Experience

Stanford Federal Credit Union

• Banking
• 100 - 200 Employee

• Payments Manager

  • Sep 2022 - Present

  Palo Alto, California, United States



Provident Credit Union

• United States
• Banking
• 200 - 300 Employee

• Account Services Assistant Manager

  • Jul 2021 - Sep 2022

  Redwood City, California, United States

• Account Services Supervisor

  • Mar 2019 - Jul 2021

  Redwood City, California, United States • Lead account services team of 15 associates by delegating and managing daily processes and responsibilities to ensure department goals are met • Manage department activities to ensure we are adhering to bank compliance policy, bank policies and procedures, and federal and state law • Work with upper-level management to identify and implement efficiencies and improve work flow across the department • Respond to and effectively resolve escalated customer service issues

• Account Services Specialist

  • Jan 2018 - Mar 2019

  Redwood City, California, United States • Respond to and resolved back-office inquiries related to IRA/HSA products, Wires, ACH, Return deposits, Share Draft, Mobile/ATM deposits, Trust and Estate accounts, and other deposit account related processes • Provide support to branch, frontline staff, and members for deposit banking operations • Developed and led quarterly trainings for 300+ front line associates on IRA/HSA products policies and procedures



Edgewater Insurance Solutions, LLC

• United States

• Insurance Broker & Advisor

  • 2016 - 2018

  San Francisco, California, United States • Implement strategies for public sector accounts, focusing on prolonged growth within accounts under management and averaged 120-130% enrolment targets • Advised clients on current and future financial liabilities to determine proper insurance coverages



Fred Loya Insurance Agency

• United States
• Insurance
• 500 - 600 Employee

• Property Causality Insurance Adjuster

  • 2014 - 2016

  San Francisco Bay Area • Led insurers California Bay Area region auto damage claims adjusting department. Collaborating and negotiating with multiple local auto damage repair partners and claimants