Proven professional with over a decade of experience in building and safety, permit processing, customer service, and cash management. Expertise in reviewing plans and applications for code compliance, issuing permits, and managing customer needs. Strong leadership, communication, and technical skills. Proficient in Microsoft Office, Tyler, Accela, and cash management systems.
Overview
13
13
years of professional experience
Work History
Permit Technician
City of South El Monte City Hall
South El Monte, CA
02.2024 - Current
Handled tasks pertaining to the review, processing, and issuance of permit applications
Designed intuitive and informative forms/documents to facilitate comprehension of the city's permit application process
Partnered with Planners and Engineers in obtaining Tract Maps and property information for easement sites, resulting in the successful completion of permit applications
Maintained oversight and record-keeping for permits processed, facilitating annual reporting on APR Housing element and Housing Unit Survey as required by the Department of Finance.
Managed and ensured timely completion of The Building Standards Administration Special Revolving SB 1473 quarterly reports
Developed and oversaw daily, and monthly reports
Coordinated permit issuance, plan routing, and inspection maintenance across departmental teams
Completed various technical and administrative duties.
Implemented effective methods to assess accurate fees for improved financial management
Effectively review and interpret project blueprints to ascertain suitability for acceptance and establish the most suitable route.
Provided guidance and support to developers, contractors, homeowners, and public on building permit requirements, specific plan regulations, and plan checking procedures in compliance with legal obligations.
Ensure timely and accurate documentation of building permits issued.
Leveraged Laserfiche to promptly address Public Records Requests and other relevant inquiries
Instructed individuals on the procedures for obtaining permits
Conducted policy and procedure training sessions for employees as required.
Construction Clerk - Permit Technician
City of Baldwin Park City Hall
Baldwin Park, CA
01.2019 - 02.2024
Provided exceptional customer service in person, over phone and via email at the Building & Safety counter
Administered permit issuances, coordinated incoming and outgoing plans, routed plans to multiple departments, and ensured inspections were conducted
Evaluate project plans to optimize resource allocation and routing.
Relationship Specialist II – Commercial Client Services
Bank of the West
Los Angeles, CA
01.2016 - 01.2019
Delivered consistent support to CBG corporate clients, acting as their single point of contact across a range of cash management products.
Executed bank reconciliations and successfully balanced daily bank deposits.
Maintained precise records of fixed assets by reconciling them meticulously to the general ledger using excel
Provided account servicing, resolved routine inquiries and operational issues on basic loans, treasury management, and depository products.
Contributed to efficient credit servicing through tasks such as client credit availability management, re-pricings, advances, and pay-downs
Assisting in new account openings, loan payment inquiries, documentation management, and maintenance tasks. Also responsible for updating customer profiles and completing required forms to link accounts with existing products and services.
Maintains awareness of updated product and system information for deposit and cash management
Maintained adherence to Bank’s security and audit procedures as well as industry rules and regulations
Consistently upheld high ethical standards when dealing with both internal and external customers.
Cash Vault Specialist II- Research and Support Unit
Union Bank, N.A.
Los Angeles, CA
01.2014 - 01.2016
Managed expedited handling of client inquiries and time-sensitive issues in an escalation capacity
Collaborated with Relationship Managers and the Commercial Customer Service Unit to facilitate account modifications and onboard new clients
Managed distribution of workload among team members to achieve SLA compliance
Managed implementation of product set-up and maintenance requests for the Bank’s customers
Ensured efficient coordination of cash order pick-up and delivery by maintaining regular communication with vendors.
Demonstrated exceptional responsiveness and professionalism in managing high volume of calls
Managed the organization and retention of client profiles, research files, and supporting documentations.
Cash Vault Specialist – Research and Support Unit
Union Bank, N.A.
Los Angeles, CA
01.2011 - 01.2013
Managed customer inquiries by conducting research, processing fee reversals, and documenting teller errors in adherence to service level agreements
Coordinated the preparation, filing, and mailing of customer correspondence
Performed updates and audits on customer account profiles to maintain accuracy of credit limits and required services
Resolved customer cash order discrepancies securely and promptly
Achieving excellence in addressing telephone inquiries about cash vault information and account details
Ensured adherence to Bank Secrecy Act requirements through continual monitoring of customer information for any signs of suspicious activity.
Education
A.A. Science and Literature -
Rio Hondo College
01.2011
Skills
Strong leadership abilities within a team-oriented environment
Outstanding interpersonal, verbal communication, and written communication skills
Microsoft Office Suite (Word, Excel, Outlook)
Tyler and Accela System
Assessor’s website
ACH and PEP
Extensive knowledge of Cash Management products such as Remote Deposit, Positive Pay, and Lockbox
Extensive experience with implementation, system training, and account analysis
References
Available upon request
Timeline
Permit Technician
City of South El Monte City Hall
02.2024 - Current
Construction Clerk - Permit Technician
City of Baldwin Park City Hall
01.2019 - 02.2024
Relationship Specialist II – Commercial Client Services
Bank of the West
01.2016 - 01.2019
Cash Vault Specialist II- Research and Support Unit
Union Bank, N.A.
01.2014 - 01.2016
Cash Vault Specialist – Research and Support Unit
Union Bank, N.A.
01.2011 - 01.2013
A.A. Science and Literature -
Rio Hondo College
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