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
