Experience

Hawaii VA Loans

• United States
• Financial Services
• 1 - 100 Employee

• Production Assistant

  • Nov 2021 - Present



Bank of Hawaii

• United States
• Banking
• 700 & Above Employee

• Relationship Banker and Financial Service Representative

  • Nov 2017 - Oct 2021

  As a Relationship Banker I'm developing relationships with my customers to help better understand their financial needs and goals so they can achieve them. I take pride in getting to know my customers and making their future my top priority. As a Relationship Banker I'm developing relationships with my customers to help better understand their financial needs and goals so they can achieve them. I take pride in getting to know my customers and making their future my top priority.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • Aug 2017 - Nov 2017

  Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company.



Bank of the San Juans

• United States
• Banking
• 1 - 100 Employee

• Loan Servicer

  • May 2015 - Jun 2017

  Assist commercial lending officers with loan processing and booking; build budget spreadsheets and process draws for home construction builds; pull and review daily reports of loan transactions; maintain training and understanding of Federal Regulations; prep and maintain loan files for compliance, audits and imaging; track financials and insurance; maintenance loan files; assist clients. Assist commercial lending officers with loan processing and booking; build budget spreadsheets and process draws for home construction builds; pull and review daily reports of loan transactions; maintain training and understanding of Federal Regulations; prep and maintain loan files for compliance, audits and imaging; track financials and insurance; maintenance loan files; assist clients.



First National Bank of Durango

• Marketing Coordinator

  • Apr 2013 - May 2015

  Maintain the Marketing plan for First National Bank of Durango by creating radio ads, flyers, posters and banners for new products and events using InDesign and Illustrator. Updated the website with alerts, events and new products and services. Order and design promotional giveaways for events and sponsorships. Create and maintain logos for iPhone, iPad and Android apps. Develop content and layout for new website coordinating with several departments. Also coordinated a 15 second and 30 second TV commercial with a local TV station. Work directly with the community to sponsor, put on and work events benefiting the community.

• Junior Lending Assistant

  • Aug 2012 - Apr 2013

  Assistant to 5 Business Banking Lenders and assisted in tasks for the Senior Lending Assistant. I prepare loan documents, assists clients to sign the loan documents, send out letters to clients requesting information for their loans, tracked missing information from loans and requested that from clients. I answered phones, emails and letters for the Lenders as they needed. I also dealt with insurance companies and law firms in order to get the loans approved and in compliance. I also assisted clients with any needs regarding their loans or accounts with our banks.

• Personal Banker

  • May 2011 - Sep 2012

  I assisted existing and new clients open checking accounts, savings accounts, IRA's and HSA's, Certificate of Deposits and make contributions to those accounts when needed. I also assisted clients with personal loans for vehicles to Home Equity lines of credit. I took their applications, pulled credit, calculated their debt to income and assessed whether they qualified for the loan. I also helped notarized documents for any client. I created several new forms to help give clients all the information about their new accounts. I was trained in several different programs to track, maintain and order several products like debit cards, credit cards and checks.

• Client Services Representative/ Teller

  • Jun 2010 - May 2011

  Conducted daily transactions for clients such as deposits into accounts, cash checks, transfer funds from accounts, verify funds and provided Cashiers checks and Money orders when requested. I maintained and balanced a cash drawer everyday. I worked the main teller line, drive thru and commercial windows. I also assisted Spanish speaking clients with their banking needs.



Fort Lewis College

• United States
• Higher Education
• 500 - 600 Employee

• Gallery Management Internship

  • Jan 2010 - May 2010

  Launched a new innovative marketing plan for the gallery. Assisted in show installations and de-installations; transported artwork; packed and unpacked artwork; and worked gallery receptions. Documented the show's artwork, created and maintained a Facebook page for the gallery. Launched a new innovative marketing plan for the gallery. Assisted in show installations and de-installations; transported artwork; packed and unpacked artwork; and worked gallery receptions. Documented the show's artwork, created and maintained a Facebook page for the gallery.