I am looking to obtain a challenging position where I can maximize my skills and experience.
46 years experienced in customer service & transaction processing
Received an employee recognition award in 2001 (Super Star)
Self motivated, team builder, problem solver, productivity & quality oriented.
Background includes: post audit, customer service, posting payments, freight invoices, credit/debit/cashier’s checks in processing accounts.
Review & update CTR filed by the branch.
Create new CTR as needed
Maintain customer account profile
2006 ~ June 2018
Bank of the West Walnut Creek/San Ramon, CA
CTR Specialist II
Review & update all necessary corrections for a CTR filed or aggregated by system before submitting to the IRS.
Processed both exemption & CTR for 2 years, following bank procedures & in compliance with IRS regulations.
Review & research amounts filed & correct it accordingly.
Review different reports to ensure quality of CTR submitted to the IRS.
Review & research processed amounts through E-Vision & touchpoint.
1995 ~ 2006
Bank of the West Walnut Creek, CA
Account Maintenance Lead / Workflow Coordinator
Coordinates workflow, scheduling and training for non-exempt staff
Provides successful completion of job assignments as outlined by the needs of the bank and the BSC/Account Servicing Group.
Ensure that a quality product is produced within established service standards.
Motivates and cross-trains personnel performing an entry-level job function.
Provides input for new processes that will streamline procedures, both present and future, and be an innovative thinker that recommends ongoing improvements to the unit.
Completes special projects as assigned by management.
Has telephone contact with branches and may also have contact with bank customers.
Maintains daily management information system statistics on work processed.
Performs all complex types of maintenance on customer files as requested.
Closed accounts with credit/debit balances and processed cashier’s checks.
1988 ~ 1994
Chevron USA Concord, CA
Prepared freight invoices daily for processing. Precoded shipment information to ensure prompt payment to carriers.
Processed carrier invoices in timely manner with 99% accuracy.
Reviewed documents in compliance with billing requirements, returning incorrect invoices to carriers.
Generated several weekly reports as quick reference guide for coding freight invoices.
Performed quality checks, as member of the work group, to ensure data integrity.
1986 ~ 1988
Citicorp Management Logistics, Inc. Concord, CA
Processed post-audit freight bills daily ensuring accuracy of charges.
Precoded freight bills of varying complexities following company procedures.
Performed on-line data entry of carrier invoices on IBM system.
1984 ~ 1986
Domor Data Processing Vallejo, CA
Entered and verified a variety of documents using different screens and formats to accurately input data.
1983 ~ 1984
Marsh & McClennan Associates San Francisco, CA
Account Receivable Processor
Processed monthly payments & invoices, making adjustments, updating & balancing accounts on ledger cards & systems.
Prepared monthly sub-broker commission report.
Screened files and updated system for necessary changes of coverage.
Reviewed daily cash report and corrected any discrepancies in amounts posted in systems.
1981 ~ 1983
Shaklee Corporation Hayward, CA
Entered and verified order invoices, payroll and various documents.
1980 ~ 1981
Sunlife of Canada Wellesley Hills, MA
Processed insurance applications entered and verified information to ensure accuracy.
1978 ~ 1980
Department of Education Winnipeg, Manitoba, Canada
Assistant Supervisor / Transaction Processor
Processed student loan applications & prepared statistical reports on volume of processed applications.
Edited application forms to ensure the qualifications of students applying for loans.
1973 ~ 1977
Unemployment Insurance Commission Vancouver, British Columbia, Canada
Transaction Processor / Back Up Lead Operator
Processed unemployment insurance applications and checks; logged incoming and outgoing work.
Education Training & Development
BA History/BS Education, University of Pangasinan, Philippines 1972
Mackay Career Institute, Vancouver, British Columbia, Canada 1973
Chevron Quality Control Action Team, Concord, CA 1989
Teller Training Institute, Concord, CA 1994
Professional Telephone Skills, Bank of the West
Transition from Frontline to Leadership, Bank of the West
Keys to Service, Bank of the West