Administrative Assistant Customer Service
Resume:
Houston, TX *****
Cell: 832-***-****
*************@*****.***
Yasmin Montemayor
Objective
To obtain a position where I can utilize my knowledge and experience to allow me to develop and acquire new skills.
Experience
Quirch Services Inc.
February 2024 - Present Auditor Assistant Houston, TX
● Planning, organizing and coordinating Audit schedule.
● Assist Auditor to review policies, process and controls.
● Review Audit Plan
● Transcribe Auditor’s notes into a professional Word Doc.
● Analyze reports and suggest corrective actions.
● Provide a report of findings for the Auditor to review. Air Rey A/C & Heating
April 2023 - January 2024 Back Office Rep for New Construction Houston, TX
● Read floor plans to identify HVAC detail drawings.
Highlight Air Returns, Exhaust Fan, Fresh Air, Jumpers, etc.
● Complete work orders for HAVC Roughs and Trims.
● Input job details into the CRM program.
● Accurate processing of Invoices.
● Accurate processing of Purchase Orders.
● Maintain verbal and written communication with Project Managers to ensure quality service.
● Gather HVAC floor plans to request Manuals J. D. S. and material list to the engineer.
● Provide general support to the New Construction Department such as; creating Past Due invoice reports, payment collection, etc.
Four Seasons Development Co.
February 2022 - October 2022 Administrative Assistant Houston, TX
● Provide general support to Office Manager and staff.
● Performed administrative functions as needed.
● Complete comparison reports for current Property Taxes and compare reports to determine if protest was needed.
● Responsible for following the Property Tax Protest process until final decision.
● Administer Leasing Reports.
● Take inbound calls for prospective tenants to provide information and schedule tours.
● Place outbound calls to collect on past-due/delinquent accounts to make payment arrangements.
American Building Cleaning, Inc.
September 2019 - August 2021 Administrative Assistant Houston, TX
● Provide high level administrative support to Operations/Accounting Manager.
● Work independently and take initiative to see tasks through to completion with minimal supervision.
● Provide exceptional customer service to customers and crew members.
● Organize and schedule appointments. Write and distribute emails, correspondence memos, letters, faxes and forms.
● Assist in the process of timely and accurate entry of payroll data. Process of biweekly payroll to multi-state exempt and nonexempt employees. Wallis Bank
January 2016 – December 2018 Branch Manager Houston, TX
● Provide Leadership, Supervision and Training to branch staff.
● Efficient in daily operations.
● Responsible for preventing losses by reviewing teller transactions and balancing the vault daily.
● Training and delegating daily duties to branch staff.
● Assist VP of Operations in operations, reports, training, assisting other branch employees through “Remote Access in”; providing coverage in absence of other Branch Managers and providing coverage by sending staff to assist.
● Successful monthly and annual branch audits.
● New Staff Training; Branch Managers, Personal Banker and Tellers. Wallis Bank
May 2011 – January 2016 Customer Service Rep Houston, TX
● Process all new accounts; assisting customers in their selection of various accounts and financial services.
● Exceptional communications and customer service skills.
● Successful in using consultative sales skills to analyze and determine customer needs for consumer and business accounts as well as making referrals to the appropriate departments.
● Consistency in resolving documentation issues by utilizing bank policy and federal banking regulations.
● Successful monthly branch audits.
● Formatting documents for internal review.
● Consistency in ensuring deposits and branch cash levels were met.
● Assist Tellers to process transactions, scan daily work, CTR’s and cash verification as needed.
● Fully knowledgeable and skilled in the areas of tellers, vault, safe deposit boxes, processing and boarding DDA’s, lines of credits, discussing and accepting loan applications.
● Assume Branch Manager’s role in their absence.
● Train and supervise staff.
BBVA Compass
September 2005 – January 2011 Financial Sales Advisor Spring, TX
● New account openings (Personal, Business, CD’s, etc.)
● Successful in recommending solutions to suit customer needs and cross-sell of appropriate bank products.
● Exceptional communications and customer service skills.
● Consistent in meeting and exceeding monthly goals.
● Loan Originator (Unsecured Personal/Business, Home Improvement, HELOC, SBA Loans, BLOC and Mortgages).
● Successful in making qualified referrals to appropriate departments.
● Successful when working with business partners to bring additional business to the branch by making outside calls.
● Great participation in partnership banking and call night. Education
Langham Creek High School 1998 – 2002
ITT Technical Institute 2002 – 2003
Skills
● Bilingual (Spanish – English)
● Advance computer skills.
● Efficient in multitasking.
● Confidence in decision making.
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