Experience

Netsimco - A Saalex Company

• United States
• Defense and Space Manufacturing
• 1 - 100 Employee

• Administrative Assistant

  • Apr 2023 - Present



Melville Elementary School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Nurse Tech

  • Sep 2022 - Apr 2023

  Assist the School Nurse/Teacher with the day to day operations in the Nurse's Office. Providing assistance to the Nurse with direct patient care procedures and related tasks. Assists with medical examinations, checking in patients, gathering information by obtaining patient histories, take vital signs, and prepare charts. Performs administrative duties while working as Clerical/data entry recorder on a daily basis. Maintains privacy secureness with all health related documents with acute attention to detail. Certain physical demands while working with adults and children to perform essential functions the school required. Specific vision ability was required by this job, close vision and distance vision. Essential to this position, deadlines with severe time constraints and interact with the public and with other workers. This position required irregular or extended hours and direct responsibility for the safety, well-being, or work output of other people, and multiple demands from several people. Ability to remain calm during the occasional loud noises caused from the environment was a must to prevent the state of panic. *20-50 patient visits daily input and tracked per regulations *7-10 corporate vendor orders per month *2 excel spreadsheet tracking per federal guidelines daily *4-5 pediatric affiliates (hearing, vision, dental) coordinated per school year *CPR Adult and Pediatric Certified exp. 2025 *First Aid Certified exp. 2025 *Safety hold trained and Certified exp. 2024 Show less



San Diego County Credit Union

• United States
• Banking
• 400 - 500 Employee

• Financial services representative

  • Aug 2015 - Mar 2018

  Interviewed members and potential members to determine their financial needs and aid in selecting appropriate products and services. Provide quality member service consistent with credit union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts and/or loans ensuring adherence to legal requirements and credit union policies and procedures. Ensured loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provided timely closing of loans through consistent follow-up of loan approvals. Ensured operational integrity through consistent and timely audits of loan and new account files and documentation. Maintained the integrity of the sales program by accurately recording and tracking all member encounters. Participated in business development activities including participating in orientations and on-sites. Contributed to the sales orientation of the branch by instructing co-workers as directed by management in product knowledge and cross-selling techniques. Adhered to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Acted as an MSR or Receptionist as directed by management. Supported management in community development activities. Maintained safe deposit boxes, as applicable. *Opened 25-30 new accounts and loans monthly *Funded up to 30 Auto and Credit loans monthly *Completed 20-30 Credit Card Applications monthly *Funded 250k in Auto loans monthly Show less



P. Riley Enterprises, Inc. dba Riley's Scraper Rental

• United States
• Construction
• 1 - 100 Employee

• Office Manager

  • Jan 2013 - Nov 2015

  Worked closely with all associates. Handled payroll and all payroll inquiries. Used quickbooks pro and all invoice payment systems. While working closely with the company owner and similar companies in the same industry. Serve as the point person for office manager duties including: Maintenance, Mailing, Supplies, Equipment, Bills, Errands, and Shopping. Schedule meetings and appointments. Organize the office layout and order stationery and equipment. Maintained the office condition and arrange necessary repairs. Partnered with HR to update and maintain office policies as necessary. Organized office operations and procedures. Coordinated with IT department on all office equipment. Ensured that all items are invoiced and paid on time. Managed contract and price negotiations with office vendors, service providers and office lease. Managed office general and administrative budget, ensure accurate and timely reporting. Provided general support to visitors. Assisted in the onboarding process for new hires. Addressed employees queries regarding office management issues (e.g. stationery, Hardware and travel arrangements). Liaise with facility management vendors, including cleaning, catering and security services. Planed in-house or off-site activities, like parties, celebrations and conferences. Proven experience as an Office Manager, Front Office Manager or Administrative Assistant. Knowledge of Office Administrator responsibilities, systems and procedures. Proficiency in MS Office (MS Excel and MS Outlook, in particular). Hands on experience with office machines (e.g. fax machines and printers). Familiarity with email scheduling tools. Time management skills and ability to multi-task and prioritize work. Attention to detail and problem solving skills. Written and verbal communication skills. Organizational and planning skills in a fast-paced environment. A creative mind with an ability to suggest improvements. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Jan 2010 - Oct 2013

  Required to retain knowledge of laws and federal regulations. Maintained five star customer service and worked directly with customers and higher management. Helping customers get the products and services that are needed for personal or business banking. Used resources and innovative technologies to optimize the client experience. Confidently built relationships with clients by using a defined consultative questioning approach that will help gain in-depth knowledge of clients’ financial life priorities and connect them to solutions that meet their financial goals. Expanded business knowledge and network by partnering with experts in small business, lending and investments. Became an expert in using digital resources and technologies to optimize the client’s digital banking preferences. Processed transactions accurately and efficiently to build client confidence and trust, based on established policies and procedures. *Opened 30-40 new accounts and loans monthly *Funded 35-45 Credit Cards monthly (Top Seller Award) *Completed 20-30 Credit Card Applications monthly *Funded 200k-550k in HELOC's monthly *Opened 4-5 Sole Proprietorship/LLC Business Entity Accounts monthly Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Apr 2008 - Oct 2010

  Provided quality customer service while being upbeat and working in a fast passed environment. Suggesting new products to better assist the bank as well as the consumer. Responsible for helping individual clients manage their money in order to balance financial risks and returns. Some limited travel was required to attend social networking events and appeal to potential clients. Engaged a variety of responsibilities, including: various banking duties; overseeing all financial activities of accounts; marketing to potential clients; building a reputable customer base; maintaining proper licensing; selling financial services; and accessing and updating account information of clients. *Opened 1-7 new accounts per day *Opened 20-40 new accounts monthly * Input 2-4 credit card applications daily *Handled 3500 Safe deposit boxes and keys inside vault *Transacted over 250 deposits/withdrawals daily Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Bank Teller

  • Mar 2004 - May 2008

  Responsible for greeting patrons, handling transactions, explaining services, and answering questions about bank policies. Familiar with Corporate Express, Cenveo, and Relizon. An Atm and end of day custodian. Most common job functions include assisting bank patrons with deposits and withdrawals. Achieved quarterly sale goals through up-selling and referrals to financial specialist. Uncovered additional cross-sell opportunities with current clients. Handled additional teller responsibilities including ATM balancing and coin machine operations. Recognized potential cross-sell opportunities and direct customers to appropriate bank personnel. Reconciled daily accounts to balance ATM transactions, including preparing and analyzing relevant reports. Analyzed customer's needs, determined appropriate products and services and uncover additional cross-selling opportunities with existing and prospective clients. Interpreted and accurately process customer requests and transactions according to TCF guidelines. Show less