Lorena Perez
Odessa
Summary
Friendly Receptionist with background in various office settings. Knowledgeable about security, service and clerical requirements. Takes on multiple simultaneous tasks with excellent time management abilities and resourceful approach.
Overview
13
13
years of professional experience
Work History
Receptionist
Loncar Lyon Jenkins
Odessa, TX
06.2024 - Current
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Assisted with planning office events and meetings for smooth execution.
Senior Personal Banker
First Bank & Trust
Odessa, TX
05.2023 - 06.2024
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Cross-sold credit cards, loans and other bank products.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
Teller
Complex Community Federal Credit Union
Odessa, TX
07.2013 - 08.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Secretary's Assistant
ECISD- Career Tech Education
Odessa, TX
05.2011 - 07.2013
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Kept reception area clean and neat to give visitors positive first impression.
- Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
Education
High School Diploma -
Permian High School
Odessa05.1996
Skills
Organization skills
Time Management
Telephone skills
Data Entry
Family Oriented
I am also bilingual and a notary
Languages
Spanish
Full Professional
Timeline
Receptionist
Loncar Lyon Jenkins
06.2024 - Current
Senior Personal Banker
First Bank & Trust
05.2023 - 06.2024
Teller
Complex Community Federal Credit Union
07.2013 - 08.2022
Secretary's Assistant
ECISD- Career Tech Education
05.2011 - 07.2013
High School Diploma -
Permian High School
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