Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Jhanda

Lemoore,CA

Summary

Professional banker equipped for delivering exceptional customer service and financial solutions. Proven ability to navigate complex financial inquiries, maintaining high standards and achieving results. Strong focus on team collaboration and adaptability, ensuring reliable support and responsive service. Skilled in problem-solving, communication, and building client relationships.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Caregiver

Yusuf and Selma Jhanda
04.2017 - 11.2023
  • Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
  • Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
  • Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
  • Assisted with daily living activities, running errands, and household chores.
  • Administered medications as prescribed, ensuring accurate dosage and timely administration for maximum efficacy.

Administrative Assistant

Sacramento Memorial Lawn
12.2011 - 06.2017
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.

Premier Phone Banker 2

Wells Fargo Bank
03.2006 - 11.2009
  • Delivered exceptional service through accurate processing of financial transactions and timely resolution of issues.
  • Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
  • Stayed current on changing products, services and policies to offer exceptional service to customers.
  • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
  • Received numerous accolades from supervisors for consistent high-quality performance, dedication to client satisfaction, and commitment to professional growth.

Member Service Representative II

Schools Financial Credit Union
09.2003 - 01.2006
  • Opened customer accounts and provided deposit and withdrawal receipts.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Educated and engaged customers with new bank products and services.
  • Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
  • Contributed to branch sales goals by effectively cross-selling credit union products and services.

Loan Customer Service Representative

Golden 1 Credit Union
03.1995 - 08.2001
  • Demonstrated a strong understanding of loan products, terms, and eligibility requirements to enhance the overall customer experience.
  • Collaborated with cross-functional teams to develop strategies for improving overall lending operations.
  • Provided exceptional customer service, addressing borrower concerns and offering guidance on available loan options.
  • Enhanced loan application processing by streamlining documentation and verification procedures.
  • Served as a liaison between borrowers and underwriters, facilitating communication throughout the entire loan process from application submission to closing.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.

Education

No Degree -

Sacramento City College
Sacramento, CA

Skills

  • Dependable and responsible
  • Time management
  • Reliability and punctuality
  • Conflict resolution
  • Multitasking
  • Teamwork and collaboration

Certification

  • CNP - Certified Notary Public

Timeline

Caregiver

Yusuf and Selma Jhanda
04.2017 - 11.2023

Administrative Assistant

Sacramento Memorial Lawn
12.2011 - 06.2017

Premier Phone Banker 2

Wells Fargo Bank
03.2006 - 11.2009

Member Service Representative II

Schools Financial Credit Union
09.2003 - 01.2006

Loan Customer Service Representative

Golden 1 Credit Union
03.1995 - 08.2001

No Degree -

Sacramento City College

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Lisa Jhanda