Versatile Banking Professional experienced in client relations, loan development, and operations. Achieved high customer service ratings through effective communication and tailored banking solutions. Focused on fostering long-term client relationships and driving business growth by cross-selling banking products and services.
Overview
1
1
Certification
4
4
years of post-secondary education
25
25
years of professional experience
Work History
Security Officer
St Mary’s and all Angels
Aliso Viejo, CA
09.2025 - Current
Deterred unauthorized entry and maintained visible presence across assigned patrol routes.
Conducted regular security patrols of the facility grounds, parking lots, and perimeter areas.
Inspected buildings and patrolled property to secure personnel and premises against potential threats.
Monitored entrances and exits for unauthorized personnel or prohibited items being brought onto premises.
Observed CCTV systems and reported suspicious activity to site supervisors.
Guided employees and guests on directions, building rules, and site procedures to ensure compliance and safety.
Confirmed visitor identification prior to granting entry into the building.
Followed established security and safety procedures and posted orders to include enforcement of company rules, policies, and regulations.
Reported safety hazards for remediation response.
Security Officer
Montage international
Laguna Beach, California
08.2025 - Current
Deterred unauthorized entry and maintained visible presence across assigned patrol routes.
Conducted regular security patrols of the facility grounds, parking lots, and perimeter areas.
Secured personnel and premises by inspecting buildings and patrolling property.
Monitored entrances and exits for unauthorized personnel or prohibited items being brought onto premises.
Monitored surveillance cameras and responded to suspicious activity.
Identified suspicious activity to determine appropriate response.
Maintained alertness throughout shifts to promptly identify and address security concerns.
Followed established security and safety procedures and posted orders to include enforcement of company rules, policies, and regulations.
Inspected for safety hazards and implemented corrective actions.
Greeted staff, guests, vendors, and contractors at facility entrance with a welcoming attitude.
Maintained accurate logs of all security related activities.
Assisted other departments with deliveries from vendors or contractors.
Escorted individuals requiring personal protection to provide safe transport to specified locations.
Monitored CCTV systems to ensure safety and security of premises.
Security Officer
Saint Margaret’s Episcopal school
San Juan Capistrano, California
06.2019 - 09.2025
Conducted security patrols across campus grounds to ensure safety and security.
Maintained calm composure during emergencies while communicating with local law enforcement and emergency response services.
Administered first aid and CPR during emergency situations.
Patrolled campus and monitored access points to ensure safety and security.
Conducted regular security patrols of the facility grounds, parking lots, and perimeter areas.
Provided assistance to other departments with vendor deliveries. with deliveries from vendors or contractors.
Remained vigilant and alert during shifts to identify potential security threats.
Maintained calm composure during emergencies, effectively communicating with local law enforcement and emergency response services.
Escorted individuals requiring personal protection to provide safe transport to specified locations.
Security Officer
Allied Universal
02.2015 - 08.2025
Monitored premises for safety and security.
Completed Daily Activity Reports (DAR) and filed Incident Reports.
Issued citations for vehicles without parking permits to enforce parking regulations.
Enforced parking regulations by issuing citations.
Provided assistance to customers in a timely manner.
Member Service
Eagle Community Credit Union
02.2017 - 06.2018
Assisted members over the phone with their accounts using various programs.
Collected loan payments from members.
Processed loan applications efficiently
Executed stop payment requests
Performed home banking account resets
In-Store Banker
US Bank
06.2015 - 09.2016
Opened new accounts accurately, adhering to all established procedures.
Provided customer service by addressing inquiries and resolving issues.
Handled cash transactions accurately and securely.
Made calls to potential clients to achieve sales targets.
Achieved a 100% score on all shop evaluations.
Relationship Associate
OneWest Bank
06.2014 - 05.2015
Opened new accounts accurately and followed all proper procedures.
Conducted follow-up calls post-account opening to assess client satisfaction and gather feedback.
Conducted cold calls to engage potential clients and introduce services to grow deposits and maintain existing clients.
Opened new accounts by accurately verifying client information and completing necessary documentation. and following all proper procedures.
Collaborated with staff to meet and exceed branch goals.
Supported branch operations by preparing and securing facilities during opening and closing hours..
Financial Service Representative
California Bank and Trust
10.2008 - 05.2014
Opened new DDA accounts totaling 1.5 million yearly
Organized branch business and legal files for accurate documentation
Delivered exceptional customer service to 100+ clients daily, ensuring adequate staffing and addressing client needs
Handled cash transactions daily in the amounts of $35k - $50k on a daily basis
Boosted branch cross-sell ratio by 1.5%
Organized branch business and legal files for accurate documentation
Assistant Branch Manager
World Savings - Wachovia Bank
04.2002 - 09.2008
Started as a Teller and progressed to New Accounts, including business accounts and to Assistant Branch Manager
Opened and maintained customers' legal files
Managed daily branch operations during manager's absence.
Assisted branch manager in creating and implementing monthly sales plan
Assisted branch manager in creating and implementing monthly sales plan
Coached and counseled employees on a weekly basis to keep the focus on sales
Trained new employees to focus on every sales opportunity with every client
Coached and counseled employees on a weekly basis to keep the focus on sales
Led assistant branch operations in Mission Viejo office, contributing to Charter Club and Golden Service Award recognition in 2nd, 3rd, and 4th quarters