Caridad Mauricio
Del Rio,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Determined and willing to gain more knowledge of finance field options. I work well with others and enjoy working in groups or alone.
Overview
20
20
years of professional experience
Work History
Senior Member Advisor
Soarion CU
Del Rio, TX
08.2013 - Current
- Review confidential member information
- Process daily deposits and withdrawals
- Submit and process daily personal and auto loans
- Fund auto and personal loans
- Process title work for auto loans
- Order shipments from Federal Reserve
- Verify auto information on Carfax
- Very auto information on JD Power/NADA
- Balance cash drawer
- Research LTV on auto loans
- Calculate proof of income for loan applications
- Review and research Credit Reports
- Research shortages and overages for teller drawers and work
- Balance main vault
- Process monthly audits on all employees
- Audit loan applications
- Process/issue checks
- Verify confidential member information
- Balance members accounts
Lead Teller/ Vault Teller
The Bank And Trust
Del Rio, TX
10.2004 - 07.2012
- Process daily deposits and withdrawals
- Balance cash drawer daily
- Process checks
- Audit teller drawers
- Balance and audit vault
- Process ATM balances
- Order shipment from Federal Reserve
Education
Diploma -
Del Rio High School
Del Rio, TX05.2002
Skills
- Honest and Dependable
- Attention to Detail
- Critical Thinking
- Microsoft Excel
- Client Relations
- Know Your Customer
- Financial Budgeting
- Client Confidentiality
- Cash Flow Management
- Task Delegation
- Finance knowledge
Accomplishments
- Senior Member Advisor
- Top loan advisor sales
- Top member advisor
- Reached numerous goals required by employer
- Reached numerous goals required by direct branch
Timeline
Senior Member Advisor
Soarion CU
08.2013 - Current
Lead Teller/ Vault Teller
The Bank And Trust
10.2004 - 07.2012
Diploma -
Del Rio High School