Experience

Monterey Credit Union

• Banking
• 1 - 100 Employee

• Financial Services Support

  • Jan 2022 - Present

  Process loan applications, gather all necessary documentation requested by underwriting. Inform members of approval or decline. Prepare auto appraisal and D.M.V. documents as required. Negotiate final disbursement with the member and disburse. Create new memberships and daily audits. Process member transactions. Know, understand and comply with all rules, regulations, and procedures as stipulated by the federal government’s Bank Secrecy Act, the Anti-Laundering Money Act, the USA… Show more Process loan applications, gather all necessary documentation requested by underwriting. Inform members of approval or decline. Prepare auto appraisal and D.M.V. documents as required. Negotiate final disbursement with the member and disburse. Create new memberships and daily audits. Process member transactions. Know, understand and comply with all rules, regulations, and procedures as stipulated by the federal government’s Bank Secrecy Act, the Anti-Laundering Money Act, the USA Patriot. Show less Process loan applications, gather all necessary documentation requested by underwriting. Inform members of approval or decline. Prepare auto appraisal and D.M.V. documents as required. Negotiate final disbursement with the member and disburse. Create new memberships and daily audits. Process member transactions. Know, understand and comply with all rules, regulations, and procedures as stipulated by the federal government’s Bank Secrecy Act, the Anti-Laundering Money Act, the USA… Show more Process loan applications, gather all necessary documentation requested by underwriting. Inform members of approval or decline. Prepare auto appraisal and D.M.V. documents as required. Negotiate final disbursement with the member and disburse. Create new memberships and daily audits. Process member transactions. Know, understand and comply with all rules, regulations, and procedures as stipulated by the federal government’s Bank Secrecy Act, the Anti-Laundering Money Act, the USA Patriot. Show less



Incotec

• Bolivia
• Civil Engineering
• 1 - 100 Employee

• Customer Support Specialist

  • Jun 2021 - Nov 2021

  Processed customer orders, communicated delivery schedules with customers, Handled customer inquiries and special requests. Prepared invoices as well as other shipping documentation. Worked closely with planning to ensure requested delivery dates and special order requests. Processed customer orders, communicated delivery schedules with customers, Handled customer inquiries and special requests. Prepared invoices as well as other shipping documentation. Worked closely with planning to ensure requested delivery dates and special order requests.



Pacific Valley Bank

• United States
• Banking
• 1 - 100 Employee

• Customer Service Representative

  • Mar 2018 - Aug 2020

  Deliver exceptional customer experience on a daily basis; building client relationships. Maintain and balance a cash drawer, receive and process financial transactions including deposits, withdrawals, payments, and negotiable instrument sales. Responsible for working accurately and effectively within our banking systems. Technical skills are necessary including Word and Excel. Deliver exceptional customer experience on a daily basis; building client relationships. Maintain and balance a cash drawer, receive and process financial transactions including deposits, withdrawals, payments, and negotiable instrument sales. Responsible for working accurately and effectively within our banking systems. Technical skills are necessary including Word and Excel.



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Sep 2014 - Mar 2018

  Responsible for all platform duties; customer experience, customer maintenance. Create and develop multi product sales strategies as well as business to business collaboration. Business Development through cold-calling efforts and strategies. Assist in Management routines to provide ongoing support and coaching to staff. Oversight responsibility of bank regulations including but not limited to marketing. Responsible for all platform duties; customer experience, customer maintenance. Create and develop multi product sales strategies as well as business to business collaboration. Business Development through cold-calling efforts and strategies. Assist in Management routines to provide ongoing support and coaching to staff. Oversight responsibility of bank regulations including but not limited to marketing.


Ryder System, Inc.
• United States
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee
• Rental Sales Rep

  • Aug 2011 - Jan 2012

Monterey Fish Company, Inc.
• Export Coordinator

  • Oct 2008 - Jun 2011

Ultra Pure Solutions, Inc.
• Chemical Manufacturing
• 1 - 100 Employee
• Customer Service

  • Aug 2007 - Jul 2009

HSBC Card Services
• Disputes Representative

  • Mar 2000 - Dec 2005