My background in working with government officials, members of academia, entertainment and non-profit organizations has allowed me to adapt well to different professional settings and to be flexible to changing situations. I can perform a variety of administrative functions, use all office computer equipment, comprehend and carry out written and oral directions with minimal supervision. Furthermore, my ability to speak Spanish fluently will enable me to work well within your diverse environment.
Overview
17
17
years of professional experience
Work History
Universal Banker
First Foundation Bank
05.2023 - Current
Cashed checks, accepted deposits and withdrawals within assigned limits and maintained accurate balance of all cash.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Maintained friendly and professional customer interactions.
Assisted customers with banking needs and inquiries.
Referred customers to other banking departments for specialized services.
Monitored and verified suspicious activity on customer accounts.
Ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Identified customer financial needs through in-person efforts and calls.
Assisted customers with setting up or closing accounts
Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Office Manager /Assistant to the CEO
Stalcup Landscape Innovations
04.2021 - 05.2023
Managed complex calendar scheduling with focus on proper allocation of executive availability.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Contributed to smooth business operations by planning and organizing maintenance routes while working directly with Spanish speaking staff.
Screened calls and emails and initiated actions to respond or direct messages for managers and clients.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Created bids, contracts and draw schedules for construction side of the business.
Handled confidential and sensitive information with discretion and tact..
Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Led staff and vendors in providing high level of service for owner and guests.
Filed paperwork and organized computer-based information.
Customer Service Specialist / Teller
MFUG Union Bank
11.2020 - 04.2021
Process banking transactions while maintaining accurate balance of moneys deposited and withdrawn
Assist Spanish speaking clients
Process reports required by bank
Maintain upmost discretion when assisting clients with account information
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Maintained friendly and professional customer interactions.
Assisted customers with banking needs and inquiries.
Referred customers to other banking departments for specialized services.
Ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Identified customer financial needs through in-person efforts and calls.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Additional duties as assigned
Executive Assistant to the Chief Content Officer
Southern California Public Radio / KPCC
02.2007 - 11.2019
Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Organized and coordinated conferences and weekly meetings.
Screened calls and emails and responded accordingly to support executive correspondence.
Used advanced software to prepare documents, reports, and presentations.
Facilitated training and onboarding for incoming office staff.
Transcribed meeting minutes to support sales, business development and senior management teams.
Updated and maintained confidential databases and records.
Worked with senior management to initiate new projects and assist in various processes.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Took notes and dictation at meetings.
Upheld strict timetables by maintaining accurate, balanced calendars.
Processed travel expenses and reimbursements for executive team and senior management group.