JOSE CASTANEDA
Wichita
Summary
Significant experience in professional fields. Strong attention to detail and excellent time management. Innovative individual and eager for ongoing learning. Obtained technical and analytical skills through ongoing training in several lines of work. Fluent in Spanish (speaking, writing, reading). Proficient in Microsoft Office products to conduct business reports including Word, Excel, PowerPoint, OneNote. Strong interpersonal skills while working effectively, both individually and collaboratively with a team. Strong interpersonal skills including communicating, organizational, and leadership skills. Planning on pursuing ongoing education to complete courses in order to study and sit for my Certified Public Accountant (CPA) certification.
Overview
10
10
years of professional experience
Work History
Barista
Starbucks
07.2025 - Current
- Prepared high-quality beverages according to established recipes and customer preferences.
- Maintained cleanliness and organization of workstations to ensure efficient service delivery.
- Provided exceptional customer service by engaging with patrons and addressing inquiries.
- Trained new baristas on beverage preparation techniques and customer service standards.
- Monitored inventory levels, restocked supplies, and minimized waste during peak hours.
- Maintained a clean and organized workspace for optimal productivity and safety.
Server/Bartender
Los Compadres Mexican Grill
06.2024 - 05.2025
- Present myself as the face of the restaurant in a friendly manner to all customers
- Give outstanding experience to each and every customer
- Carry out own responsibilities tasked for my shift and ensure everything is upkept
- Work with teammates to promote a great experience for the customer
- Quickly learned the menu and all sides each platter comes with as well as drink orders and specials along with taking care of side work
- Keep restaurant manager apprised of any upset customers or complaints being brought to light
- Effectively work in a fast-paced environment without feeling distraught
Accountant
Dan Drake CPA, PA
11.2023 - 04.2024
- Help client customer needs with various accounting services
- Primarily worked with UltraTax software to key in customer account figures and complete returns
- Worked together with a team of other accountants along with the CPA firm owner to complete individual and business tax returns in a timely manner
- Worked on audits for outside company financials
- Reconciled client monthly bank and other financial statements for tax reporting purposes
- Kept up on accounting rule changes to ensure taxes were correct
Bank Examiner
Office of the Comptroller of the Currency
01.2017 - 10.2023
- Began on a six-month training focusing on reviewing the bank Uniform Bank Performance Report and financial documents to assess trends and make recommendations to improve MIS reports
- Effectively managed safety and soundness of a portfolio of 19 banks amongst other field examiners within the Wichita Office district
- Assess compliance with consumer laws and regulations
- Took on role as the Wichita Field Office Consumer Compliance liaison and worked with field examiners on working knowledge of laws and regulations
- Assisted bankers with knowledge of risk given new products and services
- Determined several bank exam Consumer Compliance Management System (CMS) results
- Helped with Community Reinvestment Act (CRA) and Fair Lending examinations
- Strived to be a strong consumer compliance examiner
- Solely responsible for completing periodic monitoring activities and reaching out to executive management for two National Banks
- Effectively held the role as Examiner-in-Charge for several banks which included reviewing all examiner work and completing the final draft Report-of-Exam
- Responsible for holding several board of director meetings to share exam results
- Took on role as Consumer Compliance liaison for office updates as well as research on compliance laws and regulations
- Built great rapport with all bank executive management as well as kept in close touch to keep apprised of any material changes within the bank organization
Credit Analyst
Southwest National Bank
08.2015 - 01.2017
- Analyzing credit and financial reports to calculate cash flow and financial trends
- In a timely manner would prepare loan approval reports for the Commercial Loan Committee
- Spread personal and business tax returns, personal financial statements, and company prepared statements and identify potential or existing risks based on key financial ratios
- Utilized Sageworks software for financial spreads for senior management to assess creditworthiness of borrower for extension of credit
Personal Banker
Bank of America
06.2015 - 07.2015
- Began as a bank teller and promoted to Sales & Service Specialist after three years followed by promotion to Personal Banker
- Cash handling experience and creating customer interactions by providing excellent experience
- Offering and selling financial products and services to consumer and small business customers
- Gave best efforts in giving excellent customer service; ensure the customer's initial needs are met by partnering with the appropriate specialist to serve the customer's banking, small business, mortgage and investment needs; assist the banking center manager in meeting personal monthly quotas
- Work to analyze customer transactions as well asking prompt questions to help the customer's needs and get them to the right specialist
- Held position in top five percent of teller product referrals within the Wichita market
- Partner with personal bankers to improve customer financial needs
- Responsible for researching customer outside accounts in order to bring more business
- Held monthly personal banker (PB) meetings with Wichita area PB's to discuss accomplishments
Education
Bachelor of Business Administration - Finance
Wichita State University
Wichita, KSSkills
- Time management
- Friendly and outgoing
- Attention to detail
- Leader and team player
Languages
Spanish
Native or Bilingual
Timeline
Barista
Starbucks
07.2025 - Current
Server/Bartender
Los Compadres Mexican Grill
06.2024 - 05.2025
Accountant
Dan Drake CPA, PA
11.2023 - 04.2024
Bank Examiner
Office of the Comptroller of the Currency
01.2017 - 10.2023
Credit Analyst
Southwest National Bank
08.2015 - 01.2017
Personal Banker
Bank of America
06.2015 - 07.2015
Bachelor of Business Administration - Finance
Wichita State University