Karina Records
Angels Camp,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
CLIENT RELATIONSHIP CONSULTANT (NMLS)-US BANK
US BANK
04.2023 - Current
- Handle account opening and maintenance, fraud investigation and prevention, loan and credit card sales
- Responsible for cashbox managing, site visits, teller functions, statement analysis, loan processing, and regulation compliance
- Currently holding a 100% CRI (customer relationship interaction) score by customer reviews
- Meeting metrics of: 6 lead calls a day, 1 new credit card or loan per week, 3 new accounts per week, and 6 digitalization sessions per week
- Regular use of Microsoft teams and CRM platforms (CEI and Fusion).
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
FRONT DESK SALES-NEW YORK FAMILY FITNESS
NEW YORK FAMILY FITNESS
03.2021 - 03.2023
- Handled cash transactions accurately, maintaining accountability for all financial exchanges at the front desk.
- Assisted in training new team members on company policies and best practices for optimal performance.
- Contributed to team goals by consistently meeting or exceeding individual sales targets each quarter.
- Resolved guest complaints efficiently, demonstrating effective problem-solving skills to maintain positive relationships.
BOOKKEEPER-DYNAMAIS INC.
DYNAMAIS INC.
01.2016 - 03.2023
- Assigned between 8-12 companies with deadline of the 10th of each month, worked remotely
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Identified accounting errors when cross-referencing documents and database information.
- Fluent in Quickbooks and all Microsoft platforms.
Education
Bachelor of Science - Criminal Justice
SACRAMENTO STATE UNIVERSITY
05.2022
Skills
- Typing speed average of 70 WPM
- Fluency in Microsoft programs, Quickbooks, and CRM platforms
- Problem-solving
- Attention to detail
- Customer service and client relationships
References
- MELISSA LYNCH, (209) 600-1860, co-worker at U.S. Bank
- CHRIS THOMAS, (916) 449-8828, CEO of Dynamais
Certification
- Notary Public - Commission expires in 2027
Timeline
CLIENT RELATIONSHIP CONSULTANT (NMLS)-US BANK
US BANK
04.2023 - Current
FRONT DESK SALES-NEW YORK FAMILY FITNESS
NEW YORK FAMILY FITNESS
03.2021 - 03.2023
BOOKKEEPER-DYNAMAIS INC.
DYNAMAIS INC.
01.2016 - 03.2023
Bachelor of Science - Criminal Justice
SACRAMENTO STATE UNIVERSITY
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