To seek and maintain a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Ready to fulfill the mission.
Overview
8
8
years of professional experience
Work History
Survivor Relations: Banking Specialist I
USAA Federal Savings Bank
04.2022 - Current
Assisted customers with banking needs and inquiries.
Presented products and services to customers using in-depth knowledge to answer questions.
Maintained friendly and professional customer interactions.
Show extreme attention to detail in reviewing legal documents associated with deceased members’ accounts and transactions.
Collaborated with executors to effectively and efficiently close banking products within legal guidelines and internal policies.
Showing empathy and sensitivity in assisting grieving members, guidance, and resources during this difficult time.
Loan Officer: Banking Specialist II
USAA Federal Savings Bank
01.2020 - Current
Opened new accounts and made changes to existing accounts.
Investigated and resolved account issues by offering applicable options to customers including various loan types.
Helped customers prepare documents required to complete transactions and process requests.
Handled various accounting transactions.
Collaborated effectively with team members, fostering a cooperative and supportive work environment with my team role.
Maintained compliant withing industry regulations as well as adhered to company policies and procedures.
Front Desk Administration
A Kids Place Tampa Bay
09.2019 - 01.2020
Greeted guests at front desk and engaged in pleasant conversations.
Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
Scheduled, coordinated and confirmed appointments and meetings.
Resolved customer issues quickly and notified supervisor immediately when problems escalated.
Completed data entry and filing to keep records updated for easy retrieval.
Confirmed appointments, communicated with clients, and updated client records.
Handled assignments independently with good judgement and critical thinking skills.
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Youth Counselor
A Kids Place Tampa Bay
07.2018 - 09.2019
Provided crisis intervention and emotional support to youth.
Coordinated youth programs and activities to enhance life quality and self-esteem.
Helped youth develop and achieve personal goals with close support.
Monitored youth behavior and offered guidance and support for positive change.
Wrote reports for family and caregivers, documenting progress, challenges, and therapy milestones.
Adapted counseling techniques to best suit individual needs of each client.
Aftercare Director
Lighthouse Center For Creative Learning
07.2017 - 07.2018
Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
Worked closely with organizational leadership and board of directors to guide operational strategy.
Established departmental performance goals and provided feedback for underperforming areas.
Monitored office workflow and administrative processes to keep operations running smoothly.
Spearheaded innovative approaches to resource allocation and strategic planning.
Conducted meetings with staff to discuss production progress and to attain production objectives.
Developed project budgets and managed production costs.
Collaborated with network executives to define and propel organization's mission and vision.
Profile Recovery/Customer Service Representative at USAA Federal Savings BankProfile Recovery/Customer Service Representative at USAA Federal Savings Bank