Nancy Aguirre
Cicero,Illinois
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Admission Advisor
Perdoceo Education
02.2020 - 05.2023
- Assist Military students and civilians
- Discussing potential career paths with students
- Helping students select their major or degree program
- Sharing information regarding financial aid options
- Helping students complete required paperwork
- Conduct thorough phone interviews and email correspondence to determine educational needs, interests, motivation, and potential concerns of prospective students.
- Identified and addressed concerns of incoming students and parents.
- Maintained positive relationships with students, faculty, alumni and administration.
- Regularly met with enrolled students to confirm success and identify problem areas.
- Reviewed and discussed new students' academic credentials, interests and educational goals.
- Used data to monitor students' progress and recommend solutions for improvement.
- Gathered necessary paperwork and applications for students to initiate enrollment process.
- Developed new student orientation programs to build excitement around transfer and enrollment.
- Assessed student's abilities and recommended degree programs to highlight strengths.
- Worked with financial aid office to verify student's' applications and discuss payment options.
- Maintained student database and electronic records for each student contact.
- Answered student inquiries and resolved problems related to curriculum and course prerequisites.
- Educated students on course selection to align with career goals.
- Mentored students, offering advice and support on topic selection, appropriateness and academic value.
- Provided support and guidance to students experiencing academic and personal troubles.
- Coordinated follow up and student outreach to monitor academic progress for at-risk students.
- Conducted seminars, workshops, and educational presentations for enrichment opportunities for students.
- Provided comprehensive support services encompassing career and personal goals of student.
- Conducted academic advisement services for students on reoccurring basis to maintain educational progression.
- Reviewed student files to meet deadlines for completing various graduation requirements.
- Discussed student success strategies and development of study skills.
- Assisted students in selecting courses to align with interests and abilities.
- Helped students with initial adjustment to university academic life and interpreted institutions policies and requirements.
- Organized, detailed and excellent track record of working well under pressure to meet deadlines.
- Received and reviewed transcripts to determine eligibility for admission to college or specific programs.
- Maintained accurate confidential participant files to meet state and federal guidelines.
- Investigated complaints and worked with students, parents and teachers on finding positive resolutions.
- Met firm deadlines while applying result-driven and goal-oriented methodology to teaching initiatives.
- Determined validity and reliability of data gathering methods.
- Assessed data gathering methods for validity and reliability purposes.
- Motivated diverse and experienced teaching team of 10 employees while demonstrating strong leadership skills.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
- Provided professional services and support in a dynamic work environment
- Demonstrated strong organizational and time management skills while managing multiple projects
- Paid attention to detail while completing assignments
- Worked effectively in fast-paced environments
- Learned and adapted quickly to new technology and software applications
- Acted as a team leader in group projects, delegating tasks and providing feedback
- Developed strong communication and organizational skills through working on group projects
- Resolved problems, improved operations and provided exceptional service
- Proven ability to develop and implement creative solutions to complex problems
Financial Specialist
PNC Bank
04.2016 - 02.2020
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
- Developed queries and performed analysis to optimize business intelligence.
- Initiated 10 conversations per day with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened over 50 relationships with new clients and educated over 100 clients on account services and capabilities.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted clients with budgeting and cash flow management
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Monitored and updated financial plans to comply with client goals
- Studied financial documents to identify potential areas needing improvement
- Developed and maintained strong relationships with clients to maximize satisfaction
- Helped clients make informed decisions about financial future
Professional Development, Landmark Forum
Leadership & Organizational Development
01.2016 - 05.2018
- Created community project to raise winter wear for all kids all ages.
- Finish entire curriculum for Landmark that consist of 4 courses
- Helped transform my way of thinking to transformative learning.
- Enhance assertiveness, work ethics, integrity, interpersonal communications and enhance problem solving.
- All skills are used in my personal life and at work.
- Helped set appropriate goals and plans to achieve targets.
- Offered guidance and advice to help cultivate self-esteem and community involvement.
Branch Supervisor
Byline Bank
10.2014 - 04.2016
- Operations
- Processing, proof teller work
- Audit
- Vault
- ATM processing
- Ordering cash & Shipping and receiving money
- Proper signs to be up to date for work compensation, labor laws
- All logs to be filled and filed correctly
- Counterfeit prevention and security
- MIL & CTRs Reports and OFAC
- Security reviews monthly and Quarterly
- Meetings with all team members
- Scheduling for two offices
- Money Management for office, ATMS and second office
- New accounts
- Bank operations
- Record keeping, internal audit retention
- Monitor fraudulent activity
- Circle of success for everyone
- CRA information
- Coaching new tellers, bankers, and supervisors
- Create action plan for each employee for career development
- Assist on creating new Teller and banker Program
- New Hiring Process
- Behavior corrective Action
- Visiting businesses to arrange presentation for new prospect clients.
- Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
- Motivated, trained and disciplined employees to meet performance benchmarks.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Executed extensive variety of customer transactions according to institutional policy and procedures.
- Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
- Managed maintenance of facility and grounds.
- Delivered product and service quality and inspired team members to reach and maintain department goals and objectives.
- Collaborated with other supervisors to coordinate activities of individual team members and departments.
- Assigned job roles and oversaw performance.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Resolved issues through active listening and open-ended questioning, escalating major problems Branch Manager.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Mentored office employees on proper administrative procedures and how to use programs such as Excel, outlook, keeping operations consistent and efficient for maximum performance.
- Supervised 15 administrative team members and provided constructive feedback, resulting in higher morale and increased employee retention.
- Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Arranged corporate and office conferences for company employees and guests.
- Developed and implemented office management procedures to increasing training team productivity and accuracy.
- Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Recruited, hired, trained and supervised staff of 15 and implemented mentoring program that offered positive employee engagement.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Kept high average of performance evaluations over 6 months.
Financial Specialist/ Universal Banker
PNC BANK, Universal Banker
07.2011 - 10.2014
- Cold calling/ Scheduling appointments (Personal, Business, Investments)
- Searching prospect business to schedule appointments
- Getting in contact with proper ECO Partners to further assist prospect and existing clients
- Going to marketing events to gain prospect personal clients
- Review existing Cold calling/ Scheduling appointments (Personal, Business, Investments)
- Searching prospect business to schedule appointments
- Review existing clients to help discover potential needs in their short and long term savings goals
- Create follow up action plan for every client within next 6 months of recent visit
- Operations
- Filing documents
- Personal, business, investment, Lending
- Collecting, reviewing and processing documents for Mortgages, Home Line of credits, Home installments, Auto, personal loans, Business loans, investment borrowing CDs, IRAs (Roth &Traditional)
- Collecting, reviewing and processing documents for
- Creating Daily, weekly, monthly action plans to meet Goals
- Having financial wellbeing conversations with every client
- Multitasking
- Uncovering needs for clients every opportunity came across
- Working closely with all ECO partners and employees at branch to get work done
- Fraud handling
- Documents filling reports
- Quoting rates
- Sketch numbers for clients to know better solution for them clients to help discover potential needs in their short and long term savings goals
- Create follow-up action plan for every client within next 6 months of recent visit.
- Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Developed queries and performed analysis to optimize business intelligence.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Worked flexible hours; night, weekend, and holiday shifts.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Carried out day-day-day duties accurately and efficiently.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
- Expanded customer base through community outreach and strategic business partnerships.
- Created onsite visits to prospect business/ existing business partners to promote products and services.
- Assisted corporate onsite events with ECO partners to promote services and products.
- Informed clients of strategies for reducing debt and maximizing savings
- Educated clients on financial topics and best practices
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management
- Assisted clients with budgeting and cash flow management
Education
No Degree - Substitute License
Board of Education
Chicago, IL05.2023
Bachelor of Science - Business Administration And Management
Colorado Technical University
11.2022
High School Diploma -
Morton East High School
Cicero, IL06.2010
Skills
- Team Player
- Multitasker
- Empowering Leadership/ Mentor
- Active Listening
- Client Satisfaction
- Self Motivator
- Adaptability / Innovator
- Time management/ organizer
- Problem solver/ decision maker
- Interpersonal communication
- Bilingual Spanish Fluent reading and writing
- Assertive
Accomplishments
- Collaborated with team of 3 in the development of raising winter wear for the community and over 1,000 pieces of clothing donated for our community.
Certification
- Certified Substitute Teacher, Kelly Services - 2 months
Languages
Spanish
Native or Bilingual
Timeline
Senior Admission Advisor
Perdoceo Education
02.2020 - 05.2023
Financial Specialist
PNC Bank
04.2016 - 02.2020
Professional Development, Landmark Forum
Leadership & Organizational Development
01.2016 - 05.2018
Branch Supervisor
Byline Bank
10.2014 - 04.2016
Financial Specialist/ Universal Banker
PNC BANK, Universal Banker
07.2011 - 10.2014
No Degree - Substitute License
Board of Education
Bachelor of Science - Business Administration And Management
Colorado Technical University
High School Diploma -
Morton East High School
Similar Profiles
TIARA MCCULLOUGHTIARA MCCULLOUGH
Loan Coordinator at Perdoceo EducationLoan Coordinator at Perdoceo Education
DESTINI HINSONDESTINI HINSON
IRC Coordinator at Perdoceo EducationIRC Coordinator at Perdoceo Education
Mykeisha HartfieldMykeisha Hartfield
IRC Coordinator at Perdoceo EducationIRC Coordinator at Perdoceo Education