Operations professional with focus on streamlining processes and enhancing efficiency. Known for strong team collaboration and adaptability to changing needs. Reliable and results-driven with expertise in process improvement and resource management.
Overview
17
17
years of professional experience
Work History
Operations Associate
Climb Credit
07.2023 - Current
Provided exceptional customer support by addressing inquiries and resolving issues related to student loans promptly and professionally.
Managed bankruptcy notices, accelerations, and autopay/ACH quality assurance tasks to ensure compliance and operational efficiency.
Responsive and sensitive handling of inquiries of approximately 8-10 phone outgoing phone appointments daily, 35-55 live chat conversations daily, and over 100 -150 emails per day from borrowers and client services.
Daily use of Power BI, Excel, Google Suite, Slack, and Teams for data analysis, communication, and project management.
Communication with borrowers and partner schools on a daily basis.
Assisting with processing student applications and supporting underwriting.
Coordinated with cross-functional teams to ensure seamless execution of operational plans, enhancing overall project outcomes including legal, compliance, lending partnership, and data teams.
Supported project leads in achieving milestones through diligent tracking of timelines and deliverables.
Store Manager and Financial Accounts Coordinator
Ashley Furniture HomeStore
05.2021 - 12.2022
Coordinated meetings with Ashley furniture manufacturer representatives and mattress vendors to train the sales team on new products
Reconciled outstanding accounts with residential customers and business clients for large orders
Managed inventory control, cash control, and store opening and closing procedures.
Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
Hired and Coached 10-20 sales associates, focused on product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Maintained open lines of communication with vendors, sharing pertinent information about store performance and requesting support when needed.
Organized special events such as seasonal sales promotions to drive foot traffic into the store and increase sales opportunities.
Improved efficiency and accuracy of inventory management by implementing new stock control system.
Cultivated strong team by hiring motivated individuals and fostering collaborative workplace, leading to improved store performance.
Coordinated in-store events to increase foot traffic, partnering with local businesses and community organizations for mutual benefit.
Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
Processing financing applications, funding financed sales and managing related files
Prepared modification agreements and reviewed accuracy of both legal documentation and system of record
Conducted necessary due diligence for commercial loans, including: Ordering and reviewing appraisals and environmental reports, Corporate searches, Uniform Commercial Code filings, Tax and Title Inquiries
Ensured accurate details of loan files including: proper signature, legal descriptions, closing dates and other relevant data
Responsible for timely follow-up on post-closing items
Familiarity with construction loans and coordinating advance inspection requests and monitoring percentage complete
Uploading legal and credit file documentation to secure imaging systems and maintenance of accurate bank records
Created and implemented a new filing system and due diligence checklist for new loan administrators
Evaluated loan requests and documents to verify accuracy and completeness.
Maintained detailed records of all client interactions, ensuring proper documentation for audit purposes.
Demonstrated expertise in various types of commercial loans including SBA, construction, term, lines of credit, and equipment financing options available to businesses.
Collaborated with credit analysts to evaluate loan applications, ensuring accurate risk assessment.
Human Resources Assistant
Colorado Premium Foods
09.2016 - 03.2017
Translated professional working communication from Spanish to English, including voicemails and email correspondence from employees
Handling of sensitive mail and documents
Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
Supported talent acquisition efforts by screening resumes, scheduling interviews, and performing reference checks for prospective candidates.
Responded to employee inquiries regarding benefits and other HR topics.
Efficiently managed personnel files, maintaining confidentiality while keeping records up-to-date and organized for 200+ employees.
Banking Center Manager II
Academy Bank N.A.
10.2013 - 09.2016
Voluntarily supported and managed 3 separate branches.
Implemented robust risk management procedures, minimizing potential losses and maintaining a secure banking environment.
Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
Resolved escalated customer issues promptly, demonstrating empathy and professionalism while reinforcing client trust in the bank''s capabilities.
Managed daily banking center activities, ensuring timely completion of transactions and adherence to compliance regulations.
Built and lead high-performance team focused on achieving sales and service goals, over 2000 account portfolio per branch.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Assistant Store Manager
McDonald's Restaurant
08.2008 - 09.2013
Responsible for all product inventory, organizing and maintaining a profitable supply of all food, paper products, restaurant maintenance and equipment
Training over 40 employees in production safety and handling procedures.
Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
Maintained positive customer relationships by responding quickly to customer service inquiries.
Specifically assigned as head of kitchen department, in charge of handling food cost over waste.
Serve Safe certification and adherence to said training, and quality assurance of food and paper product.
Counting, cataloging, and reviewing all food and paper products inventory on daily, weekly, monthly, and yearly basis.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH
01.2021
Skills
Leadership
Reliability
Relationship building
Task prioritization
Verbal and written communication
Operations management
Database management
Multitasking
Issue researching and resolution
Proficient in Power BI, SFTP, Google Suite, Microsoft, focusing on Excel, SQL, and Zendesk