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7/30/2019 MBWT Operations Plan
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Operations and Organization Plan
Jamie Sweeley
Eric Van VlietAdrian LoezaMichael Lan
Gladys Vargas
11/11/12
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Table of Contents
Company Description ....................................................................................................... 3Mission Statement ..................................................................................................................... 4Product Market/Scope .............................................................................................................. 4Main Competitors ..................................................................................................................... 5
Operations Plan ................................................................................................................. 7Key Partners .............................................................................................................................. 7Key Suppliers............................................................................................................................. 8Resources ................................................................................................................................... 9Key Business Processes ........................................................................................................... 11
Employment Process ............................................................................................................ 11In-house Process ................................................................................................................... 12Customer Process .................................................................................................................. 12
Day of Tour........................................................................................................................... 13Legal Form............................................................................................................................... 14
Management Team and Organization .......................................................................... 14Management Structure ........................................................................................................... 14
Roles and Responsibilities .................................................................................................... 15Professionals and Consultants ............................................................................................... 16Stakeholders ............................................................................................................................ 17
Founders ............................................................................................................................... 17Advisory Board Members ...................................................................................................... 18
Appendix A: Grids .......................................................................................................... 19
Appendix B: Figures ....................................................................................................... 20
Appendix C: Flow Charts .............................................................................................. 21
Appendix D: Resumes..................................................................................................... 22
References:....................................................................................................................... 30
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Company Description
Five business students at California State University, Monterey Bay identified a need in
the market and founded Monterey Bay Wine Tours (MBWT). Eric Van Vliet, co-founder,
discovered an opportunity and market niche; He found a sharp growth of wineries in the
Monterey County area opening wine tasting rooms. MBWT is based out of Monterey, but
provides tours throughout Monterey County. In recent years, the Monterey area has
become better known for the wine produced there. MBWT seeks to help this reputation
grow by providing tourists and locals a fun, safe way to experience Monterey County
wines and wineries.
MBWT is the areas only full service wine tour company. The companys tours fall into
two different categories, public and private. With its public tours, you will join eight to
ten other guests on one of three tour routes (Carmel, Carmel Valley, & Santa Lucia.) The
public tours will also include shuttle service to and from your residence; a gourmet picnic
and complimentary MBWT wine glasses. In contrast, the private tours are designed to
give you as many options as possible. You can choose the vehicle, the guide, the wineries
visited, and will provide an overall more private setting. If this isnt enough, MBWT also
goes above and beyond by offering the most professional and knowledgeable guides in
the area.
We share with you our extensive knowledge of general wine information, the Monterey
County wine region, and the wineries visited. MBWT provides tourists and locals the
opportunity to experience Monterey County wines and wineries in a fun, safe way. Our
guides are knowledgeable, professional and great drivers. With a variety of vehicle and
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tour options available, we can provide you an unforgettable experience regardless of your
budget.
Monterey Bay Wine Tours was started in 2012 by a group of CSUMB business school
graduates who wanted more than just a job after graduation. They have used their passion
and business knowledge to grow MBWT into the premiere wine tour provider in the
Monterey area.
Mission Statement
Monterey Bay Wine Tours (MBWT) is dedicated to providing tourists and locals with
quality, affordable wine tours, and sightseeing services. To achieve this mission, we will
build and maintain customer relations through a mix of quality customer service,
reasonable pricing, and experienced tour guides.
We will develop a foundation to guide our employees to make ethical decisions and to
guide the companys culture. MBWT's focus is to provide high standards of lifestyle and
culinary experiences.
Product Market/Scope
Monterey Bay Wine Tours (MBWT) will offer tourists and locals the ability to purchase
and select from three different packages (Standard, Premium, Deluxe) of wine tour
essentials through our online website. The services that MBWT will provide are wine
tours, sightseeing, small lunch with a MBWT glass, hotel or central location pickup, and
an education on wine.
We are targeting incoming baby boomers and new generation of wine buyers and
drinkers as well as locals since many baby boomers and retirees live in the area. MBWT
targets this select group because these age segments want to relax or sightsee. In addition,
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customers want to make sure their vacation or get-a-away has a comfortable at home
feeling. Therefore, tourists and locals will benefit from the value of MBWT services, as
MBWT captures value in return. There are many sightseeing services in the Monterey
County but none of which focuses on wine tours and sightseeing for both drinkers and
non-drinkers. This gives Monterey Bay Wine Tours an opportunity to market to this
niche segment giving MBWT a competitive advantage in the area.
In addition, MBWT has a competitive advantage due to the mix between service features,
prices, and quality customer service. The service features include wine tour essentials like
small lunch, a MBWT glass, and education in wine. MBWT will also offer destinations
to the Monterey Bay Aquarium and Carmel Plaza. Monterey Bay Wine Tours prices will
embed a fix price for tours that include hourly labor costs, service feature costs, overhead
costs, and operation costs.
Furthermore, building and maintaining customer relations is vital to our business, which
is why we rank quality of customer service as top priority. Close relationships with our
customers will add value by creating loyal customers. Throughout the process of our
services, MBWT maintains communication with the customers by verifying needs and
providing a sense of independence in creating their first wine tour experience.
Main Competitors
Our main competitors are:
Monterey Bay Wine Trolley The Monterey Bay Experience Elite Limousine
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Ag Venture Tours and ConsultingGrid 1, Competitive Analysis Grid, in Appendix A compares Monterey Bay Wine Tours
to its competitors. We compared them on a set of four criteria:
Variety of Wineries Educated Tour Guide Vehicle Used Service and Quality
The criteria are rated with a scale of 1 being low and 5 being high. Our competitive
advantage lies in the mix between variety in wineries and service and quality. Variety of
wineries consists of the uniqueness of experience customers will receive while on the
tour. Service and quality includes customer service as top priority. Monterey Bay Wine
Tours wants to insure that all our customers have a wonderful and memorable experience.
Comparing MBWT to its direct competitor Monterey Bay Wine Trolley, the price and
ease of use are similar. Monterey Bay Wine Trolley offers better service features and has
more marketing support. While MBWT will excel in the quality of customer service,
Monterey Bay Wine Trolley doesnt offer high-quality customer service. In any instance
that you have an issue with a product bought from Monterey Bay Wine Trolley,
customers will have to deal directly with the seller from wineries. Indirect competitors
offer more services, less customer service, a higher price, easier use, and similar
marketing support. Finally, the benefit of a do it yourself tour is the cost aspect. Do it
yourselfers have the ability to utilize retail wineries to bring down costs; however, what
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they gain in cost reduction, they increase in ease of use of their vehicle and time
consumption.
Operations Plan
Key Partners
The reputation of MBWT will be the key factor in what firmly establishes the
partnerships in the area. The key partners are the wineries that MBWT will be touring at
and hotels the customers will be staying at. With three distinct tour routes (Monterey,
Carmel, and Carmel Valley), it is important to establish relationships with wineries along
each of those routes. These wineries include:
Monterey:
Pierce Ranch Vineyards Baywood Cellars Carmel Ridge Winery Le Mistral Bargetto Winery
Carmel:
Caraccioli Cellars Galante Vineyards Manzoni Cellars Scheid Vineyards Tudor Wines
Carmel Valley:
Chateau Julien
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Boekenoogen Winery Holman Ranch Vineyards Silvestri Vineyards Dawns Dream Winery Cima Collina Talbott Vineyards Bernardus
MBWT would need to have an open line of communication with each winery. To create
this open line of communication, we will have a person of contact at each winery. When
each tour is scheduled, the partner that is working the phones that day will call up the
coordinator of the wineries scheduled. Each winery will have its own fixed price for the
tour. Once payments have cleared in the account, the wineries will be sent a check with
their amounts owed.
A good relationship with the hotels and motels in the area is also a partnership that will
need to be developed. In the beginning MBWT will have fliers and informational
pamphlets at the hotels where the other pamphlets are viewed for guests. Over time the
reputation of MBWT will be established and the partnerships with the referrals from the
hotels will be a massive asset. The concierge at the nicer hotels will be referring MBWT
to their clients that have no specific destination in mind.
Key SuppliersThe key suppliers that we will need to be working with directly are for the gourmet
lunches and snacks that need to be provided on the tours. We willbe using Phils Fish
Market, located in Moss Landing. They are well known for all of their fresh seafood
dishes and small bites. The food will be prepared in the morning and dropped off at the
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central location by 9 am. The food that will be ordered is a variety of specials and
sandwiches. If customers call and specify for a private tour that they want a specific food
from a specific place that is possible as well.
Another perk that MBWT customers enjoy are complimentary wine glasses emblazoned
with the MBWT logo with every tour. Of course this necessitates a need for MBWT to
find a supplier of such glasses. Discountmugs.com is the perfect solution for this issue.
They have been selected due to their experience with similar businesses, competitive
prices and product quality.
ResourcesAn essential part to any operations model is identifying the resources that will be needed
to get the company up and running. These resources will act as the tools MBWT will use
to add value for their customers. It is important to be as accurate and thorough as
possible with this analysis because it will serve as the basis for the financial model. To
ensure that all the possible resources needed have been accounted for, we will start at the
very first of business activities.
The core of how MBWT adds value for customers and differentiates itself from
competitors is the use of an interactive website. What makes the MBWT website
different than others is the ability to see up-to-the-minute tour schedules and to make
reservations online. This e-commerce element of the website will add value for customers
but will increase costs significantly. At the very minimum, the resources needed to get
the website up and running include a computer and a printer with scanning/copying
capabilities. Also, considering the fact that no one in the current MBWT management
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structure has any website design experience, a website designer will have to be hired as
well.
While a MBWT will have a significant online presence, a local retail location will not
only make MBWT more accessible to existing customers, but will also help attract new
customers. In order to truly accomplish these two things, MBWTs retail location needs
to be in a traditional tourist area in Monterey such as cannery row or fishermans wharf.
Other than these functions, this facility will also serve as a place to conduct
office/administrative activities and a meeting place for our tours. Square footage is not a
huge concern as most of these activities can be performed in a small location. However,
great effort should be made in finding a location with sufficient parking for customers, as
this is a huge added value for them.
The biggest capital investment of the whole business will be the tour vehicles. In order to
maximize profits in the most efficient way, MBWT will only buy a small number of
vehicles initially. This is due to the fact that MBWT predicts business to start slow. If a
large number of vehicles were purchased there would be huge overhead costs associated
with this excess capacity. Other vehicles will be rented from local car rental companies
when needed until the optimal number of vehicles owned can be determined. Other than
the sticker price, insurance, and registration, customization costs for painting the MBWT
logo on the vehicle must be considered also. While the vehicles are central to the core
operations model, additional resources are needed to offer other small perks.
MBWT tagline is way more than just a ride... and one way we plan to live up to this
statement is to offer a few small perks. This includes a professionally educated tour
guide, a MBWT wine glass and a gourmet picnic lunch. The most important of these is
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the professionally educated guide. Costs associated with these guides include recruitment
costs, training costs and uniform costs. Our wine glasses will need to be purchased in
bulk customized with the MBWT logo on them and the gourmet picnic lunches would
need to be purchased from a local market/caterer the day of the tour. These last two items
are relatively inexpensive but give customers the sense of getting a lot of bang for their
buck.
The sum of all of the aforementioned capital investments represents the resources needed
to start MBWT. This is important because once all the resources needed have been
identified; we can start to calculate the total amount of funds needed to start the business,
which will be discussed in further detail in the financial model. Start-up costs are
extremely important to know because they provide us with basis of forecasting sales,
setting prices and how to budget. The more time is spent analyzing and calculating these
costs, the greater the chance the business will be successful and most importantly,
profitable.
Key Business Processes
Employment Process
The need for quality employees educated on wine is of the utmost importance for the
success of the MBWT. The process we will use for recruitment is offer internships during
the summer. These internships will be offered to students who attend the following
colleges: Cabrillo Community College, CSU San Luis Obispo, and Monterey Peninsula
College. Each one of these colleges has a wine or beverage course or courses. The
interns would need to have taken this course or have a surplus of knowledge of wine.
This would enable the interns to be fully educated and prepared for the job.
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Kristen Mattson, graduate of the Wine program in CSU San Luis Obispo, will conduct
the training. The training that MBWT will provide is focused on the specialized wines
that are offered at the winerys that will be toured. Once training is completed, the
interns will be taken on a trial run and evaluated by Kristen Mattson. The trial run will
consist of people that are given a free wine tour and are giving their input afterward.
After evaluation she will determine who has the most character, is personable, and is
informed on the wineries.
In-house Process
The founding members will be responsible for the administration duties. There will be a
founding member on the phone from 8-5 Monday thru Friday. The reason for the
founding members being responsible for the administration duties is because we have the
most pride in making our company succeed rather than an intern that can be hired. Each
founding member will work the phones one day a week. During the work day there is a
calendar that is a master list that will coordinate when and where the tours will be placed.
This calendar will be where the tours are scheduled at the final process.
Customer Process
The customers can place orders two ways, by phone or by the shopping cart on the
website.
When the phone calls come in, the orders will be placed and any questions the customers
has will be answered. Once tours are booked and paid for by phone they are scheduled on
the master schedule.
When a customer places an order on the website, there will be a layout which identifies
what the customer is looking for. The wineries will be grouped together by region. If the
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customer would like a wine tour that goes to Carmel-By-The-Sea and Monterey they
would need to pay for a private tour. There will be five drop down boxes. One identifies
if it is group or private, next is date, then region, preferred wineries, and last is if they
need to be picked up at a hotel. Once the first category is selected the next is limited to
that selection. For example, the region allows for only wineries in that region to show on
the drop down menu. If private tour is chosen then all dropdowns wont be limited like
with the public tour. Once all options are chosen to book the tour, they are required to
pay the amount owed. Once the payment is received this is when tour will be booked in
master calendar.
Once as the orders are placed in the master calendar, the founding member will inform
the winery of the tour that will be taking place and the time.
Day of Tour
The tour guide/inter will pack the ban with the gourmet lunch packs and snacks for the
afternoon. These items will be placed in a cooler. The people that elected to be picked up
at the hotel will be picked up at nine am. Following this, the van will meet at the central
location and the tour will begin at 10 am.
The van will then go to the first destination. The intern will be giving the history of the
winery on the tour. The customers arrive at the tour and are greeted by the owners of the
winery. The owners or managers then do their presentation of the wines. Following the
sampling, the customers enjoy their gourmet lunches. Everyone returns back into the van
and goes to the next winery. During the ride the customers can ask the intern any
questions and get feedback on their experience. This process happens again. After this
tasting people are given a snack that is hardy. Depending on the tour and timing there
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may be three wineries visited. Once the last winery is visited, the customers are dropped
off at the central location. The others are dropped off at their hotels.
Legal Form
We will be a Limited Liability Corporation (LLC.) We decided to be an LLC because of
the limited liability to the members of the company. Since we are operating a moving
vehicle the LLC will help protect all the stakeholders from the risk of being sued.
Another benefit is that the LLC has pass-through taxes similar to a partnership.
Our CIO, Adrian Loeza, has knowledge on how to set up LLCs. He has filled out LLC-
1, the Articles of Organization, to the Secretary of State of California. Once the LLC-1 is
accepted, our operating agreement will be drawn up and our LLC-12 will be submitted to
the state. Each stakeholder will have an equal part in the company.
Management Team and Organization
Management Structure
Figure 1 in appendix B provides the management team structured as a hierarchy whereEric Van Vilet, President and CEO, oversees all management below:
Jamie Sweeley, Chief Financial Officer (CFO)o Office Manager
Adrian Loeza, Chief Investment Officer (CIO) Michael Lang, Director of Marketing Gladys Vargas, Chief Operations Officer (COO)
o Site Managero Customer Support
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o Seasonal EmployeesRoles and Responsibilities
Eric Van Vilet: President & CEO
He has ultimate management responsibility for the organization. She oversees the
company operations to insure production efficiency, quality, service, and cost-effective
management of resources.
Jamie Sweeley: CFO
She is responsible for overseeing all financial management, planning and investment for
the organization. She is also responsible for overseeing the office manager.
Adrian Loeza: Chief Investment Officer/ HR
He is the person responsible for submitting all legal paperwork and hiring. Adrians role
as CIO is management of the companys funds invested in alternative investment
categories and develops and executes a continuous plan of investment practices and
formulates a investment strategies. He is the point of communication with and between
the board of directors, senior management and the companys shareholders. Furthermore,
he is charge of human resource activities in the company including hiring the right
personnel when needed.
Michael Lang: Director of Marketing
He is the public relations specialist and is responsible for advertising and promoting
Monterey Bay Wine Tours services. His primary purpose is to create awareness and
inform customers about the services provided. This includes working with newspapers
and social media to manage the companys brand and attending public events to ensure
that MBWT is visible to the customers.
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Gladys Vargas: Chief Operations Officer
She is responsible for coordinating all operations and wine tour activities. This will
include supervising and assigning tasks to a site manager and customer support. Gladys
ensures that each tour is properly designed according to customers specifications.
Key Employees
Office Manager
The office manager position will be a rotating position between the founders of the
company. The reason for this is that rotation gives each founder a connection to the
customer base. They will be in-charge of running the day-to-day operations of the
business. This will include processing incoming orders as well as following through
previous orders. The office manager will be on site to offer customer support through
emails, phone calls, and walk-ins. MBWT will provide all customers with high quality
customer service by giving each customer one-on-one attention.
Site Manager
The site manager will oversee seasonal employees during the tourist seasons.
Customer Support
The customer support representative will be in charge of handling customer orders,
questions and issues.
Professionals and Consultants
Website Developer
We have hired Andrea Taylor to be the Website Developer for our company. She is also
a CSUMB graduate of 2012. She majored in Business Administration with a
concentration in Computer Information Systems. She has experience in website
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development and will focus on making sure the website is up and running. Also, when a
customer makes a purchase online, the information will be sent to a database.
Stakeholders
Founders
Eric Van Vilet- President/Chief Executive Officer
Monterey Bay Wine Tour will be led by CEO, Eric Van Vilet. He has strong leadership
skills due to his security background.
Jamie Sweeley- Chief Financial Officer
Jamie is a business major with a concentration in accounting at CSU Monterey Bay and
has work experience with financial institutions. She interned at eBay Inc. Marketplaces
during the summer and is also currently employed at CSUMBs Academic Skills and
Achievement Program as the accounting tutor.
Adrian Loeza- Chief Investment Officer / HR
Adrian is goal-oriented, team-based, and organized. He has experience working with
start-up companies. He worked with Union Bank in Monterey and helped promote
various charity events.
Michael Lang- Director of Marketing
Michael has proficient skills in operations trends which will be essential to selecting the
adequate products to be included in the website. Keeping up to date with the latest
fashion of the wine industry, in order to attract customers will be a top priority in the
performance of Langs responsibilities.
Gladys Vargas- Chief Operations Officer
Gladys has experience in management operations and organizational skills. She is also
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pursuing an accounting concentration and has been able to apply her knowledge in the
accounting industry. Being the Residential Advisor of the CSUMB dorms has allowed
her to gain experience in customer service. Her responsibilities include performing
check-in & check-out procedures, safety for students and setup activities. For this reason
customer satisfaction has become a high priority in her careers development.
Advisory Board Members
Our Advisory Board Members include:
Jennifer Warner Employee at Hayashi and Wayland Accounting Firm Knowledge on wines Financial Management Community Relations
Steve John Opened Pinkberry and Eriks Deli and Caf Experience in hospitality industry Experience and Expertise in opening up a business in Monterey County Community Relations
Dan Bohen Opened Pinkberry and Eriks Deli and Caf
Experience in hospitality industry
Experience and Expertise in opening up a business in Monterey County Community Relations
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Appendix A: Grids
Competitive Analysis Grid
Name MontereyBay Wine
Tours
MontereyBay Wine
Trolley
MontereyBay
Experience
EliteLimousine
AgVenture
Tours and
Consulting
Do ityourself
Variety
of
Wineries
4 4 3 4 4 (1-2)
Educated
Tour
Guides
(5) Even (3) Advantage(4)
Advantage(4)
Even (3) (1-2)
Vehicles
Used
Trolley Trolley 15PassengerVan
Limousine 15PassengerVan
Varies
Service
and
Quality
(5) $99 perperson (3)
$50-80 perperson (2)
$379 for 6hours (5)
$70-75 (4) (2)
Figure 1 Competitive Analysis Grid
(Ag Venture Tours, 2012), (Tours of Monterey, 2012), (The Monterey Bay Experience,2010), (EliteLimo.net, 2007)
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Appendix B: FiguresFigure 1: Management Structure Figure
Eric Van Vilet:President &
CEO
Jamie Sweeley:CFO
Office Manager
Adrian Loeza: CIO/ HR
AdministriveAssistant
Michael Lang:Director ofMarketing
MarketingAnalysis
IT Director
Gladys Vargas:Chief Operations
Officer
Site Manager/Cust Supp/Employees
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Appendix C: Flow ChartsFlow Chart 1: Employee Recruitment and Training Flow Chart
Flow Chart 2: Winery Tour Flow Chart
Recruit InternsInterview
Process
Train interns byChrista who is a
graduate of winesfrom San Luis Obispo
Take out to wineries
to specialize Evaluation Take out in the field
Customer Placesorder on website
Once as customershave signed up and
date closes. Itinerarysent to winery
Hotel pick up at 9 amMeet all others at
central location for
tour start
Begin wine tour Visit winery Lunch Visit second winery
SnackDrop off at central
locationDrop rest of
customers at hotels
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Appendix D: ResumesResume 1:
EDUCATIONSpring 2013(Expected graduation date)
California State University- Monterey Bay Seaside, CA
Bachelor of Science (B.S)Business Administration, AccountingConcentration(In Progress)
Deans List Fall 2011 (3.9 GPA), Spring 2012 (4.0 GPA)
2011 Cabrillo College Aptos, CA
Associate of Arts (A.A) - Business Administration (conferred: 2011) Deans List- Fall 2010 (4.0 GPA), Spring 2011 (3.8 GPA)
SKILLS/TRAITS
Excellent interpersonal communication skills Experience interacting with all types of personalities Detail oriented Highly successful in a team atmosphere Dedicated and independently motivated Strong knowledge of computer programs: Word, Excel, Power Point, Access, Allegiance
EXPERIENCE
5/07Present Opal Cliffs Recreation District Santa Cruz, CASecurity Manager (30-40 hours/week)
Accommodate a diverse assortment of guests in a professional manner Safely mediate many volatile situations in a professional manner Collaborate with board members with security staff hiring Conduct training for new employees Prepare work schedules for security staff
2/124/12 United Way- VITA Program Seaside, CATax Preparer (3-5 hours/week)
Assist low-income families and individuals with tax preparation Educate customers on tax credits, deductions and filing status Hands on experience with TaxWise software
ERIC VAN VLIET 4 1 5 8 G l a d y s A v e S a n t a C r u z , C A 9 5 0 6 2P H O N E 8 3 1 . 7 1 3 . 7 0 0 6 E V A N V L I E T @ C S U M B . E D U
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2/116/11 KUSP Public Radio Station 88.9 Santa Cruz, CAAccounting Department Intern (8 hours/week)
Compiled a variety of Excel spreadsheets Performed various data entry projects with the computer program Allegiance Gained QuickBooks experience by entering deposits and creating invoices Observed bookkeeper reconcile accounts, compile financial statements and
reports, ect. Performed an assortment of basic office related tasks (copies, mailings, ect.)
5/068/06 Whitings Foods Santa Cruz, CACashier (25-35 hours/week)
Executed customer orders in various eating establishments in the Santa CruzBeach Boardwalk amusement park
Developed cash-handling and customer service skills
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Resume 2:
EDUCATIONFall 2012(Expected graduation date)
California State University- Monterey Bay Seaside, CA
Bachelor of Science (B.S)Business Administration, AccountingConcentration
2010 Cabrillo College Aptos, CA
Associate of Arts (A.A) - Business Administration (conferred: 2010)
SKILLS/TRAITS
Financial Needs Analysis Team leadership Building Key Strategic Relationships Technology Integration Accounting/bookkeeping Product/Service Training Knowledge of Taxation and Guidelines Individual Client Consultation Bilingual: English and Spanish Sound knowledge of account management, marketing, and financial services Ability to think creatively and work under pressure Strong financial modeling and analytical skills
EXPERIENCE
8/08Present Union Bank Monterey, CASenior Relationship Banker
Conduct financial need analysis and recommend appropriate products to meet clientneeds and the sale of business and consumer loans
Coordinate with bankers or departments to cross-sell additional needed products orservices
Deliver informational sales presentations to potential clients and assists throughoutcompletion while strengthening client relationship
Manage and maintain signature and priority banking portfolio assigned or acquired Follow and adhere to all bank operational security policies and procedures mandated
from bank and federal regulations
Explain service features including service charges, interest rates, and etc. Open new accounts in compliance with established policies and procedures Prepare all paperwork and assist the customer with signing of documents necessary to
ADRIAN LOEZA 1 0 0 2 G r e e n V a l l e y R o a d W a t s o n v i l l e , C A 9 5 0 7 6P H O N E 8 3 1 . 5 8 8 . 8 0 3 8 A d r i a n . L o e z a @ g m a i l . c o m
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process new accounts
Assist maintenance of internal customer records Analyze and respond to the needs of clients, balancing risk, and opportunity Analyze and approve clients credit needs Implement audit plan to the branch
Other positions held: RadioShack, Watsonville, CA: Hired as Sales Associate and promoted to Assistant Store
Manager
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Resume 3:
EDUCATIONSpring 2013(Expected graduation date)
California State University- Monterey Bay Seaside, CA
Bachelor of Science (B.S)Business Administration, AccountingConcentration(In Progress)
Deans List Fall 2011, Spring 2012
SKILLS/TRAITS
Proficient in Word, Excel, Outlook, and PowerPoint Ability to multi-task and work in a high pressure environment Excellent communication and organization skills Able to interact and communicate comfortably with clients to meet and exceed client expectations Problem solving and analytical skills Excellent time management skills Able to set aggressive goals and meet them
EXPERIENCE
8/12Present CSUMB Academic Skills Achievement Program Monterey Bay, CAAccounting Tutor
Tutor: Managerial, Financial, and Intermediate Accounting
7/128/12 eBay Inc. Marketplaces Summer Accounting Internship Seaside, CAMarketplaces Accounting Intern
Identified key accounting terms for revenue recognition in recently acquiredcompanies
Created a case study of Paypal Integration into India for VP Nik Sathe Created a master inventory for the eBay fashion closet and discussed risks and
future controls
Performed task clean up in Blackline, which is a reconciliation tool forcontrollership team
Assessed which employees had access to controllership folders whichcontained important financial data and reviewed the appropriateness ofindividual access
Performed an Inventory of the Fashion closet at eBay Inc.
JAMIE SWEELEY 3 1 4 P e s t a n a A v e S a n t a C r u z , C A 9 5 0 6 5P H O N E 8 3 1 . 4 1 9 . 2 4 0 3 J s w e e l e y @ c s u m b . e d u
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2/116/11 Volunteer Income Tax Assistance (VITA) Seaside, CABasic Tax Preparer
Review information on intake sheets Input information into Tax Wise Analyze information to see if client qualifies for any credit or filing status Show client what they will be receiving and instruct them on the ways to
receive their refund
4/089/10 Farr Financial Santa Cruz, CACommodities Broker/New Accounts Representative
Client base retention and expansion via calling to perform account set-ups andmaintenance
Negotiation with clients of payable commissions Educated current and new clients on usage of trading software Made cold and warm calls to initiate new clients
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Resume 4:
EDUCATIONSpring 2013(Expected graduation date)
California State University- Monterey Bay Seaside, CA
Bachelor of Science (B.S)Business Administration, AccountingConcentration(In Progress)
Deans List Fall 2011, Spring 2012
SKILLS/TRAITS
Excelled in Computer science technology courses. Bilingual (Fluent in Spanish and English) Self-motivated with a strong work ethic for professionalism and timeliness Excellent verbal and written communicational skills Exceptional organizational abilities Quick and eager to learn
EXPERIENCE
8/115/12 CSUMB Student Housing and Residential Life Seaside, CAResidential Advisor
Advisor to over 40 residents on the floor Administrative duties of work orders, monthly reports, program proposals
Enforced community standards Built relationships with residents Educated residents on community standards and housing expectations Completed area rounds for student safety Documented incident reports
6/1112/11 CSUMB School of Business Seaside, CAStudent Assistant
Greeted and answered questions of guests Managed phone calls and the school of business e-mail Completed computer documents Administrative duties of scanning, filing, and documenting
8/10-Present Volunteer Income Tax Assistance (VITA) Seaside, CAAccounting Department Intern (8 hours/week)
Compiled a variety of Excel spreadsheets Performed various data entry projects with the computer program Allegiance Gained QuickBooks experience by entering deposits and creating invoices Observed bookkeeper reconcile accounts, compile financial statements and
reports, ect. Performed an assortment of basic office related tasks (copies, mailings, ect.)
GLADYS VARGAS 3 0 3 1 A n t i e t a m C t . M a r i n a , C A 9 3 9 3 3P H O N E 2 0 9 . 6 8 4 . 2 7 7 2 G v a r g a s @ c s u m b . e d u
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References:
Ag Venture Tours. (2012). Ag Venture Tours. Retrieved September 23, 2012, from
http://www.agventuretours.com
Tours of Monterey. (2012). The Wine Trolley. Retrieved September 23, 2012, from
http://www.toursmonterey.com/WTPages/WTTicket.html
The Monterey Bay Experience. (2010). The Monterey Bay Experience. Retrieved
September 23, 2012, from http://themontereybayexperience.com/wine-tours-in-
santa-cruz/shared-tours/
EliteLimo.net. (2007). EliteLimo. Retrieved September 23, 2012, from
http://www.elitelimo.net/monterey_tour.html
http://www.agventuretours.com/http://www.toursmonterey.com/WTPages/WTTicket.htmlhttp://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://www.elitelimo.net/monterey_tour.htmlhttp://www.elitelimo.net/monterey_tour.htmlhttp://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://www.toursmonterey.com/WTPages/WTTicket.htmlhttp://www.agventuretours.com/Recommended