Experience

AuditOne LLC

• United States
• Banking
• 1 - 100 Employee

• Audit Associate

  • Aug 2022 - Present



Applied Medical

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Benefits Administrator

  • Apr 2022 - Aug 2022

  Rancho Santa Margarita, California, United States



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Manager and Business Owner Specialist

  • Nov 2021 - Apr 2022

  United States

• Relationship Banker

  • Jan 2018 - Nov 2021

  Orange County, California Area - Recognize and refer cross-sell opportunities to 50 clients a day - Proactively manage risk in every business, product and service transaction leveraging available tools - Drive overall revenue growth by discovering clients financial needs - Serve as supervisor with manager approvals to review transactions and solve client complaints

• Client Service Representative II

  • Feb 2014 - Jan 2018

  Orange County, California Area - Performed transactions for clients such as deposits and cashing checks - Led with manager approvals when Financial Center Manager was unavailable - Completed weekly tasks including to ensure operational excellence



Kohl's

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Jul 2011 - Jan 2014

  Orange County, California Area · Provided superior customer service, answered customers questions · Assisted in training new employees in the areas of customer service, cashiering, and policies and procedures · Responsible for cashiering duties