Johana Taimanglo-Valenzuela
Tlingit Haida Tribal Business Corporation
22
Years of experience
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Work History
Accounting Clerk IV
1 Year 1 Month- Prepare monthly financial reports and supporting schedules for review by accounting and operations staff.
- Maintain general ledger records, verify entries, and follow up on missing source documents.
- Track budget activity and flag variances for review before end-of-period reporting.
- Review invoices, statements, and payment details for accuracy before routing them for approval.
- Respond to vendor and department questions by researching account details and documenting resolutions.
- Organize correspondence and confidential files to support timely retrieval during reporting cycles.
- Coordinate routine administrative operations across filing, data entry, and document routing tasks.
- Review work orders and related paperwork to support accurate status updates and recordkeeping.
- Processed accounts payable invoices, verified coding, and routed approvals for timely payment cycles.
- Reconciled general ledger accounts, investigated discrepancies, and corrected posting errors for accurate reporting.
Administrative Assistant
1 Year 7 Months- Maintained accurate records for administrative files, forms, and reference materials across daily office operations.
- Coordinated work order updates and status follow-up with relevant departments to support timely issue resolution.
- Prepared routine correspondence, notices, and internal memos with clear formatting and consistent documentation standards.
- Supported financial reporting by compiling ledger entries, monitoring budgets, and organizing source documents for review.
- Assisted with tenant relations by answering questions, documenting concerns, and coordinating follow-up with appropriate staff.
- Provided customer issue resolution by recording concerns, explaining next steps, and following up on open items.
- Drafted policy updates and process notes to support consistent administrative procedures across office tasks.
- Coordinated lease administration documents, renewals, and filing activities for accurate tenant recordkeeping.
- Drafted, edited, and routed memoranda, reports, and official communications with accuracy.
- Tracked documents through approval workflows and followed up on pending submissions.
- Supported process improvements by standardizing forms, filing systems, and office procedures.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Facilitated collaboration within team by organizing regular meetings and tracking project progress.
- Maintained inventory of office supplies and placed orders.
- Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
Administrative Officer
2 Years 11 Months- Managed correspondence, routing inquiries and follow-up items to the appropriate office contacts.
- Organized records and maintained accurate files for routine administrative and compliance needs.
- Coordinated work orders and tracked completion status with internal staff and outside service providers.
- Prepared financial reports and monitored budget activity for administrative review.
- Monitored budget balances and flagged variances for administrative review before approvals.
- Assisted with grant compliance documentation and prepared files for internal review.
- Reviewed vendor invoices and tracked service issues to support timely resolution.
- Directed administrative operations, aligning office procedures with government policies and compliance requirements.
- Coordinated personnel actions, recruitment documentation, and position control records for timely processing.
Loan Processor
4 Months- Reviewed loan files for accuracy, completeness, and missing documentation before submission.
- Prepared correspondence to borrowers regarding application requirements, status updates, and closing details.
- Coordinated loan documentation between applicants, internal teams, and supporting departments.
- Maintained organized loan records to support audits, file retrieval, and ongoing case tracking.
- Entered loan data carefully into processing systems to support accurate review and decision-making.
- Explained loan requirements and documentation needs to members in a clear, professional manner.
- Tracked application progress and followed up on missing items to keep files moving forward.
- Supported underwriting review by gathering required records and verifying submitted information.
- Handled routine administrative operations for loan processing workflow and daily office needs.
- Participated in audit response by locating files and assembling requested loan documentation.
- Applied policy guidance consistently when preparing files and communicating borrower requirements.
- Processed consumer, mortgage, and auto loan applications for completeness and compliance
- Reviewed credit reports, income documentation, and collateral records for underwriting accuracy
Administrative Assistant
1 Year 5 Months- Supported daily administrative operations by organizing files, updating logs, and preparing routine office documents.
- Coordinated work order follow-up with internal staff and outside vendors to keep requests moving efficiently.
- Prepared correspondence, notices, and internal memos with clear formatting and consistent attention to detail.
- Maintained accurate records for student, office, and financial documents to support day-to-day operations.
- Reviewed incoming forms and documents for completeness before routing them to the appropriate office.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Branch Manager
2 Years 2 Months- Managed daily branch operations, balancing member service needs with back-office administrative duties.
- Handled member concerns professionally and followed up on account issues until resolution.
- Prepared branch reports and maintained accurate records for operational review.
- Coordinated loan documentation and verified application details before submission for review.
- Scheduled branch staff to cover daily service demands and maintain consistent front-desk coverage.
- Monitored cash activity and branch ledgers to support accurate daily balancing procedures.
- Coordinated correspondence with members and internal teams to keep requests moving efficiently.
- Maintained branch files and supporting documents in organized, audit-ready condition.
- Reviewed work orders and service requests to keep branch facilities and operations on track.
- Supported vendor communication for branch maintenance, deliveries, and routine service needs.
- Assisted with policy updates by documenting branch procedures and operational changes.
- Tracked branch documentation for compliance reviews and internal reporting needs.
- Coordinated member account questions with lending and service teams to resolve issues promptly.
- Directed daily branch operations, ensuring accurate account servicing, cash handling, and policy compliance.
- Supervised member service staff, coaching performance and reinforcing service standards.
Sr. Member Service Rep
8 Months- Resolved member account issues promptly, explaining account activity and available service options clearly.
- Reviewed loan applications for completeness, supporting smoother processing and follow-up communication.
- Maintained accurate member records, updating account details and filing documentation for easy retrieval.
- Supported daily branch operations by balancing work priorities and responding to service requests.
- Assisted members with account questions, payment activity, and routine service requests.
- Coordinated with internal teams to gather information needed for audit response and account review.
- Tracked member service requests through completion, following up on outstanding items as needed.
- Supported staff scheduling by communicating coverage needs and assisting with shift adjustments.
- Reviewed completed work for accuracy before releasing member documents or account updates.
- Guided members through account openings, share account maintenance, and service requests with accuracy and professionalism.
- Resolved complex member inquiries involving loans, deposits, withdrawals, and online banking access.
- Processed teller transactions, cash balancing, and daily settlement activities while maintaining compliance standards.
Sr. Member Service Officer (Supervisor)
2 Years 8 Months- Supervised daily member service operations and supported consistent service quality across the branch.
- Resolved member account issues and followed through on inquiries until completion.
- Reviewed loan applications for completeness and routed files for appropriate next steps.
- Maintained accurate member records and updated account documentation for branch transactions.
- Coordinated staff schedules and coverage to support branch service needs.
- Prepared correspondence for members and internal teams using clear, professional language.
- Supported audit response requests by gathering records and confirming account details.
- Helped maintain policy documentation and updated procedures when branch practices changed.
- Reviewed completed transactions for quality control and corrected documentation issues.
- Supported member onboarding and explained account options in a clear, approachable manner.
- Maintained administrative operations across filing, scheduling, and front-office coordination.
- Resolved complex member inquiries while maintaining accurate account and transaction records.
- Processed deposits, withdrawals, and loan payments with strict adherence to compliance procedures.
Electronic Services Officer
3 Years 11 Months- Managed electronic member correspondence and resolved account questions with clear, accurate communication.
- Reviewed service records for completeness and routed exceptions to the appropriate department for timely handling.
- Supported daily administrative operations by tracking requests, updating logs, and maintaining organized documentation.
- Assisted members with electronic service issues and explained account procedures in a professional, clear manner.
- Updated service documentation to support audit response requests and internal compliance reviews.
- Reviewed processed requests for accuracy and consistency before final member communication.
- Supported policy updates by organizing reference materials and helping maintain clear procedural documentation.
- Led member account servicing, ensuring accurate transaction processing and prompt issue resolution.
- Reviewed loan applications, verifying documentation and maintaining compliance with credit union lending standards.
- Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
- Mentored junior officers, providing guidance and support to foster professional development and career progression.
Member Relations Associate III
1 Year 2 Months- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Managed timely and effective replacement of damaged or missing products.
- Increased efficiency and team productivity by promoting operational best practices.
- Cross-trained and provided backup support for organizational leadership.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Identified and resolved discrepancies and errors in customer accounts.
- Responded proactively and positively to rapid change.
- Investigated and resolved accounting, service and delivery concerns.
- Delivered prompt service to prioritize customer needs.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Sought ways to improve processes and services provided.
- Assisted members with account openings, service requests, and routine transaction support.
- Resolved billing, card, and online banking issues with accurate, timely follow-up.
Member Relations Associate II
3 Years 4 Months- Maintained member account records and updated case notes to support accurate service delivery.
- Handled member correspondence with clear explanations of account activity, forms, and follow-up steps.
- Supported loan underwriting tasks by reviewing submitted information for completeness and consistency.
- Reviewed member requests and routed issues to the appropriate department for timely resolution.
- Prepared account updates and transaction notes to keep records aligned with current member activity.
- Coordinated branch paperwork and internal requests to keep daily operations moving smoothly.
- Applied policy guidance when handling sensitive member information and account changes.
- Tracked incoming member forms and completed follow-up steps to avoid delays in service.
- Entered service requests into tracking systems and confirmed completion status with members.
- Maintained accurate files for member accounts, loans, and supporting correspondence.
- Checked completed work for completeness and consistency before routing it for final processing.
Member Relations Associate I
1 Year 2 Months- Reviewed member account information and updated records to support accurate service delivery.
- Answered member questions about account activity, service options, and routine credit union procedures.
- Prepared correspondence and documented member concerns for timely internal follow-up.
- Supported loan processing tasks by gathering documents and verifying application details.
- Coordinated daily administrative tasks to keep member service operations running smoothly.
- Assisted with account maintenance, payment updates, and transaction follow-up as needed.
- Coordinated records updates and correspondence to keep member files current.
- Applied quality checks to member records before forwarding cases for review.
Education
High School Diploma
Skills
Administrative operations
Records management
Correspondence management
Tenant relations
Lease administration
Work order coordination
Staff scheduling
Financial reporting
Ledger maintenance
Budget monitoring
Grant compliance
Audit response
Loan processing
Customer issue resolution
Member services
Loan underwriting
Quality control review
Vendor management
Policy writing
Timeline
Accounting Clerk IV
Tlingit Haida Tribal Business Corporation
10.2025 - CurrentRead More
Administrative Assistant
Government of Guam
03.2024 - 10.2025Read More
Administrative Officer
Government of Guam
04.2021 - 03.2024Read More
Loan Processor
Community First Guam Federal Credit Union
12.2020 - 04.2021Read More
Administrative Assistant
Academy of Our Lady of Guam
07.2019 - 12.2020Read More
Branch Manager
Community First Guam Federal Credit Union
05.2017 - 07.2019Read More
Sr. Member Service Rep
Community First Guam Federal Credit Union
09.2016 - 05.2017Read More
Sr. Member Service Officer (Supervisor)
Coast360 Federal Credit Union
01.2014 - 09.2016Read More
Electronic Services Officer
Coast360 Federal Credit Union
02.2010 - 01.2014Read More
Member Relations Associate III
Coast360 Federal Credit Union
12.2008 - 02.2010Read More
Member Relations Associate II
Government of Guam Employees Federal Credit Union
08.2005 - 12.2008Read More
Member Relations Associate I
Government of Guam Employees Federal Credit Union
06.2004 - 08.2005Read More
Academy of Our Lady of Guam
High School Diploma
Read More