Banking professional with extensive experience in Member relations and conflict resolution. Strong focus on Member needs, achieving results, and adapting to changing needs. Team player with a focus on mentoring and team building. Skilled in communication, problem-solving, and empathy, with dependable and flexible approach to challenges.
Overview
26
26
years of professional experience
Work History
Member Advocate
USAA Federal Savings Bank
09.2017 - Current
Began as Deposit Servicing representative. After six months cross trained into Credit Card servicing.
August 2018, received Employee of the Month for USAA Banking.
2018 USAA INNOVATION AWARD recipient for having two lab ideas implemented for the year. Finalist for the Gold Star Labs project.
February of 2019 promoted to ERT now known as MRT where I utilized de-escalation skills and my knowledge of USAA processes and procedures to meet and exceed all requirements.
In March of 2020 was accepted into a new department named Mass Affluent where we were trained to deliver Deposit, Credit Card and Lending solutions for our members.
On loan to Member Advocacy MDS from 10/2020 through 05/2021. While on loan.
*All QA call reviews resulted in 100% compliance and technical accuracy.
*Assisted the process owner in creating and streamlining the KC page and process for implementation of accommodation for members under the ADA.
*Met or exceeded all compliance and technical goals .
Joined Advocacy as FCR Advocate in October 2021 and promoted to Advocate II in January of 2022, working more complex issues including regulatory agency complaints.
In September of 2023 selected for a rotation as Bank Facilitator.
Currently in Advocacy where I work complex issues in Consumer Lending, Deposits and Credit Cards.
Skilled in de-escalation, Bank processes and procedures, compliance concerns and am known for my ability to communicate both verbally and written with members, teammates and compliance.
Member focused with a commitment to serving our members, advocating for them and ensuring that the member's needs are met while meeting all regulatory and compliance goals.
Principal's Secretary
Wake County Public Schools
08.1999 - 02.2021
Managed filing system, entered data and completed other clerical tasks.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
All correspondence from principal and 3 assistant principals. Filling out and submittal of all suspensions and expulsions, all government filings such as fire drill and inspection reports, reporting to state and federal agencies. Coordination of substitute teachers. Supervision of students when needed and proctor for state End of Grade testing.
Lead Preschool Teacher
Wickenburg Unified School District
08.2014 - 09.2017
Assisted and supervised approximately 27 children through entire school day.
Conducted regular parent-teacher conferences to discuss student progress and areas of improvement, encouraging a collaborative approach to education.
Oversaw the lesson planning for the district Preschool program.
Developed a budget and oversaw the purchasing of all program materials from educational material, furniture and outdoor play equipment.
Observed children to identify individuals in need of additional support and developed strategies to improve assistance. Coordinated with the school district's Special Education department to evaluate and meet all special education needs of students.
Monitored students' academic, social, and emotional progress and recorded in individual files.
Mentored new educators on effective teaching strategies, contributing to their professional development and success in the classroom.
Implemented a variety of assessment tools to track student progress and adjust instruction accordingly, leading to improved learning outcomes.
Attended professional development workshops regularly, staying up-to-date with current early childhood education trends and techniques for enhanced instruction quality.
Lead Preschool Teacher
Word Of Life Preschool
08.2004 - 07.2014
Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
Developed weekly lesson plans and activities to engage children and promote learning.
Designed creative lesson plans that incorporated hands-on activities and interactive learning experiences to foster curiosity and engagement in young learners.
Established positive communication with parents in daily conversation and formal conferences.
Monitored students' academic, social, and emotional progress and recorded in individual files.
Worked with both internal and public teaching staff to evaluate individual progress and recommend appropriate individualized learning plans.
Maintained organized, fun and interactive classroom to help children feel safe.
Sanitized toys and play equipment each day to maintain safety and cleanliness.
Met all health and safety guidelines every year exceeding expectations for safety.
Education
Human Biology
East Texas State University
Commerce, TX
Gender Studies
Eastfield College
Mesquite, TX
Skills
Customer service including communicating with members experiencing events which are difficult to deal with
Extensive knowledge of KC across different lines of business in the bank and among multiple levels from manager/advocate level to front line
Adept at team building and mentoring
Flexible and adaptive for processes and changes with a focus on problem-solving
Friendly and outgoing
Verbal and written communication
Relationship building
Timeline
Member Advocate
USAA Federal Savings Bank
09.2017 - Current
Lead Preschool Teacher
Wickenburg Unified School District
08.2014 - 09.2017
Lead Preschool Teacher
Word Of Life Preschool
08.2004 - 07.2014
Principal's Secretary
Wake County Public Schools
08.1999 - 02.2021
Human Biology
East Texas State University
Gender Studies
Eastfield College
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