Executive Administrative Assistant - Summit International - Sugar Land, TX
(2024-05)
- Manage complex executive calendar, coordinating meetings, travel, and events to optimize CEO productivity and priorities
- Collaborate with senior leadership, clients, and external partners to streamline communication and decision-making
- Anticipate executive needs and proactively resolve issues to ensure seamless daily operations
Tax Preparer - Ernest Garza, CPA - Houston, TX
(2024-01)
- Prepare and file federal and state tax returns for individuals and small businesses, ensuring full compliance with tax regulations
- Analyze financial documents to identify deductions, credits, and tax-saving opportunities
- Maintain strict confidentiality while managing sensitive client financial data
Financial Relationship Consultant - Regions Bank - Houston, TX
(2020-01 - 2022-02)
- Managed a portfolio of 100+ commercial and consumer clients, delivering tailored credit, deposit, and treasury solutions
- Conducted detailed financial analysis to assess liquidity, cash flow, and borrowing capacity
- Structured lending and deposit strategies while ensuring compliance with banking regulations and risk policies
- Strengthened long-term client relationships, contributing to portfolio growth and retention
Senior Relationship Banker - MUFG Union Bank - San Diego, CA
(2016-05 - 2018-06)
- Managed consumer and small business accounts totaling approximately $5M in deposits
- Originated over $2M in mortgage loans and $1M in HELOC and equity-based products
- Acquired and onboarded 80+ small business clients, driving revenue growth and client retention
Senior Relationship Banker - Opus Bank - San Diego, CA
(2014-03 - 2016-04)
- Generated 60+ new client relationships and closed 30+ high-value credit lines and loans
- Built and maintained strong business relationships to drive deposit and lending growth
- Oversaw branch operations in the absence of management, including audits, cash handling, and customer relations
Business Specialist Banker - Wells Fargo Bank - Houston, TX
(2010-06 - 2014-02)
- Managed and grew relationships with business clients generating $5M–$20M in annual revenue
- Delivered tailored banking solutions including lending, treasury, and deposit services
- Recognized as Pinnacle Award Winner for Q2, Q3, and Q4 in 2013
