Customer Service Sales

SARA ANAYA

**** **** *** #*, ****, CA ***** 323-***-**** ***********@*****.***

SUMMARY

Inside Sales, Administrative support, BSA & banking experience, specialist with over 15 years of experience. Specialties include excellent customer service, loan pre-funding, preparing loan documents, due diligence of activity reports, analysis of data, creating reports and maintenance of related data and report files.

OBJECTIVE

To obtain a position within your company where my skills and experience will be best utilized

WORK EXPERIENCE

4/17/2016 TO PRESENT SPRINGFIELD INDUSTRIES INC. Commerce, CA

INSIDE SALES ADMINISTRATIVE SUPPORT SPECIALIST

Provide quotes, write up orders, data entry

Create and compiled lists of leads for cold calling on excel spreadsheets for record keeping of daily production

Provide pricing cost analysis, problem resolution and constant contact with manufacturing facilities

Various administration tasks,

Provide excellent customer service to all incoming and outgoing callers

Provide pricing to customers for sales

Kept customer contact information updated on excel spread sheet to assure all customer needs are met

Responsible for coordinating communication between customer, sales and production facilities

1/1/2015 TO 3/30/2016 IHSS

IN HOME SUPPORT SERVICE CARE FOR THE ELDERLY

Housekeeping

Meal preparation

Laundry

Grocery Shopping

Personal care service

Grooming and paramedical services

Transport to all medical appointments

Administered medication

Checked blood sugars

Prepared insulin and administered

5/1/2008 TO 12/1/2014

East West Bank

Alhambra, CA

BSA ANALYST 1

Performed enhanced due diligence on high risk (FIU designated customers)

Reviewed and investigated PSARS and Filed SARs based on the Monetary instrument Log report

Reviewed teller daily activity reports looking for high dollar account transactions and matched against BSA currency transaction reports (CTR’s)

Monitored high risk customer activities based on the BAM report guidelines and EDD procedures

Filed SARs for high risk customer if needed: Notified the BSA Officer of suspicious activities of high risk customers

Gathered and Analyzed relevant financial data, made presentations on financial matters, perform general financial analysis, prepared financial reports, use computer to enter, access and retrieve financial data..

Reviewed quarterly account reports for SAR decision making and documentation.

Reviewed new customer accounts that were referred to FIU team for summary writing and reporting.

Reviewed new customer accounts for all data of any suspicious activity.

Filed CTR’s as needed based on findings in a timely and efficient manner.

Followed up for missing CTR’s from branches in order to meet IRS filing requirements.

Performed additional duties as required

2/1/2006 TO 04/31/2008

East West Bank

El Monte, CA

LOAN DOCUMENTATION SPECIALIST

Prepared loan documents for Auto, Mortgage and Commercial Loan based on Credit reports provided by Loan officers.

6/20/2005 TO 1/31/2006

East West Bank

Alhambra, CA

PRE-FUNDING SPECIALIST

Received and reviewed all signed loan documents for completion and accuracy before actual funding of all loans.

Followed up for missing information as detected.

Matched all credit information for compliance.

Prepared all funding packages for funding while meeting all deadlines providing bank efficiency and customer satisfaction.

3/01/2003 TO 3/01/2004 Quaker City Bank Whittier, ca

LOAN SERVICE SPECIALIST

Managed mortgage loans for compliance with hazard/flood insurance.

Serviced customers needs related to loan such as payments, due date changes, provide transaction history, monitored customer’s account and documented payment history.

4/01/1997 TO 12/01/2002 Community Commerce Bank Commerce, Ca

LOAN SERVICE SPECIALIST

Managed mortgage loans for compliance with hazard/flood insurance.

Serviced customers needs related to loan such as payments, due date changes, provide transaction history, monitored and documented payment history.

Answered to demands for account payoff’s, ran account payoff’s, posted loan payments

Provided excellent face to face customer service.

Made payment reminder calls and dealt with negative inbound calls as needed.

Cross checked that all posted payments matched out teller daily activity report at the end of each business day for accuracy.

EDUCATION

01/01/1984 TO 12/31/1984

Chaves & Associates Institute

Commerce, CA

CREDIT & COLLECTIONS

02/1/1989 TO 12/31/1989 EDI Commerce, CA

BUSINESS FINANCE

01/01/1994 TO 10/31/1994 IVT Montebello, ca

COMPUTER DATA ENTRY

Certificates of Completion

SKILLS

Bilingual Spanish

BSA and Banking experience

Excellent communication skills

Organized

Detail Oriented

Multi-functional

Great Team Player

Motivated

Fast Learner

Microsoft Office Software (High Excel skills)

Laser Pro

Bam

M & I

10 Key

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