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Customer Service Data Entry

Location:
Norwalk, CA
Posted:
December 08, 2023

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Resume:

Lizet Rivera

***** ****** ***

Norwalk, CA *****

714-***-****

ad1sul@r.postjobfree.com

Objective

A position that will allow me to use the skills I have acquired and allow me to develop new skill sets.

Areas of Key Strength

Customer Service Supervision Quality Control

10 key Training Inventory

Career Highlights

Remittance Specialist III Union Bank

September 2018 – Present

Process daily work on complex accounts.

Operate the image system and other PC equipment for the purpose of processing customer deposits by inputting, editing, capturing, and balancing transactions.

Perform all data entry functions and utilize a low speed document processing device for capturing and encoding transactions.

Establish mainframe connections and perform data transfers.

Initiate and receive phone calls to and from customers to notify and assist depositors as appropriate.

Inspect the quality of the work processed.

Process collection letters for foreign items.

Process adjustments, return items, and conduct research, as required.

Set up new accounts requiring no output information.

Provide prompt and courteous service to customers and other departments within the Bank.

Account Servicing Associate Union Bank

September 2017 – September 2018

Responsible for reviewing and determining decisions on checks that have been referred due to signature irregularities and potential check fraud including analyzing each transaction in order to determine the best course of action to be taken.

Responsible for direct customer contact to determine and validate information for the decision making process.

Make pay decisions on transactions that have rejected.

Review accounts flagged as restraint from BOS, Risk Services, etc.

Review customer accounts/relationships and customer pay history to determine course of action.

Bank Service Specialist Union Bank

February 2014 – September 2017

Process customer transactions

Customer Service

Make and process credit card sales (4th in my region)

Train new tellers

Provide authorizations to other tellers with Delegated Authority

Process Regulation D reports

Suspicious activity reporting, questionable activity reporting and currency transaction reporting

Teller Wells Fargo

January 2007 – February 2014

Process customer transactions

Identify and make sales referrals

Customer service

Duties may include safe deposit, merchant/vault, ATM processing, bonds and coupons, and night drop.

Train new tellers

Handle foreign currency

Office Manager Arteaga Landscaping

April 2000 – January 2007

Assist with accounts receivable and accounts payable

Answer client and vendor calls

Purchase office supplies

Assist with payroll

Loan Processor Red Brick Lending

December 2005 – April 2006

Processed loans on to Calyx 5.2

Worked with borrowers collecting conditions for loans

Ordered appraisals, titles and escrow

Worked with lenders such as Countrywide, BNC, First Federal Bank and Crestline in order to fund loans

Document Processor SafeCo Select Insurance Services

December 1998 – June 2005

Serviced mail for mortgage lenders

Sorted and scanned incoming mail

Trained and quality controlled new employees

Senior Head Cashier Drug Emporium

June 1996 – December 1998

Managed all cashiers

Counted all deposits

Head of customer service

Ordered new merchandise

Sales Associate Payless Shoe Source

November 1995 – May 1996

Customer Service

Rang up sales on the register

Restocked merchandise

Filing Clerk Abbey Event Services

July 1995 – August 1995

Filing

Took inventory

Education

Norwalk – La Mirada Adult School Norwalk, CA

Mortgage Principles (Certified in 2013)

Mortgage Practice (Certified in 2013)

Mortgage Finance (Certified in 2013)

Mortgage Training Group Santa Ana, CA

Loan Processor / Loan Officer (Certified in 2005)

Notary Public (Certified in 2005)

Comm. 1620439 Exp. Nov 10, 2009

The Central County Regional Occupational Program Orange, CA

Computer Applications (Certified in 1996)

Cashiering, Fashion and Sales (Certified in 1995)

El Modena High School Orange, CA

Diploma (1996)

References

Given upon request.



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