Administrative Assistant

• Mar 2023 - Present

Assistant Branch Manager

• Jul 2021 - Feb 2023

Assist customers with their financial transactions and servicing needs. Training and supervision of tellers inclu- ding praise and coaching as needed. Perform random monthly drawer audits on the tellers and branch vault. Money management that includes balancing branch vault and Loomis Safepoint Vault for entire region along with ordering money from FED to replenish Safepoint Vault. Daily, monthly, and quarterly reports upkeep in- cluding branch quality control and alarm tests. Balancing of GL accounts that pertain to retail operations and submitting corrected debit/credits as needed. Opening, servicing, and closing accounts along with all document submission and compliance disclosures pertaining to such. Issue instant debit cards along with maintaining and balancing card machine. Research transactions and submit debit card disputes at customers request. Help cust- omers establish online banking along with assisting password resets and setting up E-Statements. Work with mortgage team to disperse proceeds relating to constructions loans and submitting documentation needed for ATS payments. Receive and process consumer loan applications from beginning to end, including closing the loan. Maintain availability and urgency in assisting clients to resolve issues. Taking ownership of everything that pertains to daily branch operations. Show less

Financial Services Officer

• Nov 2020 - Jul 2021

Assist members with their financial loan needs including; making loan applications for personal, credit card, auto/recreational loans, submitting to underwriting if instant approval is not issued. Up-selling insurance pro- ducts including Payment Protection Insurance, GAP, and Mechanical Repair Coverage. Follow up with all loan stipulations by obtaining documentation and collecting signatures on all documents pertaining to the loan. Pro- cess loan payments, account maintenance transactions, wire transfers, ACH set-up for loan payments, instant issue credit and debit cards, and process fraud information when necessary. Work as a team to reach quarterly goals. Show less

Financial Services Representative

• Oct 2019 - Sep 2020

Assist members with their financial transactions, involving paying and receiving cash and other negotiable in- struments and cross sell services to members. Welcome members and provide routine information concerning services and direct members to appropriate department for specific information and service. Balance cash draw- er and daily transactions. Perform other duties as assigned. Assist members with their financial transactions, involving paying and receiving cash and other negotiable in- struments and cross sell services to members. Welcome members and provide routine information concerning services and direct members to appropriate department for specific information and service. Balance cash draw- er and daily transactions. Perform other duties as assigned.

Receptionist

• Jan 2017 - Sep 2019

All aspects of providing a positive customer experience. Including, but not limited to. Greeting clients, answering calls in a friendly manner, scheduling appointments for a staff of four veterinarians (one exotic veterinarian), dispensing limited medications as needed, and accepting client payments. Position requires basic knowledge of prescriptions, conditions, and signs of illness. Preparing files for the next day’s appointments in addition to calling clients to confirm appointments and surgeries. Discuss pre-surgery instructions per the type of pet receiving the surgery. Maintain all client files by updating or creating new files, releasing client/patient information upon authorization, and sending referral/medical information to specialists as directed. Checking clients in/out with pets that are boarding in our facility or getting bathed, verifying vaccination records are up to date. Re-stocking all company forms and maintaining client waiting area with coffee/snacks. Show less

Assistant Property Manager

• Oct 2015 - Dec 2016

All aspects of providing a positive customer experience. Including, but not limited to. Greeting clients, answering calls in a friendly manner, scheduling appointments for a staff of four veterinarians (one exotic veterinarian), dispensing limited medications as needed, and accepting client payments. Position requires basic knowledge of prescriptions, conditions, and signs of illness. Preparing files for the next day’s appointments in addition to calling clients to confirm appointments and surgeries. Discuss pre-surgery instructions per the type of pet receiving the surgery. Maintain all client files by updating or creating new files, releasing client/patient information upon authorization, and sending referral/medical information to specialists as directed. Checking clients in/out with pets that are boarding in our facility or getting bathed, verifying vaccination records are up to date. Re-stocking all company forms and maintaining client waiting area with coffee/snacks. Show less

Accounting Clerk

• Nov 2014 - Sep 2015

Provide accounting support by collecting and organizing the daily field and disposal tickets from all fleet drivers dispatched to oil field service jobs. Calculate all charges to customers for services rendered and document each into the accounting system according to client. Scan all documents onto the server for e-storage and organize documents according to client billing cycle. Create billing cycles either weekly, bi-weekly, or monthly according to customer agree- ments. Entering invoices and supporting documentation into Oildex system for e-billing clients. Keep all pricing up to date in addition to providing support to the owners/managers in any capacity related to billing functions including, but not limited to, sending a daily capture of all previous days work completed. Perform driver document audits to ensure on site safety and comply according to company and partner policies & procedures. Submit violations of policies to drivers and human resources along with payroll deductions for violations charges if applicable. Since starting my tenure I have streamlined many processes and continue to make additional improvements daily. Currently I am working on a paperless system, converting everything to scan, PDF, and email only. Eliminating the need for paper storage or paper documents being needed for more than 90 days. Show less

Licensed Realtor

• Nov 2013 - Sep 2014

Assist buyers, sellers, and renters of homes strategically plan for their future. Assist buyers, sellers, and renters of homes strategically plan for their future.

Client Services

• Aug 2012 - Nov 2013

Client services champion for all services related to title search, mortgage closing, appraisal, and BPO orders. Monitor all client (lender) customer service email inboxes and maintain a minimum 2 hour response time. Monitor, track, and follow up on orders for all clients who need assistance. Answer incoming calls from the clients, borrowers, and vendors and route the inquiries for the orders to the proper teams for processing based on call need. Direct the off-shore processing team on order completion and correction to ensure a quality product is delivered to the client and within company turn time standards. Follow up with vendors on orders that are overdue and advise on client needs or order requirements. Correct title vesting reports, generate reports, sent reports by XML(portal) to the client, or by email. Advise clients on the vesting directives or requirements for specific products ordered. Assist vendors with login information to submit reports or to obtain closing documents to complete a closing order. Maintain at least 90% on monthly QC based on calls, tracking, follow ups, and response time. Show less

Customer Relations Manager

• Jul 2010 - Aug 2012

Answer all incoming calls in a timely manner as to service the customer’s needs effectively and efficiently. Up-sell incoming calls/client opportunities. Cold calling to up-sell client products. Maintain customer satisfaction level within the company’s service and sales departments. Create work orders, scheduling all jobs for the technicians covering four counties, zoning/mapping, and dispatching. Create routing calendars for all coffee and supply route sales leaders with inventory dockets. Close work orders and invoice customers when all jobs are complete. Track all incoming sales and outgoing inventory by verifying sales contracts and inventory installations. Create, monitor, and distribute spreadsheets needed for everyday operations. Responsible for (3) service technician’s monthly bonus calculations, tracking, rewards, and coaching. Show less

Customer Relations Manager

• Nov 2009 - Jul 2010

Maintain customer satisfaction level within the dealership from sales to service. Follow up with all buyers and service customers, explain the satisfaction survey they will receive, solve any open issues and respond to all questions/concerns. Monitor and track all customer satisfaction ratings in spread sheets, coach sales and service on best satisfaction practices. Created and maintain company news letter, one for internal and one for the customers that get email and/or mailed monthly. Process all warranty cancellations, monitor and track items owed to the buyer and/or service customer. Meet with new buyers and give them a facility tour, discuss key items and set up their first service appointment. Show less

New Home Sales Consultant

• 2007 - 2009

Selling to be constructed homes & already completed inventory homes. During the last 15+ months of employment I met or exceeded my goal of 4 units per month. In January 2008 I doubled this goal. Self/company branding, structured selling, only 50% of my sales are realtor originated. Maintain highest CSI scores in the division, last score 96.5%. Weekly follow up with all buyers, realtors and contacts. Strategizing marketing and sales material on a daily basis. Attend sales and community team meetings on weekly basis. Maintain model home and utilize as selling office and demonstration center. Bi-weekly CMA’s to help sell against the competition. Selling the benefits of in house lender and stay current on market trends. Maintain a professional relationship with all buyers, vendors, co-workers and Real Estate professionals. Maintain Real Estate License and attend continuing education classes. Show less

Senior Sales Associate

• 2007 - 2007

Assist client’s with designing the home of their dreams. Provide model home tours and review quality construction features. Maintain the model home including ordering any maintenance needed. Hire and train sales assistants on all aspects of the custom home process. Structured selling, review community/lot plats, design custom homes, review blueprints and redline the preliminary copies, finalize plans with clients. Assist with design selections in the design studio. Up-sell features/benefits of exterior and interior design and construction features that will benefit the longevity of the homes and/or the esthetics. Tour community and homesites to create visualization and one-of-a kind urgency. Walk the con- struction sites to ensure QC and to update out of state clients on production. Maintain professional relationship with Realtors to keep a constant connection for referrals. Maintain Real Estate License and attend continuing education classes. Show less

Sales Counselor

• 2005 - 2007

Competitive sales floor selling already completed inventory homes. During the last 3 months of my employment I wrote 18 contracts and helped close 15 of them. Meet and/or exceed monthly goals. Self-branding and company branding, structured selling, only 25% of my sales are realtor originated, highest lead to contract ratios in the division. Maintain 9.7 out of 10 CSI. Weekly follow up with all buyers; attend sales and community team meetings on weekly basis. Maintain model home and utilize as selling office and demonstration center. Biweekly CMA’s to help sell against the competition. Selling the benefits of in house lender. Maintain a professional relationship with all buyers, vendors, co-workers and Real Estate professionals. Maintain Real Estate License and attend continuing education classes. Show less

Sales Consultant

• 2003 - 2005

Assist client’s with designing the home of their dreams. Provide model home tours and review quality construction features. Maintain the model home including ordering any maintenance needed. Hire and train sales assistants on all aspects of the custom home process. Structured selling, review community/lot plats, design custom homes,review blueprints and redline the preliminary copies, finalize plans with clients. Up-sell features/benefits of exterior and interior features that will benefit the longevity of the homes and/or the esthetics. Tour community and homesites to create visualization and one-of-a kind urgency. Walk the construction sites to ensure QC and to update out of state clients on production. Maintain professional relationship with Realtors to ensure a constant connection for referrals. Maintain Real Estate License and attend continuing education classes. Show less