Nattlee Chavez
Santa Fe,NM
Summary
Driven professional with proven expertise in financial accuracy, attention to detail, time management, and interpersonal skills. Experienced in problem solving with strong analytical skills and confidence to resolve challenging tasks. Ability to thrive in changing environments with a positive attitude while delivering successful projects in a timely and professional manner. Team leadership Experience in Sales Customer service Ability to Effectively Read, Understand and Follow Policies, Procedures, and Regulations Perform cost analysis Passion to strive for more education Desire to make myself and others around me successful. Perform clerical work involving the use of independent judgment and personal initiative. Follows policies and procedures.
Overview
15
15
years of professional experience
Work History
Payment Specialist
State of New Mexico CYFD-FACTS
Santa Fe, NM
12.2023 - 04.2024
- Researched discrepancies related to customer accounts and payments
- Developed and maintained relationships with customers to ensure payment accuracy
- Assisted customers with inquiries regarding overpayment
- Identified and resolved billing issues efficiently and accurately
- Created reports on payment activity for management review
- Performed data entry into the company's financial system as needed
- Reconciled incoming payments against outstanding invoices to ensure accurate records were kept
- Learned to retrieve data from FACTS
- Mail distribution to proper departments
- Excel experience
- Answering phones and directing them to the best contact
- Investigated customer complaints relating to unpaid invoices
- Generated reports on overdue payments and sent out reminder letters as needed
- Collaborated with other departments within the organization to resolve any payment discrepancies
- Performed data import, scanning or manual keying processes to verify invoice accuracy
- Generated, mailed and monitored invoices
Universal Banker
Enterprise Bank And Trust
Albuquerque, N.M.
09.2017 - 09.2020
- Cash and check account deposits, withdrawals, issuing cashier's and temporary checks, setting up members for online banking, accuracy, ACH (automatic payments), Disputes, UBO Beneficial Ownership understanding, loltas, partnerships, trust and IRA accounts/CDs
- Also address changes, debit card maintenance, and excellent customer service
- Reduced bank losses by setting successful risk management policies
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Advised customers on bank products, services and financial planning options
- Completed loan servicing procedures to assess compliance with bank
- Set up new and regularly serviced existing accounts to bring in maximum revenue
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies
- Verified amounts and integrity of every check or funds transfer
- Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
- Reviewed business packages and offered expert advice
- Achieved or exceeded personal sales goals on consistent basis
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
- Completed daily cash balancing, including ATM
- Modified, opened and closed customer accounts
- Met with new clients and completed pre-qualification procedures
- Completed thorough and accurate documentation for all money movements, deposits or withdrawals
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets
- Maintained cash drawer by following exact procedures for transactions and strong security protocols
- Helped customers understand and use technical tools such as mobile applications and online banking
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
- I was one of the bankers that created the business accounts to keep business's going during COVID 19 I went through the SBA loans information and PPP
Customer Service Banker
Bank Of The West
Albuquerque, N.M.
04.2017 - 09.2017
- Cash and check account deposits, withdrawals, issuing cashier's and temporary checks, setting up members for online banking, accuracy, maintaining a balanced drawer, assisting customers with access into safety deposit boxes, cross sales and excellent customer service
- Verified amounts and integrity of every check or funds transfer
- Reported daily averages and shortages to operations department
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction
- Examined checks for identification and endorsement
Receptionist
H&R Block
Espanola, NM
07.2009 - 04.2016
- Processing cash, check and credit card payments, performing cost analysis, maintaining a professional and tidy business office, filing and document control, confidential handling of personal information, first line of contact customer service, administrative work, and answering, screen and forward incoming phone calls
Teller
Del Norte Credit Union
Los Alamos, NM
01.2013 - 11.2015
- Cash and check account deposits, withdrawals, issuing cashier's and temporary checks, setting up members for online banking, shared branching, accuracy, maintaining a balanced drawer, vault audits, vault verification, refilling TCDs (Teller Cash Dispensers), balancing instant debit card machine, assisting customers with access into safety deposit boxes
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Entered member transaction data into online banking software
- Maintained confidentiality of bank records and client information
- Adhered to financial services security and audit procedures
- Identified and reported suspicious behavior to security personnel as appropriate
- Assessed daily reports and generated notification letters to delinquent account holders
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
Education
Business and political science -
01.2020
University of New Mexico
Los Alamos, NM01.2013
High School -
Española Valley High School
Espanola, NM01.2012
Skills
- Microsoft Word
- Excel
- PowerPoint
- Administrative
- Banking
- Cashier
- Cost analysis
- Credit
- Detail Oriented
- Filing
- Office
- Public Relations
- Safety
- Sales
- Scanning
- Scheduling
- Self-Starter
- Phone
- Organization and efficiency
- Business operations understanding
- Technologically savvy
- Security understanding
- Data entry
- Sales growth
- Branch operations
- Exceptional customer service
- Currency and coin counter
- Strong sense of banking ethics
- Risk management evaluation background
- Safe and vault operation
- Cash dispenser operation
- Excellent communication skills
- International finance knowledge
References
- Dolores Chavez, Office Manager, H&R Block, Espanola, NM, 505-753-4866
- Laura Leyba, Supervisor, MVD Express, Santa Fe, NM, 505-920-0463
- Patricia McNeese, CoWorker, Bank of the West, Albuquerque, NM, 505-206-9028
Timeline
Payment Specialist
State of New Mexico CYFD-FACTS
12.2023 - 04.2024
Universal Banker
Enterprise Bank And Trust
09.2017 - 09.2020
Customer Service Banker
Bank Of The West
04.2017 - 09.2017
Teller
Del Norte Credit Union
01.2013 - 11.2015
Receptionist
H&R Block
07.2009 - 04.2016
Business and political science -
University of New Mexico
High School -
Española Valley High School
Similar Profiles
Nancy E JinksNancy E Jinks
ASD HR/Manager - Training & Development at NM State Government, DPS, DOL, DOH & CYFDASD HR/Manager - Training & Development at NM State Government, DPS, DOL, DOH & CYFD
Kristen H PlummerKristen H Plummer
Licensing and Support Supervisor at State of NM CYFD - CPSLicensing and Support Supervisor at State of NM CYFD - CPS
MARIA MONTSERRAT TORRESMARIA MONTSERRAT TORRES
SALES & MARKETING MANAGER at Alltub Mexico, State of MexicoSALES & MARKETING MANAGER at Alltub Mexico, State of Mexico
Valerie M. VegaValerie M. Vega
Project Manager, Court Operations Division at Administrative Office of the CourtsProject Manager, Court Operations Division at Administrative Office of the Courts
Leticia OlayoLeticia Olayo
Assistant Store Manager at Peruvian ConnectionAssistant Store Manager at Peruvian Connection