Neta Kluzner
Summary
Organized and motivated professional with strong time management and organizational skills. Proven ability to adapt and thrive in diverse environments. Committed to contributing to company growth while enhancing personal capabilities.
Overview
2
2
years of professional experience
Work History
Financial Services Professional
New York Life
Newport Beach, CA
04.2025 - Current
- Coordinated over 30 client accounts by scheduling appointments, managing logistics, and conducting follow-ups, resulting in a 15% reduction in appointment rescheduling and enhancing overall client satisfaction scores.
- Developed customized presentations and financial summaries that supported senior advisors during client meetings, contributing to an increase in proposal acceptance rates through tailored content delivery.
- Maintained strict confidentiality of sensitive financial data while organizing digital records and ensuring compliance with industry protocols, leading to zero data breaches over the fiscal year and streamlining audit readiness.
Credit Loan Intern
American Riviera Bank
San Luis Obispo, CA
06.2023 - 08.2023
- Analyzed and reviewed over 500 financial documents, identifying key risk factors that contributed to the accurate preparation of more than 400 detailed credit reports for loans up to $20M, supporting informed lending decisions.
- Facilitated seamless interdepartmental communication by coordinating the collection of time-sensitive documentation, successfully meeting tight deadlines and ensuring compliance with regulatory standards.
- Enhanced document management efficiency by maintaining precise internal records through Excel and DCI systems, reducing processing time by 30% and streamlining workflow operations across the loan review process.
Server
Hotel SLO
San Luis Obispo, CA
07.2023 - 05.2024
- Delivered personalized, anticipatory service to high profile guests in luxury hospitality setting.
- Managed multiple tables in high volume environment, ensuring timely and seamless dining experiences.
- Coordinated with culinary and bar teams for precise order delivery and service continuity.
Education
Bachelor of Science - Business Administration - Financial Management
California Polytechnic State University
San Luis Obispo, CASkills
- Securities Industry Essentials (SIE) certification
- Series 7 general securities representative exam
- California life and health insurance license
- Tableau desktop specialist certification
- Microsoft Office Suite proficiency
- CRM systems and database management
- Wealth management strategies
- Calendar and schedule management
- Account documentation practices
- Relationship management expertise
Leadership Experience
Financial Assistant, Alpha Chi Omega:
- Oversaw all chapter financial records, managing $25K in quarterly expenses and ensuring timely payments from over 50 members.
- Developed detailed financial reports for executive meetings to facilitate informed decision-making.
- Collaborated with national headquarters to ensure adherence to financial protocols.
Languages
Russian
Native/ Bilingual
Timeline
Financial Services Professional
New York Life
04.2025 - Current
Server
Hotel SLO
07.2023 - 05.2024
Credit Loan Intern
American Riviera Bank
06.2023 - 08.2023
Bachelor of Science - Business Administration - Financial Management
California Polytechnic State University
Similar Profiles
Austin PetersonAustin Peterson
Financial Services Agent at New York LifeFinancial Services Agent at New York Life
Cole EvansCole Evans
Financial Professional at New York LifeFinancial Professional at New York Life
Simone V. CompasSimone V. Compas
Partner at New York LifePartner at New York Life
John HunterJohn Hunter
Financial Services Professional at MassMutual Greater PhiladelphiaFinancial Services Professional at MassMutual Greater Philadelphia
Ahmad Traoui, MBAAhmad Traoui, MBA
Financial Services Professional at New York Life Insurance CoFinancial Services Professional at New York Life Insurance Co