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