Summary
Overview
Work History
Education
Skills
Timeline
Generic

Maria Cruz

San Diego

Summary

Detail-oriented and performance-driven professional with experience in financial services, client advising, and independent business management.

Overview

3
3
years of professional experience

Work History

Financial Services Representative

Oportun
San Diego
11.2025 - Current
  • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
  • Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.
  • Seamlessly process all transactions, while following company policies & procedures and protecting our members' information.
  • Meet or exceed monthly loan production and branch performance goals through proactive client engagement and relationship building.

Independent Nail Services

Self-Employed
San Diego
04.2023 - Current
  • Delivered professional manicure and pedicure services with expertise in shaping, polishing, cuticle care, and nail enhancements to enhance client satisfaction.
  • Apply advanced nail techniques such as gel nails, acrylics, and nail art using color theory to create stunning designs.
  • Maintain strict sanitation and hygiene standards to ensure client safety and comfort.
  • Conducted personalized consultations to identify and recommend tailored nail treatments and products, ensuring alignment with individual client needs.

Education

Specialization Certificate - Insurance, Coding, Reimbursement, and Medical Terminology

MedCerts Coursera
San Diego
01-2025

Skills

  • Loan Documentation & Review
  • Client Relationship Management
  • Sales & Performance Tracking
  • Compliance & Confidentiality
  • Cash Handling & Transactions
  • Entrepreneurial Business Operations

Timeline

Financial Services Representative

Oportun
11.2025 - Current

Independent Nail Services

Self-Employed
04.2023 - Current

Specialization Certificate - Insurance, Coding, Reimbursement, and Medical Terminology

MedCerts Coursera
Maria Cruz