Shadasia Echevarria
Dover,DE
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
Work History
Retail Banker
FSNB
Dover, DE
04.2023 - Current
- Completed documentation for new accounts in alignment with bank policies and procedures.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Client Service Specialist/DE Office Manager
Platinum Filings LLC
Dover, DE
08.2019 - 10.2021
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Provided support in monitoring, resolving and/or escalating client issues, while communicating updates and managing internal and external stakeholders
- Corresponded with public offices and commercial agents on the client's behalf
- Leveraged CRM to maintain assigned accounts and activities.
- Oversaw projects by conveying and managing deliverables.
Client Service Specialist
Delaware Certified Paralegal / Cogency Global, Inc
Dover, DE
05.2017 - 08.2019
- Filed corporate documents such as Formations, Mergers, Amendments, Dissolutions, Uniform Commercial Codes (UCC), etc. for entities in the state of Delaware
- Processed orders while prioritizing and efficiently managing multiple assignments and utilizing multiple screens
- Worked independently and synergistically on a team with colleagues working towards common goals.
- Managed and updated physical and digital client account information to keep records accurate and current.
Intern
City of Dover, Mayor’s Office
Dover, DE
12.2016 - 05.2017
- Planned and organized the City of Dover’s 300th birthday celebration
- Ensured compliance with insurance, legal, health, and safety obligations
- Gathered volunteers and coordinate their activities
- Managed relationship with potential vendors, potential sponsors, and other organizations involved in Dover’s 300th birthday celebration.
- Supported various program activities, assisting with administrative tasks.
Education
Bachelor of Science - Educational Studies
Wesley College
Dover, DE05.2017
Skills
- Problem-Solving
- Payment Processing
- Recordkeeping and Documentation
- Customer Service
- Complex Information Interpretation
- CRM and Office Management Software
- Team Leadership
- Budget Management
- Verbal and Written Communication
- Training and Development
- Managing Operations and Efficiency
- Maintaining Compliance
- Teambuilding
- Self-Motivated
- Planning and Coordination
- MS Office
- Relationship building and management
- Compliance, banking laws and regulations
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Retail Banker
FSNB
04.2023 - Current
Client Service Specialist/DE Office Manager
Platinum Filings LLC
08.2019 - 10.2021
Client Service Specialist
Delaware Certified Paralegal / Cogency Global, Inc
05.2017 - 08.2019
Intern
City of Dover, Mayor’s Office
12.2016 - 05.2017
Bachelor of Science - Educational Studies
Wesley College
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