Tracey Portillo

Bilingual English/Spanish customer service and administrative professional with 10+ years of experience in customer service, banking operations, document control, records management, and data verification. Experienced in processing high-volume transactions and documentation, maintaining accurate records, handling confidential information, and following security, privacy, and compliance procedures. Detail-oriented, dependable, and quick to learn new systems and workflows.

Teller / Customer Service - Wells Fargo Bank - Newark, NJ

(2023-11 - 2026-06)

• Processed cash deposits, withdrawals, check cashing, payments, account updates, and other financial transactions accurately according to established procedures.
• Managed and balanced a secure cash drawer while maintaining accurate transaction records and following cash-handling and security requirements.
• Welcomed customers, listened to their needs, answered account questions, and provided professional service in a high-volume branch environment.
• Assisted customers with digital and mobile banking tools and referred customers to personal bankers when additional services were appropriate.
• Navigated multiple secure internal applications and databases to verify customer information and update account records.
• Protected confidential customer and financial information and collaborated with branch staff to support daily operations.

Document Control Specialist - PSE&G General Office - Newark, NJ

(2015-06 - 2020-10)

• Developed and maintained document control and records-management workflows supporting project documentation and technical records.
• Used FileNet ECM/DMS for document check-in/check-out, version control, drawing management, and document tracking.
• Performed drawing and document checking and checkout activities and communicated with architectural and engineering firms to resolve discrepancies.
• Worked with diverse teams to understand documentation needs and requirements and maintain accurate project records.
• Updated Records Management Center databases and logs and oversaw printing, scanning, duplicating, filing, archiving, and organization of drawings and documents.
• Used SharePoint, FileNet ECM/DMS, MicroStation, Excel, McLaren, and Word for daily document-control and administrative tasks.

Security Access Administrator - PSE&G General Office - Newark, NJ

(2012-02 - 2015-06)

• Processed security access requests for employees and contractors, reviewing required information before access was granted.
• Verified background-check requirements and training/authorization information as part of the access approval process.
• Followed established security, privacy, and compliance procedures when handling confidential personnel and access information.
• Reviewed requests for completeness and accuracy and maintained detailed records related to access administration.
• Processed employee and contractor ID badge replacement requests submitted by email for lost or damaged badges.
• Generated routine reports, documented system activity, and maintained administrative records for management review.

High School Diploma - Jefferson High School (2010)