Estefania Magana Olivera
Santa Cruz,CA
Summary
Stays on top of demands in fast-paced environments by effectively using slow periods. Maintains organized, clean and safe work areas with diligent attention to important details. All while passionately serving the community.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Excite Credit Union
11.2023 - Current
- Trained and developed new team members in alignment with branch service standards and objectives.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Front Office Assistant
Santa Cruz Community Health Centers
09.2023 - 11.2023
- Protected patient data through strict compliance with HIPAA requirements
- Entered updated information in patient charts
- Scheduled appointments, lab tests and procedures for patients
- Verified patients' insurance coverage and followed up on missing and incorrect information to help streamline billing
- Collected patient copays and balances.
Junior Loan Officer
El Pajaro Community Development Corporation
09.2022 - 08.2023
- Assessed business applicants' loan requirements with in-depth interviews
- Coordinated timely closings between staff, clients and external service providers
- Review credit reports, reference checks and information needed to evaluate loan applicant.
MSR II
CEFCU
11.2020 - 08.2022
- Processing consumer loans, cash, checks
- Sought out cross-sell opportunities aligned with established sales goals to meet member needs
- Connected members with experts to assess needs and help members achieve goals
- Operated computer to accurately post transactions and update member account information
- Opened new memberships and serviced existing accounts to meet established sales and member service goals.
MSR II
Santa Cruz Community Credit
01.2020 - 06.2020
- New account opening
- Calculated income for consumer loans
- Processed payment transactions and kept accurate records
- Navigated multiple computer systems and utilized search tools to find information.
Call Center Representative
Bay Federal Credit Union
05.2018 - 11.2019
- Displayed positive, professional and empathetic tone to deliver consistently superior service
- Complied with data security and confidentiality policies to safeguard customer information
- Delivered accurate organizational information about products, services and procedures
- Answered incoming calls, chat messages and email communications to handle financial concerns.
Education
High School Diploma -
Harbor High School
Santa CruzSkills
- Underwriting Support
- Scheduling
- Time Management
- Data Entry
- Credit Assessment
- Cash Handling
- Client Relations
- Team Development
- Audit preparation
Certification
- NMLS # 2067695
- Notary Public
Languages
Spanish
Native or Bilingual
Timeline
Assistant Branch Manager
Excite Credit Union
11.2023 - Current
Front Office Assistant
Santa Cruz Community Health Centers
09.2023 - 11.2023
Junior Loan Officer
El Pajaro Community Development Corporation
09.2022 - 08.2023
MSR II
CEFCU
11.2020 - 08.2022
MSR II
Santa Cruz Community Credit
01.2020 - 06.2020
Call Center Representative
Bay Federal Credit Union
05.2018 - 11.2019
High School Diploma -
Harbor High School
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