Results-driven individual specializing in financial record management and regulatory compliance. Known for fostering effective teams and enhancing operational efficiency, with a strong focus on maintaining accuracy in financial documentation.
Overview
10
10
years of professional experience
Work History
Senior Administrative Specialist
PJC & Associates, Inc.
Rohnert Park
03.2021 - 05.2025
Supervised projects, maintained daily tracking for timely completion, and ensured accurate report submission to customers with meticulous attention to detail.
Managed accounts payable and receivable to maintain accurate financial records.
Processed payments and bank deposits efficiently.
Executed timely payments to subcontractors to uphold contractual agreements.
Organized and maintained orderly financial documentation.
Oversaw 32 employees, ensuring compliance with operational standards.
Managed hiring and termination processes to build effective teams.
Ordered laboratory supplies to maintain efficient workflow.
Performed bank deposits accurately and on schedule.
Handled phone inquiries to provide prompt assistance.
Executed various office tasks to support daily operations.
Universal Banker
Bank of the West, BNP Paribas
Petaluma
08.2018 - 03.2025
Served as customer-facing personal banker while seamlessly transitioning to teller when required.
Managed substantial cash deposits and withdrawals while facilitating account openings for CDs, Money Markets, HELOCs, IRAs, and ROTHs.
Served as vault supervisor, ensuring compliance with state and federal regulations.
Obtained NMLS license to facilitate financial transactions.
Demonstrated strong financial acumen in assessing lending risks.
Executed sales strategies and referrals to enhance customer engagement.
Key Holder/Assistant Store Manager
Bath & Body Works
Salinas
04.2016 - 10.2017
Oversaw loss prevention efforts to enhance security on sales floor.
Performed opening and closing of store, ensuring adherence to operational protocols.
Maintained inventory accuracy to support sales objectives.
Flexible scheduling facilitated adequate staffing during peak hours.
Fostered a collaborative team environment through strategic team building initiatives.
Processed cash transactions with precision and accountability.
Represented brand effectively to elevate customer experience.
Sales Associate
Macy's
Salinas
12.2015 - 04.2016
Boosted sales performance on the floor by focusing on customer service excellence.
Handled cash transactions meticulously for improved financial integrity.
Oversaw inventory management processes to maintain optimal stock levels.
Enforced asset protection measures to mitigate losses effectively.
Cultivated a customer-centric environment to drive satisfaction and loyalty.
Sales Associate
Kate Spade
Pasadena
09.2015 - 12.2015
Oversaw leather goods department, ensuring optimal presentation and organization.
Managed cash handling processes to maintain accuracy and accountability.
Tracked inventory levels to prevent stock shortages and excess.
Provided customer assistance, enhancing shopping experience through product knowledge.
Cultivated loyalty among customers by delivering outstanding service.
Communicated latest trends to clients, improving overall shopping awareness.
Set and upheld high standards for customer experiences in store.
Education
GED -
Glendale Community College
Glendale, CA
08-2010
Associate of Arts - Fashion Design
Universidad Autonoma De Zacatecas
Zacatecas, Mexico
06-2008
Skills
Financial record management
Project management
Regulatory compliance
Customer relationship management
Team leadership
Attention to detail
Problem solving
Strategic planning
Office space organization
Exceptional interpersonal skills
Bilingual Spanish/English; fluent (verbal and written)
Affiliations
I enjoy drawing, sewing, gardening, writing, reading, learning new skills, ichthyology, ornithology, hiking, going to the gym, living a healthy lifestyle.