Priscilla Baez
Houston,Texas
Summary
Dedicated and detail-oriented professional with excellent research, technical, and problem-solving skills with the ability to learn new concepts quickly. I am a highly motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised while quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Constituent Information Associate
National Multiple Sclerosis Society
2022.09 - 2024.06
- Contribute as on-site support for volunteers and fundraising participants during annual event season.
- Submit data entry of gifts received offline by utilizing SharePoint workflow queue to track status of each deposit ultimately reducing turn-around time of entry from date of retrieval.
- Complete gift entry in a time-efficient manner to ensure an exceptional donor experience.
- Verify financial coding of incoming deposits before data entry and batch reconciliation.
- Utilized CRM tool, Salesforce, to verify designation and opportunity information for large contributions.
- Research to confirm matching gift placeholder entries when company match payments are received, utilizing matching gifts tracking tool in lieu of reports within the society's constituent database
- Submit items for general ledger coding adjustments as needed based on donor giving history and/or donor designation restrictions.
- Complete various data-related special projects throughout the year as identified by Management team
- Weekly team meetings to review and implement new or revised society policies and processes that pertain department function.
- Register large roster of participants for various leadership events as needed.
- Participate in testing of new functionality or system software fixes to identify issues in constituent database(s) as needed.
- Review process documentation on a regular basis to offer suggestions for updates and process improvements.
- Identified opportunities for improvement within existing procedures, leading to increased efficiency and effectiveness.
- Maintain confidentiality and security of sensitive information by adhering to strict company policies.
- Enhance data accuracy by implementing efficient information management systems and processes.
Service Center Specialist
First Service Credit Union
2020.08 - 2022.09
- Answer high volume of incoming calls daily (60> calls per day)
- Gladly assist members with account requests and inquiries.
- Determine and troubleshoot digital banking technical issues for member access.
- Handle, review, and discard member information with utmost confidentiality
- Forward loan and change requests documentation to members adhering to CUNA security and protocols.
- Conduct cashier check printing, internal transfers, and a variety of loan payments.
- Open personal accounts including: Certificate of Deposits (CD), Individual Retirement Accounts (IRA), IOLTA, Money Market, savings, and diverse options of checking accounts.
Customer Service Representative
Texas Capital Bank
2018.07 - 2019.07
- Interface with customers daily to conduct and complete various requests including international and domestic transactions, deposit transfers, loan payments and research
- Provide account activity reports, prepare large sums of cash orders while delivering exceptional customer service.
- Manually code transaction tickets and customer pamphlets.
- Resolve customer complaints with empathy while going above and beyond, resulting an increase of customer loyalty.
- Manage high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
New Accounts Representative
Prosperity Bank
2014.01 - 2018.06
- Provide exceptional customer service
- Deliver details and comparisons of bank products for the customer's maximum benefit, utilizing bank compliance software to create and export personal and commercial accounts, maintain confidentiality of consumer information and verification reports following risk management practices.
- Submitted international and domestic wire transfers, researched and reviewed statement reports for any discrepancies, review and adjust daily general ledger reports, utilize semantics to configure digital banking issues.
- Assist with onboard training, support in aid of lobby manager's absence, balance ATM ledgers on weekly basis, and participating in many organization fundraisers.
- Take on teller duties in lieu of personal banker responsibilities while banking center is short-staffed.
- Bring customer awareness around online banking tools, guiding to promote ease of use, increasing digital adoption rates.
Education
BBA - Marketing
University of Houston-Downtown
Houston, TX12.2022
Skills
- People Oriented
- Self-Motivated
- Time Management
- Team Collaboration
- Consumer Behavior
- Exceptional Customer Service
- Report Creation
- Event Coordination
- Records & Database Administration
- Administrative Support
- Team Project Presentations
- Data Entry
- MS Office (Word, Excel, Outlook & PowerPoint)
- Microsoft Teams
- CRM Software
- Data Warehouse
- Donor Drive
- First Data
- Nautilus
- Salesforce
Volunteer Experience
- Big Brothers Big Sisters of America, Student Mentor, 10/19-6/22
- University of St. Thomas, Assistant Cashier, 10/16-10/17
Timeline
Constituent Information Associate
National Multiple Sclerosis Society
2022.09 - 2024.06
Service Center Specialist
First Service Credit Union
2020.08 - 2022.09
Customer Service Representative
Texas Capital Bank
2018.07 - 2019.07
New Accounts Representative
Prosperity Bank
2014.01 - 2018.06
BBA - Marketing
University of Houston-Downtown
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