Recognized as an effective and motivational team player with a consistent track record in delivering bottom- line results, improving customer satisfaction, minimizing losses, and building solid relationships and teams.
Overview
17
17
years of professional experience
Work History
Court Services Assistant
Superior Court Of Riverside
Riverside, CA
07.2023 - 05.2024
Increased overall productivity by assisting with administrative tasks such as answering phones, filing paperwork, and organizing office materials.
Contributed to a professional court environment by providing exceptional customer service to visitors and clients.
Expedited legal processes with thorough case file preparation and timely document distribution.
Reduced wait times in the lobby by efficiently directing visitors to appropriate courtrooms or offices.
Collaborated with fellow court services assistants to provide seamless support for all court functions.
Streamlined communication between court personnel, attorneys, and the public for improved case management.
Facilitated faster resolution of cases through diligent follow-up on pending matters with relevant parties involved in each case''s progress.
Maintained confidentiality of sensitive information while handling various legal documents and records accurately.
Prepared official court records by printing, correlating and compiling court records.
Sorted, stamped and filed wide variety of legal and judicial materials.
Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
Associate Underwriter
Guaranteed Rate
Chicago, IL
05.2021 - 10.2022
Maintained a high level of accuracy in policy documentation by diligently reviewing all application materials.
Responsible for reviewing, analyzing, approving and underwriting routine consumer requests within company and industry guidelines.
Reviewed credit applications, credit bureau information, collateral valuation, tax returns, financial statements and other supporting documentation to recommend or approve requests within traditional underwriting.
Assist with calculations and preparations of repots for review.
Ensure credit files are current, complete and compliant with company standards.
Provided constant commucommunication and follow up on files to improve overall efficiency.
Received direction from leaders and exercised judgement while developing understanding of underwriting procedures.
Wholesale Relationship Associate II
Wells Fargo Bank, N.A.
Diamond Bar
01.2017 - 11.2020
Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
Developed strong rapport with clients by actively listening to their needs and demonstrating genuine concern for their financial wellbeing.
Identified areas of improvement in internal processes, implementing changes that increased efficiency and quality of service delivery.
Handled customer overdrafts, customer issues, confirmed additional source of funds in decision making process.
Operations Customer Service Manager II
Wells Fargo Bank, N.A.
Chino Hills, CA
02.2012 - 01.2017
Enhanced customer satisfaction by streamlining operations processes and implementing effective communication strategies.
Partnered with the Store Manager to position the store team for success, including hiring, training, supervising, coaching and developing a highly engaged service team.
Effectively supervises, coaches, observes and provides feedback to ensure consistent team performance and excellent customer service Satisfaction.
Demonstrates excellence at managing complex customer concerns and transactions.
Ensures compliance with all operational regulations , sales and service processes, and procedures and completion of compliance requirements.
Adheres to bank ethics, policies and procedures to ensure the store is minimizing risk and receives satisfactory scores on store audit.
Branch Manager
Wells Fargo Bank
San Dimas, CA
01.2007 - 02.2012
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Assessed employee performance and developed improvement plans.
COURT SERVICES ASSISTANT at Superior Court of California, County of RiversideCOURT SERVICES ASSISTANT at Superior Court of California, County of Riverside