Analyzed system requirements for various aerospace projects.
Collaborated with cross-functional teams to enhance IT processes.
Managed software inventory and licensing compliance initiatives.
Coordinated installation of updated computer programs and systems.
Assisted in deploying new systems and services into production environment.
Analyzed budget proposals to ensure alignment with organizational goals.
Collaborated with departments to develop and monitor annual budgets.
Assisted in the preparation of financial forecasts and projections.
Analyzed budget reports to identify discrepancies and recommend corrective actions.
Created spreadsheets using Microsoft Excel for tracking investment performance over time.
Bank Operation Specialist
California Bank & Trust
11.2020 - 04.2024
Traveling specialist across multiple locations and departments throughout the Antelope Valley
Interfacing with supporting departments to resolve issues that may arise and quickly find a solution
Forecast, order, and stock adequate materials, equipment, and currency as needed
Balance TCR equipment which includes a series of checks and balances among expenses. Reconcile system discrepancies between actual totals and computer generated totals.
Manage daily expense reports
Completed and maintained ongoing BSA, AML, and OFAC training requirements to ensure full compliance with organizational and regulatory expectations.
Investigated potential OFAC and adverse media hits, validated true matches, and escalated sanctions risks as needed
Accountable for obtaining and scheduling large vendor cash orders; collaborate with supporting departments to retrieve requirements and supply shortages
Perform internal audits in order to remain compliant with branch policy and procedures
Conduct regular audits of contents inside the vault to ensure accuracy of inventory records.
Assisted clients in opening new accounts and managing existing accounts.
Conducted thorough transaction reviews to identify potential compliance risks.
Loan Processor-Temp
Northrop Grumman Federal Credit Union
05.2019 - 05.2020
Applied conflict resolution with customers to procure loans by partnering with supporting groups such as loan underwriters, DMV department, and other financial institutions
Arranged and prioritized incoming loan applications utilizing a system software and excel spreadsheets
Established and maintained physical and electronic filing systems to sustain organizational efficiency
Handled customer expectations by clarifying needs, identifying options, and proposing products and services
Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Reconciled financial discrepancies by collecting and analyzing account information.
Member Service Representative III
SchoolsFirst Federal Credit Union
04.2011 - 10.2018
Managed employees work schedule, breaks and lunches.
Created, monitored, and fulfilled ancillary reports and increased loan protection by over 30%
Analyzed reports to determine trends and recognized where improvements could be made
Facilitated/Attended meetings advising management/staff of the status of work in progress
Volunteered at multiple on/off site events promoting the Credit Union and the services they offer
Cross-trained in different internal databases and service positions to help team members meet coverage demands
Initiated meetings and served as a liaison amongst departments to implement innovative plans and adjustments
Fulfilled ordering and stocking of adequate materials to avoid shortages
Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work and compiled inventory reports.
Supported preparation of data and narratives for SAR filings and regulatory reporting
Efficiently executed the loan request from beginning to end: completed application with effective and detailed notes, requested pertinent documentation from Member, prepared and presented loan closing documents, and appropriately presented payment and/or documentation to all parties involved.
Prepared clear, well-supported case documentation in alignment with BSA/AML requirements and internal policy standards
Generated financial reports for management review on a regular basis.
Skills
Microsoft Office Suite Expertise
Organization, Prioritization, Strategic and Tactical Planning, Clerical Skills
Strong decision-making and judgment skills
Financial & Business Acumen
Leadership & Project Management
Interpersonal Communication Skills
Document & Report Handling
Attention to detail
Relationship Building & Collaboration
Improvement plan knowledge
Data collection and recording
Customer Service Support Expert
Fluent in Spanish both oral and written
Objective
A driven, energetic, and creative professional with expertise in fulfilling administrative tasks, working collaboratively, and implementing creative ideas to support the needs of a business. Exemplifying a strong value in excelling within a pressurized environment where I can add significant value.
Administrative Coordinator (Temp) at Winship Cancer Institute, Emory UniversityAdministrative Coordinator (Temp) at Winship Cancer Institute, Emory University