Highly detail-oriented and professional leader successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
23
23
years of professional experience
Work History
Payroll Account Analyst
Mesalands Community College
05.2023 - Current
Handled day-to-day accounting processes to drive financial accuracy.
Input financial data and produced reports using ADP and Jenzabar.
Maintained account accuracy by reviewing and reconciling fringe benefits.
Maintained personnel records and statistical data to establish accuracy and compliance with applicable regulations.
Manage payroll for 100 employees.
Manage payroll implementation of new software.
Senior Personal Banker
New Mexico Bank & Trust
04.2021 - Current
Offer and sell financial products and services to both consumer and small business customers, including but not limited to accounts, consumer loans, IRAs, CDs, Home Equity Loans/Lines of Credit.
Promote bank products and services.
Provide exceptional customer service while listening for sales opportunities to provide product solutions and their benefit.
Expand and deepen customer relationships to increase profit and customer retention.
Adhere to guidelines outlined in the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act)
Maintain detailed knowledge of retail products and services and conversational knowledge of non-retail products.
Work collaboratively with the team to achieve customer satisfaction and sales goals.
Operate a teller drawer to support the needs of the banking center.
Follow security policies and procedures.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Payroll Clerk
City of Tucumcari
02.2017 - 01.2021
Timekeeping information of employees
Process wage garnishments
Managed benefit packages
Processed payroll and calculated deductions accurately
Worked with Finance to ensure department budget goals were met
Trained department heads in reporting process.
Filed federal and state payroll tax deposits and returns
Maintained employee electronic files
Accounts Payable
Provided quality Customer Service to internal and external customers
Cashiering and reporting accounts payable balances
Streamlined payroll process by 20 hours per week
Student
ENMU
08.2016 - 02.2017
Searched at library and in scholarly databases to locate necessary information for research projects.
Worked in team environment to maintain high levels of productivity.
Personal Banker
FNB New Mexico
08.2015 - 08.2016
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
Rapidly and efficiently prepared customer and ATM cash and change orders
Maintained balancing record with 100% rate of accuracy
Upheld strict financial controls by keeping funds secure and accurately transferring monies
Coordinated daily cash reconciliation in high-volume location
Processed quarterly vault and ATM audits with zero error rate
Executed customer transactions, including deposits, withdrawals, money orders and checks
Real Estate Associate Broker /Office Manager
New Mexico Property Group LLC
07.2013 - 05.2015
Negotiated, facilitated and managed real estate transactions
Managed marketing initiative for self and Broker
Reconciled accounts, managed audits and updated financial records
Completed and mailed bills, contracts, policies, invoices and checks
Tracked expenses and income for real estate and ranch businesses while organizing and maintaining bank statements for five checking accounts
Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction.
Obtained agreements from property owners to place properties for sale with real estate firms.
Property Management
Bookkeeping
Handled all incoming business and client requests for information
Drafted professional memos, letters and marketing brochures to support business objectives and growth
Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data
Supported Broker through personal document management, calendar organization and real estate contracts
$37,000 in real estate sales commission
Operations Manager
GC Services
07.2001 - 07.2013
Operations Manager for 85 seat call center
Project provided bilingual client services to financial institution consisting of 250 retail banks
Collaborate with Human Resources, Traffic Analyst, and Payroll to maximize profit
Provide leadership training to over 40 supervisors and upper management
Team maintained less than 5% attrition, 90% quality, 96% productivity
Facilitate Project startup
Maintained excellent client relations
Reduced personnel turnover by developing and implementing performance improvement planning
Trained supervisors on performance metric management and customer behavior identification
Coach, develop, and motivate to ensure high performance
Evaluated KPI reports to ensure project goals were met
Implemented policies and standard operating procedures for continuous improvement
Met budget goals for motivation and overtime allocation
Associate Degree at Rockingham Community College, GED, Randolph Community CollegeAssociate Degree at Rockingham Community College, GED, Randolph Community College
Professor of Spanish and French at Norco College - Riverside Community College DistrictProfessor of Spanish and French at Norco College - Riverside Community College District