directed to appropriate locations.
Delivered translation services to clients.
Submitted 15-20 invoices bi-weekly to accounts payable for vehicle purchasing.
Patient Care Coordinator
The Meadows of Napa Valley
07.2015 - 07.2016
Scheduled evaluations and procedures for 25-35 patients.
Communicated with patients to ensure quality of care and develop care plans.
Liaised effectively with patients, doctors and staff members, assessing medical charts and promoting high level of communication and interaction.
Established strong work network by building professional relationships with physicians and fellow employees.
Improved patient outcomes through value-added services.
Facilitated daily interaction between patients and hospital staff, coordinating special events for patients and families and providing educational materials and emotional guidance.
Developed and maintained quality care systems and standards.
Facilitated communication between patients, medical and administrative staff, administrative staff and regulatory agencies.
Care Aide
Solano Life House
07.2014 - 06.2015
Observed and reported changes in 2-3 clients' physical condition and behavior.
Created safe environment, preventing falls and accidents.
Possessed understanding and compassion for elderly and mentally challenged clients.
Established good rapport with clients and family members by being cheerful and efficient.
Demonstrated flexibility to work per patient requirements.
Distributed snacks, reading material, drinks and linens to provide comfort.
Performed light cleaning duties and laundry management.
Laundered clothing and bedding to prevent infection.
Motivated clients to perform physical exercise according to age and abilities.
Organized games and other activities to engage clients and offer mental stimulation.
Played card games and assisted with puzzles and crafts, providing mental stimulation.
Maintained clean and well-organized environment for client happiness and safety.
Improved patient outlook and daily living through compassionate care.
Observed patients for changes in physical, emotional, mental or behavioral condition and injuries.
Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
Education
Some College (No Degree) - General Studies
American River College
Sacramento, CA
High School Diploma -
Dixon High School
Dixon, CA
06.2013
Skills
File management
Legal documents
Bank deposits
Year-end reporting
General ledger entries
Invoicing and billing
Efficient and Detail-Oriented
Microsoft Office Suite
Multi-Line Phone Systems
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Submittals Assistant
Tully Consulting Group
09.2023 - Current
Associate Financial Service Representative
TRAVIS CREDIT UNION
06.2022 - 05.2023
DMV Title Clerk
Vacaville Volkswagen
10.2016 - 04.2022
Patient Care Coordinator
The Meadows of Napa Valley
07.2015 - 07.2016
Care Aide
Solano Life House
07.2014 - 06.2015
Some College (No Degree) - General Studies
American River College
High School Diploma -
Dixon High School
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