Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Silvia Lagunas

Baldwin Park,CA

Summary

I’m a well-organized, dedicated professional with extensive experience in client servicing, sales, relationship building and retention, compliance, administration and operational at a branch, back office and clerical support. I’m seeking a support role where I can utilize my extensive background to work with a team or individually to expand my knowledge.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Personnel Technician

Hacienda La Puente Unified School District
09.2023 - 06.2025
  • Under the direction of the personnel analyst, administer testing to qualify applicants. Process test scores and record results and create eligibility logs for each recruitment.
  • Gathers, interprets, and provides information to employees, job applicants, school districts, public agencies, and the general public regarding Education Code, Personnel Commission Rules, regulations, policies, and employment opportunities.
  • Operates an applicant management system and other computer systems to query, input, obtain data, and produce reports.
  • Review and approve applications on the management system.
  • Coordinates examination securing necessary facilities, scheduling candidates, soliciting rater involvement, arranging rater panels, copying and collating examination materials.
  • Proctor various types of employment written tests, performance tests, and interviews, monitoring raters and candidates.
  • Scores exams and processes applicant data to generate a variety of reports including lists of candidate scores, item analysis, and compiling employment eligibility lists.
  • Develops and maintains files, logs, and databases related to recruitment, selection, classification, training, and other Personnel Commission related matters.
  • May assist in the scheduling, conducting, and coordination of training presentations, new hire orientations, employee recognition programs, and other Personnel Commission activities.
  • May assist in the development and construction of test materials.

Language Assessment Assistant

Bassett Unified School District
03.2023 - 09.2023
  • Under the direction of an assigned supervisor, administer language proficiency test to students to determine appropriate classroom placement, score tests and record results, perform clerical duties in support of other school programs and activities.
  • Test students at one or more school’s sites, distribute and collect tests, papers, supplies, and materials.
  • Supervise students during test periods, score tests and prepare evaluations of results, retest students in accordance with established requirements and document reclassification of proficiency.
  • Record test scores, process required forms and file data in student’s cumulative records according to established procedures and regulations.
  • Prepare summary of students tested by grade level, send periodic lists and reports to the district office as required.
  • Operate office machines and perform clerical duties.
  • Communicate effectively with students in two languages, establish and maintaining positive relations with students.

Clerical Assistant II Substitute/Human Resource Technician

Bassett Unified School District
08.2022 - 03.2023
  • Perform various clerical duties and provided a variety of office support to the staff. Responsible for providing a professional and pleasant encounter to all visitors and staff. Able to Multi-task in a fast -paced environment.
  • Perform various clerical duties such as faxing, coping, answering phone calls from parents and potential applicants.
  • Provided administrative support to students and stakeholders to include Cabinet, Personnel Commissioners, management and classifies staff.
  • Maintained and monitor the office budget, travel, conference requisitions, and revolving cash requisitions.
  • Procter / set up different written exams for potential applicants.
  • Help applicant’s set-up their profile to apply for different job postings.
  • Assisted in translating forms into Spanish.
  • Assisted in translating.
  • Called to verify references.
  • Supported staff with different yearly events.

Clerical Assistant II Substitute/ Edgewood Academy

Bassett Unified School District
08.2021 - 03.2023
  • Performed Clerical duties like answer phones, fax, copy ext.
  • Provided administrative support to students and staff.
  • Assisted parents with questions.
  • Check in visitors.
  • Help with finding coverage for staff.
  • Cleared attendance on synergy.
  • Assisted in the health office when necessary.

Clerical Assistant II Substitute/ Basset High School

Bassett Unified School District
08.2021 - 03.2023
  • Performed Clerical duties like answer phones, fax, copy ext.
  • Provided administrative support to students and staff.
  • Assisted parents with questions.
  • Check in visitors.
  • Help with finding coverage for staff.

Substitute Community Home Liaison /Clerk

Baldwin Park Unified School District
05.2022 - 06.2022
  • Perform various clerical duties and provided a variety of office support to the staff. Responsible for greeting and creating a welcoming atmosphere for students, prospective students and colleagues.
  • Perform various clerical duties such as faxing, coping, answering phone calls from parents answering general questions.
  • Provided administrative support to students and staff.
  • Help clean and arrange the students file folders.
  • Assisted in translating different meeting minutes/agendas into Spanish.
  • Help with attendance/ called parents to clarify attendance.
  • Assisted in translating for individual parent teacher conferences.
  • Hosted meeting and workshops.
  • Set-up individual parent meetings.
  • Help volunteers with applications and fingerprinting.
  • Supported staff with different graduating events.
  • Created flyers in dual language events.
  • Hosted award ceremony for the students transitioning out from the English Language Program.
  • Assisted students in the nurse’s office when needed.
  • Supported staff in the playground supervision.

Insurance Sales Representative

World Financial Group Monrovia CA
01.2019 - 05.2022
  • Provide customize goal-based financial strategies that help individuals and business; plan for retirement, protect their income and built and retain wealth in conjunction with a Senior Advisor or Wealth Manager.
  • Effectively prospected clients obtained through direct referrals, lead database, cold calling, and door to door sale.
  • Conduct client meetings to determine goals and objectives, propose solutions, and implement strategies accordingly.
  • Prepare financial plans, documents/product illustrations and summaries for clients.
  • Present and implement tax-efficient planning solutions to help clients accumulate tax-advantages wealth and generate tax-free distributions.
  • Maintain accurate client information and interaction notes utilizing a custom sales platform.
  • Manage and maintain client servicing calendar and client deliverables.
  • Maintain applicable revenue tracking reports.

AVP/ Wire Operations Supervisor

Pacific Premier Bank/Grandpoint Bank Los Angeles CA
01.2015 - 10.2018
  • Performed and supervised the wire activities of the bank. Activities included receiving wire requests from clients, branches and online customers and validated their authenticity with branches and clients. Process and approved wire transactions including outgoing, incoming, domestic, and international transactions on Direct wire Jack Henry Silverlake, and multiple correspondent bank systems.
  • Supervised all activities related to Wire Operations. Assisted in establishing procedures and controls to monitor risks and properly administer assigned department functions.
  • Provided training and held meeting to inform and train staff of new procedures or regulations.
  • Provided superior customer service to internal and external customers.
  • Kept abreast of appropriate regulations and requirements to stay informed of wire transfer risk.
  • Minimized/eliminated audit exceptions and possible loss situations by assisting with training, mentoring, and recommending disciplinary action when necessary.
  • Monitored incoming, outgoing, and internal funds transfer for the bank through periodic system audits.
  • Assisted with compiling reports on the efficiency of the banks wire service function and make recommendations for improvements and enhancements when appropriate.
  • Assisted department reports for management and the Board of Directors.
  • Reconcile wire transfers requests against wire logs and balances to wire clearing accounts.
  • Provide back up support in absence of Wire Operations Manager.
  • Monitored and reviewed Q2 RFA activity for wire & ach activity.

AVP/Client Service Manager

Grandpoint Bank Los Angeles CA
12.2010 - 01.2015
  • Responsible for effectively monitoring the daily activity. Managed and supervised the branches operations activities ensuring compliance regulations with the banks policies and procedures and government regulations. Reviewed and recommended departmental objectives, goals, and procedures.
  • Mentored and assigned training to staff.
  • Approved daily deposit and withdrawals.
  • Previewed and approved monthly certification.
  • Maintained a high level of customer service while adhering to banks policies and procedures.
  • Reviewed new account documentation for proper opening.
  • Perform a dual role with central Operations and assisted with balancing the banks general ledger accounts.
  • Resolve out of balance ledger.

Client Service Specialist II

Grandpoint Bank Los Angeles CA
06.2010 - 12.2010
  • Provided high-level client service and operational support to clients inquires via incoming, in-person visits, email, or mail. Resolve client inquires/complaints and identified cross-selling to provide clients with accurate and timely information to ensure quality service and client retention.
  • Research, analyze and resolve operational problems on client accounts and provided suggestions regarding various bank services and products.
  • Independently opened new deposit accounts for clients.
  • Explained and reviewed all account documentation and assured proper documentation for proper execution.
  • Processed and followed up on new check orders, credit card requests.
  • Performed teller duties of processing, paying and receiving transactions, prepared and processed incoming and outgoing wire transfers, foreign drafts and accepted verified large merchant transactions.
  • Maintained up to date knowledge and trained others on products and services, departmental systems, and related technologies.
  • Inputted, updated, and maintained client records and files on the banks core processing system.
  • Reported any suspicious activity to attention of a supervisor.

Assistant Operations Officer

Santa Ana Business Bank Santa Ana CA
10.2007 - 06.2010
  • Responsible for providing exceptional customer service in relation to processing customers transactions in accordance with established policies and procedures. Assisted the branch in all areas of operations and was able to manage the branch in the absence of the Operations Manager.
  • Process/approved a very high volume of various teller transactions such as deposits, cash checks, cash withdrawals, cash advances, bank cards payments, loan payments, safe deposit payments, negotiation of monetary instruments, and savings bonds redemption.
  • Balance cash drawers at the end of the daily shift.
  • Reviewed and process various operational reports, including large item, overdraft, new accounts report.
  • Worked closely with the branch manager to identify effective solutions to reoccurring problems or concerns.
  • Actively mentor and train staff on banking products and regulations.
  • Reviewed account documentation to execute proper account opening.
  • Explain, promote, and appropriately cross-sell consumer and business products and services.
  • Demonstrated strong decision-making skills within scope of authority.

Assistant Operations Officer

1st Centennial Bank Irwindale CA
02.2005 - 10.2007
  • Assisted in the overall function of the branch ensuring that policies and procedures are kept. Identify and resolves operations, customer service, compliance and training issues and problems. Provided exceptional customer service to assist and retain customers. Provided and train staff on bank products.
  • Ensure and implemented compliance with bank policies and procedures.
  • Assisted in the scheduling of branch staff.
  • Performed/approved daily transactions.
  • Delegated duties to appropriate staff.
  • Participated in conducting meetings for branch.
  • Trained and mentor new staff on basis job skills, regulatory compliance, loss prevention, policies and procedures, cross-sell, customer service.
  • Responsible for monthly certifications for operations and loan department.
  • Balance vault and teller drawers.
  • Order/Shipped branch cash.

Education

Diploma -

North Park High School

Skills

  • Phone reception
  • Scheduling and calendar management
  • Contract administration
  • Travel arrangement coordination
  • Maintaining records
  • Policy enforcement
  • Data entry
  • Microsoft office
  • Microsoft Office Suite
  • Office equipment
  • Scheduling appointments
  • Staff training

Certification

  • Kaplan Financial Education (Certificates)
  • California Health and Life (License)
  • California Notary (License)
  • CPR / First Aid (Certificate)

Languages

Fluent in Spanish

Timeline

Personnel Technician

Hacienda La Puente Unified School District
09.2023 - 06.2025

Language Assessment Assistant

Bassett Unified School District
03.2023 - 09.2023

Clerical Assistant II Substitute/Human Resource Technician

Bassett Unified School District
08.2022 - 03.2023

Substitute Community Home Liaison /Clerk

Baldwin Park Unified School District
05.2022 - 06.2022

Clerical Assistant II Substitute/ Edgewood Academy

Bassett Unified School District
08.2021 - 03.2023

Clerical Assistant II Substitute/ Basset High School

Bassett Unified School District
08.2021 - 03.2023

Insurance Sales Representative

World Financial Group Monrovia CA
01.2019 - 05.2022

AVP/ Wire Operations Supervisor

Pacific Premier Bank/Grandpoint Bank Los Angeles CA
01.2015 - 10.2018

AVP/Client Service Manager

Grandpoint Bank Los Angeles CA
12.2010 - 01.2015

Client Service Specialist II

Grandpoint Bank Los Angeles CA
06.2010 - 12.2010

Assistant Operations Officer

Santa Ana Business Bank Santa Ana CA
10.2007 - 06.2010

Assistant Operations Officer

1st Centennial Bank Irwindale CA
02.2005 - 10.2007

Diploma -

North Park High School

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