Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality.
Overview
9
9
years of professional experience
Work History
Coordination Team Lead
Translucent US
Remote
05.2023 - Current
Coordinated daily operations to ensure efficient workflow and team collaboration with Pure Storage, Inc., implementation engineers, and customers.
Mentored junior staff to enhance skills, and promote best practices to ensure customer satisfaction. While communicating between teams to align goals and expectations.
Developed training materials for onboarding new team members effectively.
Facilitated communication between teams to align goals and expectations.
Delegated daily tasks to team members to optimize group productivity. There are many roles and touchpoints within the coordination department, so ensuring productivity is at its highest while in a remote work setting is very important.
Utilizing Google resources, as well as SalesForce, KeyedIn, and Skyline.
Credit Support Officer
Citizens Business Bank
Ontario, CA
08.2022 - 05.2023
As the Credit Support Officer, I assist the area manager and relationship manager in submitting commercial loans for underwriting and documentation. I work closely with clients to collect financial information and review federal and state documentation for financial and legal verification within the company's policies and procedures.
Treasury management Specialist
Farmers and Merchants Bank
Lodi, CA
03.2022 - 08.2022
As a Treasury Management Specialist, I was responsible for over 100 business customers in the Bay Area territory. I assist in all treasury-related needs, including ACH, wires, RDC, Positive Pay, and online banking. I also assist with analysis accounts and analysis fees regarding services. I also assist in daily tasks, such as collecting certifications due for RDC customers, and any renewals needed for our ACH customers.
eService Specialist
Farmers and Merchants Bank
Lodi, CA
01.2021 - 03.2022
Resource for the Central Operations Department in creating online banking profiles for all customer types, including consumers and businesses. In addition to creating online banking profiles, I review mobile deposits, assist the call center with customer service calls and issues, complete incoming wires as needed, monitor all treasury management products, including ACH for all business customers, and manage scheduling for four additional team members within the department.
BSA Specialist
Oak Valley Community Bank
Oakdale, CA
07.2018 - 12.2020
Responsible for operational support duties of the BSA Department, such as CTR filings and OFAC scans. Ensure adherence with BSA policy and procedures to comply with all applicable state and federal laws and regulations. I Utilize Abrigo software for research and analysis of potential suspicious activity.
New Accounts Representative
Oak Valley Community Bank
Oakdale, CA
04.2017 - 07.2018
Opened and maintained all account types.
Interviewed customers to obtain information and explain available financial services.
Conducted risk assessments and due diligence reviews at account opening and as needed.
Obtained Notary license (effective 09/18/2018) to serve as a notary public on behalf of the Bank.
Customer Service Representative
Oak Valley Community Bank
Oakdale, CA
01.2017 - 04.2017
Processed teller transactions and maintained safe cash handling practices.
Acquired purpose of transactions through customer.