Jennifer Montoya
Socorro ,NM
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Executive Assistant to County Manager
Socorro County
Socorro, NM
11.2019 - 02.2024
- Maintained confidential records and files related to executive operations.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Monitored incoming emails and responded accordingly in a timely manner.
- Responded promptly to inquiries from customers or clients regarding products or services offered by the company.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
New Mexico Tech / EMRTC
Socorro, NM
04.2011 - 11.2019
- Developed and implemented a records management system to track, store, and manage confidential documents.
- Maintained accurate and up-to-date records of all documents and files.
- Prepared, sorted and indexed documents for data entry into the computer system.
- Scanned and uploaded documents into the database in accordance with established procedures.
- Filed physical copies of important documents for future reference.
- Retrieved requested files from archives as needed.
- Performed quality control checks to ensure accuracy of information entered into database.
- Responded promptly to inquiries about records management processes.
- Generated reports on file activity within specified time frames.
- Processed incoming mail by sorting, logging, scanning and filing appropriately.
- Created new folders for incoming records requests as necessary.
- Compiled statistical data from filed records when requested.
- Assisted other departments with retrieving archived materials.
- Reviewed existing records systems to identify areas for improvement.
- Implemented security protocols to protect confidential information stored in databases.
- Analyzed large volumes of data quickly and accurately.
- Updated electronic databases with changes or additions to existing records.
- Performed basic administrative duties by answering calls, taking messages, data entry, typing tasks and locating files upon request.
- Managed all paperwork and accurately filed each piece alphabetically and according to significance.
- Retrieved, sorted, copied and filed all documents and paperwork.
- Created or updated records with new files or information.
- Scanned images and documents with careful attention to clear scans and to correct document naming conventions.
- Prepared new files according to company needs and schedules.
- Retrieved documents and files from records rooms and online databases.
- Provided file, document and record access to appropriate personnel.
- Performed routine inventory checks and notified supervisors of needed materials and shortages.
- Input data into computer systems to support document and information retrieval.
- Answered questions about records or files.
- Located, retrieved and copied information in response to requests and delivered to authorized users.
- Added new material to file records or created new records.
- Located missing records by searching files or contacting individuals assigned to records.
- Scanned or read incoming materials to determine classification or filing.
- Maintained records of materials using logbooks or computers and generated computerized reports.
- Operated mechanized files to retrieve records.
- Inspected materials or files to verify correct placement, legibility or condition.
- Coded index materials with stamp identification for filing.
Lead Teller
Wells Fargo & Company
Socorro, NM
04.2004 - 03.2011
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Reviewed customer account information to verify accuracy and resolve any outstanding issues.
- Led weekly staff meetings to discuss goals, objectives, and performance metrics.
- Provided ongoing coaching and feedback to tellers on their job performance.
- Maintained up-to-date knowledge of current bank products and services for customers' convenience.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Resolved customer complaints in a timely manner while ensuring compliance with banking regulations.
- Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
- Identified potential fraud risks or suspicious activities within the branch's financial accounts.
- Audited teller transactions for accuracy prior to submission for processing.
- Conducted regular audits of operational processes to identify areas for improvement.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Reduced errors by double checking transactions.
- Handled daily team scheduling and properly staffed shifts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Resolved problems or discrepancies concerning customers' accounts.
- Verified amounts and integrity of every check or funds transfer.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Performed special services for customers, ordering bank cards and checks.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Performed cash handling duties including counting currency, coins and checks.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Provided assistance to other tellers during peak business hours as needed.
- Researched customer inquires regarding their accounts using internal banking systems.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Resolved customer disputes promptly in accordance with bank policies and procedures.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Welcomed customers and offered pleasant service during entire transaction.
- Reconciled cash and checks against computer records at end of shift.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Maintained confidentiality of bank records and client information.
- Delivered exceptional service to customers in person or over telephone.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Education
High School Diploma -
Socorro High School
Socorro, NM05-1994
Skills
- Database Management
- Social Media Management
- Scheduling
- Meeting Planning
- Administrative Support
- Professional and Mature
- Appointment Setting
- Executive Support
- Proper Phone Etiquette
- Interpersonal Communication
- Administrative Support Specialist
- File Organization
- Excel Spreadsheets
- Schedule Management
- Filing and Data Archiving
- Customer Service-Oriented
- Phone Etiquette
- Document Preparation
- Mail Handling
- Information Confidentiality
- Office Administration
- Invoice Processing
- Expense Reporting
Certification
- Administrative Assistant Certificate
Languages
Bilingual
Full Professional
Timeline
Executive Assistant to County Manager
Socorro County
11.2019 - 02.2024
New Mexico Tech / EMRTC
04.2011 - 11.2019
Lead Teller
Wells Fargo & Company
04.2004 - 03.2011
High School Diploma -
Socorro High School