(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening, and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty. Accomplished Administrative Support professional practiced at addressing all facets of business office needs, including file and document management, inventory allocation and technical training. Proficient in maintaining stringent financial controls and timelines. Offering diplomatic and professional communication, strong time management and multitasking expertise.

  • Bookkeeping
  • Customer and client relations
  • AP/AR proficiency
  • Administrative support
Marlboro County High School Bennettsville, SC Expected in High School Diploma : - GPA :
Work History
First National Bank Texas - General Administrative Assistant
Houston, TX, 01/2014 - Current
  • Verify all incoming Checks and Money Orders from delivery drivers daily basis.
  • Maintaining correct all cash balance with minimal errors
  • Performing safe count is correct and not over or short at all times.
  • Answering incoming calls pertaining to route deliveries, providing level of great customer services.
  • Using company handheld to correct invoices.
  • Manages ordering of office supplies from vendors and supplies for different departments.
  • Coordinated domestic and international travel arrangements, including booking airfare, hotel and transportation.
  • Pay all incoming invoices for facility monthly
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Answered questions and addressed, resolved or escalated issues to management personnel to satisfy customers.
  • Generates financial statements and reports detailing accounts receivable status
  • Entered figures using 10-key calculator to compute data quickly.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Routed incoming mail and messages to relevant personnel without delay.
  • Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Pioneer Services Military Loans - FT - Financial Service Representative
City, STATE, 06/2012 - 10/2013
  • Managed office supplies, vendors, organizations, and upkeep.
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Greeted numerous visitors, including VIPs, vendors, and interview candidates.
  • Helped distribute employee notices and mail around office.
  • Discussed consumer loan products, rates, payments and terms.
  • Conduct loan interviews process, input, and fund consumer loan requests.
  • Maintained contact with Service Member regarding loan status.
  • Assisted in uploading loan funds to money cards and printing of loan checks.
  • Made sure all loan documents are signed and dated correctly verifying all information is provided to Service Member.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Acted as liaison between customers and funders to increase overall funding by 100% and remove financial roadblocks.
  • Liaised with customers and funding sources to identify and remove roadblocks to business funding.
  • Offered competitive commercial banking solutions and retail financing options.
Patriot Loan Co - Senior Loan Assistant
City, STATE, 09/2009 - 10/2011
  • United States Dedicated Team Player Recommended loan approvals and denials based on customer loan application reviews.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Maintained current loans and pricing information
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed prospects for new loans by conducting 100 cold calls weekly.
  • Successfully closed average of 75 loans per month.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Received "Big Dog" service award.
  • Prepared and handled all cash till deposits and maintained receipt book accuracy.
  • Performed collection of customer's payments on daily basis Skip Traced delinquent customers, collection calls and field working.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.

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School Attended

  • Marlboro County High School

Job Titles Held:

  • General Administrative Assistant
  • Financial Service Representative
  • Senior Loan Assistant


  • High School Diploma

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