1. Claudia Ruiz Navarro
2732 N Hartman St Orange, CA 92865 *(949) 295-4682 claudia.r.navarro@hotmail.com
Skills
*Sr. Customer Service Representative with over20 years of experience providing through and
skillful support to our personal and business banking customers.
*Strong organizational skills with the ability tomulti-task.
*Working effectively under pressure.
*Highly organized and independent; able to effectively coordinatetasks to accomplish projectwith
timeless and creativity.
*Great follow through and customer follow-up.
*Rapid learner with strong planning writing and organizing skills
*Recognized forconsistency exceeding performance goals.
*Capable of problem solving
*Excellent Communication Skills
*New Accountexperience, personal and business accounts.
*Strong interpersonal, verbal and written communication skills.
*Bilingual, English/Spanish
*Familiar with Bancpak teller system, TellerPlus, Goldteller, Goldpoint, Workstation, DepositPro,
FIS Centre Image and FIS Documents, Proficientin Horizon and Horizon Teller systems.
*Accurate typing/keyboarding skills; basic computer skills, including the use of word processing,
spreadsheet softwareapplications and e-mail.
Working Experience
Pacific Premier Bank-1249 E. Katella Ave Orange, CA 92865
Contact Name: Brian Aguirre, HR Generalist (949) 864-8588
baguirre@ppbi.com
Priscilla Phan, HR Dept (949) 864-8568
pphan@ppbi.com
(2/23/2016-Present)
BranchSupervisor
*The Branch Supervisor is responsible for assisting the Branch and Branch Service Manager with
day to day transactions and responsibilities. The Branch Supervisor provides guidance, direction,
and supervision to staff in the absence of the Branch Service Manager or upon request. The Branch
Supervisor ensures the delivery of high quality customer service whileenforcing security and safety
in accordance with Bank policies and procedures. The Branch Supervisor works cooperatively with
the Branch ServiceManager to incorporate the Banks values and objectivesinto the Branch acting
as a leader in maintaining a motivated branch staff focusedon sales and customer service.
*Responsible forcontrolling, assigning and directing the swing shift operations of Cash Vault &
Armored Carriers services.
*Supervise day-to-day operations to include and support responsibilities and functions while
ensuring workactivities are processed according to established Regulatory, Risk and Compliance
procedures.
*Responsible formanaging the productivity,efficiency and accuracy of the staff.
*Responsible forcompliance with BSA rules and regulations, in particular, CTR.
2. *Influence in the development of overall objectivesand long-range goals of the operations
department.
Security Bank of California-1249 E.Katella Ave Orange, CA 92865
Contact Name: Sheri Passerino
Sheri Passerino@ppbi.com (951) 368-2128
(2/17/2015-Present)
UtilityRepresentative
*Morning Callbacks on reports such as, Non -post, Large Transactions, Remote Deposits, Electronic
Transfer, DDA Insufficient funds, Large Cash Items, DDA UncollectedFunds, DDA Overdraftsand
Saving & DDA File Maintenance Reports.
*routine and branch and customer services duties
* Acceptedretail and commercial checkingand savings deposits
* Process deposits, withdrawals, check cashing and other Bank transactions including night
depository and ATM transactions and ATM daily balancing.
*Process deposits, withdrawals, checkcashing and other Bank transactions including night
depository and ATM
* Processelectronic data changes and updates in computer system including contactinformation,
CD renewals and other electronic customer data.
*Manage assigned portfolio of accounts consistently identifying opportunities to cross-sell bank
products and services and generate referral to appropriate accountmanager
*Process new accountopening transactions and vesting changes.
* Responsible for reviewing and verifying daily reports assigned by Branch Management.
*Processes all paperwork associated with transactions including proper filing or discarding of
sensitive information.
*Required to answer the branch telephone calls and assist withcustomer requests or issues.
*Involvessupervisor if transactions are over authority limits or exceptionally complex
*Responsible forloss prevention in the processing of all transactions and duties.
*Consistently balance cash drawer accurately within established time frame.
*Maintain neat, clean, and organized workstation whichis well stocked with supplies, brochures,
and marketing materials.
*The position may require involvement withvarious outside programs to complete credit hours for
the Community Re-investment Act (CRA).
*Perform any and all other duties deemed necessary and reasonable to support the Branch and
achieve sales and servicegoals.
*Responsible foradhering to and complying with all Bank policies and Federal and State banking
laws and regulations.
3. First Security Business Bank-803E. KatellaAve Orange,CA 92865/
Contact Name: First American Corp, HR Dept (866) 908-6962
2 First American Way Santa Ana, CA 92707
(03/01/1999-01/16/2015)- (1/27/2014-1/16/2015)
Sr. CustomerService Representative
*Providedirect administrative support to the business and personal banking customers.
*Manage daily banking tasks
*Strong MS officeSkills
*Strong Knowledge of computerized data entry system and other relevant applications.
*Advanced problem solving skills
*Proficientwith GOLDPointSystems
*Cash drawer balancing daily
*Loan payment entries daily
*Experience in wire completion such as, incoming or outgoing, domestic or international.
Grandpoint Bank-1045W Katella Ave Suite 100 Orange, CA 92867
Contact Name: Jerro Otsuki (CFO) 714 787-3704/HR Department
(213) 542-4411
(10/15/2013-01/24/2014)
FinanceClerk
*Invoiceprocessing and checkrequests
*Prepared and distribute checks.Set up Vendor and employee files. Respond to vendor inquiries.
*Reconcile various general ledger accounts on a daily and/or monthly basis.
*Prepared or/and post journal entries. Performvarious callbacks.
*Maintained various spreadsheets forliquidity and other activity.Maintained databases for fixed
assets and prepaid expenses.
*Assist withfinancial reporting.
*Codes data forinput to financial systems according to company’s procedures.
*Followed all Bank policies and procedures to ensure compliance with all laws and regulations.
*Familiar with Banktel, Silverlake and JackHenry systems and data entries.
Orange National Bank-77PlazaSquare Orange, CA 92866
(06/1995-02/1999)
(ONB wastaken overby OrangeCommunity Bank;OCBlater wastaken overby Grandpoint
Bank)
Vault teller operations
Vault Balancing daily
Currency ordering forbranch
ATM Balancing daily
Debit and Credit general ledger balancing
Responsible forteller line and main vault
Responsible foroutgoing and incoming Wells Fargo armored shipment deposits.
4. Claudia Ruiz Navarro
2732 N Hartman St Orange, CA 92865 *(949) 295-4682 claudia.r.navarro@hotmail.com
Education Background
Rancho Santiago College
8045 E Chapmen Ave
Orange, CA
Orange High School
525 N Shaffer St
Orange, CA 92866
PortolaMiddle School
270 N Palm St
Orange, CA
Training
Banking / Financial Services
Regional OccupationProgram
250 N Yorba
Orange, CA 92669
Certificate: August 1996
Business Computer Skills
Regional OccupationProgram
250 N Yorba
Orange, CA 928669
5. Claudia Ruiz Navarro
2732 N Hartman St Orange, CA 92865*(949) 295-4682 claudia.r.navarro@hotmail.com
References
Jim Bresnan
17131 Sandra Lee Ln.
Huntington Beach, CA 92649
714 330-2935
MaiLy-Vu, BranchManager
1249 E.Katella Ave
Orange, CA 92867
714 464-7219 mly-vu@ppbi.com
JenniferJ Wood
3002 N. Valleyview St
Orange, CA 92865
949 295-6571
Olfa Delgadillo
840 W. Walnut #24
Orange, CA 92868
714 290-2556
GriseldaPeña
2228 E.Cloverdale Ave
Orange, CA 92867
951 743-9845