Vanessa Soto

Analyzed financial data related to loss prevention efforts in order to
identify trends or areas of concern.
Maintained and updated detailed records of all actions taken during the
asset recovery process.
Collected payments over telephone and established repayment plans
Recovered negative accounts effectively practicing the right of offset.
Thoroughly researched transactions by reviewing documents, like
statements.
Effectively communicating and enforcing credit union procedures.
Updated and maintained databases with current information.
Worked with cross-functional teams to achieve goals.
Conducted comprehensive research and data analysis to support strategic
planning and informed decision-making.
Identified the needs of customers promptly and efficiently.
Processed returned checks and debited accounts accordingly.
Reviewed banking activity regularly to identify any irregularities or
unauthorized transactions.
Performed daily general ledger entries to record financial transactions
accurately.
Summary
Skills
Experience
Updated accounting ledger and journals with updated transaction
information.
Received payments from customers via cash, check and credit cards to pay
company invoices.
Maintained accurate financial records and documentation in compliance
with company policies.
Ensured compliance with all banking regulations and procedures

Provided support to members regarding account inquiries, processing
transactions, and resolving issues.
Assisted with the opening of new accounts and processed account
maintenance requests.
Adhered to all applicable policies, procedures, regulations, and laws.
Performed cash handling duties such as deposits and withdrawals for
members' accounts.
Provided guidance to members on how best to use products or services
offered by the organization.
Identified opportunities for cross-selling additional products or services
based on member needs.
Attended training sessions regularly to stay abreast of changes in company
policies or procedures.
Assisted colleagues with tasks as needed during peak times of activity.
Participated in team meetings to discuss customer service strategies and
goals.
Processed cash and check deposits every day.
Enhanced member relationships by providing excellent service during each
interaction.
Audited customer account information to identify issues and develop
solutions

Handled scheduling for store shifts to achieve adequate staffing.
Checked monthly sales and performance reports to support operational
planning and strategic decision-making.
Oversaw daily operations of store, including inventory and supply
restocking, cash-handling and assisting customers.
Developed comprehensive job applications and onboarding processes to
promote smooth candidate recruitment and assimilation.
Aligned visual merchandising strategies and products with company
messages, target audience and marketing goals.
Planned and led training programs on staff development to enhance
employee knowledge, engagement, satisfaction and performance.
Analyzed training needs to develop new programs or modify and improve
existing.
Tracked company inventories, moved excess stock and arranged products
to improve sales.
Scheduled staff to assign employee shifts according to departmental and
business needs.
Oversaw aspects of maintenance, inventory and daily activity
management.
Led teams in planning, implementation and execution of merchandising
and operating initiatives to streamline business effectiveness.
Directed day-to-day operations by spearheading implementation of
short-term and long-term strategies to achieve business plan and
profitability goals.
Measured and reviewed performance via KPIs and metrics.