Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katelyn Rivera

Dana Point,USA

Summary

Highly motivated and detail-oriented professional with a successful record of managing all aspects of office operations, including customer service, financial administration, and data entry. Skilled in implementing best practices and developing policies that drive productivity, reduce costs, and improve customer experience.

Overview

8
8
years of professional experience

Work History

Administrative Manager/Graphic Designer/Bookkeeper

Nxt Level Auto Protection
Tustin
08.2023 - 07.2024
  • Executed basic accounting and bookkeeping functions to ensure financial accuracy.
  • Conducted competitor analysis for local market and state of Arizona to inform business strategy.
  • Developed and maintained positive relationships with clients through effective initial contact.
  • Prepared balance sheet, income statement, and statement of cash flows for senior partners.
  • Processed and organized client paperwork to enhance operational efficiency.
  • Prioritized and responded to emails, calls, and client communications promptly.
  • Maintained confidentiality of various forms of sensitive information for senior partner.
  • Coordinated logistics for frontline staff to optimize workflow.

Head Bank Teller

Wells Fargo Bank
Laguna Niguel
03.2019 - 08.2023
  • Conducted control tasks, including ATM testing, fraud prevention, and daily report processing.
  • Addressed customer inquiries to assess financial needs and introduce new features.
  • Provided exceptional customer service to expedite resolution of issues.
  • Resolved customer complaints swiftly while upholding professionalism.
  • Ensured compliance with BSA, CRA, fair lending, and other regulatory policies.
  • Monitored data and security systems to minimize risks and identify irregularities.

Administrative Assistant

Lake Forest
01.2017 - 10.2019
  • Managed clerical tasks, including answering phones and greeting visitors.
  • Scheduled appointments and maintained calendars to ensure efficient operations.
  • Served as primary contact for operational and administrative inquiries.
  • Processed and distributed incoming mail to appropriate departments.
  • Collaborated on projects to support team objectives.
  • Produced copies of correspondence and other printed materials as needed.

Education

Some College (No Degree) -

Saddleback Community College
Mission Viejo, CA

Skills

  • Recordkeeping and reporting
  • Confidentiality practices
  • Team collaboration
  • Office management
  • Administrative support
  • Bilingual communication

Timeline

Administrative Manager/Graphic Designer/Bookkeeper

Nxt Level Auto Protection
08.2023 - 07.2024

Head Bank Teller

Wells Fargo Bank
03.2019 - 08.2023

Administrative Assistant

01.2017 - 10.2019

Some College (No Degree) -

Saddleback Community College
Katelyn Rivera