Program support professional with robust history in providing administrative and technical assistance to programs. Known for excelling in collaborative environments and driving results through adaptability and reliability. Skilled in data analysis and project coordination, with focus on enhancing team efficiency and achieving program goals.
Overview
17
17
years of professional experience
Work History
Program Technician II/Spanish/ Bilingual
EDD Disability Insurance Branch
01.2021 - Current
Delivered high-quality results under strict deadlines by effectively prioritizing tasks and managing time efficiently.
Maintained up-to-date knowledge of programming languages and software applications, staying current with evolving technology landscape.
Providing comprehensive technical support to claimants. This includes addressing registration issues, facilitating password resets, and resolving any email-related concerns they may encounter.
Met daily deadlines for in-house processing and managed incoming and outgoing mail operations
Ensure daily tasks are prioritized and completed accurately
Office Technician General
EDD Unemployment Department
06.2020 - 12.2020
Handled 100-150 incoming calls professionally, directing callers to appropriate personnel or taking detailed messages as needed.
Assisted claimants in resolving technical issues and identified any claim-related issues to support claims specialists in processing claims efficiently
Independent Business Consultant
Pink Sponge
02.2020 - 03.2020
Streamlined operational processes for increased efficiency and reduced costs within client organizations.
Mentored and coached business owners, fostering strong leadership skills and promoting professional development.
Enhanced client satisfaction by providing customized business solutions and strategic planning services.
Developed complete business plans and operational strategies for new and existing business.
Administrative Assistant
People's Care
09.2016 - 02.2019
Worked on scheduling therapist to appropriate clients, new hire on-boarding, and compliance meetings.
Contributed to policy updates, researching regulations to ensure company compliance.
Responsible for submitting medical claims to insurance companies and payers such as Medicare and many insurance companies.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Universal Banker
US Bank
08.2014 - 08.2016
Served as loan officer business banker handling business finances and loans, and mortgage needs
Responsible for managing a team of branch staff to achieve sale goals and ensure compliance federal regulations
Established positive working relationships with representatives of community organizations, local agencies, and the public
This position required skills in ethics, negotiation, leadership, interpersonal skills, communication and the ability to effectively manage stress
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Personal Banker
JP Morgan Chase
01.2012 - 08.2013
Established long-term consumer level deposit accounts and processed lending product
Provided investment and retirement account analysis for an array of clientele
Worked closely with financial partners to expand the business client base and increase company assets
Traveled to new branch offices every fiscal quarter to lead 'Share & Teach' training to boost morale and teach effective sale tactics
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Promoted financial products by maintaining excellent service offering knowledge.
Personal Banker/Acting Branch Manager
Wells Fargo Bank
07.2007 - 12.2011
Managed day-to-day bank operations including supervising a team of ten personnel and coaching on product knowledge
Lead daily employee branch meetings to recounted the previous weeks production, assign sales goals and duties for the following week
Conducted annual performance reviews, new hire interviews, employee promotions, scheduling, and weekly teller coaching sessions
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Customer Service Sales Representative
Wells Fargo Bank
07.2008 - 11.2009
Maintained client portfolios for incoming referrals and maintaining daily sales goals while profiling for customer needs
Created incentive compensation and partner system amongst banker/tellers to stimulate branch sales
Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
Teller
Wells Fargo Bank
06.2007 - 06.2008
Enhanced customer satisfaction by developing relationships with clients and achieving prominent customer service survey scores
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Participant Support Officer (APS3) at National Disability Insurance Agency (NDIA) - Early Childhood BranchParticipant Support Officer (APS3) at National Disability Insurance Agency (NDIA) - Early Childhood Branch