Highly-motivated and organized employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Hardworking employee with excellent customer service, multitasking and time management abilities. Devoted to giving every customer a positive experience. Seeking opportunities to expand skills while facilitating company growth.
Overview
19
19
years of professional experience
Work History
Online Seller
Poshmark
San Diego, CA
07.2023 - Current
Researched current trends and customer feedback to optimize product offerings.
Created detailed product descriptions for listings on online marketplace.
Updated website content with new products, images, videos and text information.
Tracked orders from placement to delivery to ensure timely delivery.
Executive Asst./Lending Asst.-Private Banking
Comerica Bank
San Diego, CA
01.2020 - 05.2023
Coordinated meetings, processed expense reports , presentations, events, travel arrangements and other administrative duties.
Reviewed account information to ensure accuracy and compliance with policies and regulations, verified documentation before processing in the system.
Responded promptly to client inquiries regarding their accounts via phone, email or in person meetings to ensure satisfaction of private banking -wealth management services and products.
Provided support to the Private Bankers, Trust Officer & Wealth Advisors with client servicing and processing of transactions such as wires, , loan payments and advances, Home Equity lines and research, providing management reports and other tasks as needed.
Assisted Wealth Management clients with day to day banking needs such as deposits, withdrawals and transfers and other requests.
Executive Assistant-Regional Manager
Comerica Bank
San Diego, CA
11.2015 - 01.2020
Organized events and maintained executive calendars, scheduled meetings, interviews for new hires, conferences, travel arrangements, appointments, reviewed and processed expense reports and invoices for accuracy and completeness.
Ordered office supplies as needed and maintained equipment services and departmental needs.
Answered incoming telephone calls promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner and providing excellent customer service.
Acted as a Lending Assistant to the Private Bankers and Trust officers in handling client requests and transaction processing in a timely manner.
Maintained company confidence and protected business operations by keeping sensitive client information and following compliance procedures accordingly.
Assistant Restaurant Operations Manager
Country Waffles (Family Business)
San Diego, CA
12.2013 - 10.2015
Managed the daily operations of restaurant staff, including scheduling, Payroll,hiring, training, handling customer inquiries and complaints, food handling and performance evaluations.
Ensured compliance with all health and safety regulations in accordance with local laws and maintaining cleanliness at all times.
Coordinated with suppliers to ensure timely delivery of food items and other supplies and implemented cost-saving measures to reduce expenses and increase profits.
Created promotional campaigns and marketing to attract new customers and boost sales.
Resolved customer complaints promptly and courteously .
Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
Administrative Assistant-Trust & Investments
Comerica Bank
San Diego, CA
01.2005 - 11.2013
Assisted Trust Officer with daily maintenance of trust account clients and reviews.
Assisted in opening and closing of accounts. Transfer of investment assets and other transaction requests such as research, wires and disbursement and payments on behalf of trust beneficiaries and other authorized interested parties.
Provided administrative support to the executive team, including scheduling meetings , travels and managing calendars and assist in marketing events and conferences and other projects.
Responded to customer issues to provide immediate resolution and improve retention.
Pharmacy Intern (Managed Care – Geriatrics Rotation, APPE) at Prospect Medical GroupPharmacy Intern (Managed Care – Geriatrics Rotation, APPE) at Prospect Medical Group