CASIANA DICENT
Sandy
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
EXECUTIVE ADMINISTRATIVE ASSISTANT
COLLINS ROOFING, INC
05.2023 - Current
- Manage daily application processes and reporting, ensuring data accuracy and compliance.
- Generate weekly payroll and performance reports to support data-driven decision-making.
- Oversee employee onboarding, ensuring regulatory compliance and smooth transitions.
- Maintain invoicing accuracy and timeliness for production and service departments.
- Monitor inventory and office supplies to optimize resource allocation.
- Review and improve service technician workflows for efficiency and quality assurance.
- Coordinate travel logistics, ensuring policy compliance and cost-effectiveness.
FINANCIAL WELLNESS CONSULTANT
KEYBANK
08.2021 - 05.2023
- Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients
- Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Welcomed customers and helped determine their needs.
- Conducted financial modeling and analysis to identify and assess risks in business operations.
RELATIONSHIP ASSOCIATE/ADVISOR
ENTERPRISE BANK
05.2018 - 07.2021
- Responsible for opening new accounts for new customers and responding to current customers accounts inquiries
- Assisted with audits and daily balance of vault often totaling more than $100,000
- Assisted in daily documentation handling including scanning, organizing, and filing archived documents
- Performed data entry, and updated client's records
Education
Associate of Science -
Emmanuel College
Skills
- Information confidentiality
- Master calender management
- Spreadsheet tracking
- Business correspondence
- Auditing procedures
- Adaptability and flexibility
- Multitasking
- Active listening
- Interpersonal skills
- Operations support
- Relationship building
- Self-Directed
- The Fair Housing Act
Accomplishments
- Recipient of the Excellence in Customer Success Award at Enterprise Bank, recognizing outstanding commitment to client satisfaction and service excellence.
Languages
Spanish - Fluent
Certification
- CNP - Certified Notary Public
Timeline
EXECUTIVE ADMINISTRATIVE ASSISTANT
COLLINS ROOFING, INC
05.2023 - Current
FINANCIAL WELLNESS CONSULTANT
KEYBANK
08.2021 - 05.2023
RELATIONSHIP ASSOCIATE/ADVISOR
ENTERPRISE BANK
05.2018 - 07.2021
Associate of Science -
Emmanuel College
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