Sonia Ruvalcaba
Administrative Assistant
Anaheim,CA
Summary
Experienced professional with a successful career in banking, business development and administration. Proficient at interacting with the public at all levels to ensure personal financial goals are attained. An effective manager with the skills necessary to direct, train and motivate staff to its fullest potential.
Overview
22
22
years of professional experience
2
2
Certifications
1
1
Language
Work History
Administrative Assistant
Seacliff Mechanical Services, LLC
08.2023 - Current
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Liaised between clients and vendors and maintained effective lines of communication.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Account Executive
M3 Mechanical
02.2020 - 08.2023
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Facilitated communications between customers and field personnel to answer questions or resolve concerns.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Executed billing tasks and recorded information in company databases.
- Managed customer accounts and invoicing.
- Maintained accurate records of customer payments.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Monitored outstanding invoices and performed collections duties.
- Maintained updated and detailed records of calls in physical and electronic database.
- Coordinated schedules for optimal coverage of daily workload and adjusted quickly to changing demands.
- Answered phone calls and responded to customer emails.
Branch Assistant Manager
US Bank (CalNational Bank)
12.2003 - 12.2019
- Implement company policies, procedures and government regulations in conjunction with branch manager to be in compliance with audit expectations
- Responsible for the operational integrity of the branch
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity
- Develop and implement action plans to improve operational controls, mitigate losses and ensure consistent and superior Client Experience
- Supervised team of 6 branch employees and made recommendations regarding performance evaluations
- Trained and developed new team members in alignment with branch service standards and objectives
- Demonstrated knowledge of branch financial products, including loans and lines of credit
- Developed sales strategy to meet established sales objectives
- Implementing sales within the branch HELOC, HEIL, Auto Loans, personal and business loans
Education
Some College (No Degree) - Business Administration And Management
Cypress College
Cypress, CA02.2026
High School Diploma -
Anaheim High School
Anaheim, CASkills
Office management
Proposal writing
Invoice processing
Microsoft Excel
Microsoft Word
Microsoft outlook
Certification
Notary Public
Timeline
Notary Public
10-2026
Prevailing wage certified
07-2025
Administrative Assistant
Seacliff Mechanical Services, LLC
08.2023 - Current
Account Executive
M3 Mechanical
02.2020 - 08.2023
Branch Assistant Manager
US Bank (CalNational Bank)
12.2003 - 12.2019
High School Diploma -
Anaheim High School
Some College (No Degree) - Business Administration And Management
Cypress College