Gretta Avila
Beaumont,CA
Summary
Seasoned financial professional with a proven track record, enhancing client retention through exceptional customer service and tailored financial solutions. Expert in banking processes and operational efficiency, adept at cross-functional collaboration and strategic problem solving. Skilled in financial software and relationship management, consistently driving revenue growth and compliance.
Overview
1
1
Certification
Work History
Associate Banker
Paybotic Financial
Remote, CA
- Processed client financial transactions efficiently while maintaining a high level of accuracy
- Managed loan inquiries and provided tailored financial solutions to meet individual client goals
- Delivered exceptional customer service, leading to a 40% increase in month-over-month client retention
Business Operations Manager
Halo Collective Inc
Cathedral City, CA
- Collaborated with cross-functional teams to enhance operational efficiency, driving a 10% quarterly revenue growth
- Handled AP/AR operations and managed sensitive customer financial data securely
- Addresed all compliance standards with local government on a continuous basis
- Executed all licensing and amendments with city
- Addressed and orchestrated all tax payments to city
Personal/Business Banker
Washington Mutual / Chase Bank
Yucaipa, CA
- Oversaw cash reconciliation, payments, and financial compliance with regulatory standards
- Assisted personal and business clients in loan processing and account management
- Delivered consistent upselling results, enhancing client portfolios and meeting financial goals
- Maintained compliance in all cash management and transaction processes
Education
High School Diploma -
Microsoft Suite Training -
Skills
- Banking Processes Management
- Assistance in Loan Processing
- Cash handling Management
- Financial Software Proficiency
- Customer Service
- Relationship Management
- Regulatory Compliance
- Sales Expertise
- Cross-Functional Collaboration
- Strategic Problem Solving
- Operational Efficiency Improvement
Certification
- Notary Public, 01/01/06 - 12/31/11
- Managed a team of 36 FTEs, achieving consistent sales and operational growth.
Timeline
Associate Banker
Paybotic Financial
Business Operations Manager
Halo Collective Inc
Personal/Business Banker
Washington Mutual / Chase Bank
High School Diploma -
Microsoft Suite Training -
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