Shawnette White
Menifee,CA
Summary
Results-driven financial services leader experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Proactive individual with a 20-year track record of successful administrative and operations management. Expertise in managing cash controls, bank audits, and financial reviews.
Overview
27
27
years of professional experience
Work History
Project Support Asst. for San Diego Gas & Electric
The Select Group
11.2022 - Current
- Research and gather information to process refunds for expired and cancelled work orders.
- Use SAP to process sales orders, job cancellations and cash receipts for construction service orders.
- Proofread and edit documents for accuracy and grammar.
- Work closely with management to provide effective assistance for specific aspects of business operations.
- Organize resources, records and personnel to accomplish aggressive targets.
Office Clerk
Menifee Union School District
09.2019 - 11.2022
- Processed student enrollments and transfers.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Organized events and meetings to maximize capacity and keep event venues running smoothly.
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained organized files and stocked supplies to support team needs and maximize performance.
Customer Service Rep. 4
Southern California Gas Co.
03.2016 - 08.2018
- Worked in a high-volume call center and coordinated emergency leak order responses with service crews.
- Responded to customer requests for products, services, and company information.
- Processed customer service orders promptly to increase customer satisfaction.
- Investigated and resolved accounting, service and delivery concerns.
Branch Manager, AVP
U.S. Bank
02.2009 - 04.2014
- Recognized in the top 1% of Bank Managers in 2007, 2011 and 2012
- Assisted low performing branches with improving customer service scores.
- Processed credit applications and reviewed and verified financial documents
- Coordinated community events with city officials and event organizers.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Engaged employees in business processes with positive motivational techniques.
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Implemented service improvements to enhance sales cycle.
- Submitted loan applications to underwriter for verification and recommendation.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Financial Center Manager
Wells Fargo
09.2008 - 10.2009
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Built and lead high-performance team focused on achieving sales and service goals.
Branch Manager
U.S. Bank
11.2006 - 09.2008
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Assessed employee performance and developed improvement plans.
Financial Center Manager
Bank Of America
02.1997 - 04.2005
- Built and lead high-performance team focused on achieving sales and service goals.
- Implemented policies to improve efficiency and team performance.
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
- Tracked metrics to stay up to date on operations.
Education
Bachelor of Science – Business -
University of Redlands
Skills
- Data Entry
- Administrative Support
- Project Management
- Project Support
- File and Record Keeping
- Verbal and written communication
- Corporate Procedures
- Operations Support
Affiliations
Whitehead Leadership Society- University of Redlands
Timeline
Project Support Asst. for San Diego Gas & Electric
The Select Group
11.2022 - Current
Office Clerk
Menifee Union School District
09.2019 - 11.2022
Customer Service Rep. 4
Southern California Gas Co.
03.2016 - 08.2018
Branch Manager, AVP
U.S. Bank
02.2009 - 04.2014
Financial Center Manager
Wells Fargo
09.2008 - 10.2009
Branch Manager
U.S. Bank
11.2006 - 09.2008
Financial Center Manager
Bank Of America
02.1997 - 04.2005
Bachelor of Science – Business -
University of Redlands
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