Strong bilingual customer service experienced and administrative skills; solve problems with ease and as well as develop and maintain great professional relationships with customers and team members.
Overview
17
17
years of professional experience
Work History
Relationship Banker
Bank of America
08.2024 - Current
Executes the bank's risk culture and strives for operational excellence
Establishes connections with clients to fulfill financial objectives.
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experienced
Manages cash responsibilities
Leasing Consultant
Mg Properties
09.2023 - 08.2024
Meets and greets prospective residents, in a timely and friendly manner.
Qualifies applicants for apartments in a thorough and timely manner.
Coordinates with maintenance staff to ensure smooth move-ins for the new residents.
Maintains thorough and up-to-date rental files. Accurately enters rental data into the computer.
Prepares leases for and oversees the signing of leases by new residents.
Assists in completion of monthly administrative tasks and ensures property's paperwork is organized and complete.
Interacts with residents in a professional manner to resolve maintenance issues, handle complaints, and ensure timely payment of rents.
Leasing Agent
Kampa Management
10.2021 - 06.2023
Maintain accurate resident files in accordance with the Company policy.
Assist in developing and maintaining a resident retention/renewal program in order to achieve optimum increases and conversion ratios.
Assist in the leasing activities and develop resident relations.
Assist in preparing the competitive market survey report as needed.
Greet new residents and assist with the move-in process.
Participate in the coordination of community sponsored events.
Yardi system, Microsoft outlook, excel Collect Rent, collection and regulations.
Teller
Wellsfargo
09.2017 - 10.2021
Process all teller transactions within established guidelines; such as money orders, cashier’s checks, international remittance, check cashing and deposits.
Research and verify checks, loss prevention, fraud and customer impersonation prevention.
Follow safe opening and closing procedures.
Identifying and referring sales opportunities to bankers.
Manage the teller line as far as open and close the store and daily balancing.
Call Center Service Representative
Nevada State Bank
03.2016 - 06.2017
The Contact Center Representative provides prompt and professional service to all members and potential members via the telephone system answering callers’ questions regarding accounts, including transaction activity, membership, loans, research and cross-sells products and service
Knowledge of loan and member service policies and procedures;
Knowledge of modern office practices and procedures;
Knowledge of financial institution products and services;
Knowledge of automated call distribution systems;
Skill in operating an on-line computer terminal, personal computer, calculator, and related office equipment;
Skill in the operation of a personal computer with Intranet/Internet, operating system, word processing, calendar and scheduling software;
Leasing
La Fiesta Apartments
09.2015 - 03.2016
Maintain accurate resident files in accordance with the Company policy.
Assist in developing and maintaining a resident retention/renewal program in order to achieve optimum increases and conversion ratios.
Assist in the leasing activities and develop resident relations.
Assist in preparing the competitive market survey report as needed.
Greet new residents and assist with the move-in process.
Participate in the coordination of community sponsored events.
Yardi system, Microsoft outlook, excel Collect Rent, collection and regulations.
Assistant Manager
Conam
04.2014 - 05.2015
Meet, greet, tour and close prospective clients.
Process and execute applications, leases, and notices, Resident retention functions.
Perform marketing functions.
Perform data entry and management, Collect rent, Receive and manage resident requests.
File and other duties as directed by the property supervisor.
Provide accurate and timely reporting on a monthly basis.
Maintain organized resident files
Enforce community rules/regulations and follow all applicable safety procedures.
Promote positive resident relations through various programs; newsletters, activities, potlucks, etc.
Work effectively, cooperatively, and respectfully with co-workers, clients and other contacts
Property Maintenance and Inspections
Personal Banker 2
Us Bank
12.2013 - 03.2014
Ability to sell bank products, process transactions, and solve customer service issues.
Basic knowledge of all retail products and services, applicable bank and branch policies, procedures and support systems.
Effective interpersonal/customer service skills.
Well-developed selling, cross-selling and referral skills.
Problem-solving and negotiation skills.
Strong verbal and written communication skills
Wells Fargo Bank
09.2008 - 11.2013
Teller /Lead Teller/ CSSR / Personal Banker: Process all teller transactions within established guidelines; such as money orders, cashier’s checks, international remittance, check cashing and deposits.
Research and verify checks, loss prevention, fraud and customer impersonation prevention.
Follow safe opening and closing procedures.
Identifying and referring sales opportunities to bankers.
Manage the teller line as far as open and close the store and daily balancing.
Overriding transactions as a second pair of eyes to process any withdraws or over the limit of tellers cashing out or deposits.
As a Personal Banker my responsibilities are selling bank products to meet each customer’s financial goals, as well as manage customer’s portfolios and financial reviews.
Build long term customer relationships in person or by phone, and demonstrate ability to achieve individual and team/store goals.