Data Entry Service Representative

LEE MALDONADO

830-***-**** *******@*****.*** Boerne, TX

SUMMARY

Self-motivated professional with outstanding communication and interpersonal skills. Employs a range of successful customer service modalities to curate and maintain high customer satisfaction in any role. Goal- oriented and a team player, who can supervise and manage staff effectively. Specific experiences include banking, bookkeeping, and management.

PROFESSIONAL EXPERIENCE

Office Manager 2020 – Present

Bar7 Resources Inc. Boerne, TX

Manages multiple responsibilities as sole manager at a company operating several lines of business.

Assists in daily maintenance of property, personal accounts, and insurance for all business holdings.

Increases efficiency of operations through direct engagement with business owner and stakeholders. Insurance Service Representative 2019 – 2019

Davison Insurance Agency Boerne, TX

Provided insurance policy quotes to potential clients and facilitated an extension of new policies.

Employed customer service skills daily when taking tele-payments and requests for policy amendments. Head Teller 2005 – 2018

Security State Bank & Trust Boerne, TX

Balanced teller drawer and accounted for large sums of cash and negotiable items in daily role.

Audited safe items, including cashier’s checks, money orders, and traveler’s checks as primary duty.

Acted as New Accounts Representative to open checking, savings, CDs, and IRAs for new customers.

Engaged in customer consultations and cross sold products that met their unique account needs. Human Resources Assistant 2004 – 2005

Security State Bank & Trust Fredericksburg, TX

Facilitated new hire training sessions and employee screening requirements.

Enrolled employees into company benefits packages for insurance and retirement policies.

Conducted bi-weekly payroll for all employees at the main bank campus. OTHER EXPERIENCE

Loan Originator

Brunk Financial

Loan Secretary &

Lobby Services

Moody National Bank

LICENSES

Texas Loan Officer

SKILLS

Data entry

QuickBooks

Microsoft Office

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