Experience

Nano Banc

• United States
• Banking
• 1 - 100 Employee

• Senior Operation Specialist

  • Oct 2021 - Present

  Adjustments/Advice Notifications/Duplicate Items: Conducts research, makes adjustments, and processes exceptions as necessary.Remote Deposit Capture/Mobile Deposit/Zoccam item monitoring and violation log.Complete and Present Federal Reserve Adjustment and Return Item cases.Complete and Present Viewpoint Exchange Adjustment and Return Item cases.Process Affidavits.Daily Cashier’s Check Reconciliation.Exception Item Processing, processing daily Check and ACH returns and determining if a WSUD isrequired, Non-Post, Suspect Item Stop, NSF, Return Item Processing.Dormant Processing.Present and Receive and Process Notifications of Change.Daily monitoring of internal ACH reports and conduct research.Daily Bill Pay Settlement.Regulation E and process Debit Card Disputes and follow up.Provides support to branch if needed.Follows policies and procedures; completes administrative tasks correctly and on time; supports the Banc’s goals and values.End of day balancing for both PCBB and FRB.Performs all other duties as assigned.



Pacific Western Bank

• United States
• Banking
• 700 & Above Employee

• Senior Loan Servicing Specialist

  • Apr 2018 - Oct 2021

  Process payoff demand requests prepayment penalty calculations and paid note documentation.Process payments, payoffs, pay downs, as well as advances. Process non-posted transactions.Ensure all approvals/signatures are complete on loan requests.Provide efficient production of the loan servicing system by performing data entry, data maintenance and data updates.Process participation remittances and pay offs.Analyze loan accounting system reports, research errors on loan accounts and process adjusting entries.Process internal credit report requests.

• Senior Operations Specialist

  • Sep 2014 - Apr 2018

  Review daily e-mails in a timely matter.Exception items processing- Non post and ACH returnsAssist 65+ branches with Teller corrections.Print daily reports.Large items verification/ Oasis AdjustmentsCollections incoming and outgoing Complex research requestsProcess verification of deposits.Turn in daily/monthly reports for certifications.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Lead Teller

  • Jun 2012 - Sep 2014

  Followed procedures to minimize errors and reduce fraud.Assisted tellers in solving member problems and customer's inquiries including follow up if needed.Supervised twelve tellers. Activities included: scheduling, oversight of employees and customer satisfaction.Audited cash drawers, ATM, teller cash dispensers, and main vault balancing daily.Partnered with Service Manager on completing control tasks in a timely manner.Performed daily and monthly audits on all cash vaults and ATMs.Provided approvals in accordance with bank policies and procedures.Followed policies and procedures required to maintain accuracy, manage risk, prevent loss and fraud, and protect customers.

• Bank Teller

  • Jan 2010 - Jun 2012

  Assisted customers with processing transactions, such as deposits, withdrawals, payments, issuing cashier check. Handled currency, transactions, and confidential information in a responsible manner.Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; directing customers to a branch representative.Balanced currency, coin, and checks in cash drawers at the end of shifts. Complied with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency; assisting in certification of proof.