Tatiana Moreno
Coachella,CA
Summary
Financial Services Officer with a proven track record at Banc of California, enhancing reporting accuracy and ensuring compliance. Skilled in loan applications and customer service, I excel in multitasking and teamwork, driving operational improvements and client satisfaction. Committed to delivering comprehensive financial solutions tailored to individual needs.
Overview
8
8
years of professional experience
Work History
Financial Services Officer
Banc of California
Indian Wells, CA
10.2023 - Current
- Processed loan applications, account openings, and banking services requests with precision.
- Performed frequent audits of branch operations to ensure adherence to regulations.
- Be able to comprehend complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision
- Provide assistance with end of day closing, to include cash balancing (vault & ATM)
- Inputed new account data utilizing excel.
- Received all inbound calls to branch & transferred calls as needed.
Branch Service Representative
Altura Credit Union
Coachella, CA
03.2020 - 09.2023
- Scheduled appointments for clients with personal bankers or financial advisors based on their specific needs.
- Collaborated with other departments such as lending teams or investment professionals when necessary to provide comprehensive financial guidance for clients'' unique circumstances.
- Processed loan applications meticulously, gathering necessary documentation to expedite approval processes for customers seeking financing options.
- Handled cash drawer responsibilities accurately, balancing daily deposits and withdrawals while adhering to security protocols.
Inventory Specialist
HMSHost
Palm Springs, CA
01.2017 - 01.2020
- Enhanced inventory accuracy by conducting regular cycle counts and reconciling discrepancies.
- Performed data entry and completed proper paperwork.
- Completed physical inventory counts each month.
- Collaborated with team members to ensure timely completion of daily tasks, increasing overall productivity.
- Maintained a clean and well-organized work environment, promoting safety and efficiency among team members.
Education
High School Diploma -
Coachella Valley High School
Thermal, CA05.2013
Skills
- Notary Public - State of CA
- Banking operations
- Loan applications
- Financial services
- Account retention
- Account documentation
- Teamwork
- Customer service
- Multitasking
Languages
Spanish
Native or Bilingual
Timeline
Financial Services Officer
Banc of California
10.2023 - Current
Branch Service Representative
Altura Credit Union
03.2020 - 09.2023
Inventory Specialist
HMSHost
01.2017 - 01.2020
High School Diploma -
Coachella Valley High School