Assisted customers with financial transactions in a busy banking environment. Supported accurate cash processing and addressed customer inquiries promptly. Aiming to apply these skills in a new field to contribute to team success.
Overview
7
7
years of professional experience
Work History
Teller
Quicken Cash
Fullerton, CA
05.2025 - 11.2025
Managed daily cash drawer balancing and resolved discrepancies to ensure accurate cash flow reporting.
Executed accurate disbursement of cash and checks while ensuring security of cash drawers.
Managed daily balancing of cash drawers, identifying discrepancies and implementing corrective actions.
Executed customer transaction processing efficiently to enhance service speed.
Resolved customer inquiries regarding account balances, transaction history, service charges, and interest rates.
Oversaw high-volume transaction processing with precision and attention to detail.
Managed telephone inquiries regarding checking and savings accounts, loans, and lines of credit.
Ensured accuracy in maintaining customer transaction records in compliance with bank procedures.
Delivery Driver
Pacific Key Logistics
Mission Viejo, CA
12.2024 - 04.2025
Executed timely delivery of packages to customer doorsteps and business offices.
Optimized delivery schedules by selecting the most efficient routes for on-time completion.
Enhanced customer satisfaction by overseeing timely and precise product deliveries.
Executed map reading and navigation using GPS technology to ensure timely deliveries.
Executed safe vehicle operation in densely populated areas, ensuring compliance with traffic regulations.
Executed loading operations and secured items to ensure safe delivery.
Fulfilled scheduled hours and proactively accepted additional shifts during holidays and peak periods.
Collaborated with dispatchers to ensure real-time awareness of route and delivery schedule modifications.
Payroll Clerk
The Morning Star Packing
Los Banos, CA
06.2022 - 10.2024
Facilitated resolution of payroll discrepancies to ensure accurate employee compensation.
Executed routine reconciliation of bank and payroll records to ensure accuracy.
Executed data entry tasks to ensure precise and timely payroll processing.
Audited timekeeping records and resolved discrepancies with employees.
Facilitated processing of new hire paperwork and documentation.
Addressed employee inquiries to resolve payroll issues related to wage deductions and tax calculations.
Conducted thorough audits of timesheets and payroll records to ensure accuracy for approximately 600 employees.
Administered timecard processing and payroll data management for employee team.
Executed processing of W-2s, 1099s, and year-end reports to ensure compliance with state and federal regulations.
Payroll Specialist
Mzt Cardenas Foods Corp
Los Banos, CA
05.2020 - 06.2022
Analyzed personnel records to identify names, pay rates, job titles of new hires, and wage rate adjustments.
Developed comprehensive new hire and termination documentation for payroll processing.
Monitored and recorded employee vacation, sick, and personal time to ensure accurate leave management.
Addressed employee inquiries and information requests with promptness and expertise.
Compiled and analyzed reports to monitor employee time and attendance.
Validated and submitted timekeeping data to ensure accurate payroll processing for 11 employees.
Executed generation of paper checks for employees and printed stubs for associates receiving direct deposits.
Safeguarded payroll operations and upheld employee confidence by ensuring confidentiality of sensitive information.
Executed validation and recording of invoices while addressing discrepancies with vendors.
Finalized and filed corporate tax returns, ensuring compliance with deadlines.
Streamlined financial reconciliation by effectively managing bank account discrepancies and organizing data within accounting software.
Executed deposit recording and monthly bank account reconciliation processes.
Entered financial data and generated comprehensive reports utilizing QuickBooks.
Analyzed past budgets to compile accurate budget figures and assess financial performance.
Facilitated invoice generation upon receipt of billing information and monitored collection progress.
Compiled and analyzed financial reports and summaries for management review.
Customer Service Representative
Fiesta Auto Insurance
San Jose, CA
01.2020 - 04.2020
Sought ways to improve processes and services provided.
Enhanced productivity levels by anticipating needs and delivering outstanding support.
Calculated premiums and established payment methods for sales.
Collected premiums on or before effective date of coverage.
Followed up promptly with interested clients to close sales.
Conducted annual reviews of existing policies to update information.
Registered customer information on database to enable tracking history and maintain accurate records.
Activations Technician
Univision
San Jose, CA
03.2019 - 08.2019
Monitored system performance to identify potential issues.
Installed and configured operating systems and applications.
Tendered services while juggling wait times and communicating information to customers.
Responded to customer inquiries and provided technical assistance over phone and in person.
Handled client requests, fielded questions and issued recommendations to support customer inquiries.
Education
Course Degree - Bookkeeping
Loyola Marymount University
Los Angeles, CA
Advanced Esthetician - Beauty
Milan Institute
Merced, CA
10.2024
High School Diploma -
Silicon Valley College
San Jose, CA
10.2017
Skills
Facilitated effective communication in both Spanish and English to enhance collaboration
Facilitated outgoing phone communications to support client inquiries and service requests Assisted team members in managing call schedules to enhance productivity Provided timely follow-up on calls to ensure customer satisfaction
Generated comprehensive reports to inform strategic decision-making
Leveraged QuickBooks expertise to streamline financial reporting and bookkeeping processes
Assisted in maintaining focus and efficiency during tasks Supported team members in achieving timely project completion Contributed to a productive work environment through attentive engagement
Assisted in completing new employee documentation Supported onboarding processes for new hires Facilitated the collection of necessary forms and information
Administered paycheck preparation processes to ensure timely employee compensation
Executed accurate data entry processes to ensure information integrity
Utilized basic Excel functions to assist in data organization and analysis Supported team members in creating spreadsheets for project tracking Aided in generating reports to facilitate decision-making processes
Demonstrated meticulous attention to detail in all tasks and projects
Demonstrated rapid acquisition of new skills and knowledge
Executed monthly reconciliation processes to ensure accurate financial reporting
Exhibited a consistently positive attitude to foster a collaborative work environment
Assisted customers with inquiries and issues to enhance satisfaction Provided support in resolving product-related concerns Facilitated communication between customers and service teams