Noelle D. Pineda

512-***-****

acgih2@r.postjobfree.com

Highlights

• Exceptional customer service

• Strong analytical, management and organizational skills

• Call center environment knowledge

• Sales expertise

• Reliable

• Excellent communication skills

• Friendly

• Team Player

• Detail-oriented

• Certified in Quick books

Accomplishments

Obtained Licenses in 2010 Series 6 & 63

Nominated as District Champion by my co-workers in 2012

Received Top Sales award 2013

Registered with Nationwide Mortgage Licensing System

Registered notary in the State of Texas

Experience

Book keeper

September 2014 – Current

KG Builders, LLC Gibbons Custom Homes – Austin, TX

AP/AR

Prepare detail and invoices for custom remodels

Invoice customers

Handle documents (sort, record, take payment, file, etc.)

Prepare statements and contracts

Process payments and bills

Prepare payroll checks to vendors and office personnel

Take customer calls and to dispatch to contractor for new business

Record and reconcile bank statements and credit card accounts through Quick books

Create/Pull and file city permits/inspections for specific remodel jobs

Submit payroll taxes

Coordinate with outside vendors to get quotes for specific items/jobs

Office Manager

May 2014 – Current

Bang Salon & Day Spa - Austin, TX

AP/AR

Record and reconcile bank statements and credit card accounts through Quick books

Complete and submit tax forms and returns

Submit payroll to Paychex on a weekly basis

Perform administrative office duties such as filing, answering phones and routine correspondence

Evaluating the customer base and creating a social media marketing strategy in order to gain publicity for

the company

Continuously evaluating the changing market trends and applying new strategies according to the changes

Thinking of new and innovative marketing ideas that will interest people and coordinate with higher

management for approval

Meet with team to discuss additional ideas and innovative ways to bring in new clientele

Handle candidate potential onboard/exit interview process

Discuss write ups and solutions to help employees avoid further write ups/termination

Small Business Specialist & Relationship Banker

June 2010 – May 2014

JPMorgan Chase – Austin, TX

Provide exceptional customer service while reviewing clients’ accounts and results regularly to determine

whether life changes, economic developments or financial performance indicated a need for plan revision.

Handled minimum of 30 inbound calls responding to account maintenance, transfers, retirement and

brokerage inquiries and transactions, fraud and account procedure. Managed a minimum of 40 outgoing

calls per day in regards to attrition, balance growth and follow up procedure

Effectively worked with management, senior management and financial advisors to achieve “above and

beyond” customer service expectations while processing account maintenance and transactions.

Implemented financial planning recommendations and acquired 150 new clients in the past year, with

total investment portfolio value of $15 million

Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial

objective

Monitored risk accounts on a weekly, monthly, quarterly and annual basis. Complied with regulatory

requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act

and Community Reinvestment Act

Managed a book of business & consumer customers of at least 550

Established new customer accounts including checking, savings, line of credit and loans

Managed opening and closing times for the branch

Researched & resolved customer issues on business & personal accounts

Input consumer loan applications into the system and worked closely with underwriting to close.

Process Mortgage prequalification and worked with mortgage officers and underwriters reviewing

financial statements to approve/decline loans. Currently working FHA, VA and Conventional loans

Vault Teller

November 2006 – June 2010

JPMorgan Chase – Cedar Park, TX

Received superior customer service satisfaction scores consecutively

Actively referred clients to the accurate specialist so they could assist in deepening their relationships

Processed transactions daily for clients

Maintained confidentiality of bank records and client information

Managed shipments and balancing of a large vault

Delivered prompt, accurate and excellent customer service

Supplied tellers with currency as needed

Reported daily averages and shortages to the operations department

Trained employees on cash drawer operation

Supervisor

September 2005 – November 2006

Cedar Perk Coffee Company – Cedar Park, TX

Cleaned and maintained beverage area, display cases, equipment and order area

Managed inventory, checked the quantity and quality of products received

Cleaned and prepared various foods for cooking and serving

Supervised seven employees and prepared their schedules

Trained staff for correct facility procedures, safety codes, proper recipes and plating techniques

Teller

March 2004 – August 2004

Parish National Bank – Slidell, LA

Maintained friendly and professional customer interactions

Worked as a team member to provide the highest level of service

Balanced daily cash deposits and bank vault inventory with a zero error rate

Adhered to PNB’s security and audit procedures

Examined checks for identification and endorsement

Processed treasury, tax and loan payments

Teller

October 2001 – February 2003

State Bank – Cedar Park, TX

Education

Currently working on obtaining my Bachelors in Business Management

High school Diploma: Business, 2002 – Cedar Park High School

Contact this candidate