Crystal J. Coronado
Laredo,Texas
Summary
Multi-faceted and efficient administrative professional with 10+ years of success in operations, management, financial reporting, analysis, budgeting and forecasting, accounting and project management. Proactive in flagging and developing solutions for process inefficiencies.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Enforcement & Removal Assistant
Immigration & Customs Enforcement
01.2024 - Current
- Research detainne history using sources such as EAGLE and EARM to establish/identify citizenship and manage detained and non detained dockets.
- Provide administrative support to supervisors and staff members by assisting in day-to-day office activities such as responding to in person, phone and email inquiries.
- Summarize detainee information from various reports, utilizing variety of databases and automated system such as RAILS, FACTS, EOIR and CAS.
- Generate and verify detainee reports, encounters, and charging documents.
- Exercise quality control over bond paperwork.
- Monitor automated systems and emails to provide quick turnaround to requests from external departments such as legal counsel and FOIA.
- Perform front desk duties, including answering phone calls, attending to in person office visits, and monitoring incoming faxes such as G-28's.
- Review and receive correspondence and distribute accordingly to staff.
Acting Mission Support Specialist
Immigration & Customs Enforcement
09.2024 - 01.2025
- Selected for a temporary detail to serve as the only Acting Mission Support Specialist for 120 days.
- Perform duties of a Mission Support Specialist for the Laredo Sub-Office.
- Duties include to serve as point of contact for fleet, property and building management, supply requests, timekeeper, and IT issues.
- Perform administrative support to staff including onboarding, payroll, and timekeeping duties.
- Serve as WebTA timekeeper and ensure timecards are submitted timely on a biweekly basis; communicate with management to review, certify and validate timecards while ensuring the accuracy of OT and AUO sheets.
- Conduct access control procedures, verifying identification and credentials of individuals in restricted areas.
- Serve as Purchase Card Holder, submit supply requests and purchases that have been approved by management via APCAS while following guidelines and compliance requirements.
- Serve as Fleet Home Coordinator, monitor vehicle units to ensure receipts are properly uploaded and maintenance such as oil changes are performed on a routine basis.
- Serve as Property Custodian, receive and distribute government property such as passports, phones, and IT equipment, safeguard property logs and personnel files.
- Provide high level support to the Deputy Field Office Director, Assistant Field Office Directors and staff by prioritizing and executing managerial duties.
- Serve as liaison with General Services Administration (GSA) and building lessor to ensure safety regulations; consult with management regarding time sensitive issues
- Plan and organize inventory; confirm purchases are made in advance to ensure staff has sufficient supplies on hand.
- Communicate with field office regarding important dates and reminders.
- Ensure awareness of upcoming deadlines etc.
- Effectively manage DHS personal property using the Sunflower Asset Management System.
Operations Manager
Cresta Advisors
04.2021 - 08.2023
- Led a 6+ cross-functional team including 2 managers.
- Supervised day-to-day activities, such as client phone calls, meetings, sales support staff tasks, and financial advisors' calendars.
- Trained existing and new staff on systems such as Salesforce and ShareFile to maximize benefits of technology and achieve excellent client experience.
- Selected to serve as Salesforce and ShareFile Administrator including creating and maintaining user profiles, training, and issue resolution.
- As Salesforce Administrator, developed custom workflows, fields, and reports to meet business requirements.
- As Salesforce Administrator, developed dashboards, and processes to continuously monitor data quality and integrity.
- Handled daily billing operations, ensuring accurate and timely completion of all invoices.
- Coordinated and maintained budget and expense reports.
- Appointed to process all office bill payments including utilities and supplies while maintaining budget policies.
- Maintain monthly recurring payments and filing of receipts and invoices.
- Established positive and effective communication among operational staff and organization leadership, reducing miscommunications and missed deadlines.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Created capacity for 4 Financial Advisors to be able to retain existing clients and build new client relationships.
- Monitored, coordinated and maintained various management reports and assisted team with basic hardware, hardware and automation issues.
- Maintained an inventory using Excel spreadsheet for office supplies to ensure availability.
- Furnished account information, quotes, specialized reports, and established new accounts for financial advisors and clients.
- Served as liaison to facilitate communication between company and external departments.
- Set enforced and optimized internal policies to maintain responsiveness to demands.
- Maintained policies and procedures related to all administrative functions and compliance requirements.
- Coordinated process improvement efforts for firm on an ongoing basis via continuous testing of new processes, ideas, and strategies for better firm performance.
- Achieved quarterly team goals through formalized training plans, coaching and performance management.
- Evaluated team performance, adjusted strategies and maintained agile, sustainable operations.
- Decision maker on operational protocol involving all asset movements incoming and outgoing of the firm.
- Assessed client needs and developed plans to adequately address current and future objectives.
- Handled client concerns and complaints by phone, email and correspondence.
- Promoted from a Client Service Associate to Operations Manager within 4 months of employment.
Registered Private Wealth Client Associate
Merrill Lynch
01.2012 - 03.2020
- Supported 4 financial advisors who collectively managed $3.2 billion dollars.
- Provided dedicated operational and sales support to 4 Financial Advisors, assisting in all areas of practice, including business management, development, planning, relationship management and administration.
- Served as primary client contact consistently building relationships to truly understand needs and analyze product/service growth opportunities that ensure profitability of portfolio; documenting all interaction.
- Processed all client requests including unsolicited trades, asset allocation changes, account transfer, funds transfers, retirement account distributions/contributions, beneficiary designations, performance and research reports, cost basis issues, and all account maintenance while following sound risk management and protocols and adhering to regulatory requirements.
- Monitored all account alerts including restrictions, violations, collateral/maintenance/margin calls, deposits, check decline's, suspicious activity while managing deadlines.
- Researched and responded to complex client requests, offering excellent support and tailored recommendations to address needs.
- Onboarded and managed numerous account types including retail, retirement, business, custodian, trusts, deceased, confidential accounts, structured loans; preparing and collecting all required legal documentation.
- Coordinated client meetings reviews, conference calls, business trips, client seminars via Concur while acquiring appropriate compliance approvals when applicable.
- Manage monthly recurring expenses; upload invoices and receipts to Concur to later reconcile monthly reports and ensure compliance of budgetary policies and procedures.
- Communicated and escalated any important account information to Financial Advisors, Examples include market researching and helping resolve complex problems in client accounts.
- As a Registered Associate, able to execute stock and mutual fund orders.
- Organized, managed, and tracked multiple detail task and assignments with frequently changing priorities and deadlines often times in a fast-paced environment.
- Independently processed up to 50 money movements a day, including ACH deposit/withdrawals, checks, and domestic/international wire transfers daily while ensuring accuracy on each movement; Transactions totaling over +$3MM USD.
- Provided administrative support to Financial Advisors including calendar management, travel arrangements, client and prospect presentations.
- Processed and monitored client documentation for proper account maintenance.
- Cross trained interns and new staff to ensure team collaboration.
- Maintained over 100+ client records.
- Kept records up to date while using a physical and electronic filing system.
- Received recognition as Top 100 Client Associate's across Merrill Lynch in the United States.
- Invited to attend Top CA Summit in Palm Springs, California.
Smart Call Representative
Greater El Paso's Credit Union
04.2008 - 12.2010
- Assisted members with setting up or closing accounts, completing loan applications and signing up for new services through telephone system.
- Processed paperwork for new accounts and transactions with high degree of accuracy.
- Completed financial transactions for members and capitalized on opportunities to cross-sell products and services.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Uphold strict security procedures to verify identities when completing actions for members and giving out private banking information.
- Researched relevant resources to assist members, identified member representation needs, and troubleshot next steps to provide optimal support for member.
- Handled 50+ member interactions per day, giving detailed, personalized, friendly, and polite service to ensure retention and satisfaction.
- Memorized all credit union products and services to answer member questions quickly and efficiently
- Improved member satisfaction by going above-and-beyond to answer questions and offer expert support.
U.S. Border Patrol Agent
Customs & Border Protection
10.2006 - 12.2007
- Secured our nations border.
- It involved the detection, prevention, and apprehension of undocumented aliens and smugglers of aliens at or near the land border by maintaining surveillance from a covert position.
- Worked largely independently in the field and with little supervision, making decisions on how and where to work to intercept and apprehend.
- Performed sign cutting duties, responding to sensor activations and responding to dispatch camera sightings of illegal border incursions by persons on foot or persons in vehicle.
- Pursued leads, responding to electronic sensor alarms, utilizing infrared scopes during night operations.
- Followed tracks, marks, and other physical evidence that led to the apprehension of both undocumented aliens and narcotic traffickers.
- Patrolled assigned areas consisting of homes and businesses to note any possible disturbance.
- Gathered factual information through questioning, observation and examination of documents and records.
- Analyzed information rapidly and made prompt decisions.
- Used the appropriate law enforcement action considering applicable laws.
- Used a variety of law enforcement databases and information retrieval systems, such as TECS, NCIC, and NEXUS.
- Prepared prosecution reports, memorandums and affidavits.
- Reports included information that dealt with the collection, protection, and recording of evidence.
- Retained informational materials concerning illegal activities and practices encountered during daily activities.
- Supported law enforcement agencies by providing accurate and timely data regarding illegal activity and testimony to facts related to cases.
Sales Associate
International Bank of Commerce
08.2004 - 09.2006
- Provided positive first impressions to welcome existing, new and potential customers.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Promoted financial products by maintaining excellent service offering knowledge.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Expanded client base by promoting new financial products.
- Resolved difficult client situations effectively while delivery the highest level of client satisfaction daily.
- Maximized revenue through improved sales techniques and branch productivity.
- Trained and developed new sales team associates in products, selling techniques and company procedures.
- Achieved consistent recognition as Monthly Top Sales Performer.
Education
Master of Professional Accountancy -
Texas A&M International University
Laredo, Texas09.2012
Bachelor of Business Administration - Accounting
Texas A&M International University
Laredo, Texas12.2011
Skills
- Financial Management
- Business Leadership
- Planning and Implementation
- Administrative Management
- Staff Management
- Operational Support
- Computer Software: Microsoft Word Office (Excel, Power Point, Access, Outlook, Adobe)
- SharePoint
- ShareFile
- Salesforce CRM
- Concur
- Fleet Home
- Zoom
Certification
- Successfully completed the United States Border Patrol Academy, 02/01/06, Coursework included nationality law, immigration law and applied authority. Training program included physical training, firearm and driving instruction.
- Series 7-General Securities Representative License, 02/01/14
- Series 66-The NASAA Uniform Combined State Law License, 11/01/15
- Purchase Card Holder training, 10/01/24
- Sunflower Asset Management System training, 10/01/24
Timeline
Acting Mission Support Specialist
Immigration & Customs Enforcement
09.2024 - 01.2025
Enforcement & Removal Assistant
Immigration & Customs Enforcement
01.2024 - Current
Operations Manager
Cresta Advisors
04.2021 - 08.2023
Registered Private Wealth Client Associate
Merrill Lynch
01.2012 - 03.2020
Smart Call Representative
Greater El Paso's Credit Union
04.2008 - 12.2010
U.S. Border Patrol Agent
Customs & Border Protection
10.2006 - 12.2007
Sales Associate
International Bank of Commerce
08.2004 - 09.2006
Master of Professional Accountancy -
Texas A&M International University
Bachelor of Business Administration - Accounting
Texas A&M International University
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