Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive in building rapport with customers, and upselling bank products and services all while maintaining client confidentiality and bank security standards. Committed to reaching business goals.
Overview
23
23
years of professional experience
Work History
Teller
Velocity Community Credit Union
Palm Beach Gardens, Florida
01.2023 - Current
Ensure efficient and friendly customer interactions to create favorable initial experiences for Velocity members.
Perform efficient and accurate banking transactions.
Identified referral opportunities aligned with client's financial objectives.
Provided detailed information to members on the full range of Velocity's services and products.
Followed bank policies, operational controls, and regulatory procedures to safeguard client and credit union assets.
Stayed informed about new and existing products and services.
Expected to fulfill clients’ requirements, focusing on measurable outcomes.
Applied ethical judgment in personal behavior and business practices while handling issues transparently.
Administrative Assistant
Seawinds Condominium
Singer Island, FL
01.2020 - 01.2021
Assumed duties as receptionist answering phones and distributing mail
Coordinated club calendar and booked conference room requests for the Board of Directors and Committee Members
Prepared Agenda and handout for the upcoming Board Meeting including financial reports and previous minutes
Created and mailed out forms to 300+ Members to verify contact information
Organized all correspondences for the Property Manager including contracts, permits and payments
Proofread all emails before going out on an email blast including menus, events, and club communications
Kids Office Associate
Rooms 2 Go
West Palm Beach, FL
01.2017 - 01.2020
Answered telephones, directed calls, and took messages
Maintain, update filing, inventory, mailing, either manually or using a computer
Communicate with customers, employees, and other individuals to answer questions
Handle sensitive and confidential documents and information
Disseminate or explain information, take orders, and address complaints
Housing Specialist
Palm Beach County Housing Authority
West Palm Beach, FL
01.2011 - 01.2013
Conducted annual recertification’s which consist of calculating income for low-income families in determining continued eligibility
Conducted interims upon client's reporting to the Housing Choice Voucher program loss or increase in income, assets and changes in household composition and conducted background checks to verify continued eligibility
Educated clients of the HUD program to ensure client understood the rules and regulations to prevent misunderstanding of program rules which would eliminate fraud
Worked closely with landlords, property managers to ensure HAP payments were correct, leases matched HAP contracts and client understood lease and ensured lease was according to HUD regulations
Verified income, assets, fulltime school information, scholarships, criminal background to ensure clients were eligible
Interim Executive Director
Riviera Beach Housing Authority
Riviera Beach, FL
01.2002 - 01.2011
Developed and hosted, in coordination with City Departments and other Agencies, several community program activities and events for the benefit of low-income families and seniors, including staging Health Fairs on a regular basis
Assisted HUD Officials in Housing Authority’s progression from a going-concern to a viable entity by managing accounts payables and receivables, inspecting units, creating and monitoring work orders
Supervised Maintenance Staff, performing tenant recertification’s, payroll and billing actions, tenant collections, bank transactions, petty cash control and cash reconciliations
Performed cash management, payroll actions, program management and HUD-System Reporting for Housing Authority
Designated Interim Executive Director to procure foreclosed properties through Neighborhood Stabilization Program for low-income families
Performed all duties of Receptionist and Administrative Assistant, with routine acknowledgement of providing excellent customer service to internal and external clients, before promotion to Public Housing Manager