Natalie Castaldy
Altoona,USA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Operational professional with proven track record in optimizing workflows and improving efficiency. Known for delivering consistent results through strategic planning and process enhancement. Reliable team collaborator with focus on adaptability and achieving objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Operational Specialist
Wells Fargo Bank
01.2024 - 06.2025
- Conducted comprehensive risk assessments to proactively identify potential issues and develop mitigation strategies accordingly.
- Optimized resource allocation by assessing project needs and assigning tasks based on individual skills and availability.
- Led cross-functional teams during complex projects ensuring clear communication lines were maintained throughout all stages.
- Streamlined operational processes by identifying inefficiencies and implementing targeted improvements.
- Collaborated with stakeholders to define project scope, objectives, deliverables, and success criteria for optimal results alignment.
- Created detailed project plans outlining timelines, milestones, resources, and deliverables for successful execution.
- Directed day-to-day logistical operations for 60+-employee organization.
Assistant Branch Retail Manager
Community State Bank
06.2023 - 01.2024
- Responsibilities include managing resources and staff, developing and attaining sales goals, delivering customer service, and growing the location’s revenues.
- Supervised staff to ensure customer satisfaction and proper performance of duties.
- Managed daily operations of the store, including opening and closing procedures.
- Hired, trained, mentored, and evaluated staff members on a regular basis.
- Overseeing the performance of other employees who work in their branches.
- Seek employees with experience, proven success, and leadership skills.
- Attributes diligence, strong analytical skills, and the ability to prioritize, multitask, and focus on detail.
- Developed strategies for increasing sales and improving customer service.
- Developed marketing campaigns that targeted potential customers within the local area.
- Connected with customers to provide assistance and collect feedback to optimize operations.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Revenue Officer II
State of Nevada- Department of Taxation
11.2021 - 06.2023
- Making sure businesses are in compliance with the State of Nevada. Being aware of Sales and Use Tax and Modified Business Tax.
- Verified accuracy of financial documents such as income tax returns, balance sheets, and bank statements.
- Assisted taxpayers with inquiries related to their accounts, payment plans, and other financial matters.
- Issuing Liens and Bank Withholds on Taxpayers who have liabilities to the State of Nevada.
- Analyzed financial data from various sources to identify potential areas of noncompliance.
- Negotiated repayment arrangements with customers in order to resolve outstanding debt issues.
- Investigated taxpayer complaints regarding discrepancies in payments or billing errors.
- Provided guidance to taxpayers on filing requirements, payment options, and applicable laws and regulations.
- Maintained up-to-date knowledge of current tax laws and regulations.
- Increased revenue by implementing effective tax collection strategies and monitoring taxpayer compliance.
- Promoted transparency through clear reporting of findings during audits, enhancing understanding between taxpayers and the agency.
Internal Control and Quality Assurance Manager
Greater Nevada Credit Union
11.2020 - 11.2021
- Assist with Internal/External Fraud- Assist Manager and VP of Operations with daily and weekly fraudulent reports. Set up General Ledgers and Excel Spreadsheets for budgeting new accounts to Greater Nevada Credit Union. Set up and assist members to join our banking service. Complete every banking deposit forms.
- Kept up-to-date with loan product knowledge, internal policies, procedures and regulations.
- Developed and implemented training programs for employees on new or revised laws, regulations, and company policies.
- Performed risk assessments to identify areas of non-compliance and potential risks.
- Maintained accurate records of all activities related to compliance monitoring.
- Created processes and systems for ensuring ongoing compliance with relevant rules and regulations.
- Trained team members on quality assurance principles, fostering a culture of accountability and high performance.
Tax Examiner II
State of Nevada- Department of Taxation
03.2019 - 11.2020
- Responsible of providing excellent customer service and making sure taxpayers are compliant with the State of Nevada.
- Multitasking in a high paced environment with multiple Timeframes.
- Issued Clearance Letters for Off Highway Vehicles, Boats, and Vehicles.
- Signing up Taxpayers with new Nevada Business Registrations.
- Interpreted federal, state, and local taxation codes for individuals or businesses.
- Assisted taxpayers in understanding their obligations related to filing taxes.
- Evaluated financial statements for completeness and accuracy prior to submitting them for review.
- Advised taxpayers on how they can reduce their overall tax liabilities by taking advantage of available deductions or credits.
- Ensured timely processing of returns through efficient workload management and attention to detail.
Administrative Assistant III
State of Nevada- Department of Motor Vehicles
10.2018 - 03.2019
- Providing customer service to customers in Revenue and Revenue Recovery.
- Issued payment plans with customers to ensure they would be compliant with the State of Nevada.
- Multitasking in a high paced environment. Worked on monthly budgeting on Excel Spreadsheet to confirm DMV’s budget.
- Closed DMV Field Technicians with their money drawer.
- Reconciled daily reports and audited DMV codes from DMV Field Technicians.
Clerical Trainee
State of Nevada- Department of DETR
10.2017 - 10.2018
- Organized, reviewed, and distributed incoming mail.
- Provide support and/or back up coverage for administrative registration services and staff as assigned.
- To maintain automated records including billing profiles, financial data; updating Oracle Access Manager to correctly reflect current client information utilizing financial investigation.
- Facilitated smooth day-to-day operations within the office through diligent attention to detail in completing assigned tasks on schedule.
Retail Sales Manager
Ulta Beauty Inc.
04.2014 - 10.2017
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
- Boosted sales performance by implementing effective visual merchandising and store layouts.
- Trained new sales associates on company policies, selling techniques, and customer service best practices to maximize their potential.
- Maintained company's visual merchandise standards through general housekeeping and planograms.
- Analyzed sales data and trends to identify areas for improvement in both individual and team performance, leading to increased revenue.
- Recruited, hired and trained 50+ associates to develop into productive team members with excellent product knowledge.
Education
Associates Degree -
Western Nevada College
06.2017
Skills
- Precision in detail management
- Payroll management
- Payment reconciliation
- Microsoft Word-Microsoft Office-Microsoft Outlook
- Proficient in Excel functions
- Leadership experience
- Payroll administration
- Strategic business development
- Budget and financial forecasting
- General Ledger Reconciliation
- Cash flow oversight
- Conducting internal audits
- Supervising experience
- Sales management
- Quality control expertise
- Employee Scheduling
- Operations Management
- Customer Service
- Relationship Selling
- Team Training and Development
- Process and Procedure Development
- Leadership Development
- Driving Business Growth
- Operational efficiency
Certification
Bank Secrecy Act Certificate
Timeline
Operational Specialist
Wells Fargo Bank
01.2024 - 06.2025
Assistant Branch Retail Manager
Community State Bank
06.2023 - 01.2024
Revenue Officer II
State of Nevada- Department of Taxation
11.2021 - 06.2023
Internal Control and Quality Assurance Manager
Greater Nevada Credit Union
11.2020 - 11.2021
Tax Examiner II
State of Nevada- Department of Taxation
03.2019 - 11.2020
Administrative Assistant III
State of Nevada- Department of Motor Vehicles
10.2018 - 03.2019
Clerical Trainee
State of Nevada- Department of DETR
10.2017 - 10.2018
Retail Sales Manager
Ulta Beauty Inc.
04.2014 - 10.2017
Associates Degree -
Western Nevada College
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