Summary
Overview
Work History
Education
Skills
Timeline
Generic

CRISTINA Losoya

Artesia

Summary

Dynamic Trust Assistant at First American Bank with a proven track record in enhancing client satisfaction through exceptional communication and confidentiality. Skilled in document preparation and data entry, I streamlined operations and improved recordkeeping efficiency, fostering strong client relationships and ensuring compliance with legal standards.

Overview

2026
2026
years of professional experience

Work History

Trust Assistant

First American Bank
07.2022 - Current

Provided exceptional customer service through effective communication and problem-solving.

Performed data entry tasks to maintain accurate records and documentation.

Managed imaging entries to enhance document organization and retrieval.

Executed notary services, ensuring compliance with legal requirements.

Handled phone inquiries efficiently, addressing client needs promptly.

Facilitated scanning and faxing processes to streamline document distribution.

Produced high-quality copies for internal and external use.

  • Collaborated with colleagues to develop best practices for trust administration, improving overall operations.
  • Streamlined communication between trust officers and clients for improved customer satisfaction.
  • Managed sensitive client data securely, safeguarding personal information and maintaining confidentiality standards.
  • Maintained accurate records of trust activities, facilitating easy access to essential information when needed.
  • Contributed to positive client relationships by addressing inquiries promptly and professionally.
  • Enhanced client trust by efficiently managing account transfers and ensuring timely transactions.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.

Purchasing Coordinator

City of Artesia
2004 - 2021

Inventory

Ordering supplies,equipment & uniforms

Computer

Scanning

Faxing

Filing

Phones

  • Maintained complete documentation and records of all purchasing activities.
  • Contacted each vendor and recorded information regarding price, availability and quality of products.
  • Ensured accurate documentation of procurement activities, maintaining a comprehensive and organized filing system that facilitated easy access to vital information when needed.
  • Maintained consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
  • Monitored inventory levels and avoided shortages with timely replenishment of stock.

Education

Artesia High School
Artesia, NM

Skills

    Confidentiality

    Customer service

    Imaging

    Notary

  • Cross-cultural sensitivity
  • Professionalism and integrity
  • Document preparation
  • File management
  • Teamwork
  • Report generation
  • Multitasking and time management
  • Teamwork and collaboration
  • Fast learner
  • Attention to detail
  • Multitasking
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Clear communication
  • Organizational skills
  • Telephone and email etiquette
  • Verbal and written communication
  • Customer relations and communications
  • Office administration
  • Microsoft office
  • Documentation and recordkeeping
  • Data entry
  • Task prioritization
  • Confidentiality and data protection
  • Self motivation

Timeline

Trust Assistant

First American Bank
07.2022 - Current

Purchasing Coordinator

City of Artesia
2004 - 2021

Artesia High School
CRISTINA Losoya