ADMINISTRATION
VALERIE CARATACHEA
OVCB
MODESTO,CA
9
years of professional experience
Diligent Administrative Assistant with proven track record in managing office operations and providing comprehensive administrative support. Demonstrated ability in streamlining office processes and aiding in project coordination. Known for effective communication and multitasking skills.
Work History
Administrative Assistant
10 Years 9 Months- Demonstrated attention to detail in administrative tasks, utilizing strong communication and organizational skills. Supported executives by managing schedules and organizing office operations, contributing to enhanced workflow.
- Managed correspondence, drafting clear emails, letters, and internal communications with consistent accuracy.
- Prepared meeting materials, agendas, and presentations to support informed decision-making.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
New Accounts Representative/Customer Service Representative
2 Years- Resolved customer issues promptly and professionally, fostering long-lasting relationships with clients.
- Opened deposit, savings, and certificate accounts while following bank compliance procedures.
- Reviewed paperwork for completeness and corrected discrepancies before account activation.
- Maintained confidentiality while handling sensitive financial information and personal records.
- Entered account data into core banking systems with strong attention to detail.
- Requested credit records from reporting agencies for account verification. from reporting agencies.
- Obtained credit records from reporting agencies.
Customer Service Manager
5 Years- Coach front-line teams, oversee account support, and implement standards that deliver reliable, accurate assistance. Manage customer relationships and ensure timely resolution of inquiries and transactions.
- Monitored customer inquiries across phone, email, and chat channels for timely follow-up.
- Resolved complex complaints by coordinating with operations, billing, and support teams.
- Trained staff on service standards, escalation procedures, and conflict de-escalation techniques.
- Coached team members on communication skills, product knowledge, and customer retention practices.
- Scheduled staff coverage and adjusted priorities to maintain service levels during peak demand.
- Updated service procedures and knowledge resources to improve team consistency.
Lead Teller/Personal Banker Officer
2 Years- Supervise cash operations, mentor tellers, and ensure accurate, secure daily transactions. Coordinate branch teller activities, manage cash limits, handle complex customer service escalations and maintain compliance with bank policies.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Coached tellers on procedures, compliance requirements, and transaction accuracy.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Verified currency, checks, and identification to reduce processing errors.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
Education
Bachelor - Liberal Studies
AA - General Studies
Skills
Office administration
Data Management
Billing reconciliation
Data Entry
Invoicing and accounting
Spreadsheet management
Billing Reconciliation
Invoice processing
Records administration
Confidential document control
Confidential document management
Microsoft Office Suite
Personal Information
Title: ADMINISTRATIVE ASSISTANT
Timeline
Administrative Assistant
CRSIG
01.2016 - 2024Read More
New Accounts Representative/Customer Service Representative
OVCB
01.2014 - 01.2016Read More
Customer Service Manager
Wells Fargo Bank, N.A.
01.2009 - 01.2014Read More
Lead Teller/Personal Banker Officer
Wells Fargo Bank
01.2007 - 01.2009Read More
Modesto Junior College
AA from General Studies
Read More
Brandman University
Bachelor from Liberal Studies
Read More