Catherine Ordonez
San Jose,CA
Summary
A personable administrator with 4 years of banking experience. I'm recognized for maintaining a cheerful disposition and consistently meeting client needs! My knowledge in banking is only second to my adaptability in fast-paced environments. I am pursuing a full-time administrative role that leverages my expertise in customer relations.
Overview
6
6
years of professional experience
Work History
Client Service Banker II
Heritage Bank
San Jose
02.2022 - Current
- Served as the frontline of customer service for clients by managing 50 calls on average as well as managing 200+ emails daily
- Conduct, file, and maintain required bank reports daily
- Manage hundreds of incoming and outgoing mail, including check payments and sensitive financial documents.
- Contact vendors and manage product orders on behalf of clients.
- Perform high-volume data entry and maintain accurate Excel spreadsheets for tracking and error reporting.
- Open new accounts for existing and new clients while ensuring compliance with internal procedures.
- Conduct financial research to assist clients with closing books.
Receptionist
Bethel Church
San Jose
10.2020 - 12.2022
- Managed multiple email inboxes, all incoming calls, and generated invoices
- Maintained and oversaw community and departmental projects
- Supported accounting functions through budget management and purchasing for assigned departments.
- Managed all weekly volunteer schedules across departments and appointment scheduling for 7 individuals within the staff
- Helped improve and successfully created 2 internal workflows and systems within Planning Center software including training all staff how to operate the workflow
- Assisted with event planning and catering across departments as needed.
Multi-media Specialist
Bethel Church
San Jose
09.2020 - 12.2022
- Created graphics, presentations, and slides using Adobe Creative software and Keynote
- Updated newsletters and visual communications.
- Operated ProPresenter for live and online services.
- Assisted with audio, lighting, and livestream production.
Education
Psychology & Behavioral Science
De Anza
CupertinoHigh School Diploma - undefined
Manteca
01.2018
Skills
- Strong Customer Service & Client Relations
- Scheduling & Calendar Management
- Microsoft Office (Excel, Outlook, Word, Teams)
- Navigator Premier Software
- Documentation, Reporting & Data Entry
- Portfolio management
- Basic Accounting & Invoicing
- Detail-Oriented & Highly Organized
Timeline
Client Service Banker II
Heritage Bank
02.2022 - Current
Receptionist
Bethel Church
10.2020 - 12.2022
Multi-media Specialist
Bethel Church
09.2020 - 12.2022
High School Diploma - undefined
Manteca
Psychology & Behavioral Science
De Anza