Summary
Overview
Work History
Education
Skills
References
Certification
Languages
Timeline
Generic
DANIELA PÉREZ

DANIELA PÉREZ

Tulsa,OK

Summary

Professional with six years of financial expertise in account management and treasury analysis. Proven track record in resolving complex client inquiries, enhancing satisfaction and operational efficiency. Experienced in driving sales growth and forging key relationships to improve customer retention. Recognized for strategic merchandising that boosts product visibility and contributes to revenue growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

H2A Associate Case Manager

Southern Impact
Tulsa, OK
04.2023 - Current
  • Administered and executed H-2A foreign labor applications for extensive portfolio of 130+ agricultural employers.
  • Delivered case management services, encompassing intake, assessment, advocacy, referral, and daily oversight of foreign labor applications.
  • Facilitated seamless communication channels among workers, employers, and governmental bodies to ensure fluid program operations, and expeditious conflict resolution.
  • Leveraged technological solutions to improve workflow and communication, enhancing overall departmental productivity.

Treasury Client Services Professional ll

Bank of Oklahoma
Tulsa, OK
11.2021 - 04.2023
  • Provided technical and operational support to a portfolio of commercial banking clients in the Tulsa and Kansas City markets.
  • Identified potential sales opportunities through daily support via phone calls and email requests.
  • Resolved daily time sensitive inquiries regarding cash positions, account management, fraud inquiries/research, and treasury products.
  • Tracked extensive details of customer interactions, transactions, and communications through Salesforce.

Treasury Product Support Specialist

Bank of Oklahoma
Tulsa, OK
08.2019 - 11.2021
  • Generated reports detailing customer service metrics.
  • Collaborated with teams to improve product support processes and procedures.
  • Performed root cause analysis on complex technical problems reported by customers.
  • Assisted in treasury month-end closing activities and reconciliations of banking fees for commercial clientele.
  • Investigated cases of suspected fraudulent activities, including tracing money trails and analyzing documents.

Bilingual Personal Banker

Bank of Oklahoma
Owasso, Oklahoma
09.2017 - 08.2019
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Used product knowledge and sales expertise to promote consumer loans, credit card applications, auto loans and investments.
  • Continually boosted branch production and revenue by 13% by consistently exceeding all monthly and quarterly sales goals.
  • Executed wire transfers of funds in compliance with banking best practices.

Education

Associate of Science - International Business

Tulsa Community College
Tulsa, OK
03.2021

Certificate - Business Management Entrepreneurship Program

Tulsa Technology Center - Owasso
Owasso, OK
05.2016

High School Diploma -

Broken Arrow High School
Broken Arrow, OK
05.2016

Skills

  • Proactive and independent work ethic
  • Creative problem solving
  • Critical thinking skills
  • Commercial and product sales experience
  • Confidential information handling
  • Treasury data management and analysis expertise
  • Microsoft Office proficiency
  • DocuSign experience
  • Salesforce knowledge

References

References available upon request.

Certification

  • PC Working Knowledge Certificate Microsoft Office
  • National Career Readiness Certificate
  • Certification of Career Readiness P.A.T.H

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual
Portuguese
Limited
French
Elementary

Timeline

H2A Associate Case Manager

Southern Impact
04.2023 - Current

Treasury Client Services Professional ll

Bank of Oklahoma
11.2021 - 04.2023

Treasury Product Support Specialist

Bank of Oklahoma
08.2019 - 11.2021

Bilingual Personal Banker

Bank of Oklahoma
09.2017 - 08.2019

Associate of Science - International Business

Tulsa Community College

Certificate - Business Management Entrepreneurship Program

Tulsa Technology Center - Owasso

High School Diploma -

Broken Arrow High School

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