Yris M Montesino

*** ****** *** ****** **** NJ **305

Mobile – 551-***-****

E Mail- ad10s2@r.postjobfree.com

Objective

Be part of an organization where I am able to create a balance between my individual and professional development, contributing in an effective manner to the growth of

the business.

Experience

Oportun New Jersey Region Jan 2019- 12/2023

Inland Empire Region CA March 2018- Dec-2018

Store Manager - Union City Location

Develop and lead a high performing, highly motivated team of Customer Service Representatives through selection, coaching and development in partnership with the District manager, peer Store Team Leads, Retail Training Associates (where applicable) in order to effectively impact results

Leverage daily production reports in order to build plans to meet or exceed monthly store team goals and Ensure the store is pro-actively driving additional new customers into the store through community marketing, establishing relationships and gathering referrals from existing customers

Performs interviews of prospective CSR candidates and influences the decision in partnership with the District Manager

Confirm that all CSRs have completed all assigned training and have read and understand all communications and updates

Perform monthly check-in performance evaluations on all store CSRs and coach and manage using positive performance to meet and exceed expectations. Is responsible for Positive Performance conversations as well as corrective action in partnership with the DM and People and Culture team

Manages Labor; CSR shift swaps, PTO, timecard corrections, availability and timecard approvals

Maintain operational, procedural and regulatory oversight as well as provide coaching and guidance to ensure the store and CSRs pass all “in-store” and “phone” quality audits

Helps and guides CSRs in resolving everyday issues and when to escalate to the DM or the appropriate HQ support partners. Respond to customer inquiries or complaints in person or over the phone in a professional manner

Perform CSR and various other administrative duties as directed by District Manager

Customer Loyalty Representative III &Brand Ambassador Sep 2015 - Feb 2018

•Understand and educate the local community on our full range of products and services.

•Accepts, verifies, and processes client transactions according to established procedures and security guidelines. Transactions include deposits, payments and loan disbursements.

•Responsible for handling monetary transactions with great accuracy.

•Effectively work in a team environment where the customer comes first.

•Protects the company’s assets by ensuring proper loan documentation and following policies and procedures.

•Input personal documents (IDs, utility bills, paystubs) into the system with a high degree of accuracy and confidentiality.

•Establish and nurture the Oportun brand within the local community.

•Opening and closing procedures in the store.

•Responsible for protecting confidential customer information.

•Performs other duties as assigned.

•Search, coordinate and participate in communities events monthly as Brand Ambassador.

•Participating as member of the Agent advisory Board in all projects 2016-2017

•Get partnership with Hispanic Consulates, Non-profit Agencies, and others of the region

Progress Financial Corporation Inland Empire, CA Jul 2013 to Aug 2015

Store Lead-AE

• Ensure that the store opens on time and is not closed before scheduled closing time; using the Opening Report as a guide;

•Have all necessary supplies & materials for effective store operation;

• Use the Ordering Supply Form once a month using the Staples Ordering tool. Store Compliance:

• Ensure all the equipment and location is in good working condition;

• Ensure the store is clean and organized (At all times)

• • Report and follow up to Apoyo tecnico and to the ADSM/DSM any issues impeding the proper functioning of the store;

• Provide feedback to ADSM/ DSM to ensure that the agents are following the schedule (e.g. open on time, do not close before time, attending “Ventas a la Comunidad” scheduled events, and any deviations from the schedule).

• • Ensure that all the agents wear their “impeccable” uniform every day“(Including the use of the Name badge) As indicated by the uniform code of PF

• Ensures that each agent makes good use of the working tools, Computer, Printer, cell Phone, etc etc .

• Ensures that all agent met with each of the Policies and Procedures Internal PF

• Help solve problems or situations "Customers upset" on the store assigned

• Ensures that each agent provides excellent customer service with Professionalism and Ethics

• Provide feedback and help the Agents achieve their assigned goals (RACH, Disbursements)

• Provide training to the new agents assigned to the Store

• In case of difference of money: Help the agent to review your final cash cut

• If the error was detected: Report it immediately to the ADSM / DSM.

• Greets and provides full service to all customers by delivering an excellent customer Service

• Assists with all store-related customer transactions in a professional and efficient manner;

• Is alert to customer needs and willing to cross-sell, asking for referrals and escalating customer service issues to the appropriate parties;

• Provides assistance, feedback and guidance to the other store agents on best practices;

• Keeps the ADSM/DSM informed of situations that diminish the customer’s and sales experience.

• May act in a very limited supervisory capacity during short-term absence of ADSM/DSM. Store Quality Control:

• Ensures all Loan Documents are complete and signed before sending to HQs using the Loan Disbursement Checklist; • Provide feedback to ADSM/DSM when any deviation from policy.

• Store Ventiva Card Inventory & Cash Handling Procedures;

• Responsible for maintain a good working environment

• Responsible to report immediately to your ADSM/DSM of any situation that requires your intervention

• Performs other duties as assigned

Progress Financial Corporation Inland Empire, CA Jun 2011 to Jun 2013

Excutive Account

•Understand and educate the local community on our full range of products and services.

•Accepts, verifies, and processes client transactions according to established procedures and security guidelines. Transactions include deposits, payments and loan disbursements.

•Responsible for handling monetary transactions with great accuracy.

•Effectively work in a team environment where the customer comes first.

•Protects the company’s assets by ensuring proper loan documentation and following policies and procedures.

•Input personal documents (IDs, utility bills, paystubs) into the system with a high degree of accuracy and confidentiality.

•Establish and nurture the Oportun brand within the local community.

•Opening and closing procedures in the store.

•Responsible for protecting confidential customer information.

•Performs other duties as assigned.

•Search, coordinate and participate in communities events monthly.

EDUCATION

2019 _ Field Leadership Development Program

2005 – CPIM Module: Master Planning of Resources Course

2005 – Principles of Lean Manufacturing

2002 – Leadership and Management

2002 – Purchasing Professional Certification (NAPM Sponsored) Qualifying 28 hours for C.P.M)

2001 – Project Management course (16 Hours)

2000 – CPIM Module: Basics of Supply Chain Management Course

2000 – GMP Conference Module Maintenance/Engineering (21CFR/SEC820)

2000 – Coaching & Feedback

2000 – Personnel Supervising

2000 – Microsoft office (WORLD, EXCEL, POWERPOINT)

1999 – NAPM Procurement Ethics (7 NAPM hours)

1999 – NAPM Effective Supplier Selection (14 NAPM hours)

1986 – 2001 BS Public Business Administration ( 4 YEARS -No Degree) –

Universidad Autonóma de Santo Domingo

SUMMARY

•Bilingual – Spanish /English

•Experienced user of Just in Time, Lean Manufacturing, Kan ban Systems, AS- 400 environment,

•PRMS and JD EDWARDS system.

•Knowledge of ERP & MRP Systems.

•Microsoft Office – World-Excel-PowerPoint

•Sales & Customer Service Professional

•Personal loans and Secure Personal loans Specialist

Contact this candidate