MONISHA MARTIN
Lawndale,CA
Summary
Highly skilled individual that models commitment, value, and meets high performance expectations. Demonstrates the skills needed to meet new and unexpected challenges. Open to new experiences and opportunities to develop new skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Caregiver for Special Needs
Premier Home Health Care Services, Inc.
Culver City, CA
03.2023 - 05.2024
- Assistance with clients' Activities of Daily Living (ADLs) Ambulation, Transfers & Gait Assistance
- Provides hands-on and/or stand-by assistance to ensure that client transfers and ambulates safely
- Grooming and Hygiene- Provides client hands-on and/or stand-by assistance with general hygiene and other grooming activities (washing hands & face, etc.)
- Meal Preparation/Nutritional Support- Follows nutritional and meal planning guidelines to assist with preparation and serving of breakfast, lunch, dinner and/or snacks to ensure proper nutritional intake
- Dressing- Provides hands-on and/or stand-by assistance with changes of client's clothing as needed
- Toileting- May include assisting on/off toilet or commode; assisting with use of urinal or bedpan; changing diapers/briefs; and ensuring cleanliness as needed
- Engages client in appropriate conversations (caregiver is to avoid personal disclosures about self, and discussions about client's family)
- If parents request, teach, train and encourage client to do perform tasks and learn skills as directed
Transaction Coordinator
Civic Financial Services
Redondo Beach, CA
02.2022 - 04.2023
- Updated diverse information databases for tracking client data
- Reduced credit risk by adhering to compliance standards
- Help, assist, and maintain Account Executives' deals from origination to underwriting.
- Developed new profiles in Encompass
- Seeking additional information from brokers and clients during loan processes
- Reviewed and verified all closing documents for accuracy prior to submission.
- Organized and tracked all transactions from contract to close of escrow.
- Collaborated with agents to identify potential problems early on in the transaction process so they can be addressed quickly.
- Ensured timely completion of all necessary paperwork
- Maintaining a large pipeline, making sure everything is in compliance, and files are updated.
- Resolve client problems.
- Keep all documents organized in the internal computer drive.
- Organize all documents in the file and get the file pushed to the next milestone.
- Maintained accurate records of all activities within the transaction process in an organized manner.
- Followed up regularly with agents regarding any outstanding items that are needed for closing.
Recording Specialist
Civic Financial Services
Redondo Beach, CA
03.2020 - 02.2022
- Processed post-closing administrative tasks with accuracy and efficiency
- Facilitated data processing requests requiring cross-departmental communication
- Prepare administrative documents related to title or real estate closings
- Communicating with insurance providers to confirm insurance details and necessary corrections
- Monitored project timelines and milestones to ensure timely completion of tasks.
- Generated Assignments and Allonges
- Requested Deeds, Insurance, and title documents from insurance company
Post Closing Assistant
Civic Financial Services
Redondo Beach, CA
06.2019 - 02.2022
- Follows up diligently on pending title policies
- Manages funded loan pipelines
- Drafted assignments and allonges for appropriate trust entities per county
- Submitted completed assignments and allonges to civic authority for approval
- Uploads executed and notarized Assignments and Allonges into Encompass.
- Provide support to Title Specialist in obtaining title policies
- Investigated recording delays and offered feedback
- Processed post-closing tasks such as document imaging, funding checks, and mailings.
Member Concierge
Aerospace Federal Credit Union
El Segundo, CA
01.2017 - 06.2019
- Welcome members warmly and guide them professionally
- Accurately process member cash deposits, checks, payments, and maintain a balanced drawer at the end of the day
- Safely ID and search members account information, cross-sell credit union products, mail member loan, cd maturity, and delinquent letters
- Provide excellent customer service and assistant loan officer with DMV work
- Up-sell and redirect special services to appropriate account staff and issue cashier checks
- Supervised the teller line
- Process loan applications
- Analyzed trends in customer service metrics to identify areas for improvement across the branch network.
- Supplied tellers with coin and currency.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Verified transactions involving cashier's checks, money orders and account transfers.
- Supervised and trained teller staff on bank policies, procedures, and customer service standards.
- Assisted in the development and updating of teller training materials and procedure manuals.
- Maintained strong knowledge base of product options and sales promotions to better serve every customer
- Evaluated customer account information to assess current issues and determine potential solutions
- Organized and restocked service area to provide optimal experience to members
- Cross-trained in different internal databases and service positions to help team members meet coverage demands.
- Conducted performance reviews of tellers, providing feedback on areas of strength and opportunities for improvement.
- Monitored cash levels in all drawers; balanced cash drawers at the end of each shift.
- Resolved customer complaints promptly and efficiently while maintaining high levels of customer service.
- Trained new hires.
Financial Services Representative
California Credit Union
Inglewood, CA
12.2006 - 11.2013
- Provided members with excellent customer service
- Trained new hires
- Delivered informational sales presentations to potential investors to build symbiotic client relationships
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications
- Met or exceeded sales goals by promoting bank products and services in every interaction
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets
- Supplied tellers with coin and currency
- Balanced daily cash deposits and vault inventory with zero error rate
- Conducted market surveys and industry studies to identify need and demand for new clientele
- Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
- Established new accounts and created memberships, resulting in increased loans and earnings for credit union
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
Teller
Schools Federal Credit Union
Rancho Dominguez, CA
01.2006 - 12.2006
- Maintained confidentiality of bank records and client information
- Generated reports and notification letters to distribute to account holders
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employee's
- Examined checks for identification and endorsement
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
- Adhered to regulatory and company security and audit procedures
- Processed cash withdrawals
- Balanced daily cash deposits and vault inventory with zero error rate
- Warmly welcomed customers and offered pleasant service during entire transaction
- Established new accounts and created memberships, resulting in increased loans and earnings for credit union
- Met or exceeded sales goals by promoting bank products and services in every interaction
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts
Education
Certification of Completion - Cosmetology
Universal College of Beauty Inc
Los Angeles, CA04.2024
CERTIFICATE - Certified Nurse Assistant
Pathways College
Carson, CA01.2016
DIPLOMA -
Inglewood High School
Inglewood, CA, US06.2001
Skills
- Experienced with MS Office Suite
- Excel
- Data Entry
- Leadership
- CRM
- Sales
- Marketing
- Banking 15 plus years of experience
- Financial services
- Customer service
- Compliance, banking laws, and regulations
- 10 key typing
- Communication skills
- Organizational skills
- Customer Engagement
- CPR Card
- Cosmetology
- Cash handling expertise
Certification
Certificate of Completion for Cosmetology, 05/01/24, Present
Affiliations
- Community Volunteer
- Assisting with the organization of events and projects
Timeline
Caregiver for Special Needs
Premier Home Health Care Services, Inc.
03.2023 - 05.2024
Transaction Coordinator
Civic Financial Services
02.2022 - 04.2023
Recording Specialist
Civic Financial Services
03.2020 - 02.2022
Post Closing Assistant
Civic Financial Services
06.2019 - 02.2022
Member Concierge
Aerospace Federal Credit Union
01.2017 - 06.2019
Financial Services Representative
California Credit Union
12.2006 - 11.2013
Teller
Schools Federal Credit Union
01.2006 - 12.2006
Certificate of Completion for Cosmetology, 05/01/24, Present
Certification of Completion - Cosmetology
Universal College of Beauty Inc
CERTIFICATE - Certified Nurse Assistant
Pathways College
DIPLOMA -
Inglewood High School
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