Bernadette Trujillo

714-***-**** ad1rxu@r.postjobfree.com Anaheim, California 92806

CAREER OBJECTIVE

Experienced banking professional with 16+ years where I excelled in many different areas within the same financial institution which allowed myself to grow and be knowledge with the banking field to be recognized and move up to work with Treasury Management. . Desire to take on new challenging role focused on planning efficient strategies and maintaining excellent reputation for resolving problems and improving customer satisfaction and well as assist internal banking colleagues. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem solving skills. EXPERIENCE

VERIFICATION SPECIALIST, Santa Ana, California

Collectors Universe,

Sustains handling and Maintaining Customer orders. Handling and maintaining customer improvements for the receiving department. Supports Receiving team by organizing mail and based on priority orders and service levels. Works with the processing team to facilitate and expedite orders for completion. Adhered to quotas and goal expectations

Maintained full knowledge of current regulatory environment and made proactive adjustments to meet changing requirements.

July 2020-Present

TREASURY MANAGEMENT OPERATION SPECIALIST, San Diego/Orange, California Southern California Bank,

Complied with established internal controls and policies. Performed routine closings, maintained clean, accurate and accessible records, confirm signature cards show proof of authorized users on business account. Update, add, remove, place limitations for ACH, Remote Deposits, wire transfers or card, online banking access.

Established and enforced internal controls, workflows and policies for tracking, reconciling, update limits, ensure online banking service is available for clients. Troubleshoot scanner issues, add or remove treasury managements services, fee waivers by confirming account requirements.

Checked payroll, vendor payments daily audits for Cash Vaults services used such as Brinks, Loomis, Garda with provide accuracy in accounting disbursements.

Prepare internal documents and regulatory financial forms, signature cards needed for IOLTA, Deceased Estate, Escheatment or Dormant accounts.

Transfer set up for Trust or Business Investment accounts of dividends or interest, Provide balance sheets, YTD, itemized or GL statements.

November 2020-February 2021

TREASURY MANAGEMENT SPECIALIST, Irvine, California Pacific Premier Bank,

Prepared internal and regulatory financial reports, balance sheets and income statements. Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports. Identified improvement changes regarding key processes for internal controls and accounting procedures. Performed banking, business administration and financial tasks for Commerical and Corporate accounts globally March 2020-October 2020

Implemented limits for ACH, Deposit limits, Wire transfers. Renewal or removal of Treasury management services. Assist with Business online dispute, fraud or wire transfer limitations for owners versus authorized users. RESEARCH & ADJUSTMENTS REP II, Brea, California

Bank of America,

Guided technical programs and administrative activities in research settings and integrated quality assurance and safety programs.

Analyzed variations in complex tests, experiments and procedures to produce research data. Adapted work process and methods based on findings and literature review with limited supervision. Collected data through various means such as Achview, Cash Vault, worked with banking partners within the company such as the Estate department, Investment and Loans/Lines of credit to help resolve issues for our customers. Communicated outcomes and results of research to customer and assisted. banking centers. Analyzed and resolved inquiries to resolve customer sensitive account information Handled both inbound and outbound calls and met department service expectations Monitored accounts for potential fraudulent transactions or activities Assist with training procedures and mentoring of new hires. January 2011-August 2018

CARD SERVICES REPRESENTATIVE, Brea, California

Bank of America,

Assisted customers with credit card accounts, Visa, MasterCard for, customers Performed research, processed payments and statement retrieval within the call center

Promoted to VIP customers and assisted associates within the financial centers Assist customers with sales and balance transfers, credit line increases and submitted corrections for credit errors. Took ownership of mistakes and problems until issue resolved to customer's satisfaction. Developed and retained customer relationships through active listening and using defined processes to address customer needs.

Maintained compliance with federal and state laws and company policies and procedures. Supported continued monitoring, auditing and reporting to drive compliance and optimize credit card processing. Recommended products and services to meet customers' credit card and banking needs. Reviewed and verified vendor completeness and compliance to rectify billing disputes and fraud cases. Maintained up-to-date knowledge of product and service changes. January 2006-December 2010

DEPOSIT ACCOUNTS REPRESENTATIVE, Brea, California Bank of America,

Assisted customers within Bank of America's call center taking inbound calls to answer questions and resolved concerns for servicing of their checking, savings, and Investment accounts Fast paced environment and provided support to financial centers and maintained industry regulations and bank procedures.

Oversaw account services for key regional clients. Analyzed accounts for delinquencies and other ongoing issues. Proposed available products and solutions to meet diverse requirements. Contacted customers to assess satisfaction and current needs.

Used Microsoft Word and other software tools to create documents and other communications. November 2001-December 2005

EDUCATION

HIGH SCHOOL DIPLOMA, Orange, CALIFORNIA

Orange High School, June 1987

COMPUTER SCIENCE IN PARALEGAL, Santa Ana, CALIFORNIA Santa Ana College, June 1992

SKILLS

Analytical Problem-Solving Workplace Safety Enforcement Quality Control Document Drafting Data Entry Advanced Ten-Key Experience Multitasking Abilities Decision-Making CERTIFICATIONS

• Data entry certificate • Computer Science certificate REFERENCES

References available upon request