Summary
Overview
Work History
Education
Skills
Timeline
Generic

JUANITA ORTIZ

Nederland,TX

Summary

Professional banking specialist prepared to excel in financial transactions and customer service. Skilled in handling cash, balancing ledgers, and maintaining security protocols. Strong focus on team collaboration and achieving operational efficiency. Reliable, adaptable, and driven to meet and exceed client expectations.

Overview

23
23
years of professional experience

Work History

TELLER

MCT Credit Union
05.2023 - 02.2024
  • Processing member transactions, i.e
  • Deposits, withdrawals, transfers, cashing checks, loan payments, credit card cash advances etc
  • Balances each day's transactions and verifies cash totals
  • Answers members questions regarding Credit Union services provided and performs a variety of account maintenance duties
  • Actively cross-sells Credit Union services

MEMBER SERVICE REPRESENTATIVE

Synergy Federal Credit Union
02.2015 - 04.2017
  • Interview, explain, and sell share, draft, and other savings accounts of the credit union
  • Prepare and have responsibility for all the accuracy of all documents for accounts
  • Acts as teller with all duties of teller such as withdraws, deposits, transfers, and loan payments
  • Process e-statement request on a daily basis
  • Handle all member inquiries/concerns on accounts, statements, and transaction history as needed
  • Responsible for control of check orders and reorders
  • Acts as telephone receptionist/operator for the credit union

VAULT TELLER

Safe Credit Union
04.2014 - 02.2015
  • Open membership accounts
  • Back-up Bookkeeping
  • Sending out over draft notices and delinquent payment reminder on loans, ACH exception items, process returned checks
  • Interview members for loan requests, disburse loan funds into accounts, have members sign loan documents and title documents for collateral loans
  • Audit loan documents with a checklist to ensure all loans have no errors
  • Vault teller, take in deposits, cash withdraws, issue bank checks, money orders, transfers, and help members balance accounts
  • Order money for credit union, weekly vault audits, fill and maintenance ATM machine

FULL SERVICE REPRESENTATIVE

Five Point Federal Credit Union
01.2006 - 11.2013
  • Presenting and explaining basic credit union products and services and cross selling on the benefits of utilizing other credit union products
  • Opening and closing safety deposit box accounts
  • Processing and balancing various financial transactions
  • Resolving problems or discrepancies concerning member accounts within assigned limits
  • General office administration including filing of signature cards, payroll deduction cards and other credit union documents
  • Assisting and backing up other team members and competing other duties as assigned
  • Built relationships with members while opening, maintaining, and closing member accounts
  • Processed check orders, transfers, stop payments, and share draft copies
  • Recognized by management as a Top Performer three months in 2013 for exceeding loan and service goals
  • Increased loan balances by over $1 million within one year for the past four years
  • Interview and assist members with applications for loans and Credit Union services
  • Process and review loan applications and all related documentation to complete the loan
  • Calculate terms and finance charges on loans for proper disclosure on promissory notes

ACCOUNTING/CASH OFFICE ASSOCIATE

Walmart Stores Inc
03.2001 - 01.2006
  • Prepared bags for cashiers start of shift
  • Counted all cashier bags at the end of their shifts and filled out their over/shortage forms if needed
  • Provided multiple cash and check deposits for Brinks armored truck to pick up daily
  • Balanced vault multiple times daily
  • Processed returned checks
  • Maintained a daily record of all cash going in and out of cash office
  • Monitored employee discount purchases

ACCOUNTING INTERN

Bertolio & Associates
08.2003 - 12.2003
  • Performed various administrative tasks
  • Provided payroll for client business using QuickBooks
  • Reconciled bank accounts

Education

ASSOCIATES OF APPLIED SCIENCE DEGREE - ACCOUNTING

Lamar State College
Port Arthur, Texas
05.2004

Skills

  • Product and service sales
  • Sales and Cross-selling
  • Safe and vault operation
  • Exceptional customer service
  • Strong work ethic
  • Cash handling expertise
  • Rapid 10-key data entry

Timeline

TELLER

MCT Credit Union
05.2023 - 02.2024

MEMBER SERVICE REPRESENTATIVE

Synergy Federal Credit Union
02.2015 - 04.2017

VAULT TELLER

Safe Credit Union
04.2014 - 02.2015

FULL SERVICE REPRESENTATIVE

Five Point Federal Credit Union
01.2006 - 11.2013

ACCOUNTING INTERN

Bertolio & Associates
08.2003 - 12.2003

ACCOUNTING/CASH OFFICE ASSOCIATE

Walmart Stores Inc
03.2001 - 01.2006

ASSOCIATES OF APPLIED SCIENCE DEGREE - ACCOUNTING

Lamar State College

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