Sonya Garcia

• Assisted members with account inquiries, ensuring accurate and timely responses.
• Facilitated loan application processes, guiding members through documentation requirements.
• Educated members on credit union products and services to enhance financial literacy.
• Led daily balancing process for branch operations, ensuring accurate cash flow and regulatory compliance.

• Partnered cross-functionally with Marketing and internal departments to support onboarding processes, ensuring accurate documentation, reporting compliance, and seamless implementation of new accounts.
• Collaborated closely with the CEO and executive leadership team to coordinate weekly strategic meetings with internal staff and prospective clients.
• Managed executive calendars, meeting logistics, agendas, and follow-up action items to ensure alignment and operational efficiency.
• Served as primary point of contact for 35 accounts nationwide, maintaining professional relationships and ensuring adherence to organizational policies and service standards.
• Reviewed and processed account changes and updates, ensuring data accuracy and regulatory compliance.
• Prepared and presented monthly, quarterly, and annual reports to stakeholders, supporting leadership decision-making and operational transparency.
• Researched and resolved billing discrepancies in collaboration with internal departments while maintaining confidentiality and professionalism.
• Managed onboarding timelines and workflow processes, consistently meeting established production deadlines and performance standards.
• Maintained detailed records and documentation in accordance with company policy and compliance requirements.

Facilitated daily cross-departmental meetings to ensure alignment across title, accounting, dispatch, and customer service teams.
Directed and supported title, accounting, and customer service departments to maintain efficient daily operations.
Managed daily cash handling, reconciliation, and reporting with a high level of accuracy and accountability.
Collaborated with dispatch to coordinate incoming traffic and streamline workflow processes.
Handled escalated customer concerns promptly, ensuring professional resolution and client satisfaction.
Oversaw opening and closing procedures, ensuring operational readiness and compliance with company policies.
Provided ongoing guidance and operational support to branch staff to improve performance and efficiency.
Coordinated with vendors to secure necessary supplies and maintain operational continuity for auctions and events.
Monitored auction activity, addressed bid discrepancies, and ensured accurate documentation.
Delivered bilingual customer support, assisting Spanish-speaking clients to ensure clear communication and service excellence.