Experience

Wescom Credit Union

• Banking
• 400 - 500 Employee

• Member Account Protection Investigator

  • Aug 2023 - Present

• Member Account Protection Analyst

  • Jul 2023 - Aug 2023



Santa Ana Federal Credit Union

• 800 W Santa Ana blvd, Santa Ana, CA 92701

• Back Office Manager

  • Oct 2012 - Mar 2023

  Running branch operations including teller line, platform operations and call center operations. Processing ACH and share draft exceptions, ACH Originations, and all ACH related disputes and stops. Processing branch DMV operations and processing lien releases for paid loans Coaching and mentoring staff on policy and procedures in branch operations Running branch operations including teller line, platform operations and call center operations. Processing ACH and share draft exceptions, ACH Originations, and all ACH related disputes and stops. Processing branch DMV operations and processing lien releases for paid loans Coaching and mentoring staff on policy and procedures in branch operations



Eagle Community Credit Union

• United States
• Banking
• 1 - 100 Employee

• Member Service Representative III

  • Mar 2010 - Oct 2012

  Provided member services by processing deposits, withdrawals, loan payments, and other transactions accurately Opened new accounts as requested while concurrently remaining compliant with policies and federal regulations Funded loans in accordance to underwriting guidelines and credit union policies Audited and maintained proper cash levels for teller drawers and branch vault Ran branch operations for in-store Santa Ana branch as lead Provided member services by processing deposits, withdrawals, loan payments, and other transactions accurately Opened new accounts as requested while concurrently remaining compliant with policies and federal regulations Funded loans in accordance to underwriting guidelines and credit union policies Audited and maintained proper cash levels for teller drawers and branch vault Ran branch operations for in-store Santa Ana branch as lead



SchoolsFirst Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Member Service Representative III

  • Mar 2007 - Mar 2010

  Assisted teller line operations as assistant to branch supervisor Opened new memberships in accordance with credit union procedures and eligibility Accepted loan applications and funded approved loans per credit union policies and underwriting guidelines Responsible for coaching and mentoring new staff on the teller line to follow operation procedures Assisted teller line operations as assistant to branch supervisor Opened new memberships in accordance with credit union procedures and eligibility Accepted loan applications and funded approved loans per credit union policies and underwriting guidelines Responsible for coaching and mentoring new staff on the teller line to follow operation procedures