Productive call center representative with several years of experience building rapport with clients and providing quality support. Gifted in answering large volume of customer calls and resolving customer complaints. Recognized for consistently earning top customer satisfaction ratings.
Experienced with supporting teachers and students in classroom settings to enhance educational outcomes. Utilizes effective communication and organizational skills to manage daily activities and ensure smooth classroom operations. Knowledge of developing individualized support strategies to meet diverse student needs.
Overview
35
35
years of professional experience
Work History
Para Educator
Gilroy Unified School District
11.2024 - Current
Assisted students in achieving academic goals by providing one-on-one tutoring and small group instruction in various subjects.
Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
Assisted teachers in managing classrooms effectively by maintaining clear expectations, enforcing rules consistently, and reinforcing positive behavior choices.
Monitored student classroom and outdoors activities to promote student safety.
Notary Public
Appointed by the Secretary of State
01.2006 - Current
Appointed by state government, a notary public performs duties as a neutral observer in non-contentious matters. Responsibilities include serving as an impartial witness and preventing fraud in various transactions.
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Successfully executed the preparation and notarization process for a diverse set of legal documents such as deeds, mortgages, contracts, affidavits,and powers of attorney.
Meticulously examined and approved all signed paperwork prior to its submission to relevant authorities.
Kept updated on changes in local and state laws governing Notaries Public.
Call Center Representative
Excite Credit Union
01.2021 - 02.2024
Delivered prompt and professional member service by handling various calls with courtesy and efficiency, successfully addressing any problems that arose.
Provides clear and accurate information in a timely manner
Processes authorize transactions/requests accurately and in a timely manner
Properly directs calls/requests to the appropriate employee/department for processing as needed
Effectively explains credit union policies and procedures, and compliance regulations to the member
Proactively identified products referral and cross-sell chances in various scenarios including fulfilling pressing member requirements, implementing promotional offers, and executing targeted marketing campaigns.
Financial Services Representative
Excite Credit Union
08.2016 - 01.2021
Provides a winning service experience and assumes responsibility for her efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sales of negotiable instruments, etc
Active role in promoting and advising on various credit union offerings
Assisted with back-office support for tasks such as auditing and compliance activities, cash ordering processes, vault teller duties,
and various additional functions.
Realtor Chronological Performance Benchmarks
JCC Realty &Mortgage
01.2005 - 12.2007
Demonstrated expertise in negotiating, influencing, and promoting property transactions (2005-2007)
Kept up-to-date with laws concerning real estate transactions and adhered to regulations.
Supported clients by facilitating the process of obtaining financing options such as mortgages and various types of loans.
Negotiated contracts and finalized sales agreements by establishing mutually beneficial terms between buyers and sellers. Reached agreements on pricing and contract specifications.
Assistant Operations Manager
Bank of the West
01.2000 - 11.2001
Monitored daily operations for compliance with quality standards and safety regulations.
Ensured compliance with safety regulations and industry standards.
Ensured that all operational tasks were completed within established timeframes.
Collaborated with other departments to coordinate activities related to operations management.
Identified areas for process improvement and developed strategies to enhance efficiency.
Developed and implemented operational policies and procedures.
Assisted in the recruitment, training, and evaluation of personnel.
Addressed customer inquiries promptly and effectively resolved any complaints or disputes.
Developed, implemented, and updated departmental policies and procedures to meet business objectives and goals.
Resolved customer complaints promptly and professionally.
Educated operations team on best practices, company policies and service excellence standards.
Monitored new employees, evaluated training programs and reported progress to supervisors.
Member Service Advisor
Technology Credit Union
10.1997 - 12.1999
Company Overview: Operated a member-driven not-for-profit organization
Focused on optimizing company resources to provide lower rates, exceptional service, and member benefits instead of solely prioritizing shareholder profits.
Offered personalized assistance to members in aligning their individual financial needs with the comprehensive selection of Credit Union loan and deposit solutions.
Facilitated account openings for branch customers, addressing specific member requirements
Demonstrated cross-selling and upselling skills by effectively promoting Credit Union products and services.
Engaged in external presentations aimed at enhancing membership
Increased sales performance by effectively identifying and taking advantage of sales opportunities.
Attended staff meetings providing feedback on performance metrics.
Participated in community outreach events representing the credit union.
Personal Banking Officer
Wells Fargo Bank
02.1995 - 09.1997
Oversaw a diverse team of up to 20 tellers, combining both full-time and part-time positions.
Ensured accurate and efficient performance through training and mentoring
Maintained optimal scheduling for teller staff in a fast-paced branch environment
Assumed responsibilities when the Branch Manager was not available
Administered pre-employment examinations to assess the eligibility of potential candidates.
Conducted interviews to evaluate qualified and motivated candidates for employment
Organized new-hire paperwork and provided guidance to employees on their newly acquired position.
Created and implemented successful sales competitions that consistently exceeded goals
Resolved sales and service problems by analyzing tracking reports.
Analyzed customer credit profiles to determine eligibility for various types of loans.
Maintained position of trust and responsibility by keeping customer business confidential.
Maintained and built strong client relationships through quality, personalized interactions.
Customer Service Representative
Wells Fargo Bank
04.1993 - 02.1995
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Served as an intermediary to the operations officer, handling escalated customer issues.
Provided support to operations offer by identifying and resolving tellers' out-of-balance conditions
Provided back-office support in areas related to inventory control, cash ordering, vault teller duties, and various other functions
Provided excellent customer service to resolve customer complaints in a timely manner.
Developed strong relationships with customers by providing personalized assistance and support.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Bank Teller
Wells Fargo Bank
03.1990 - 04.1993
Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Identified, referred, and cross-sold appropriate bank products and services
Accountable for control and balancing of cash drawer
Minimized loss potential by adhering to bank policies and procedures
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Maintained confidentiality of bank records, transactions and customer information.
Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Cross-sold bank products such as savings accounts and credit cards to existing clients.
Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Adhered to financial services security and audit procedures.
Delivered exceptional service to customers in person or over telephone.
Education
Retail Sales -
Wells Fargo Retail University
01.1995
Bachelor of Science - Business Administration
San Jose State University
05-1993
Associate of Arts - General Studies
San Jose City College
San Jose, CA
05-1990
A.A. - Accounting
Evergreen Community College
San Jose, CA
01.1989
Skills
Customer engagement management
Strong verbal communication
Effective problem resolution
Proficient in computer applications
Advanced Vietnamese language skills
Effective small group teaching
Effective classroom management
Cross-functional teamwork
Emotional guidance
Enhancing student interaction
Curriculum development
Safety risk assessment
Classroom support
Organized educational space
Enhancing behavioral outcomes
Community engagement
Instructional support
Cross-functional team collaboration
Sensory integration techniques
IEP regulatory compliance
One-on-one teaching
Social inclusion strategies
Interpersonal skills enhancement
Educational support
Student support services
Data gathering
Mathematics coaching
Educational planning
Schedule management
Facilitation of engaging activities
Assistive technology support
Comprehensive reporting standards
Cross-functional team collaboration
Active community engagement
Interactive whiteboard proficiency
Visual communication tools
Process documentation
Performance tracking
Support for diverse learning needs
Student support services
Literacy assistance
Classroom supervision
Comprehensive transition strategy
Customized education plan
Interests
I enjoy cooking for friends and family gatherings
I participate in various sports activities for physical activity, camaraderie, and personal growth
Drawing and Painting
Hiking
Playing Sports
Fundraising Events
Mindfulness Practices
Reading
I enjoy sketching and drawing, which helps improve my creativity and attention to detail
Cooking
I enjoy helping others and giving back to the community