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, CAA.S. -
East Los Angeles College
Los Angeles, CA06-2010
Associate of Science - Educational And Behavioral Science
East Los Angeles College
Monterey Park, CA06-2010
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