Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Odalys Lorena Velasquez

Fremont,CA

Summary

Enthusiastic and ambitious customer service specialist with wide-spread transferable skills in management, sales, and operations. Exceptional ability to connect with people and understand their wants, needs, and desires and delivering legendary service in every interaction.

Overview

7
7
years of professional experience

Work History

Administrative Bookkeeper

Velasquez Construction
San Francisco, California
11.2023 - Current

Enhanced budget management by tracking expenses and comparing actual costs to projected figures,
ensuring financial stability.

Streamlined bookkeeping processes by implementing efficient filing systems and automating data
entry tasks.

Ensured compliance with tax regulations by preparing and submitting required documentation
accurately and within deadlines.

Optimized payroll processing by staying current on labor laws and maintaining updated employee
records, ensuring accurate payments.

Maintained confidentiality of sensitive financial information, preserving the trust of both employees
and stakeholders alike.

Improved efficiency of accounts payable processes by regularly reviewing vendor invoices for accuracy
before issuing payment approvals.

Supported timely invoicing for clients with consistent follow-up on outstanding payments to improve
cash flow.

Lead Store Associate

Umpqua Bank
11.2022 - 09.2023
  • Facilitate branch operations and made continuous improvements in each area
  • Mentored team members to develop their skills, and knowledge on products to further sales
  • Supervised daily operations by directing customer service, inventory and sales operations.
  • Collaborated with management on strategic planning initiatives, contributing to overall store success.
  • Conducted employee performance evaluations, providing constructive feedback for growth and development.
  • Managed financial transactions accurately, ensuring proper cash handling and daily reconciliations.
  • Handled customer complaints professionally, resolving issues promptly to maintain satisfaction levels.

Customer Service Associate

Umpqua Bank
01.2022 - 11.2022
  • Oversee the flow of cash and financial instruments
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty
  • Engaged with customers to set up or close accounts, and sign up for new services.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks
  • Facilitated branch operations and made continuous improvements in each area
  • Balanced teller drawers and ATM cash along with Vault cash inventory
  • Reviewed operational and security reports to identify possible hazards or security breaches
  • Promoted financial products by maintaining excellent service offering knowledge
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database

Personal Shopper

Shipt
02.2021 - 12.2021
  • Provide direct service and support to individuals or clients shop and deliver for clients, delivery is fast and efficient
  • Obey traffic laws and follow established traffic and transportation procedures
  • Drive vehicle to transport materials to and from specified destinations, such as residences, offices, ect
  • Read maps and follow written or verbal geographic directions
  • Maintain records, such as vehicle logs, records of cargo, or billing statements, in accordance with regulations
  • Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Delivered items to customers on desired schedules by managing time efficiently and planning effective routes.

Customer Service Associate

Umpqua Bank
01.2020 - 02.2021
  • Handled large amount of cash
  • Utilized sales technique to deepen customer relationships
  • Executed transfers, stop payments and account transfers
  • Handled confidential information such as names, addresses, social security numbers, phone numbers, and account balances
  • Operated technological machines and systems ( TCR & ATM)
  • Promote company products, services, and savings plans when appropriate

Customer Service Representative

Oportun Inc
05.2019 - 09.2019
  • Oversee the flow of cash or financial instruments
  • Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls
  • Promote company products, services, and savings plans when appropriate, Examine, evaluate, or process loan applications
  • Network within communities to find and attract new business
  • Approve, reject, or coordinate the approval or rejection of lines of credit or personal loans
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
  • Usage of systems include : Word PDF, Google docs, Dropbox, Quickbooks, Chrome OS, Powerpoint, Windows to create presentations and collect data
  • Communicated with management when customer issues escalated and worked to find resolutions.

Sales Associate

Foot Locker
12.2017 - 04.2019
  • Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services
  • Sell products being promoted and keep records of sales
  • Set up and arrange displays or demonstration areas to attract the attention of prospective customers
  • Stock shelves with products
  • Use computers to produce signage
  • Plan commercial displays to entice and appeal to customers
  • Place prices or descriptive signs on backdrops, fixtures, merchandise, or floor
  • Develop ideas or plans for merchandise displays or window decorations
  • Attend training sessions or corporate planning meetings to obtain new ideas for product launches
  • Store, pack, and maintain records of props and display items.

Education

High School Diploma -

Marin Oaks High SChool
Novato, California
03.2017

Skills

  • Multi tasking
  • Negotiation and Persuasion
  • Commercial Awareness
  • Advanced Computer Literacy
  • Customer Service
  • Verbal and Written Communication Skills
  • Operational Knowledge
  • Interpretation and Translation Services
  • Data Entry and Maintenance
  • Sales expertise

Languages

Spanish
Native or Bilingual
English
Native or Bilingual
French
Professional Working

Timeline

Administrative Bookkeeper

Velasquez Construction
11.2023 - Current

Lead Store Associate

Umpqua Bank
11.2022 - 09.2023

Customer Service Associate

Umpqua Bank
01.2022 - 11.2022

Personal Shopper

Shipt
02.2021 - 12.2021

Customer Service Associate

Umpqua Bank
01.2020 - 02.2021

Customer Service Representative

Oportun Inc
05.2019 - 09.2019

Sales Associate

Foot Locker
12.2017 - 04.2019

High School Diploma -

Marin Oaks High SChool
Odalys Lorena Velasquez