ERA OKAZAKI
ENCINITAS,CA
Summary
Highly-motivated professional with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Skilled in working under pressure and project management to best enhance the organizational brand.
Overview
17
17
years of professional experience
Work History
Banking Specialist
C3 Bank
Encinitas, CA
05.2023 - Current
- Provided guidance and assistance to junior staff members as needed.
- Identified transaction errors when debits and credits did not balance.
- Monitored customer accounts for suspicious activity, including large transfers or irregular patterns of behavior.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Reported daily averages and shortages to operations department.
- Performed risk assessments on customers to ensure compliance with anti-money laundering regulations.
- Conducted regular audits of bank records to ensure compliance with internal policies.
- Monitored activities to assess compliance with records policies and document management regulations.
Service Coordinator
Liberty Military Housing, Camp Pendleton
Oceanside, CA
06.2021 - 05.2023
- Tracked project schedules and encouraged teams to complete tasks on time while staying on budget.
- Assessed company operations for compliance with safety standards.
- Reviewed invoices for accuracy prior to submission for payment processing.
- Followed up with technicians and managers to receive and communicate status updates.
- Drove logistics between multiple departments to fulfill contract service-level-agreements.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Oversaw quality control to identify inconsistencies and malfunctions.
- Confirmed completed or closed work order by reviewing notes and following up on pending items.
- Organized client meetings to provide project updates.
- Created plans to propose solutions to problems related to efficiency, costs or profits.
- Monitored email and phone communication to provide prompt responses and solutions.
- Updated internal systems with information related to new or revised services.
- Created detailed reports on quality assurance metrics related to service delivery.
- Coordinated service schedules and appointments with clients.
- Liaised between client and technician to keep parties fully informed.
- Provided timely feedback to management on service failures and customer concerns.
- Prepared monthly reports summarizing current service activities.
- Conducted regular meetings with departmental staff to discuss current initiatives and projects.
- Worked closely with other departments within the company to ensure successful completion of projects.
Operations Supervisor
USE Credit Union
San Diego, CA
03.2017 - 09.2020
- Issued work schedules, duty assignments and deadlines for office or administrative staff.
- Trained, mentored and motivated employees to maximize team productivity.
- Reduced process lags and trained team members on best practices and protocols.
- Conducted regular meetings with staff members to discuss any issues or concerns they may have had.
- Built strong operational teams to meet process and production demands.
- Developed and implemented standard operating procedures to ensure efficient workflow.
- Identified areas for improvement and implemented new processes to enhance overall company quality and performance.
- Reviewed employees' work to check adherence to quality standards and proper procedures.
- Researched and prepared reports required by management or governmental agencies.
- Built and developed employee talent to drive engagement, resulting in advancement within company.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
Banking Specialist III
ALTAONE FEDERAL CREDIT UNION
Bakersfield, CA
01.2015 - 11.2017
- Support day-to-day financial needs of the credit union's current members, at the same time working to position the credit union for growth by cultivating relationships in the community and identifying opportunities to increase market share
- Institute policies to create superlative customer experiences
- Collaborate cross-functionally on a day-to-day basis, liaising with diverse stakeholders
- Identify the loan- and finance-related goals of current members as well as outside vendors, leveraging relationship management skill set to create business development opportunities
- Provided hands-on guidance, leadership, and support to the tellers on a daily basis, overseeing and when necessary signing off on their transactions.
- Performed risk assessments on customers to ensure compliance with anti-money laundering regulations.
Case Management Coordinator
CREATIVE CONNECTIONS, INC.
Bakersfield, CA
01.2012 - 01.2015
- Conducted family home monitoring on site in addition to thorough documentation and reporting
- Effectively managed as many as 17 cases at a given time, carrying out 1-2 weekly home visits per client and the complex reporting responsibilities associated with each client
- Researched and analyzed community needs to determine program directions and goals.
- Facilitated ongoing case management services to support successful outcomes and meet stabilization goals.
- Personally reported to the company's regional center as well as state-level stakeholders.
- Advised families on available resources in the community that could benefit their loved ones.
- Conducted assessments of client's physical, mental, and emotional health.
- Assisted with crisis intervention when needed.
- Counseled individuals on personal issues such as substance abuse or behavioral problems that may be impacting their ability to manage their own care plan effectively.
Branch Manager/Business Specialist
TRI COUNTIES BANK
Bakersfield, CA
01.2010 - 01.2012
- Defined branch goals across sales, customer service, credit quality, and risk management
- Oversaw staffing, in daily operations motivating and coaching team members to create cohesion, reduce waste, and improve efficiency
- Managed multiple HR functions, including conflict resolution, payroll, and training
- Planned and led strategic planning sessions, daily interacting with corporate officers as well as all staff members, partners, and networking channels
- Carried out ongoing business reporting
- Pursued education and professional development opportunities within the bank, maintaining up-to-date knowledge of current federal and state regulations governing banking, financial services, and HR
- Led efforts to recruit and train local marketing and development staff across multiple locations in order to deliver on revenue goals
- Successfully instituted a customer-driven sales and service environment, and harmonized operations across locations.
Business Specialist
WELLS FARGO BANK
01.2007 - 01.2010
- Built relationships with a wide range of clients, working in a one-on-one consultative capacity to identify financial/business needs and support further growth
- Diligently monitored account and loan openings to ensure alignment with core policies and procedures
- Gained expertise using CRM software (Salesforce) to enhance leads and time management and drive revenue growth
- Forged partnerships with civic organizations to generate leads-instrumental in building a positive reputation for the bank.
Education
Associate of Science - Business Administration
California State University - Bakersfield
Bakersfield, CASkills
- Strategic Planning
- Business Development
- Customer Relationship Management (CRM)
- Vendor Management
- Metrics/KPIs
- HR
- Presentations
- Tracking
- Project Management
- Reporting
- Marketing
- Recruiting
- Training & Staff Development
- Workflow Management
Timeline
Banking Specialist
C3 Bank
05.2023 - Current
Service Coordinator
Liberty Military Housing, Camp Pendleton
06.2021 - 05.2023
Operations Supervisor
USE Credit Union
03.2017 - 09.2020
Banking Specialist III
ALTAONE FEDERAL CREDIT UNION
01.2015 - 11.2017
Case Management Coordinator
CREATIVE CONNECTIONS, INC.
01.2012 - 01.2015
Branch Manager/Business Specialist
TRI COUNTIES BANK
01.2010 - 01.2012
Business Specialist
WELLS FARGO BANK
01.2007 - 01.2010
Associate of Science - Business Administration
California State University - Bakersfield
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