Summary
Overview
Work History
Education
Skills
Additional Relevant Experience
LANGUAGES
Timeline
Generic

Elizabeth Duenaz

Los Angeles

Summary

Customer service and finance professional with over a decade of experience in client-facing roles, loan compliance, and financial analysis. Skilled in program support, data management, and regulatory compliance. Recognized for strong communication, problem-solving, and the ability to foster positive relationships with clients, stakeholders, and teams. Experienced in managing rental property operations, providing first-hand knowledge of landlord-tenant relations, lease compliance, and property management.

Overview

19
19
years of professional experience

Work History

Business Development Associate

Synergy Capital Funding
08.2021 - Current
  • Provide administrative support including document preparation, file management, and client communications.
  • Assist clients with loan applications, reviewing documents for accuracy and compliance.
  • Maintain CRM records, ensuring data accuracy and efficient tracking of client information.
  • Manage schedules and coordinated meetings with clients and financial institutions.
  • Support daily operations to improve workflow efficiency.

Personal Banker

Wells Fargo
06.2015 - 04.2019
  • Assisted clients with account management, applications, and documentation.
  • Processed and verified sensitive financial information with accuracy.
  • Delivered professional client service while resolving inquiries in-person, by phone, and via email.
  • Maintained strong organizational practices to support branch operations.

Manager

Macy's
08.2006 - 02.2012
  • Supervised daily operations, ensuring smooth scheduling and staffing.
  • Trained and mentored employees in customer service and sales support.
  • Coordinated administrative tasks including reports, scheduling, and team performance tracking.

Education

B.A. - Business Administration

California State University
Los Angeles, CA

A.S. -

East Los Angeles College
Los Angeles, CA
06-2010

Associate of Science - Educational And Behavioral Science

East Los Angeles College
Monterey Park, CA
06-2010

Skills

    Customer Relationship Management (CRM)
    Compliance and Regulatory Knowledge
    Data Collection, Reporting & Documentation Accuracy
    Conflict Resolution & Customer Issue Escalation
    Financial Analysis & Loan Processing
    Remote Work Efficiency & Time Management
    Professional and Empathetic Communication
    Attention to Detail & Organizational Skills
    Adaptability in Fast-Paced Environments

Additional Relevant Experience

Additional Relevant Experience

Property Owner/Manager | Los Angeles, CA | 2021 - Present


- Manage rental investment property, including tenant relations, lease agreements, and rent collection
- Ensure compliance with local housing regulations and fair housing practices
- Coordinate property maintenance, vendor relations, and financial recordkeeping
- Apply landlord-tenant knowledge to foster positive rental experiences and long-term stability

LANGUAGES

English (Fluent)
Spanish (Fluent)

Timeline

Business Development Associate

Synergy Capital Funding
08.2021 - Current

Personal Banker

Wells Fargo
06.2015 - 04.2019

Manager

Macy's
08.2006 - 02.2012

B.A. - Business Administration

California State University

A.S. -

East Los Angeles College

Associate of Science - Educational And Behavioral Science

East Los Angeles College
Elizabeth Duenaz