David Gutierrez

Serve and deliver court Summons in person.

• Navigated local streets to ensure timely delivery of goods.
• Used handheld devices to track and confirm delivery status.
• Delivered packages on time by planning optimal delivery routes.
• Loaded and unloaded packages carefully, maintaining product integrity.
• Ensured customer satisfaction by providing friendly service during deliveries.
• Completed on-time deliveries by choosing best and most efficient routes.
• Improved customer satisfaction by ensuring timely and accurate deliveries of products.
• Read maps, followed oral, and written instructions and used GPS technology to make deliveries.

• Facilitated smooth transitions during mergers or acquisitions by managing integration efforts related to financing operations functions.
• Collaborated with cross-functional teams to optimize financing solutions for diverse clients.
• Assisted in the development of new financing products to meet evolving market demands and drive revenue growth.
• Enhanced client satisfaction with timely and accurate processing of financial transactions.
• Managed a portfolio of high-net-worth clients, ensuring the highest level of service and maintaining strong relationships.
• Contributed to overall team success by providing mentorship, guidance, and support to junior Financing Operations Associates.
• Actively participated in professional development opportunities, keeping abreast of industry trends and emerging technologies relevant to the role of Financing Operations Associate.

• Implemented cash management techniques that increased available working capital while maintaining low-risk exposure.
• Oversaw payroll processing for employees across multiple locations, ensuring accurate compensation calculations and timely disbursements.
• Managed multi-million dollar budgets, leading to cost savings and improved allocation of resources.
• Collaborated with cross-functional teams to identify opportunities for process improvements, increasing overall efficiency within the finance department.
• Facilitated communication between finance team members by establishing clear expectations and fostering a collaborative work environment.
• Trained junior staff members in best practices related to accounting principles, GAAP compliance, and other relevant industry standards.
• Interviewed clients by telephone or in-person to gather financial information.
• Marketed services by asking for referrals from current clients, meeting prospects at community functions and presenting financial planning seminars.