Maria Cristina Montalvo
San Juan
Summary
Results-driven Office Manager and Cash Management Officer with extensive experience at Banco Popular, recognized for expertise in account reconciliation and customer retention strategies. Proven success in automating office processes and managing critical client relationships while leading event coordination with meticulous attention to detail. Known for maintaining professionalism and efficiency in high-pressure environments.
Overview
21
21
years of professional experience
Work History
Office Manager
Bruce L Deichl
Humacao
04.2015 - Current
- Administered properties and bank accounts, and prepared checks.
- Reviewed bank statements and collaborated with accountants to prepare financial statements.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Provided administrative support to management team including preparing reports and presentations.
- Organized company events including holiday parties, team building activities .
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Cash Management Officer
Banco Popular
SAN JUAN, PR
02.2004 - 04.2015
- Developed and maintained relationships with clients under Act 60, ensuring seamless bank account openings.
- Processed wire transfers, ACH payments, check requests, and other payments in accordance with company policies and procedures.
- Maintained detailed records of all transactions for audit purposes.
- Coordinated activities for commercial companies to enhance customer retention.
Education
MBA - Marketing
Inter American University
San Juan, Puerto Rico05-2004
BBA - Advertising
University of The Sacred Heart
San Juan, Puerto Rico05-2000
Skills
- Account reconciliation
- Organizational skills
- Scheduling and calendar management
- Clear oral/written communication
- Office management
- Event coordination
Timeline
Office Manager
Bruce L Deichl
04.2015 - Current
Cash Management Officer
Banco Popular
02.2004 - 04.2015
MBA - Marketing
Inter American University
BBA - Advertising
University of The Sacred Heart
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