Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Keila Magana

Orange,CA

Summary

Driven professional with a proven track record at Ameris Bank - Balboa Capital, adept in risk management and client relations. Excelled in enhancing office efficiency and accuracy through document management and thorough financial audits. Demonstrates exceptional organizational skills and a commitment to surpassing corporate goals.

Overview

4
4
years of professional experience

Work History

Junior Audit Associate and Admin

Centerstone/ Apsec SBA Lending
02.2023 - Current
  • Maintained adherence to deadlines by efficiently managing assigned tasks and prioritizing workload.
  • Conducted thorough insurance statement audits to ensure accuracy and compliance with relevant regulations.
  • Enhanced office efficiency by organizing and maintaining filing systems for important documents.

Audit Assistant

Ameris Bank - Balboa Capital
08.2022 - 02.2023
  • Reviewed general ledger transactions to identify errors or irregular entries.
  • Assessed financial statements and records.
  • Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
  • Completed audits in accordance with regulations and procedures.
  • Assisted in identifying potential fraud risks by conducting thorough risk assessments on client''s financial records.

Office Administrative Assistant

Swiss Post Solutions - PwC And Rivian
03.2020 - 08.2022
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Responded to inquiries from callers seeking information.
  • Improved customer satisfaction ratings by promptly addressing inquiries via phone, email, or in-person visits.

Education

High School Diploma -

El Modena High School
Orange, CA
06.2017

Skills

  • Data Entry
  • Client Relations
  • Professional telephone demeanor
  • File Organization
  • Document Management
  • Scheduling and Planning
  • Record assessment
  • Risk management
  • CRMs
  • Adobe Software
  • Administrative Support

Languages

Spanish
Native or Bilingual

Timeline

Junior Audit Associate and Admin

Centerstone/ Apsec SBA Lending
02.2023 - Current

Audit Assistant

Ameris Bank - Balboa Capital
08.2022 - 02.2023

Office Administrative Assistant

Swiss Post Solutions - PwC And Rivian
03.2020 - 08.2022

High School Diploma -

El Modena High School

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Keila Magana