Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Daisy Vallejo

Brighton,CO

Summary

An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Canvas Consultant

Canvas Credit Union
Brighton, CO
05.2022 - Current
  • Provided ethical lending solutions and educated members on financial literacy.
  • Conducted thorough examination and evaluation of credit reports to determine optimal courses of action.
  • Opened and managed new accounts, recommending and cross-selling suitable banking products.
  • Maintained relationships with underwriters and lending department while completing loan applications.
  • Executed diverse banking transactions with utmost professionalism.
  • Implemented measures to guarantee adherence to operational protocols as well as risk management policies.
  • Developed and maintained strong relationships with the community.

Receptionist and Accountant

Risas Dental And Braces
Commerce City, CO
05.2021 - 05.2022
  • Handled cash transactions and maintained accurate sales and payment records.
  • Efficiently performed various clerical duties such as distributing reports, charting, faxing filing.
  • Reviewed daily reports and maintained accounts.
  • Evaluated pending claims to identify and determine eligibility.
  • Provided necessary housekeeping to ensure cleanliness of the area.

Education

Some College (No Degree) -

Front Range Community College
Brighton, CO

Skills

  • Continuous Improvement
  • Operations Analysis
  • Analytical Thinking
  • Integrity and Honesty
  • Strategic Planning
  • Research and Development
  • Client Relationships
  • Attention to Detail
  • Work Planning and Prioritization
  • Problem-Solving

Certification

  • Notary Public
  • NMLS
  • Critical Thinking Certificate

Languages

Spanish
Professional

Timeline

Canvas Consultant

Canvas Credit Union
05.2022 - Current

Receptionist and Accountant

Risas Dental And Braces
05.2021 - 05.2022

Some College (No Degree) -

Front Range Community College
  • Notary Public
  • NMLS
  • Critical Thinking Certificate
Daisy Vallejo