Processed closing docs for various styles of mortgage loans, from Fha, conventional to USDA and more. Handled disclosures from CD to closing all while maintaining efficient turn times. I also helped with assisting new employees and training as well as training current employees on new programs when a new program would roll out.
Relationship Banker
BANK OF THE WEST
Sacramento, California
10.2017 - Current
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Sell services or equipment, such as trusts, investments, or check processing services.
Prepare forms or agreements to complete sales.
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Make presentations on financial services to groups to attract new clients.
Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
Perform teller duties as required.
Refer customers to appropriate bank personnel to meet their financial needs.
Investigate and correct errors upon customers' request, according to customer and bank records.
Execute wire transfers of funds.
Process loan applications.
Obtain credit records from reporting agencies.
Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Duplicate records for distribution to branch offices.
Schedule repairs for locks on safe-deposit boxes.
Prepare and verify cashier's checks.
Sort and file deposit slips and checks.
Order a supply of cash to meet daily needs.
Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
Resolve problems or discrepancies concerning customers' accounts.
Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
Monitor bank vaults to ensure cash balances are correct.
Perform clerical tasks such as typing, filing, and microfilm photography.
Prepare work schedules for staff.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Prepare forms or agreements to complete sales.
Assistant Mgr. - Certified Mentor
CHASE BANK
Roseville, California
02.2015 - 10.2017
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
Order a supply of cash to meet daily needs.
Receive and count daily inventories of cash, drafts, and travelers' checks.
Prepare and verify cashier's checks.
Sort and file deposit slips and checks.
Carry out special services for customers, such as ordering bank cards and checks.
Identify transaction mistakes when debits and credits do not balance.
Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
Resolve problems or discrepancies concerning customers' accounts.
Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
Count, verify, and post armored car deposits.
Perform clerical tasks such as typing, filing, and microfilm photography.
Prepare work schedules for staff.
Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
Perform teller duties as required.
Sales Manager
AUTO SALES
Sacramento, California
01.2014 - 02.2015
Resolve customer complaints regarding sales and service.
Oversee regional and local sales managers and their staffs.
Determine price schedules and discount rates.
Greet customers and ascertain what each customer wants or needs.
Describe merchandise and explain use, operation, and care of merchandise to customers.
Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
Compute sales prices, total purchases and receive and process cash or credit payment.
Answer questions regarding the store and its merchandise.
Prepare sales slips or sales contracts.
Maintain records related to sales.
Ticket, arrange and display merchandise to promote sales.
Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
Prepare daily reports of fuel, oil, and accessory sales.
Maintain customer records and follow up periodically with telephone, mail, or personal reminders of services due.
Para Instructor
TWIN RIVERS SCHOOL DISTRICT
Sacramento, California
09.2012 - 01.2014
Provide extra assistance to students with special needs, such as non-English-speaking students or those with physical and mental disabilities.
Supervise students in classrooms, halls, cafeterias, school yards, and gymnasiums, or on field trips.
Tutor and assist children individually or in small groups to help them master assignments and to reinforce learning concepts presented by teachers.
Enforce administration policies and rules governing students.
Discuss assigned duties with classroom teachers to coordinate instructional efforts.
Instruct and monitor students in the use and care of equipment and materials to prevent injuries and damage.
Observe students' performance, and record relevant data to assess progress.
Present subject matter to students under the direction and guidance of teachers, using lectures, discussions, or supervised role-playing methods.
Prepare lesson materials, bulletin board displays, exhibits, equipment, and demonstrations.
Organize and supervise games and other recreational activities to promote physical, mental, and social development.
Distribute teaching materials such as textbooks, workbooks, papers, and pencils to students.
Organize and label materials and display students' work in a manner appropriate for their eye levels and perceptual skills.
Use computers, audio-visual aids, and other equipment and materials to supplement presentations.
Attend staff meetings and serve on committees, as required.
Type, file, and duplicate materials.
Assist in bus loading and unloading.
Maintain computers in classrooms and laboratories and assist students with hardware and software use.
Distribute tests and homework assignments and collect them when they are completed.
Grade homework and tests, and compute and record results, using answer sheets or electronic marking devices.
Take class attendance and maintain attendance records.
Prepare lesson outlines and plans in assigned subject areas and submit outlines to teachers for review.
Participate in teacher-parent conferences regarding students' progress or problems.
Conduct demonstrations to teach such skills as sports, dancing, and handicrafts.
Plan, prepare, and develop various teaching aids such as bibliographies, charts, and graphs.
Collect money from students for school-related projects.
Monitor classroom viewing of live or recorded courses transmitted by communication satellites.
Manager
STARBUCKS
Pendleton, Oregon
07.2011 - 08.2012
Direct non-merchandising departments of businesses, such as advertising or purchasing.
Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory.
Monitor businesses and agencies to ensure that they efficiently and effectively provide needed services while staying within budgetary limits.
Plan and direct activities such as sales promotions, coordinating with other department heads as required.
Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.
Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.
Manage staff, preparing work schedules and assigning specific duties.
Tech Support
SUTTER MEDICAL
Rancho Cordova, California
06.2010 - 06.2011
Oversee the daily performance of computer systems.
Answer user inquiries regarding computer software or hardware operation to resolve problems.
Enter commands and observe system functioning to verify correct operations and detect errors.
Install and perform minor repairs to hardware, software, or peripheral equipment, following design or installation specifications.
Maintain records of daily data communication transactions, problems and remedial actions taken, or installation activities.
Hire, supervise, and direct workers engaged in special project work, problem solving, monitoring, and installing data communication equipment and software.
Associate Trainer
PANERA BREAD
Sacramento, California
06.2007 - 05.2010
Offer specific training programs to help workers maintain or improve job skills.
Train workers in food preparation, and in service, sanitation, and safety procedures.
Compile and balance cash receipts at the end of the day or shift.
Perform various financial activities such as cash handling, deposit preparation, and payroll.
Supervise and participate in kitchen and dining area cleaning activities.
Purchase or requisition supplies and equipment needed to ensure quality and timely delivery of services.
Observe and evaluate workers and work procedures to ensure quality standards and service, and complete disciplinary write-ups.
Assign duties, responsibilities, and work stations to employees in accordance with work requirements.
Inspect supplies, equipment, and work areas to ensure efficient service and conformance to standards.
Manage staff, preparing work schedules and assigning specific duties.
Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.