Tristen Zertuche
Covington Credit
Beeville,TX
5
years of professional experience
Experienced Office manager and Administrative Assistant with over 7 years in the oilfield industry. With successful experience in fast-paced office settings. Hardworking team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision. Dependable and quick-learner with effective communication and organization skills.
Work History
Branch Manager
5 Years 11 Months- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Engaged employees in business processes with positive motivational techniques.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Recommended loan approvals and denials based on customer loan application reviews.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained friendly and professional customer interactions.
- Developed prospects for new loans though weekly cold calling.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Protected company assets with strategic risk management approaches.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
- Maintain cash drawers and daily deposits and daily close out and monthly close out.
Office Manager
1 Year 4 Months- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Compared vendor prices and negotiated for optimal savings.
- Evaluated employee records and productivity to complete employee evaluations.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Arranged corporate and office conferences for company employees and guests.
- Maintained computer and physical filing systems.
- Sourced vendors for special project needs and negotiated contracts.
- Maintained purchase orders and receipts
- Arranged equipment delivery and pickup
Administrative Assistant
4 Months- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Coordinated bookkeeping activities in QuickBooks.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Maintained staff directory and company policy handbook for human resources department.
- Arranged rapid office equipment repair and maintenance with vendors.
- Scheduled office meetings and client appointments for staff teams.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coached new employees on administrative procedures, company policies and performance standards.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Created detailed expense reports and requests for capital expenditures.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Edited subcontractor proposals, project punch lists, transmittals and memorandums for organizational support.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
- Executed record filing system to improve document organization and management.
Administrative Assistant
1 Year 10 Months- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Coordinated bookkeeping activities in QuickBooks.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Maintained staff directory and company policy handbook for human resources department.
- Arranged rapid office equipment repair and maintenance with vendors.
- Scheduled office meetings and client appointments for staff teams.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coached new employees on administrative procedures, company policies and performance standards.
- Offered office-wide software support and training, troubleshooting issues and optimizing usage.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Created detailed expense reports and requests for capital expenditures.
- Edited subcontractor proposals, project punch lists, transmittals and memorandums for organizational support.
- Handled client correspondence and tracked records to foster office efficiency.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
- Executed record filing system to improve document organization and management.
Education
High School Diploma
Skills
Proactive and Focused
Customer Service
Relationship Building
Time Management
Prioritizing and Planning
Willing to Learn
Typing and 10-Key Entry
Microsoft Office
Credit Approval and Denial
Sage 50
Cash Flow Management
Spreadsheet Tracking
Loan Processing
Attention to Detail
Word Processing
Collections Actions
Timeline
Branch Manager
Covington Credit
11.2020 - CurrentRead More
Office Manager
Culberson Construction
12.2018 - 04.2020Read More
Administrative Assistant
BOSS Crane & Rigging
03.2018 - 07.2018Read More
Administrative Assistant
AEI Field Services
09.2015 - 07.2017Read More
AC Jones High School
High School Diploma
Read More