Kristen Lee
Spring,TX
Summary
Dynamic and results-oriented professional with a proven track record at Allied Benefit Systems Inc., where I streamlined transaction processes, significantly enhancing client satisfaction. Expert in data entry proficiency and vault management, I excel in fostering strong client relationships and improving operational efficiencies. Achieved a zero error rate in cash handling and vault inventory, demonstrating exceptional auditing and customer service skills.
Overview
11
11
years of professional experience
Work History
Transaction Coordinator
Allied Benefit Systems Inc.
Spring , TX
09.2024 - Current
- Coordinated complex transactions, ensuring meticulous documentation and compliance. Streamlined
processes, reducing turnaround time and enhancing client satisfaction. - Managed high-volume transactions, meeting tight deadlines consistently. Implemented new tracking
system, improving efficiency and accuracy in transaction processing. - Fostered strong relationships with clients and team members, facilitating smooth transaction processes.
Resolved conflicts proactively, ensuring timely closures. - Proofread and edited documents to correct errors.
- Entered data into spreadsheets, documents and databases with high accuracy rate.
- Maintained data entry requirements by following data program techniques and procedures.
- Identified, corrected, and reported data entry errors.
FSR
Veritex Community Bank
Houston , TX
12.2021 - 10.2025
- Counted and balanced cash drawer at the beginning and end of shift.
- Conducted weekly audits of cash drawers to verify accuracy of funds.
- Entered new account information into computers and filed related forms and other documents.
- Maintained strong pipeline of corporate clients by collaborating closely with partners.
- Performed data entry tasks for various departments using computer applications.
- Provided administrative support for various departments, including data entry and filing.
- Examined checks for endorsements to verify legality of documents.
Waitress
Gringos Tex Mex
Spring , TX
05.2016 - 01.2021
- Explained menu options to guests, offered suggestions and took orders for food and beverages.
- Addressed concerns quickly to improve customer experience and escalated issues to management for resolution when necessary.
- Maintained a clean work station by restocking supplies, wiping down counters.
- Enforced safety guidelines for employees and patrons of the restaurant.
- Utilized POS system to total meal costs and add taxes for final bill calculation.
- Took orders for food and drinks and delivered them to guests.
Retail Banker
Kitsap Bank
Seattle, WA
01.2015 - 04.2016
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Explained account information to customers in detail as needed.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Maintained accurate records of all transactions for compliance purposes.
Jewelry Consultant
Zales The Diamond Store
Seattle, WA
05.2014 - 05.2015
- Maintained knowledge of sales and promotions, return policies and security practices.
- Provided accurate information about warranties, pricing, policies.
- Demonstrated product knowledge to answer customer questions and inquiries.
- Performed daily opening and closing procedures such as counting cash drawers and setting alarms.
- Processed sales transactions using cash registers or point-of-sale systems.
Education
High School Diploma -
Oak Ridge High School
The Woodlands, TX05-2013
Skills
- Data entry proficiency
- Auditing files
- Vault management
- Cash handling
- Excel data modeling
- Customer service
Timeline
Transaction Coordinator
Allied Benefit Systems Inc.
09.2024 - Current
FSR
Veritex Community Bank
12.2021 - 10.2025
Waitress
Gringos Tex Mex
05.2016 - 01.2021
Retail Banker
Kitsap Bank
01.2015 - 04.2016
Jewelry Consultant
Zales The Diamond Store
05.2014 - 05.2015
High School Diploma -
Oak Ridge High School
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