KATIRIA DIAZ
Davenport
Summary
Dynamic Branch Operations Coordinator at Wells Fargo with a proven track record in regulatory compliance and operational reporting. Expert in cash flow management and employee training, enhancing team performance and customer satisfaction. Successfully executed audit-ready records, ensuring financial accuracy and mitigating risks, while fostering strong communication with clients and stakeholders.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Branch Operations Coordinator
Wells Fargo
Winter Haven
12.2021 - Current
- Engineered financial strategies to maximize profits and minimize costs.
- Executed month-end and year-end closings, ensuring audit-ready records.
- Monitored accounting transactions for timely and accurate recording.
- Complied with company policies to mitigate risks of fines and lawsuits.
- Developed operational performance reports for senior management review.
- Trained new branch personnel on established operational processes.
- Managed daily cash flow activities, including deposits and withdrawals.
- Resolved customer complaints promptly to enhance service satisfaction.
AT HOME AGENT - HEALTH CARE
Optum RX
10.2020 - 11.2021
- Verified insurance coverage.
- Received prescription orders from doctors and / or patients.
- Input prescriptions, fax mail order request to doctors.
- Process over the counter orders.
- Send RX to pharmacist to review for accuracy to send out prescriptions.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Provided exceptional customer service and strong communication skills.
DIRECTOR
Florida Certified Childcare Provider
Deltona
07.2014 - 12.2020
- Supervised and nurtured children aged six weeks to five years.
- Educated toddlers and preschoolers in early learning and literacy skills.
- Established policies and communicated procedures to parents effectively.
- Conducted daily meetings with parents to discuss children's developmental progress.
- Facilitated annual development assessments for each child.
- Managed budgets, set fees, and oversaw accounting processes.
- Maintained client records and created daily schedules and educational curricula.
- Ensured property cleanliness and safety compliance with state regulations.
INSTALL SALES
Lowes Home Improvement
Palm Coast
06.2007 - 12.2013
- Coordinated and scheduled installations by managing sales paperwork and liaising with installers and customers.
- Established strong relationships with installers, customers, and vendors to enhance collaboration.
- Assisted in training and coaching employees within Installed Sales program.
- Conducted follow-ups with customers post-installation to ensure satisfaction.
- Supported cash office operations as head cashier, maintaining financial accuracy.
Education
GED -
Brandies High School
New York, NY06.2003
Skills
- Customer assistance and service
- Regulatory compliance
- Operational reporting
- Employee training and development
- Cash flow and management
- Audit preparation
- Communication skills
- Time management
- Team leadership and supervision
- Record keeping and documentation
- Banking operations
Certification
- First Aid & CPR Certified
- Florida Department of Children and Families Child Care Competency Exams & Training (30 hours)
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Branch Operations Coordinator
Wells Fargo
12.2021 - Current
AT HOME AGENT - HEALTH CARE
Optum RX
10.2020 - 11.2021
DIRECTOR
Florida Certified Childcare Provider
07.2014 - 12.2020
INSTALL SALES
Lowes Home Improvement
06.2007 - 12.2013
GED -
Brandies High School
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