Experience

Big Duck

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Operations Manager and Worker-Owner

  • Jul 2021 - Present

  As an Operations Manager, I am responsible for ensuring the smooth functioning of the operations team by coordinating and managing administrative tasks both independently and through the support of the Operations Coordinator. I accurately maintain and update operations documentation and reference material, including regular tasks in Asana projects, Asana templates, and a team handbook. I also implement antiracist and equitable practices and policies and actively advance antiracism in my day-to-day work, contributing to Big Duck's antiracist commitments. In addition, I manage and support team members, providing them with necessary equipment and resources and regularly gathering feedback to improve their experiences as employees. I also manage the financial aspect of the operations team by accurately maintaining and updating the budget, approving and paying expenses, coordinating tax planning and management with the COO, and tracking and recording distributions and savings plans. Furthermore, I ensure a healthy and thriving team culture, support new employees, manage payroll and benefits, and conduct regular performance reviews. Lastly, I proactively manage insurance renewals and business certifications, ensure compliance with HR and legal requirements in different states, maintain accurate employment and work agreements, and provide basic legal support to leadership.As a Member-Owner and Board Member of a worker-owned cooperative, I actively participate in decision-making processes, contribute to marketing and client services, drive business development, help maintain positive culture, stay current on industry trends, and serve as corporate secretary. Reviewing and approving financial reports, overseeing management performance, acting as a fiduciary and representing member-owners are also part of my responsibilities. Additionally, I help evaluate and approve potential new member-owners, and lead other initiatives Show less

• Operations Coordinator

  • Jun 2019 - Jul 2021

  As an Operations Coordinator, I was able to successfully provide administrative support that kept a company's operations running smoothly and sustainably, while ensuring the team had what they needed to do their best work. My responsibilities included flexible administrative support and problem-solving, managing projects such as onboarding and offboarding, insurance renewals, and performance reviews, maintaining software, hardware and systems, creating comfortable and welcoming physical and virtual work environments, handling inquiries and requests, financial management, human resources, compliance and legal issues, as well as temporary support during crises. My expertise in project management, proficiency in digital systems, strong communication skills, attention to detail, the ability to manage multiple tasks and willingness to learn and grow, helped me to be promoted to the next role. In addition, I was committed to advancing antiracism in my day-to-day work, and contributed to the company's antiracist commitments. Show less



Advomatic

• United States
• Technology, Information and Internet

• Operations Coordinator

  • Jun 2019 - Jul 2021

  -Provided administrative support that kept company operations running smoothly and sustainably while ensuring the team had what they needed to do their best work - Provided exemplary and flexible administrative support and problem-solving - Managed projects such as onboarding and offboarding, insurance renewals, and performance reviews - Maintained software, hardware and systems - Created comfortable and welcoming physical and virtual work environments - Handled inquiries and requests, financial management, human resources, compliance, and legal issues Show less



Banner Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker and Teller

  • Jan 2019 - May 2019

  - Proficiently handled a wide variety of transactions on multiple systems with a high degree of accuracy- Utilized basic sales techniques to deepen existing customer/prospect relationships, often while processing customer transactions- Maintained responsibility for cash drawer and followed proper balancing procedures- Provided excellent customer service by providing answers and assistance for customers' questions and concerns- Cross-sold other bank services and referred customers to other departments as appropriate- Reviewed and maintained knowledge of products, fees and policies, and stayed current on offerings and made product suggestions with assistance- Opened and processed simple consumer deposit accounts- Demonstrated compliance with all bank regulations that applied to the position and kept up-to-date on regulation changes- Maintained working knowledge of bank policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that applied to the position- Delivered an excellent experience to clients as the face of the bank by processing transactions accurately and efficiently- Assisted clients in achieving their financial goals by actively promoting bank products and services through in-person and telephone conversations- Maintained a high level of personal reliability and punctuality- Worked effectively as a team contributor on all assignments- Provided tailored solutions to meet clients specific financial needs- Referred clients to appropriate lines of business as required- Assisted with opening accounts and loan applications and performed booking and account maintenance- Responded to client inquiries and cross-sold bank products and services- Delivered exceptional client service through sales and service activities at branch locations Show less

• Bank Teller

  • Sep 2017 - Dec 2018

  - Handled a wide range of transactions on multiple systems with a high degree of accuracy- Utilized sales techniques to build customer relationships and promote bank products that align with their needs- Managed the cash drawer and ensuring proper balancing procedures are followed- Provided exceptional customer service by addressing and resolving customer inquiries and concerns- Cross-sold additional bank services and referring customers to other departments as necessary- Stayed up-to-date on products, fees and policies, and making product suggestions to customers- Adhered to all bank regulations and maintaining knowledge of policies and procedures related to the Bank Secrecy Act, Regulation CC, Regulation E, and bank security Show less



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• Universal Banker

  • Mar 2016 - Sep 2017

  - Proficiently handled a wide variety of transactions on multiple systems with a high degree of accuracy. - Utilized basic sales techniques to deepen existing customer/prospect relationships by discussing new products that fit their needs while processing transactions - Maintained responsibility for cash drawer and followed proper balancing procedures - Provided excellent customer service by answering and assisting with customer questions and concerns - Cross-sold other bank services and referred customers to other departments as appropriate - Reviewed and kept up-to-date on products, fees and policies and suggested products with assistance - Opened and processed simple consumer deposit accounts - Demonstrated compliance with all bank regulations that applied to the position and kept up-to-date on regulation changes - Maintained working knowledge of bank policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, bank security and other regulations that applied to the position - Coached, mentored, trained and taught coursework as subject matter expert when needed Show less



Macy's

• 1 - 100 Employee

• Administrative Support Team

  • Jan 2014 - Mar 2016

  - Coordinated distribution of all incoming communications, including faxes, e-mails, memos, letters, newsletters, and phone calls from customers, employees, management, and the general public - Maintained a professional attitude with sincerity and enthusiasm reflecting Macy’s commitment to customer service - Coordinated all functions of the hiring process including prescreening applicants, correspondence with applicants, and scheduling interviews with store management - Inputted employment data in the Job Requisition System, handled all new hire paperwork, orientation, and training sessions - Balanced vault and store checkbook and performed other cash functions on a daily basis - Acted as MST liaison and trained colleagues on how to call in repairs - Completed weekly store newsletter, maintained store bulletin board program, and organized store recognition allies Show less