Experience

First Republic Bank

• United States
• Banking
• 700 & Above Employee

• Cash Analyst

  • May 2022 - Present



Travis Credit Union

• United States
• Financial Services
• 300 - 400 Employee

• Financial Services Representative

  • Nov 2020 - May 2022



Brown and Caldwell

• Walnut Creek, California, United States

• Contract Organizer

  • Aug 2019 - Sep 2020



Balance Financial Fitness

• Concord, California

• Reporting Analyst

  • May 2018 - Aug 2018

  Worked with reporting team for 2-month internship inputting client data into BALANCE systems ■ Analyzed client credit ratings and updated FICO scores used by government for Housing and Urban Development. ■ Updated client account information for Homeownership meetings to prepare housing counselors for appointments. ■ Pulled credit reports for numerous accounts to verify clients’ credit cards were “Paid in Full.” Worked with reporting team for 2-month internship inputting client data into BALANCE systems ■ Analyzed client credit ratings and updated FICO scores used by government for Housing and Urban Development. ■ Updated client account information for Homeownership meetings to prepare housing counselors for appointments. ■ Pulled credit reports for numerous accounts to verify clients’ credit cards were “Paid in Full.”



AAA Northern California, Nevada & Utah

• United States
• Consumer Services
• 700 & Above Employee

• Business Analyst

  • Jun 2017 - Aug 2017

  ▪ Made presentations to managers and executives concerning possible Universal Spare Wheel Pilot Program with operating costs savings of up to $2 million dollars. ▪ Analyzed roadside assistance and tire data using applications such as Tableau and Microsoft Excel ▪ Worked on several teams to develop marketing approaches to attract prospective millennial members ▪ Used financial tools to calculate annual company savings ▪ Coordinated with various departments to launch a company-wide Green Week Show less



BALANCE

• United States
• Financial Services
• 1 - 100 Employee

• Operations

  • Dec 2016 - Jan 2017

  Engaged in Debt Management Program by overseeing various client credit balances and bank account balances. I also reviewed proposals to creditors regarding debtor enrollment in financial education program. I assisted with office IT particularly inventory system and conducted research based on company’s Counsel of Accreditation information Engaged in Debt Management Program by overseeing various client credit balances and bank account balances. I also reviewed proposals to creditors regarding debtor enrollment in financial education program. I assisted with office IT particularly inventory system and conducted research based on company’s Counsel of Accreditation information



BALANCE

• United States
• Financial Services
• 1 - 100 Employee

• Call Center Representative

  • May 2016 - Aug 2016

  Worked in housing department. Filled out qualifications sheets with various clients on home loan opportunities. Educated clients about homes and financial information. Worked in housing department. Filled out qualifications sheets with various clients on home loan opportunities. Educated clients about homes and financial information.



BALANCE

• United States
• Financial Services
• 1 - 100 Employee

• Call Center Representative

  • Dec 2015 - Jan 2016

  Booked several housing appointments with clients who were in jeopardy of losing their home due to foreclosure. Cold-called people informing them about the services that BALANCE provided. Booked several housing appointments with clients who were in jeopardy of losing their home due to foreclosure. Cold-called people informing them about the services that BALANCE provided.