Dynamic professional with extensive experience at Mountain Valley Bank excelling in payment processing and recordkeeping. Proven ability to enhance customer satisfaction through exceptional service and strong teamwork. Recognized for improving financial transparency and fostering collaboration among staff, demonstrating leadership and adaptability in fast-paced environments.
Overview
25
25
years of professional experience
Work History
Commercial Staff Assistant
Mountain Valley Bank/Platte Valley Company
05.2007 - 04.2025
Kept work areas clean, organized, and safe to promote efficiency and team safety.
Established positive relationships with customers and other staff members.
Responded sensitively and competently to service customers with diverse cultural backgrounds.
Developed strong relationships with clients through consistent communication and attentive customer service, resulting in increased overall satisfaction.
Greeted clients and guests and assisted with variety of questions to foster exceptional customer service.
Participated in team-building activities to foster teamwork and collaboration.
Assisted with onboarding new staff members, providing orientation and support.
Established and maintained strong relationships with colleagues through regular meetings and communication.
Enhanced team collaboration by fostering a positive work environment and promoting open communication among staff members.
Collaborated with colleagues on various projects, sharing knowledge and expertise while working together towards common objectives.
Deputy Treasurer/Deputy Public Trustee
Eagle County Government
01.2000 - 04.2007
Managed timely and accurate payment processing for payroll, vendor invoices, and tax obligations, ensuring fiscal responsibility.
Assisted Treasurer in managing the investment portfolio, maximizing returns while minimizing risk exposure.
Managed daily cash flow activities, ensuring accurate forecasting and proper allocation of funds for operational needs.
Increased transparency in financial transactions with improved record-keeping practices and regular audits.
Coordinated with external auditors to ensure timely completion of annual audits, addressing any findings or recommendations as needed.
Oversaw staff training programs to ensure all team members were well-equipped to carry out their responsibilities effectively.
Prepared and presented financial reports to inform senior management and board of directors.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Education
Bachelor of Early Childhood Care And Education - Kindergarten And Preschool Education
Colorado Mountain College
Avon, CO
12-1997
High School Diploma -
Meeker High School
Meeker, CO
05-1974
Skills
Strong teamwork
Cleaning and organization
Cleaning skills
Customer relations skills
Customer service expertise
Cash handling
Customer support
Leadership qualities
Customer service
Recordkeeping expertise
File management
Payment processing
Documentation
Visitor reception
Attention to detail
Teamwork and collaboration
Organizational skills
Multitasking Abilities
Time management
Excellent communication
Multitasking
Task prioritization
Teamwork
Effective communication
Self motivation
Customer relationship management
Professionalism
Time management abilities
Adaptability
Reliability
Data entry
Timeline
Commercial Staff Assistant
Mountain Valley Bank/Platte Valley Company
05.2007 - 04.2025
Deputy Treasurer/Deputy Public Trustee
Eagle County Government
01.2000 - 04.2007
Bachelor of Early Childhood Care And Education - Kindergarten And Preschool Education
<ul>
<li>Currently working with Himalaya Wellness Company as a commercial officer NMT.</li>
<li>Handling the order processing of modern trade, CNC business in South.</li>
<li>Coordinate with ASM, KAM, and ZLC for proper rate, GST, and scheme updating of material in the system, and update the new EAN/SKU in the buyer master.</li>
<li>Coordinating with buyers for various amendments in the PO through mail, portal, and telephone.</li>
<li>Maintaining and updating the various master files for smooth and error-free work.</li>
<li>Guide and train the subordinates for proper workflow.</li>
<li>Update various chain masters, and provide them to the customer for updates in their system to avoid mismatches in POs.</li>
<li>Coordinated with vendors to ensure timely delivery of products.</li>
<li>Supported sales teams with product information and training resources.</li>
<li>Coordinated activities across different departments to meet deadlines efficiently.</li>
<li>Generate and analyze reports as per the KAM's requirements.</li>
<li>Analyzing the Fill Report to minimize the mistakes and plan for the same.</li>
<li>Analyze the SRN report to understand issues, and take corrective actions to minimize the sales loss. Also, provide the remarks to senior management for further SRN approvals.</li>
<li>Coordinating with depots for physical stock status, smooth flow of order processing as per the dispatch schedules, and resolving the queries regarding the same.</li>
<li>Resolving the queries of the sales team related to the order processing.</li>
<li><br></li>
<li>Resolved any disputes between customers and suppliers in an efficient manner.</li>
<li>Analyzed data to identify areas where cost savings could be made within the supply chain process.</li>
<li>Maintained positive working relationship with fellow staff and management.</li>
<li>Identified needs of customers promptly and efficiently.</li>
</ul> at HIMALAYA WELLNESS COMPANY<ul>
<li>Currently working with Himalaya Wellness Company as a commercial officer NMT.</li>
<li>Handling the order processing of modern trade, CNC business in South.</li>
<li>Coordinate with ASM, KAM, and ZLC for proper rate, GST, and scheme updating of material in the system, and update the new EAN/SKU in the buyer master.</li>
<li>Coordinating with buyers for various amendments in the PO through mail, portal, and telephone.</li>
<li>Maintaining and updating the various master files for smooth and error-free work.</li>
<li>Guide and train the subordinates for proper workflow.</li>
<li>Update various chain masters, and provide them to the customer for updates in their system to avoid mismatches in POs.</li>
<li>Coordinated with vendors to ensure timely delivery of products.</li>
<li>Supported sales teams with product information and training resources.</li>
<li>Coordinated activities across different departments to meet deadlines efficiently.</li>
<li>Generate and analyze reports as per the KAM's requirements.</li>
<li>Analyzing the Fill Report to minimize the mistakes and plan for the same.</li>
<li>Analyze the SRN report to understand issues, and take corrective actions to minimize the sales loss. Also, provide the remarks to senior management for further SRN approvals.</li>
<li>Coordinating with depots for physical stock status, smooth flow of order processing as per the dispatch schedules, and resolving the queries regarding the same.</li>
<li>Resolving the queries of the sales team related to the order processing.</li>
<li><br></li>
<li>Resolved any disputes between customers and suppliers in an efficient manner.</li>
<li>Analyzed data to identify areas where cost savings could be made within the supply chain process.</li>
<li>Maintained positive working relationship with fellow staff and management.</li>
<li>Identified needs of customers promptly and efficiently.</li>
</ul> at HIMALAYA WELLNESS COMPANY