Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Daisy Lopez

Leander

Summary

Seasoned Office Manager offering leadership experience in administrative positions. Well-versed in industry practices and procedures. Top-notch management abilities in financial, personnel and clerical areas.

Overview

8
8
years of professional experience

Work History

Account Manager

Bushwood Investments LLC
10.2017 - 03.2020
  • Maintained current knowledge of evolving changes in marketplace.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Built diverse and consistent sales portfolio.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Built relationships with customers and community to promote long term business growth.
  • Kept detailed records of daily activities through online customer database.
  • Resolved problems, improved operations and provided exceptional service.
  • Organized and detail-oriented with a strong work ethic.

Paraprofessional

Bastrop Independent School District
08.2016 - 10.2017
  • Tailored lesson plans for students with language and cultural differences.
  • Reported on student progress, behavior, and social skills to parents.
  • Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
  • Administered tests and assessments to evaluate student progress and performance.
  • Conducted weekly review sessions to help students prepare for exams.
  • Helped teacher prepare instructional material and displays.

Bank Branch Manager

First National Bank Of Texas
02.2012 - 11.2015
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Examined customer loan applications for loan approvals and denials.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Maintained friendly and professional customer interactions.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Education

High School Diploma -

Mckinney North High School
Texas

No Degree -

West Texas A&M University

Skills

  • Converting leads
  • Lead prospecting
  • Staff hiring
  • Strategic planning
  • Customer service
  • Scheduling
  • Business development expertise
  • Relationship building and management
  • Personnel records management

Languages

Spanish
Native or Bilingual

Timeline

Account Manager

Bushwood Investments LLC
10.2017 - 03.2020

Paraprofessional

Bastrop Independent School District
08.2016 - 10.2017

Bank Branch Manager

First National Bank Of Texas
02.2012 - 11.2015

High School Diploma -

Mckinney North High School

No Degree -

West Texas A&M University
Daisy Lopez