Julia Vasquez
Portland,OR
Summary
Versatile and results-oriented, I bring a proven track record from Advantis Credit Union, excelling in complex account management and compliance. My expertise in IRA regulations and strong analytical skills, combined with exceptional relationship-building abilities, have driven successful training programs and enhanced team productivity.
Overview
13
13
years of professional experience
Work History
Complex Accounts Specialist
Advantis Credit Union a Division of Rivermark
Oregon City, OR
01.2020 - 12.2024
- Analyzed financial reports to ensure accuracy and compliance with federal standards and corporate policies.
- Subject matter expert for complex credit union accounts, such as tax-deferred accounts, deceased accounts, trusts, conservatorships, powers of attorney, and business accounts.
- Provided excellent internal member service and peer-to-peer support.
- Designed and executed training programs for staff.
Front End Manager
New Seasons Market
Portland, OR
08.2011 - 01.2020
- Reviewed employee performance and provided coaching and feedback.
- Oversaw thorough opening, closing, and shift-change functions to maintain operational standards each day.
- Delegated work to staff, setting priorities and goals.
- Created staff teams based on employee strengths and made adjustments to promote overall productivity.
- Completed interviewing, hiring, and onboarding of Front End staff. Provided feedback to candidates throughout the hiring process.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Education
Some College (No Degree) - Political Science
University of Oregon
Eugene, ORSkills
- Strong analytical skills
- Problem-solving abilities
- IRA regulations knowledge
- Compliance and reporting
- Asana project tracking
- Microsoft Office proficiency
- Relationship building
- Excellent communication
- Attention to detail
- Training & Development
Timeline
Complex Accounts Specialist
Advantis Credit Union a Division of Rivermark
01.2020 - 12.2024
Front End Manager
New Seasons Market
08.2011 - 01.2020
Some College (No Degree) - Political Science
University of Oregon
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