Karla Lona
Cornelius,NC
Summary
Hardworking and reliable, with versatile work experience for the last 8 years. Dedicated to work closely with people to maximize productivity and optimize procedures. Good planning and organizational skills. offering polished communication. Always working with ethic and with purpose to contribute, serve and help society.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Transaction Services Supervisor
Latino Community Credit Union
Charlotte , NC
08.2022 - Current
- Main point of contact for members to solve complex account problems, check reconciliations or errors in transactions.
- Identifying needs , recommend solutions and offer of appropriate products.
- Promote, explain and sell other services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, Online Access, cashier's check and others.
- Oversee teller staff work, provide training and exception approval to fees and/or policies.
- Oversee vault transactions, drawer counting and end of day closing procedures.
- Fill teller cash orders, vault security and balancing.
- Daily and monthly records of vault control, returned checks and forgeries reports.
- Coordinate and supervise all the collection efforts for cash items, forgeries and card issues.
- Report applicable charge offs and recoveries.
- Knowledge of State and Federal regulations applicable to transactions, Bank Secrecy Act, Patriot Act, and robbery procedures.
Senior Member Service Representative
Latino Community Credit Union
Charlotte, NC
01.2022 - 08.2022
- Comprehensive front line service providing a positive experience for members with quality service.
- Establishment of new memberships, opening accounts, resolve member issues, and other requests according to policies and procedures.
- Support members on wide range of transactions, including wire transfers, account transactions, and solve issues as identifying disputes, fraud or errors in transactions, completing corresponding paperwork and procedure to resolve the issue.
- Processing ITIN application.
- Support in loan production efforts, including administration and educating members on available loan products.
- Recognize and report suspicious practices.
Manager
Charanda Mexican Restaurant
Indian Trail, NC
07.2018 - 12.2021
- Elaboration of schedules, inventory, staff training, costumer service, opening and closing assignments.
- Collaborated with staff to maximize customer satisfaction.
- Recruited and hired qualified candidates to fill opening positions.
- Greeted and encouraged feedback from customers to implement operational changes in the restaurant.
Auditor (Public Policy Evaluator)
Auditoria Superior Del Estado De Guanajuato
Guanajuato, Guanajuato, Mexico
08.2015 - 05.2018
- Generic and specific planning of the audits for each fiscal year.
- Planning, designing and execution of performance focused audits (with focus on consistency and results, meeting objectives or with approach to design)
- Issuance of recommendation documents to the audited institutions and to local congress and follow up on performance audits on state and municipal level.
Education
Bachelor of Science - Public Administration
Universidad De Guanajuato
Guanajuato, Mexico12.2015
Skills
- Competence for the analysis of government, political, economic, financial and social scenarios
- Ability to interact with other professional and non-professional areas and fields
- Organization and planning
- Issue and conflict resolution
- Staff Training
- Team Management
- High sense of responsibility and ethic
- Bilingual (English and Spanish)
Certification
- Notary Public, State of North Carolina. Commission starting August 15, 2022 and expiring August 14, 2027
- Citizen Politics in America: Public Opinion, Elections, Interest Groups, and the Media, HarvardX, Harvard University. • • Verified Certificate Issued September 17, 2020 • Valid Certificate ID59e8412ceda74e3cafe767a1c5f42f1b
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Transaction Services Supervisor
Latino Community Credit Union
08.2022 - Current
Senior Member Service Representative
Latino Community Credit Union
01.2022 - 08.2022
Manager
Charanda Mexican Restaurant
07.2018 - 12.2021
Auditor (Public Policy Evaluator)
Auditoria Superior Del Estado De Guanajuato
08.2015 - 05.2018
Bachelor of Science - Public Administration
Universidad De Guanajuato