Kaelee Velasquez
Portland,OR
Summary
Skilled professional ready to excel in leadership role with focus on results-driven performance. Proven ability to streamline operations and foster team collaboration to achieve organizational goals. Known for reliability and adaptability in meeting changing demands while maintaining high standards.
Overview
17
17
years of professional experience
Work History
CMS Management - CMS Supervisor
Loomis Armored US
07.2018 - Current
- Overseeing daily operations of the CMS department, ensuring smooth workflow and timely completion of tasks.
- Working with our leads to come up with daily game plans of processing and packing.
- Follow up with CMS Management for consistency in paperwork procedures.
- Create and maintain customer file records.
- Provide customer service to include research and resolution of all imbalances.
- Assisting the CMS Manager in setting up new accounts and locations in our system.
- Maintaining required compliance with all Loomis policies and procedures.
- Assisting the CMS Manager in completing the monthly commitments.
- Enhancing team productivity by streamlining workflow processes and implementing efficient scheduling systems.
- Maintaining compliance with all Corporate, Division, and Branch policies.
- Responsiveness to events and issues involving operating effectiveness, efficiency, and policies and procedures.
- Modeling appropriate behaviors; and regular observation/monitoring of teller activities and team needs.
- Applying strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Resolving conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
- Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
- Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
- Conducting performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
- Boosting team morale and performance, organizing regular training sessions and motivational meetings.
- Enhancing operational workflow, identifying and eliminating bottlenecks in daily procedures.
CMS - Balance & Audit Clerk
Loomis Armored US
07.2011 - 07.2018
- Reviewed balancing documentation for all customer currency, coin, and ATM inventories.
- Reviewed ATM balancing transactions, and daily teller activity for accuracy.
- Investigated and followed up on open or exception
items, and provided a daily status. - Participated in verification of discrepancies as directed by CMS Manager.
- Assisted the CMS Manger in conducting random inventory and teller audits.
- Performed customer service actions in communications with Loomis customers to identify and resolve problems.
- Worked closely with external auditors during audits, facilitating a seamless exchange of information.
- Provided valuable insights into process improvements based on thorough analysis of audit findings.
- Researched cash variances, investigated root causes and corrected problems with detail-oriented approach.
- Verified calculations to minimize errors and keep records compliant with Loomis standards.
- Strengthened relationships with clients by providing timely updates and addressing queries regarding discrepancy findings.
- Collaborated effectively with internal departments to gather relevant data and documents for audits.
- Prioritized tasks effectively during high-pressure situations, ensuring all deadlines were met without sacrificing accuracy or professionalism.
CMS - CMS Teller
Loomis Armored US
09.2007 - 07.2011
- Conduct deposit verification and/or change order preparation using specialized counting equipment and procedures.
- Exhibited a strong commitment towards maintaining high standards of confidentiality with customer information, in accordance with bank policies and regulations.
- Promoted positive teamwork within the branch by actively participating in staff meetings, offering support when needed, and sharing ideas for improvement initiatives.
- Utilized advanced technology tools such as currency counting machines for accurate cash handling procedures that minimized human error possibilities significantly.
- Provided exceptional service to clients while processing deposits.
- Prepare currency and/or coin change orders by denomination for each customer assigned
- Proactively identified potential fraud or security risks, taking necessary actions to safeguard both the bank''s interests as well as customers'' assets.
- Assisted in the training of new tellers, sharing best practices for secure and efficient operations.
- Contributed to a reduction in errors by consistently double-checking figures and balances before finalizing transactions.
- Ensured compliance with all banking regulations by meticulously following protocols and reporting any discrepancies immediately.
- Maintained high levels of accuracy in all transactions, ensuring customer satisfaction and trust.
- Streamlined daily tasks through effective multitasking, prioritization, and organization skills.
Education
GED -
Mt. Hood Community College
Gresham, OR06-2003
Skills
- Training and mentoring
- Processes and procedures
- Team building
- Process monitoring and improvement
- Policy enforcement
- Risk management
- Staff management
- Customer service
- Complex Problem-solving
- Strategic planning
- Inventory control
- Effective communication
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
CMS Management - CMS Supervisor
Loomis Armored US
07.2018 - Current
CMS - Balance & Audit Clerk
Loomis Armored US
07.2011 - 07.2018
CMS - CMS Teller
Loomis Armored US
09.2007 - 07.2011
GED -
Mt. Hood Community College