Summary
Overview
Work History
Education
Skills
Timeline
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Sarah Figueroa

Robstown,TX

Summary

Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying in effectively. Driven by a passion for continuous learning and successfully navigating change. Experienced in fast-paced environments and adaptable to last minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.

Overview

21
21
years of professional experience

Work History

Audit Clerk

Rally Credit Union
01.2024 - 12.2024

Identify opportunities for process improvements to enhance efficiency and effectiveness.

Investigate and resolve issues not in compliance with regulations.

Provide detailed and accurate emailed information to representatives for corrective actions of errors.

Investigate discrepancies in financial records, transactions, and procedures.

Researched and implemented best practices to improve audit results.

Review loan documentation, applications, and approve loan applications to be funded.


Branch Supervisor

Rally Credit Union
03.2020 - 01.2024
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Assigned job roles and oversaw performance.
  • Conduct risk assessments on loan applications using detailed financial analysis.
  • Assessed potential risks associated with each transaction prior to approving loans.
  • Prioritized and organized task to efficiently accomplish service goals.
  • Demonstrated strong problem solving skills, resolving issues efficiently and effectively.
  • Managed inventory levels of cash, supplies, and other recourses.
  • Resolve Customer complaints in a timely manner
  • Assigned duties to employees and examined work for accuracy, neatness, and timeliness.
  • Build strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Process loans and client request in time of short staff or when needed.

Customer Service Representative

Rally Credit Union
05.2016 - 03.2020
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Contacted customers about potential service upgrades, new services or account changes.
  • Identified opportunities for upselling additional products or services based on customer needs.
  • Approved and Declined loans within a specialized limit.
  • Gave customers answers to inquires involving rates, products and loan application status to facilitate quality customer service.

Owner/Operations Manager

L&R Skateland
09.2003 - 05.2016
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Managed day-to-day business operations.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Maintained a safe work environment by enforcing strict safety protocols and regularly updating staff on industry best practices.
  • Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Identify new opportunities for growth, expansion, and diversification.
  • Facilitated team meetings to discuss operational challenges and brainstorm solutions.
  • Analyzed market trends to identify new business opportunities.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well stocked.

Education

Some College - Marketing Management

Texas A&M University
Corpus Christi, TX
01-2020

Associates - Medical Technology

Kaplan College
Corpus Christi, TX
04-2008

High School Diploma -

Calallen ISD
Corpus Christi, TX
05-2005

Skills

  • Data entry skills
  • Quickbooks Knowledge
  • Accounting Management
  • Microsoft Office
  • Coaching and Mentoring
  • Underwriting Guidelines
  • Superior Time Management
  • Driven and Determination
  • Sales Oversight with Bookkeeping
  • Highly Detailed-Oriented
  • Customer relations and Professionalism
  • Business Development
  • Team Collaborations and leadership

Timeline

Audit Clerk

Rally Credit Union
01.2024 - 12.2024

Branch Supervisor

Rally Credit Union
03.2020 - 01.2024

Customer Service Representative

Rally Credit Union
05.2016 - 03.2020

Owner/Operations Manager

L&R Skateland
09.2003 - 05.2016

Some College - Marketing Management

Texas A&M University

Associates - Medical Technology

Kaplan College

High School Diploma -

Calallen ISD
Sarah Figueroa