Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rosalva Lorenzo

North Hollywood

Summary

To leverage my expertise in financial accuracy and document management to contribute effectively to your team and ensure seamless business operations.

Overview

6
6
years of professional experience

Work History

Branch Office Administrator

Edward Jones
Sherman Oaks
09.2022 - 01.2025
  • Managed new accounts paperwork and resolved client inquiries, ensuring accuracy and compliance with company policies.
  • Developed and maintained relationships with high net worth clients, providing exceptional service and anticipating their needs.
  • Prepared financial portfolio reports and maintained accurate records, aligning with document retention policies.

Office Administrator

Caliber Collision
North Hollywood
08.2021 - 08.2022
  • Reconciled monthly sales between $200,000-$300,000 by managing accounts receivable reports for timely payment processing.
  • Finalized repair order files ensuring compliance with California B.A.R., maintaining confidentiality and accuracy.
  • Screened calls and directed them appropriately while supporting customer service operations.

Associate Banker

J.P. Morgan Chase & Co.
Valencia
05.2019 - 07.2021
  • Controlled cash handling procedures, maintaining perfect quarterly cash audits for cashbox and branch ATMs.
  • Processed financial transactions accurately, ensuring compliance with security policies and procedures.
  • Assisted customers with account maintenance and product recommendations using professional communication skills.

Education

Bachelor of Arts - Creative Writing, Nonfiction Emphasis, Minor in Accounting

UC Riverside

Skills

  • Financial Accuracy
  • Document Management
  • Customer Service
  • Compliance
  • Relationship Building
  • Time Management
  • Attention to Detail
  • Organization
  • Effective Communication

Languages

Spanish
Native/ Bilingual

Timeline

Branch Office Administrator

Edward Jones
09.2022 - 01.2025

Office Administrator

Caliber Collision
08.2021 - 08.2022

Associate Banker

J.P. Morgan Chase & Co.
05.2019 - 07.2021

Bachelor of Arts - Creative Writing, Nonfiction Emphasis, Minor in Accounting

UC Riverside
Rosalva Lorenzo