Eliza Weeks
San Diego,CA
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Currently residing in San Diego, CA, but relocating to Gig Harbor, WA, in November 2025.
Overview
2026
2026
years of professional experience
Work History
Universal Service Representative
Wheelhouse Credit Union
01.2024 - Current
- Provide administrative and clerical support to branch operations, including data entry, transaction processing, and records filing.
- Coordinate customer appointments and assist with daily scheduling for branch management.
- Train new staff on operational procedures and compliance documentation standards.
- Maintain accuracy in reporting by reconciling transactions and reviewing documentation for discrepancies.
- Respond to customer concerns with friendly and knowledgeable service, and remedied issues promptly and effectively.
Asset Control Representative
Fanatics Collect
01.2022 - 01.2024
- Developed and maintained positive customer relations and coordinated with team members to handle requests and questions properly.
- Managed internal documentation and system entry for high-value client assets, ensuring compliance and data accuracy
- Coordinated communication between departments to resolve client-facing operational discrepancies
- Authored and updated standard operating procedures (SOPs), improving processing time and administrative clarity
- Maintained secure and organized digital records, supporting audit-readiness and quality assurance initiatives
Financial Wellness Consultant
KeyBank
01.2021 - 01.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided administrative and clerical support to branch operations, including data entry, transaction processing, and records filing.
- Coordinated customer appointments and assisted with daily scheduling for branch management.
- Trained new staff on operational procedures and compliance documentation standards.
- Maintained accuracy in reporting by reconciling transactions and reviewing documentation for discrepancies.
Practice Manager
Animals In Motion
01.2019 - 01.2020
- Provided administrative oversight for a mobile veterinary practice, including calendar scheduling, travel planning, and records management.
- Coordinated logistics for high-volume field service events, managing vendor communication and staff assignments.
- Maintained client files, billing records, and insurance submissions with a high level of confidentiality and compliance.
- Oversaw ordering and inventory systems for office and clinical supplies.
- Supervised team of 6 office personnel.
Teller & Account Services Representative
Redwood Credit Union
2018 - 2019
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Disbursed cash and checks accurately while maintaining the security of cash drawers.
- Followed confidential regulations to maintain privacy.
- Maintained accuracy of records by verifying the accuracy of data in records.
Education
MBA -
Western Governors University
San Diego12.2025
Bachelor of Arts - General Studies
Western Washington University
Bellingham, WA12.2016
Skills
- Administrative Support Calendar Management
- Document Preparation Data Entry & Quality Assurance
- Office Operations Records Management
- Expense Reporting Confidentiality & Compliance
- Task Prioritization Written & Verbal Communication
- Microsoft Office Suite (Outlook, Word, Excel, Teams) Google Workspace
- Zoom CRM & Internal Databases
Timeline
Universal Service Representative
Wheelhouse Credit Union
01.2024 - Current
Asset Control Representative
Fanatics Collect
01.2022 - 01.2024
Financial Wellness Consultant
KeyBank
01.2021 - 01.2022
Practice Manager
Animals In Motion
01.2019 - 01.2020
Teller & Account Services Representative
Redwood Credit Union
2018 - 2019
MBA -
Western Governors University
Bachelor of Arts - General Studies
Western Washington University