KATHERINE BENAVIDES
Fredericksburg
Summary
Detail-oriented Administrative Coordinator and SAFE Registered banking professional with extensive experience supporting executive leadership, managing calendars, scheduling appointments, coordinating meetings, and handling confidential financial information. Proven ability to assist with budgeting, retirement planning, financial documentation, and office operations while maintaining strict regulatory compliance. Highly organized, professional, and trusted to work independently in fast-paced, detail-driven environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Notary Public
Commonwealth of Virginia
Virginia
- - Perform notarizations for financial, legal, and official documents in compliance with state laws
- - Verify signer identity, witness signatures, and maintain accurate notary records
- - Handle sensitive and confidential information with professionalism and discretion
Associate Personal Banker / Teller
Wells Fargo Bank
Fredericksburg, VA
04.2024 - Current
- - Assist customers with Individual Retirement Accounts (IRAs), explaining options, features, and contribution basics
- - Guide customers in budgeting and identifying short- and long-term financial goals and needs
- - Schedule and coordinate customer appointments with bankers and financial specialists
- - Open, update, and maintain customer accounts; process service requests and credit applications
- - Prepare and review financial documentation while maintaining strict confidentiality
- - Accurately handle high-volume cash transactions and reconcile daily balances
- - Operate as a SAFE Registered professional in compliance with the S.A.F.E. Mortgage Licensing Act and Regulation Z
Lead
Terrestre’s
Dumfries, VA
06.2023 - 04.2024
- - Planned staff schedules and coordinated daily operations
- - Managed inventory, ordering, and recordkeeping
- - Ensured compliance with health, safety, and quality standards
Administration Manager
Best Maid Cleaning Service, LLC
Fredericksburg, VA
01.2020 - 04.2024
- - Provided executive-level administrative support including calendar management, scheduling, and correspondence
- - Coordinated meetings, prepared agendas, maintained records, and tracked deadlines
- - Managed office operations, procurement, vendor coordination, and workflow efficiency
- - Prepared reports and documentation to support leadership decision-making
- - Handled confidential employee and business records with discretion and sound judgment
Manager
McDonald's
Quantico, VA
01.2020 - 06.2023
- - Managed scheduling, staffing, and daily operations in a high-volume environment
- - Resolved escalated issues and communicated effectively with internal and external stakeholders
- - Tracked performance metrics and prepared operational reports
Dental Assistant
Fredericksburg Pediatric Dentistry & Orthodontics
Fredericksburg, VA
09.2022 - 02.2023
- - Maintained patient records, scheduled appointments, and managed documentation
- - Assisted providers while ensuring accuracy, organization, and confidentiality
- - Communicated instructions clearly to patients and families
Education
Associate of Applied Science - Business Management
Northern Virginia Community College
Annandale, VA07.2026
High School Diploma - undefined
Potomac High School
Dumfries, VA01.2022
Associate of Applied Science - Business Administration
Northern Virginia Community College
Annandale, VA12.2026
Business Information Technology - Business Information Technology
Northern Virginia Community College
Annandale, VA07.2026
Skills
- Executive-Level Administrative Support
- Calendar & Appointment Scheduling
- Meeting Coordination
- Agendas & Minutes
- IRA & Retirement Account Assistance
- Budgeting & Financial Goal Guidance
- SAFE Registered (SAFE Mortgage Licensing Act)
- Regulation Z Compliance
- Confidential Records Management
- Financial Documentation & Reporting
- Office Operations & Procurement
- MS Office
- SharePoint
- Adobe Acrobat
- Notary Public – Commonwealth of Virginia
- Finance background
- Customer service
- Relationship building
- Customer satisfaction
- Cash handling
- Relationship building and management
- Interpersonal skills
- Banking policies and procedures
- Financial advising
- Account maintenance
- Regulatory compliance
- Loans
- Loan processing
- Transaction processing
- Professional appearance
- Teller support
- Rapport building
- Financial planning
- Sales growth
Certification
- CNP - Certified Notary Public
- NMLS- Nationwide Multistate Licensing System
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Associate Personal Banker / Teller
Wells Fargo Bank
04.2024 - Current
Lead
Terrestre’s
06.2023 - 04.2024
Dental Assistant
Fredericksburg Pediatric Dentistry & Orthodontics
09.2022 - 02.2023
Administration Manager
Best Maid Cleaning Service, LLC
01.2020 - 04.2024
Manager
McDonald's
01.2020 - 06.2023
Notary Public
Commonwealth of Virginia
High School Diploma - undefined
Potomac High School
Associate of Applied Science - Business Management
Northern Virginia Community College
Associate of Applied Science - Business Administration
Northern Virginia Community College
Business Information Technology - Business Information Technology
Northern Virginia Community College