Jamilla Caballero

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained inventory of office supplies and placed orders.
• Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
• Transcribed and organized information to assist in preparing speeches and presentations.
• Handled scheduling for executive's calendar and prepared meeting agenda and materials.
• Screened over 50-100 calls and emails and initiated actions to respond or direct messages for managers.
• Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
• Used software to coordinate meetings, appointments, and tasks senior executives.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Organized and updated schedules for executives.
• Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
• Scheduled appointments and handled calenders for senior leadership.
• Implemented updated policies and practices for organization and monitored effect.
• Processed travel expenses and reimbursements for executive team and senior management group.
• Answered high volume of phone calls and email inquiries.

• Organized and coordinated conferences and monthly meetings.
• Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
• Supported business and hospitality needs of corporate partners and staff during meetings and company events.
• Used advanced software to prepare documents, reports, and presentations.
• Handled confidential and sensitive information with discretion and tact.
• Used QuickBooks to produce monthly invoices, reports, and other deliverables.
• Networked with other professionals and organizations to expand contacts and opportunities.
• Processed travel expenses and reimbursements for executive team and senior management group.

Identified sales opportunities and referred customers to branch partners in financial services.

• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Processed customer transactions promptly, minimizing wait times.
• Processed applications for new accounts.
• Maintained accurate records of customer transactions in line with bank procedures.
• Maintained friendly and professional customer interactions.
• Cross-sold credit cards, loans and other bank products.
• Referred customers to other banking departments for specialized services.
• Trained new hires on customer service policies and procedures.
• Assisted customers with banking needs and inquiries.
• Established rapport with new clients to increase satisfaction and loyalty.
• Handled over 100 various accounting transactions.
• Processed wide variety of retail banking transactions for personal and commercial customers.
• Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.