Christy
Member Service Consultant
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About
Finance professional with over 10 years of experience in financial services compliance and data analysis within education and banking sectors. Expertise in gathering, validating, and analyzing financial data to enhance reporting and operational processes. Proficient in Microsoft Excel, auditing, reconciliation, and regulatory compliance. Aiming to leverage analytical and problem-solving skills in an analyst role.
Experience
Member Service Consultant - American First Credit Union - Eastvale
(2026-05)
- Updated system with order specifics and customer details, preferences, and billing information.
- Oversaw warranty counseling process to manage expense controls.
- Prevented key account losses by researching discrepancies and correcting problems.
- Surpassed sales goals through implementation of successful marketing strategies.
- Provided top quality control and eliminated downtime to maximize revenue.
- Collaborated with sales team members to stay current on inventory levels and resolve item issues.
Financial Aid Advisor - Marsha Fuert School of Nursing - Riverside, CA
(2024-04 - 2025-12)
- Gathered, validated, and analyzed financial data from multiple systems while maintaining compliance
- Utilized Excel spreadsheets and internal systems to manage high-volume financial records and reporting
- Prepared audit documentation and financial reports supporting compliance reviews
- Interpreted financial regulations and identified discrepancies to ensure accurate fund allocation
- Managed multiple priorities and deadlines in a fast-paced environment
Member Service Representative II - SchoolsFirst Federal Credit Union - Norco, CA
(2021-03 - 2023-08)
- Researched and analyzed financial account information to resolve discrepancies and support operations
- Prepared financial and statistical reports using Excel-based tracking methods
- Answered member inquiries regarding SFFCU products, loans, and accounts, ensuring high-quality service.
- Assisted members with financial products while maintaining accuracy and compliance
- Collaborated with accountant on financial statements, cost reports, and reconciliations as necessary.
Paraeducator - Corona/Norco Unified School District - Norco, CA
(2012-08 - 2021-03)
- Serve as a translator during Individualized Educational Program (IEP) meetings and or phone calls to facilitate communication with limited English speaker members of the community and school personnel.
- Implement strategies to assist all students needs and behaviors so they are able to access the curriculum in a general educational environment.
- Scaffolding information at multiple levels for coworkers and students to achieve a high level of success while reinforcing critical thinking strategies.
Financial Service Representative - People Helping People - Santa Ana, CA
(2019-07 - 2021-02)
- Evaluated financial information to determine eligibility for financial products
- Reviewed documentation for accuracy, completeness, and compliance
- Supported reporting functions and maintained organized financial records
- Call on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
Personal Banker - Professional Business Bank - Irvine, CA
(2010-01 - 2011-05)
- Assisted clients with account openings and financial product inquiries
- Provided personalized banking solutions to meet customer needs effectively
- Managed daily transactions, ensuring accuracy and compliance with policies
- Analyzed customer financial and credit data to recommend banking solutions
- Collaborated with team members to enhance customer service strategies
- Reviewed contracts and financial documentation for discrepancies and accuracy
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility
Education
Bachelor of Science - Business Administration-Finance - CSU Dominguez Hills (2018-05)
Associate of Arts - Humanities & Communication - Santa Ana College (2014-12)
Associate of Arts - Social & Behavior Science - Santiago Canyon College (2014-05)
Associate of Science - Business Administration - Santiago Canyon College (2014-05)
Associate of Arts - Business Administration - Santa Ana College (2013-12)
