Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Isabel Ozuna

Allentown,PA

Summary

For the past years I have worked as a corporate professional, specifically in banking and finance settings both in New York City and the Pocono area in Pennsylvania. I have now transition into a servicing role in my community. I have enjoyed and thrived working in customer-focused and service based positions by providing general banking needs, financial advisory, and courteous service to people financial needs. I have mastered many transferable skills including excellent interpersonal communication skills, time management skills, problem solving and technological skills. In addition to these, I am a highly motivated individual with a strong work ethic and a desire to take on new challenges in the real estate world.

Overview

20
20
years of professional experience

Work History

Event Staff Member

Mountain Springs Lake Resort
Reeder, PA
06.2024 - Current
  • Responded quickly and efficiently to any requests from guests or speakers.
  • Organized seating arrangements for guests prior to start of events.
  • Assisted in setting up and breaking down of the event space.
  • Greeted guests upon arrival and provided them with event information.
  • Coordinated with vendors to ensure efficient operations during the event.
  • Supported event planners in executing detailed event schedules and programs.

Voter Registration

Lehigh County
Allentown, PA
11.2021 - Current
  • Addressed any questions or concerns from voters regarding the electoral process
  • Ensured compliance with all applicable voting regulations and procedures
  • Assisted with setup, breakdown and troubleshooting of voting equipment on election day
  • Distributed materials necessary for voting activities to polling place staff members
  • Maintained accurate records of all ballots received and processed during elections
  • Resolved discrepancies between provisional ballots and voter registrations as needed
  • Reported any irregularities or suspicious activity observed during polling hours to appropriate authorities
  • Supervised assigned precincts throughout the duration of an election cycle
  • Provided support services such as interpreting instructions for non-English speaking individuals who wished to participate in elections
  • Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts and updating computer systems.
  • Register new voter & update changes to current voter roaster.
  • Responsible for training part timers, temps & poll workers duties & roles.

Loan Servicing Representative

ESSA Bank & Trust
Stroudsburg, PA
03.2017 - 10.2021
  • Reviewed and processed loan documents to ensure accuracy and compliance with regulatory guidelines
  • Resolved customer inquiries regarding payment plans, interest rates, account balances, escrow accounts
  • Monitored delinquent accounts to ensure timely payments were received in accordance with contractual agreements
  • Maintained organized files on all active loans including documentation of any changes made during servicing
  • Worked closely with third parties such as title companies or appraisers throughout the lending process
  • Attended training sessions and workshops related to mortgage banking regulations and best practices
  • Processed loan payoffs, releases title ownership to county office
  • Escrow tax payment and Payments to tax collectors.

Branch Specialist

Wayne Bank
Stroudsburg, PA
03.2004 - 03.2017
  • Investigated discrepancies in customer accounts and resolved issues promptly.
  • Collaborated closely with regional management team on initiatives related to product development and marketing strategies.
  • Generated monthly reports detailing branch performance metrics including deposit growth, loan originations, overdrafts.
  • Provided excellent customer service to clients visiting the branch.
  • Assisted customers with opening new accounts, loan applications and other banking transactions.
  • Recognized suspicious activity involving customer accounts or transactions in accordance with Bank Secrecy Act guidelines.
  • Reviewed existing products and services offered by the bank regularly and provided suggestions for improvement.
  • Processed cash deposits, withdrawals and transfers for customers.
  • Actively participated in community events sponsored by the bank to promote brand recognition.
  • Maintained accurate records of all transactions in the bank's system.

Education

Real Estate Agent Certification -

Greater Lehigh Valley Real Estate Academy
10 South Commerce Way Bethlehem, PA 18017
04-2024

Secretarial Studies - Secretarial Studies And Office Administration

Bronx Community College
Bronx, NY

Skills

  • Database Maintenance
  • Records Management
  • Project Planning
  • Materials Distribution
  • Meeting Planning
  • Excel Spreadsheets
  • Fluent in Spanish
  • Registration Processes

Languages

Spanish
Native/ Bilingual

Timeline

Event Staff Member

Mountain Springs Lake Resort
06.2024 - Current

Voter Registration

Lehigh County
11.2021 - Current

Loan Servicing Representative

ESSA Bank & Trust
03.2017 - 10.2021

Branch Specialist

Wayne Bank
03.2004 - 03.2017

Real Estate Agent Certification -

Greater Lehigh Valley Real Estate Academy

Secretarial Studies - Secretarial Studies And Office Administration

Bronx Community College
Isabel Ozuna