Issa Lopez
Whittier,CA
Summary
Professional with proven experience supporting high-level executives. Skilled in managing schedules, coordinating meetings, and handling confidential information. Strong focus on team collaboration and achieving results. Reliable and adaptable, with expertise in communication, organization, and multitasking.
Overview
16
16
years of professional experience
Work History
Administrative Assistant to the Sr. Executive Mgr.
Uptown Management Group
Whittier, CA
09.2021 - 02.2025
- Developed and maintained filing systems for confidential documents, ensuring organization and accessibility.
- Assisted with onboarding/offboarding of employees, and maintained accurate personnel records, assisted with Payroll data entry and overlooked timesheet for accuracy.(ADP system)
- Managed full-cycle accounts payable processes, ensuring timely invoice processing and vendor payments.
- Oversaw reconciliation of vendor statements to maintain accuracy in financial records.
- Entered figures using 10-key calculator to compute data quickly.
- Presented audit findings to accounting manager after reviewing results and paperwork.
Relationship Manager
JPMorgan Chase
Downey, CA ,
02.2011 - 02.2014
- Foreclosure prevention Loan Modification Specialist (Loss mitigation Dept.)
- Managed a diverse pipeline of applications, prioritizing tasks effectively to meet deadlines consistently. Conducted face to face interviews in addition to 50+ calls.
- Cultivated strong client relationships through effective communication and personalized service.
- Developed tailored financial solutions to meet diverse client needs and objectives.
- Implemented risk management protocols to ensure compliance with regulatory standards.
Escalation Lead
Springboard Nonprofit Consumer Credit Management
Riverside, CA
01.2009 - 02.2011
- Led escalation processes to resolve complex customer issues efficiently.
- Trained and mentored team members on best practices for issue resolution.
- Developed and implemented strategies to enhance customer satisfaction levels.
- Influenced long-term customer loyalty by demonstrating empathy and understanding during difficult situations, providing tailored solutions to meet individual needs.
- Managed over 30 calls per day with high resolution
Education
Santa Ana Valley High School
Santa Ana, CASkills
Multilingual, fluent in Spanish
- Customer Service
- Calyx software
- Microsoft Office
- Strong sales closer
- Notary Public
- Real Estate Agent
Timeline
Administrative Assistant to the Sr. Executive Mgr.
Uptown Management Group
09.2021 - 02.2025
Relationship Manager
JPMorgan Chase
02.2011 - 02.2014
Escalation Lead
Springboard Nonprofit Consumer Credit Management
01.2009 - 02.2011
Santa Ana Valley High School