7249 Aloe Court
Rancho Cucamonga, CA 91739
Utilizing my experience in Sales, Service, Operations & Management obtain a challenging and rewarding position.
Rocky’s Pizza Palm Springs, CA Present – June 2000
Office Manager/Bookkeeper (Part-time)
Responsible for accounts receivable/payable. Payroll. Sales tax preparation. General Ledger/Balance sheet. Bank/Credit Card reconciliation. Cash Management. Perform Month-End reconciliations. EOD Balancing. Audit preparation. Bank deposit.
Indymac Bank Pasadena, CA March 2005 – September 2008
Compliance & Operations Analyst
Oversee retail bank branches compliance with state and federal regulations as well as Indymac’s policies and procedures. Update and maintain banks policy and procedure. Serve as point person for branches requiring assistance with customer accounts, complaints and inquiries through QA system and direct customer/staff interaction. Perform internal branch audits. Ensure branch completion of monthly regulatory training and certifications. Oversee daily reports including BSA, NSF, CIF Maintenance, BSA, AML, Exception Items, etc. Provide risk-based reports on account openings/activity. Provide training for management and operations staff through development seminars and management meetings. Served as administrator for bank branch loan servicing software. Worked in conjunction with software development teams to create and update banking systems.
Responsible for over all hiring, training and development of branch staff. Ensure branch meets audit requirements and stays within company policy and procedure. Conduct performance and disciplinary reviews. Provide product sales training to ensure branch meets deposit and loan goals. Assist back office in loan document collection and timely closure. Opened Santa Monica branch, branch achieved $100 million status in less than 2 months (fastest in company history). Opened San Marino branch, achieved $100 million status in 6 months (2nd highest in company history). Develop business through participation in community events and organizations
Oversee daily activities of tellers and new account representatives. Perform monthly certifications and audits. Provide training and development through branch meetings. Motivate representatives to meet and surpass referral and sales goals. Complete daily reports. Assist with interviews and reviews. Ensure staff passes mystery shops through extensive training and development of phone etiquette. Oversee resolution of customer inquiries/complaints. Service customers as needed including teller and new account activities. Input home loan and HELOC applications. Assist back office in loan document collection.
Fullerton Community Bank Brea, CA September 2003 – September 2004
Customer Service Representative
Provide sales and service to customers. Meet monthly and quarterly sales goals through customer referral, business to business and community activities. Open accounts including IRA’s, Checking, savings and CD’s. Assist with branch certifications and audits.
Bank of America Brea, CA August 2002 – September 2003
Assist customers with deposits, withdrawals, official checks, wires and loan and credit payments. Cross-Sell products and services. Cross-trained on Personal Banking platform. Input residential mortgage and HELOC applications into system. Collect loan documents.
Wyndham Hotel Palm Springs, CA April 2000 – August 2001
Guest Services Agent
Ensure all guest requests are directed to appropriate departments. Provide concierge services during guest stays. Ensure all accommodations and services surpass guest expectations. PBX. Check in/out. Guest billing.
Media Communications September 2007 - Present
Palm Springs High School
Business Academy Diploma June 2001
Windows/Mac OS. Expert Microsoft Office (Word, Excel, Power Point, Entourage, Outlook), Moderate – Expert QuickBooks, Photoshop, In Design, Illustrator, Firefox, Internet Explorer, Safari, Type 65 WPM, Fiserv, Zeus, Extensive knowledge of Federal Regulations and banking operations.