Experience

Neighborhood Trust FCU

• United States
• Banking
• 1 - 100 Employee

• Membership Services Manager

  • Jun 2021 - Present

  - Head of Member Services team responsible for the ongoing management of 4000+ private client Accounts. Oversees all client acquisitions, retentions, and maintenance.- Ensures the full compliance of NCUA/BSA regulations for all matters relating to personal & business accounts. - Preforms Member Services team scheduling and coordination in liaison with adjacent departments. - Collaborates with other department heads to ensure credit union objectives are met. - Co-project manager for new financial product creation and launching. - Aides in the creation Credit Union marketing materials. - Oversees hiring process for potential candidates for Member Services team. - Verifies very large cash transactions both from clients and credit union. - Inputs and verifies ACH, Wires, and Internal transactions for all accounts. - Handles client request, inquiries, and grievances in the same capacity as a Member Services Representative to ensure daily operational efficiency.

• Membership Services Representative

  • Jul 2020 - Jun 2021

  - While ensuring compliance and client privacy, managed client account openings, closures, and modifications. - Collaborated on a digital multi-departmental total member wide annual meeting as technical support. Produced Spanish subtitles that provided accessibility for an over 70% Spanish speaking population. - Handled small to large digital monetary transfers between internal accounts and external accounts. In the same capacity, oversaw openings of secured loans. - Provided detailed resolutions of member grievances or questions via phone, email, and in person. - Acted as point person for all financial product information and performed preliminary sales of loans.



The City College of New York

• United States
• Higher Education
• 700 & Above Employee

• Administrative Assistant

  • Jun 2019 - Jul 2020

  - Acted as first point of contact between client and business. Delivering excellent customer service of all forms in both English & Spanish. - Preformed overflow support for all department coordinators to ensure a smooth work flow. Such as the writing and discussion of grant proposals. - Confidentially managed and inputted sensitive data for 2000+ clients and business partners. - Contributed to the creation of all marketing materials and acted as marketing assistant in both English and Spanish.



The Wright Fit

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Fitness Associate/Lifeguard

  • Nov 2018 - Jun 2019

  - Oversaw resident accounts and facility events. - Answered questions related to fitness and facility services with high energy and understanding. - Improved communications between staff and residents in both English and Spanish between residents and staff to ensure excellent customer service. - Oversaw resident accounts and facility events. - Answered questions related to fitness and facility services with high energy and understanding. - Improved communications between staff and residents in both English and Spanish between residents and staff to ensure excellent customer service.



Educational Alliance

• United States
• Civic and Social Organizations
• 200 - 300 Employee

• Manager on Duty/Membership Representative/Fitness Monitor

  • Aug 2016 - Sep 2018

  Manager on Duty & Membership Representative - Oversaw all administrative functions of the front desk and acted the point of reference for the entire facility in the absence of higher management. - Performed new client intake, registration, billing, and communication in a multilingual capacity. - Communicated via email/phone at high volumes & maintained intricate facility calendar. - Made sound decisions and solved issues in the absences of higher management. - Preformed opening and closing store procedures. Fitness Associate - Interacted, assisted and supported members with their fitness related concerns and needs. - Facilitated relationships between members to promote community and quality of life. - Resolved intra-member conflicts and other complaints.



The Rockefeller University

• United States
• Research
• 700 & Above Employee

• Porter

  • Jun 2014 - Nov 2015

  - Actively sanitized, furnished, and organized over 50 apartments for incoming graduate students. - Demonstrated leadership, adaptability & communication with co-workers and students during a multi-million dollar apartment renovation of the Student Housing Department. - Promptly communicated and resolved graduate students grievances & complaint. - Actively sanitized, furnished, and organized over 50 apartments for incoming graduate students. - Demonstrated leadership, adaptability & communication with co-workers and students during a multi-million dollar apartment renovation of the Student Housing Department. - Promptly communicated and resolved graduate students grievances & complaint.



Lobo Tex-Mex Restaurant

• Busser

  • Apr 2013 - Oct 2013