Dynamic administrative professional with experience at South West Texas College, excelling in customer service and data entry. Proven ability to enhance office efficiency and maintain confidentiality. Skilled in Microsoft Office Suite and adept at building strong relationships, ensuring client satisfaction and streamlined operations. A dedicated team player committed to achieving organizational goals.
Overview
18
18
years of professional experience
Work History
Administrative Assistant
South West Texas College
11.2023 - Current
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
Enhanced office environment, organizing spaces for better workflow and employee comfort.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Managed filing system, entered data and completed other clerical tasks.
Assisted coworkers and staff members with special tasks on daily basis.
Accounting Clerk
Pico Propane & Fuels
02.2018 - 04.2023
Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
Maintained accounting records utilizing in-house and client systems.
Input high volume of monthly invoices with consistent accuracy.
Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
Review applications and process for approval of credit to purchase fuel.
Run credit check on each customers and businesses.
Input all pending and approved applications on excell spreadsheet while updating weekly.
Open and close customers accounts.
Request credit inquiries from trade references that the customers provided.
Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
Process bulk plant daily summaries of either cash, check, or credit cards to apply payments on customers account.
Post payment summaries for each bulk plant on PDI system.
File all summaries by month and category.
Open and close new and old accounts.
Personal Loan Specialist
One Main Financial
06.2016 - 08.2017
Assisted clients with financial planning, offering guidance on debt management and budgeting strategies.
Coordinated closely with underwriters to ensure accurate documentation and expedited processing times for each application.
Performed risk analysis for each applicant, minimizing potential losses from defaulted loans.
Increased loan volume by identifying new business opportunities through networking events and community outreach efforts.
Contributed to team success by consistently meeting and exceeding personal performance targets, such as loan volume and customer service ratings.
Managed a portfolio of personal loans, monitoring repayment progress and proactively addressing delinquencies.
Provided exceptional customer service, addressing client inquiries and concerns promptly and professionally.
Educated borrowers on available loan options, empowering them to make informed decisions about their financial future.
Ensured compliance with federal regulations and company policies throughout all stages of the loan process.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted customers with completing loan applications and other paperwork.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Negotiated loan terms and conditions with customers to secure best deal.
Identified opportunities to cross-sell and upsell loan products to customers.
Developed strong relationships with customers, fostering trust in our services and increasing repeat business.
Get daily report together from previous work day every morning.
Close unsecured and secured loans of $1,500 and up.
Verify cash for other employees at the end of the day.
Release titles when auto secured loans are paid off.
Process ACH, ACI, and cash payments for customers.
Take titles to DMV to get liens perfected.
Log titles that get mailed from the DMV once they are perfected.
Call insurance companies to add lienholder information and verify coverage.
Inspect vehicles and mileage before processing loans to get true value.
Disburse loan proceeds through ACH or create a check.
Go over contract detail at the time of booking.
Complete monthly training as required.
Seek different merchants' referrals for businesses around branch location.
Sell life, disability, involuntary unemployment, and 3 year auto plan insurance to customers.
Full Time Teller
Border Federal Credit Union
02.2011 - 05.2016
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
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