Larissa Chavez
Albuquerque
Summary
A highly motivated and customer focused financial professional with 6+ years in customer relationship management, financial product sales, and loan processing, consistently exceeding goals and building strong relationships. Accurately process transactions, and contribute to a positive and efficient work environment.
Overview
7
7
years of professional experience
Work History
Financial Service
Lending Solutions Inc
11.2024 - Current
- As a financial service, I'm responsible for answering calls throughout the day
- I make transfers, loan payments, online banking troubleshooting, taking in loan and account applications
- Credit and debit card servicing
- Educating members with products and services
Lead Universal Teller/ Bookkeeper
Main Bank
02.2022 - 10.2024
- As a Lead Universal Teller, I’m responsible for assisting customers with money transactions, debit card servicing, online banking setups, maintenance, business deposits on site, personal and business account opening
- I'm responsible for managing the teller line and making sure my team is doing assigned duties
- I’m responsible for bookkeeping at Main bank
- My duties for bookkeeping is to verify high dollar checks, ACH chargebacks, insufficient returns, investment/purchase FED funds for the bank
- Lastly, process any incoming and outgoing wires throughout the day
Member Experience Specialist
Kirtland Federal Credit Union
08.2021 - 02.2022
- As a Member Experience Specialist, I’m responsible for performing a variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts
- I’m responsible for generating, reviewing and processing loan applications for all consumer lending products
- Also, assist in daily balancing such as the vault and TCR
Drive-up Teller/ Member Service Representative
Santa Fe Federal Credit Union
06.2019 - 08.2021
- As a Member Service Representative, I assisted members with daily drive up transactions such as loan payments, cash withdrawals, deposits, cashing checks, account transfers, settling money orders and cash advance machines
- I attend all incoming calls and complete my side jobs
- My side jobs consist of scanning loan files, sending welcome cards to new members, checking listing new loans, processing night drop deposits and payments
Assistant Manager
Rainbow Clothing Store
01.2018 - 06.2019
- As an assistant manager this position consists of a daily routine of keeping the cleanliness of the store, making sure the inventory from new and current shipment is put out
- Most importantly, keeping the cash registers balanced, making bank deposits, and filing sales reports
- Lastly, tending to customers as needed making sure they have the best experience at my retail store
Education
High School Diploma -
La Academia de Esperanza
05.2015
Skills
- Computer skills
- Resourceful
- Organized
- Combined Effort
- Communication Skills
- Customer Service
- Self-motivated
- Quick learner
- Ability to manage multiple tasks
- Financial Services
- Sales
Timeline
Financial Service
Lending Solutions Inc
11.2024 - Current
Lead Universal Teller/ Bookkeeper
Main Bank
02.2022 - 10.2024
Member Experience Specialist
Kirtland Federal Credit Union
08.2021 - 02.2022
Drive-up Teller/ Member Service Representative
Santa Fe Federal Credit Union
06.2019 - 08.2021
Assistant Manager
Rainbow Clothing Store
01.2018 - 06.2019
High School Diploma -
La Academia de Esperanza
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