Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
9
9
years of professional experience
Work History
Property Manager Assistant
Commercial Project Management Nevada, LLC
Reno, NV
03.2023 - 03.2024
Provided administrative support for the property manager including filing, typing correspondence, answering phone calls and scheduling meetings.
Conducted regular inspections of properties to identify any needed repairs or improvements.
Monitored building maintenance and repairs, coordinated with contractors to ensure completion of tasks.
Reviewed existing lease documents making sure that they are up to date and compliant with local laws.
Prepared monthly financial reports for review by the property manager.
Senior Small Business Banker
Wells Fargo
RENO, NV
05.2021 - 03.2023
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.
PERSONAL BANKER
Wells Fargo
RENO, NV
09.2018 - 05.2021
Building strong, trusting relationships, to engage with existing customers, understand what is most important to them and help with their current and future financial needs
Acquiring, servicing and growing new business by receiving additional roles like Business Advocate, and Wells at Work Advocate, in order to build and foster strong community relationships
Provides effective segmentation processes with knowledge to products and services to partners within various areas of consumer and small business, such as, Business Banking Advisory Specialist, Merchant Services, Payroll Services, and Brokerage Financial Advisors
Strong understanding of policies, procedures and disclosures; perform risk assessment for consumer, follow regulatory guidelines, small business deposit and credit, and making risk management top priority.
Teller
Wells Fargo
Reno, NV
03.2017 - 09.2018
Effectively provide customers with financial recommendations by taking the time to ask questions to understand financials needs.
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Assistant Manager, Customer Service
Payless Shoes Source
Reno, NV
07.2015 - 04.2017
Thrived in a fast paced environment and continuously provided excellent customer service by utilizing my teams support to delegate and execute any minor task
Provided effective weekly sales plan on conference calls that exceeded sales goals and that were achievable for the team
Trained and supervised customer service staff on policies, procedures, and best practices.
Resolved escalated complaints from customers in a timely manner.
Education
Pre-Licensing Course -
Northern Nevada Real Estate School
Reno, NV
Skills
Relationship Building And Management
Account Management
Risk Mitigation
Issues Resolution
Inbound And Outbound Calling
Administrative Support
Data Entry
Maintenance Knowledge
Financial Budgeting And Reporting
Languages - Fluent in Spanish
Timeline
Property Manager Assistant
Commercial Project Management Nevada, LLC
03.2023 - 03.2024
Senior Small Business Banker
Wells Fargo
05.2021 - 03.2023
PERSONAL BANKER
Wells Fargo
09.2018 - 05.2021
Teller
Wells Fargo
03.2017 - 09.2018
Assistant Manager, Customer Service
Payless Shoes Source
07.2015 - 04.2017
Pre-Licensing Course -
Northern Nevada Real Estate School
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