Natalie Treva Tabios
Gardena,US
Summary
Highly organized and detail-oriented professional with experience in customer service and support. Skilled in analyzing customer feedback to identify areas of improvement and utilizing reporting for business metrics to guide team member coaching and performance management. Proficient in ticketing systems and hardware troubleshooting. Adept at developing and providing training and staff development programs.
Overview
13
13
years of professional experience
Work History
High Volume Account Manager
Autane llc
, CA
06.2021 - 08.2025
- Led contract negotiations, ensuring alignment with company policies and client expectations.
- Implemented strategic account plans that drove revenue growth and market penetration.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Spearheaded coordination of cross-functional teams for delivering customized solutions that met client needs.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Recorded accurate and efficient records in customer database.
- Analyzed discrepancies in financial statements to ensure accuracy and compliance with company policies.
- Managed accounts payable and receivable processes, ensuring timely and accurate financial transactions.
- Reconciled bank statements and internal accounts to maintain financial integrity and accuracy.
- Prepared and processed monthly financial reports, enhancing visibility into departmental expenditures.
- Maintained meticulous records of invoices, receipts, and payments to support auditing processes.
ESCROW ASSISTANT
Westview Escrow
01.2020 - 06.2021
- Assisting with customer service and administrative duties related to escrow closings.
- Conduct opens orders and provide closing statements from worksheet prepared by Escrow Officer.
- Prepare documents for closing and manage complete disbursement and follow up of all escrow transactions.
- Convey requirements and other information to clients including Title exceptions.
- Interpret earnest money agreements related to closing and prepare all documents required for escrow transactions.
- Process opening orders, initiate file set up, allocate funds and write transmittals for funds and documents for escrow process.
- Coordinated escrow transactions by preparing and reviewing closing documents for accuracy.
- Managed incoming and outgoing funds, meticulously tracking and reconciling all escrow accounts.
- Streamlined workflows by implementing digital filing systems, enhancing document retrieval efficiency.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Maintained open communication with lenders, brokers and borrowers.
BANKING MANAGER
Pacific United Services Inc
07.2014 - 01.2019
- Manage reconveyances, maintain pre-closing and perform post-closing follow up on assigned files.
- Manage complex and an advanced variety of administrative functions within functional area.
- Prepare reports including conclusions and recommend solution for problem.
- Resolve problems involving several concrete variables in or from standardized situations.
- Provide efficient customer service by speaking with borrowers regarding refinances.
- Perform quality control, vesting check and legal on mortgage to validate against commitment and send documents to record following established guidelines.
- Prepared forms, such as receipts, withdrawal orders, transmittal papers, and transfer confirmations, based on transaction requests from stockholders.
- Verified ownership and transaction information and dividend distribution instructions to conform with governmental regulations, using stock records and reports.
- Computed total holdings, dividends, interest, transfer taxes, brokerage fees, and commissions and allocated appropriate payments to customers.
- Directly supervised members in the Job Training Department.
- Carried out supervisory responsibilities in accordance with the organization's policies and applicable laws.
- Responsibilities include training members to work with high volume cash, planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems; creating and assigning shift scheduling.
- Developed and maintained training materials, including user guides, quick-reference cards and job aids.
- Assessed employee performance to determine improvement in productivity and efficiency and recommended training solutions when needed.
BANKING REPRESENTATIVE
BANC LLC
07.2012 - 06.2014
- Competent in following regulatory and company procedures.
- Maintains security and accountability over all assigned operating funds.
- Verifies all funds received and disbursed to other departments and line cashiers.
- May process fills and credits from games and slots.
- Ensures accurate records and documenting of all transactions affecting the cashier office accountability on an assigned shift.
- Prepares daily bank deposits.
- Performs all duties in a confidential manner.
- Disburses and receives all departmental revenues and keys.
- Balanced cash drawer and maintained full accountability for assigned cash on hand.
- Adhered to security and regulatory requirements surrounding financial transactions.
- Responded to banking inquiries and requests from customers.
- Drafted currency and transaction reports at close of each business day.
Education
Bachelor's - Accounting
University of Phoenix-Southern California Campus
Gardena, CA03.2024
High School Diploma - undefined
Mccallum High School
12.2009
Skills
- Ticketing Systems
- Organization
- Hardware Troubleshooting
- Customer Service
- Training
- Performance Management
- Cash Management
- Financial Reporting
- Quality Control
- Administrative Support
Timeline
High Volume Account Manager
Autane llc
06.2021 - 08.2025
ESCROW ASSISTANT
Westview Escrow
01.2020 - 06.2021
BANKING MANAGER
Pacific United Services Inc
07.2014 - 01.2019
BANKING REPRESENTATIVE
BANC LLC
07.2012 - 06.2014
High School Diploma - undefined
Mccallum High School
Bachelor's - Accounting
University of Phoenix-Southern California Campus
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