Experience

Cabrillo Credit Union

• United States
• Banking
• 1 - 100 Employee

• Member Loan Representative I

  • Sep 2014 - Aug 2023

  United States

• Account Specialist II

  • Sep 2014 - Jun 2022

  Scripps Ranch Provide excellent member service. Cross sell products to enhance member's financial needs with Cabrillo Credit Union. Balance cash drawer on daily basis, ensure following guidelines set by credit union and federal regulations to avoid company loss. Accept applications for credit cards, autos, secured and unsecured personal loans. Responsible for credit evaluation and recommendations. Fund loans and complete audit process.



Gonzales Family Home

• Homemaker

  • Aug 2007 - Sep 2014

  Full time mom to two boys, ages 8 and 5. Very active with Mason PTA, School Site Council and Governance Board. I have also served as Chair for the Walker Head Start Parent Advisory Committee and chair for the Neighborhood House Association Parent Advisory Committee. I also served on the Neighborhood House Association's Policy Council.



1st Pacific Bank

• Banking
• 1 - 100 Employee

• CSM & CSR II

  • Aug 2003 - Aug 2007

  Greater San Diego Area As CSM, provided excellent customer service, prepared monthly and quarterly certifications for Mission Valley branch. Managed up to 3 employees and was involved in quarterly and annual reviews. I cross-trained those under my supervision and encouraged outside sales. As CSR II, provided excellent customer service and aided CSM with minimal management duties. Opened new accounts and also handled basic teller duties on a daily basis. Ensured that all necessary documentaion for new accounts… Show more As CSM, provided excellent customer service, prepared monthly and quarterly certifications for Mission Valley branch. Managed up to 3 employees and was involved in quarterly and annual reviews. I cross-trained those under my supervision and encouraged outside sales. As CSR II, provided excellent customer service and aided CSM with minimal management duties. Opened new accounts and also handled basic teller duties on a daily basis. Ensured that all necessary documentaion for new accounts was received and cross sold other departments. Show less



Southwest Community Bank

• Operations Supervisor

  • Jan 2001 - Jul 2003

  Provided excellent customer service and customer retention. Assisted in the management of 3 employees. Responsible for training new Operations Supervisors for bank. Ordered and handled large amounts of currency for check cashing clients. Completed monthly certifications, training on all regulations, filing Currency Transaction Reports, ensuring all new accounts opened contained proper documentation, open new accounts, and cross training of staff.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• CSM I

  • Apr 1997 - Jan 2001

  Vista/Palomar, Vista, CA Began career with North County Bank as Teller and advanced to CSM I position with merger. As CSM I, hired and managed front office staff. Proveded excellent customer service and customer retention, especially with merger to Well Fargo Bank. Completed monthly certifications, ensured branch passed monthly audits, and ensured staff attained cross-selling goals.