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
2022.05 - 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
2021.05 - 2022.05
- 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, COSkills
- 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
2022.05 - Current
Receptionist and Accountant
Risas Dental And Braces
2021.05 - 2022.05
Some College (No Degree) -
Front Range Community College
- Notary Public
- NMLS
- Critical Thinking Certificate
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