Experience

Mission Fed Credit Union

• United States
• Banking
• 300 - 400 Employee

• Senior Financial Services Representative

  • Sep 2023 - Present

  San Diego, California, United States

• Financial Service Representative

  • Nov 2021 - Sep 2023

  Linda Vista Branch - 5375 Napa St Suite 101, San Diego, CA 92110

• Universal Service Representative II

  • Dec 2020 - Oct 2021

  Linda Vista Branch - 5375 Napa St Suite 101, San Diego, CA 92110

• Universal Service Representative I

  • Dec 2019 - Dec 2020

  Linda Vista Branch - 5375 Napa St Suite 101, San Diego, CA 92110



Valley Oak Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Member Service Representative

  • Nov 2018 - Nov 2019

  Visalia, California Supported and promoted a successful sales culture by listening and identifying member needs and providing them with services best suited for their financial success. Worked with an editing team to review the Credit Union’s website, assessing content and providing feedback to ensure content is correct, consistent and up to date. Efficiently and accurately perform a number of duties including updating and opening accounts, processing disputes, and assisting members with home banking. Provided… Show more Supported and promoted a successful sales culture by listening and identifying member needs and providing them with services best suited for their financial success. Worked with an editing team to review the Credit Union’s website, assessing content and providing feedback to ensure content is correct, consistent and up to date. Efficiently and accurately perform a number of duties including updating and opening accounts, processing disputes, and assisting members with home banking. Provided support to the loan department by quoting rates and recording loan payoff information. Show less



Tucoemas Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Universal Service Agent

  • Aug 2017 - Sep 2018

  Visalia, California Area Served as the liaison between members and the credit union, handling member’s financial needs while providing accurate account information. Took the lead on several Credit Union projects brainstorming, researching and presenting innovative ways to engage with members. Assisted with training of new staff and filled in as back-up to other departments and branches. Balanced daily transactions and cash totals in an accurate, efficient and timely manner. Processed new accounts, fraud disputes, wire… Show more Served as the liaison between members and the credit union, handling member’s financial needs while providing accurate account information. Took the lead on several Credit Union projects brainstorming, researching and presenting innovative ways to engage with members. Assisted with training of new staff and filled in as back-up to other departments and branches. Balanced daily transactions and cash totals in an accurate, efficient and timely manner. Processed new accounts, fraud disputes, wire transfers, and Power of Attorney documents. Maintained an up to date knowledge of all procedures related to the Bank Secrecy Act and NCUA insurance to ensure compliance with current regulations. Show less



First Capital Group

• Junior Loan Processor

  • May 2015 - Jun 2017

  Visalia, California Area Worked in operations, marketing, communications and loan processing. Acted as the point of contact throughout the loan process retrieving credit, income and mortgage documents from clients. Disclosed, processed and submitted client information bridging the gap between Loan Officers, Processors, and Underwriters. Communicated closely with underwriters on approval certificate conditions ensuring timely loan fundings.



Starbucks

• United States
• Retail
• 700 & Above Employee

• Barista / Barista Trainer

  • Mar 2010 - May 2015

  Visalia, California Area Greeted guests while promptly and accurately processing their order payments. Crafted high quality espresso beverages and various other café menu items. Trained employees on store policies, espresso recipes and customer service standards. Received glowing reviews from customers and created mutually beneficial relationships.



Tommy’s Restaurant

• Bartender

  • Jun 2012 - Apr 2014

  Visalia, California Concocted exceptional cocktails for lounge guests while simultaneously mixing drinks for customers seated in the main dining room. Seated, greeted and provided serving hospitality to diners seated at tables in the lounge. Maintained current knowledge of daily specials and wine selection. Upheld fine dining standards while providing stellar customer service.