Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Facilitated Enrollment
New York Health and Hospials
07.2024 - Current
Maintained detailed and accurate records between multiple databases and programs.
Investigated issues and created solutions for new customers.
Input accurate payment details and managed reports in [Software].
Assessed applicant eligibility based on established criteria, providing fair opportunities for all prospective students.
Reduced processing time by identifying bottlenecks in the workflow and implementing strategic solutions for improvement.
Facilitated open lines of communication between departments to ensure seamless coordination during peak enrollment periods.
Operations Manager
Serrano Law Office
02.2022 - Current
Prepared legal documents and filed them in court
Maintained legal calendar, scheduling appointments and interviews and providing reminders of court appearances
Handled sensitive and proprietary information with discretion and confidentiality
Coordinated meetings between attorneys and clients regarding ongoing cases or new business opportunities
Provided litigation case management to organize cases for court presentation
Resolved customer issues quickly and professionally while maintaining high customer satisfaction ratings
Personal Banker / Sales Leader/ Banking Compliance
Apple Bank For Savings
03.2020 - 12.2021
Developed relationships with customers through timely follow-up, sound advice, and quality service
Identified customer needs by actively listening and asking questions to determine appropriate product offerings
Maintained knowledge of bank products, services, policies, procedures, and regulations
Assisted customers with loan applications and credit card requests
Trained junior staff on proper banking procedures such as account opening processes
Identified cross-selling opportunities and recommended banking products and services to customers
Investigated complaints related to alleged violations of laws or regulations and provided recommendations for corrective action when necessary
Reviewed and updated compliance policies, procedures and processes to ensure alignment with current regulations
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Lead Teller
Wells Fargo
10.2018 - 07.2019
Provided exceptional customer service to customers, ensuring a positive banking experience
Supervised and trained teller staff on operational procedures and policies
Calculated teller cash drawers to identify overages and shortages
Monitored teller staff performance to ensure high quality customer service was delivered consistently
Customer Service Representative
Bank of America
11.2017 - 08.2018
Worked with coworkers to complete tasks
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
Responded quickly to meet customer needs and resolve problems
Committed to delivering excellent customer service while working in a fast-paced environment
Education
Bachelor of Arts (B.A.) - legal studies
Hostos Community College
New York
01.2026
Skills
Banking Policies and Procedures
Regulatory Compliance
Interpretation abilities
Cross-cultural understanding
Client relations
Bilingual communication
Attorney Support
Litigation Support
File Organization
Performance Management
References
References available upon request
Timeline
Facilitated Enrollment
New York Health and Hospials
07.2024 - Current
Operations Manager
Serrano Law Office
02.2022 - Current
Personal Banker / Sales Leader/ Banking Compliance
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)