Customer service professional recognized for exceptional productivity and efficiency in task execution. Specialized in conflict resolution, data entry, and customer relationship management. Strong communication and problem-solving skills contribute to positive customer experiences and outcomes.
Overview
24
24
years of professional experience
Work History
Sr. Member Service Representative
Sun Community Federal Credit Union
El Centro, CA
08.2008 - 02.2024
Generated new business through referrals from existing members.
Assisted members with account opening and maintenance activities.
Resolved complex member inquiries and escalated issues as appropriate.
Conducted performance reviews of tellers, providing feedback on areas of strength and opportunities for improvement.
Managed daily operations within assigned branch locations; provided support during peak times or absences.
Implemented measures to reduce risk associated with financial crimes including money laundering.
Ensured proper security protocols were followed including verifying identification when necessary.
Participated in professional development activities such as seminars or conferences related to banking regulations or best practices.
Maintained confidentiality of all customer records and information according to company policies.
Processed wire transfers for customers both domestically and internationally.
Adhered strictly to all security procedures related to handling money at the teller window.
Maintained accurate records of all transactions for compliance purposes.
Balanced cash drawers on a daily basis.
Handled large volumes of currency quickly and accurately with minimal errors.
Explained account information to customers in detail as needed.
Answered customer inquiries regarding bank products and services.
Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
Provided exceptional customer service while accurately processing routine transactions.
Maintained accurate records in computer database system during loan origination process.
Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
Compiled closing packages containing all necessary documents required for funding.
Updated customers regularly on status of their loans throughout the processing period.
Operated a variety of machinery and tools safely and efficiently.
Managed inventory and supplies to ensure materials were available when needed.
Recognized by management for providing exceptional customer service.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Exceeded customer satisfaction by finding creative solutions to problems.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Completed routine maintenance and repair.
Instructional Assistant
ICOE
El Centro, CA
05.2005 - 12.2006
Communicated effectively with parents regarding student progress and concerns.
Provided individual and small group instruction to students with disabilities in the areas of reading, math, and writing.
Implemented behavior management strategies designed by the teacher or behavioral specialist.
Assisted teachers in providing accommodations for students who need additional support.
Administered standardized tests under the supervision of certified personnel.
Conducted assessments of student skills to identify needs and develop instructional plans.
Developed positive relationships with students, parents, colleagues, administrators, and community partners.
Supported classroom teachers by supervising students during lunch and recess periods or field trips.
Scanned documents into digital format for archiving purposes.
Assisted in cataloging and indexing library materials.
Answered phone calls and directed them appropriately.
Returned books to circulation by placing on proper shelves.
Instructional Aide
Calexico Unified School District
Calexico, CA
08.2000 - 02.2002
Established a positive learning environment to enhance student engagement.
Conducted targeted small group instruction sessions for improved comprehension.
Monitored student behavior, identifying opportunities for growth and improvement.
Maintained accurate records of attendance, grades, and assignments for each student.
Encouraged active participation in class activities to foster collaborative learning.
Promoted effective behavior management strategies among students to enhance classroom dynamics.
Supervised recess and lunchroom activities to ensure student safety and well-being.
Assisted with classroom management, including organization of seating and discipline procedures.
Provided feedback on assignments or projects given by the regular teacher.
Administered tests and assessments according to school guidelines.
Provided classroom instruction outlined in teacher's lesson plans.