Vanessa Unzueta
Crown Point
Summary
Dedicated and detail-oriented professional with a strong background in banking, customer service, and virtual assistance. Experienced in streamlining processes, managing payments, and providing administrative support. Skilled at building productive relationships with clients, reviewing accounts, and proposing solutions. Excellent communicator and multitasker, committed to delivering exceptional service and contributing to organizational success.
Overview
12
12
years of professional experience
Work History
Virtual Assistant
Capital Revenue Consultants LLC
09.2024 - Current
- Processed payments and collections to customer balances on regular basis.
- Streamlined the collections process for increased efficiency with detailed record-keeping and timely followups.
- Monitored emails, organized inbox, and prioritized messages for various clients and executives simultaneously.
- Facilitated smooth operations with proficient data entry and document management for various projects.
- Maintained a well-organized database system for improved information accessibility in daily operations.
- Built rapport with customers by demonstrating understanding of clients'' financial situations while working towards mutually beneficial solutions.
Universal Banker
Great Lakes Credit Union
10.2018 - 02.2024
- Process personal and vehicle loans
- Collect all appropriate documents from members to process loan in a timely manner
- Open accounts for new members of the credit union
- Collect all supporting documents credit union requires for new membership
- Support members with maintenance on account as well as provide assistant when needed
- Support other departments with member information such as fraudulent transactions, transactions due to collection status on accounts, deceased accounts, and IRA transactions
- Balance assigned cash recycler in accordance to Credit Union directives
- Count, sort and package currency and coin quickly and accurately
- Ensure all required documentation is completed for all transactions
- Make qualified referrals to other team members including other lines of business
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Senior Service Representative
BMO Harris Bank
05.2013 - 10.2018
- Balance assigned cash drawer in accordance to Bank directives
- Count, sort and package currency and coin quickly and accurately
- Ensure all required documentation is completed for all transactions
- Make qualified referrals to other team members including other lines of business
- Meet or exceed all personal referral goals
Business Development Representative
Mike Haggerty Buick GMC Volkswagen
08.2012 - 02.2013
- Answered all incoming calls pertaining to internet sales and directed appropriately
- Provided assistance to customers regarding sales, concerns or general questions
- Created appointments for salesmen and manager
- Followed up with customers regarding sales and appointments
- Always willing to help and assist customers and co workers
Education
High School Diploma -
Thornton Township High School
05.2010
Skills
- Delivers compassionate and empathetic customer service with a keen ability to communicate information logically and effectively
- Fluent in Spanish, Read & Write
- Type up to60 wpm
- MS Office (Word, Excel, PowerPoint)
- Teller Support
- Employee Training
- Planning & Organization
- Analytical Thinking
- Customer Service
- Loan Processing
- Employee Motivation
- Operations Understanding
- Documentation Skills
- Creative Thinking
LANGUAGES
English: Native/ Bilingual
Spanish: Native/ Bilingual
Greek: Limited
Timeline
Virtual Assistant
Capital Revenue Consultants LLC
09.2024 - Current
Universal Banker
Great Lakes Credit Union
10.2018 - 02.2024
Senior Service Representative
BMO Harris Bank
05.2013 - 10.2018
Business Development Representative
Mike Haggerty Buick GMC Volkswagen
08.2012 - 02.2013
High School Diploma -
Thornton Township High School
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