Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Briana Jaquez-Melendez

Tempe,AZ

Summary

Skilled professional with experience in accounting, data entry, and customer service. Familiar with financial controls, project management and team collaboration. Effectively mediates customer disputes and collects payment in timely manner. Recognized for effective leadership and passionate with strong organizational skills eager to help team achieve company goals.

Overview

8
8
years of professional experience

Work History

Settlement Payment Administrator

Americor
11.2023 - Current
  • Complete tasks provided on a Google sheet both timely and accurately.
  • Keep management informed of the status of work being done and data findings.
  • Distribute and oversee department reports for accuracy: research, identify and address any discrepancies.
  • Accurately retrieve reports and spreadsheets from the Americor systems.
  • Maintain confidentiality and professionalism; reliable, punctual, tactful, considerate of others, and practices open communication.


Fiscal Specialist Senior

Maricopa Community Colleges
04.2022 - 11.2023
  • Audited timesheets and payroll records for accuracy.
  • Calculated wages, deductions and bonuses in accordance with company policies.
  • Reconciled payroll discrepancies and responded to inquiries from employees.
  • Ensured compliance with federal, state, and local tax regulations through meticulous record-keeping and accurate reporting.
  • Documented and processed all garnishments for bankruptcies, student loans, and child support orders.
  • Prepared year-end reports for W-2s and 1099s, ensuring accuracy and timeliness in tax filing.

Fiscal Technician Senior

Rio Salado College
10.2021 - 04.2022
  • Offering customer service skills to students regarding student accounts, and questions.
  • Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts.
  • Examined financial statements and records to collect important details and verify calculations.
  • Reconciled and recorded receipts, incoming cash, and other fiscal transactions.
  • Monitored outstanding invoices and performed collections duties.


Wealth Management Client Services

Bank of America
05.2021 - 08.2021
  • Established and enhanced client relationships through direct interactions
  • Worked with team to coordinate financial plans, reports and presentations
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts
  • Acquired and maintained knowledge of emerging technologies, including customer virtual interactions.

Student Business Service Specialist

Phoenix college
08.2018 - 06.2021
  • Job responsibilities include speaking with students regarding, tuition payments, payment plans, tuition waivers, taking club deposits, cash handling
  • Also worked with other department on students accounts including financial aid, and admission and records
  • Operated cash register, collected payments and provided accurate change
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements
  • Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.

Financial Aid Support Specialist

Estrella Mountain Community College
04.2017 - 12.2017
  • Assisted with completion of documentation such as FAFSA paperwork, answered questions and delivered key information
  • Provided one-on-one counseling to students regarding financial aid program options and requirements
  • Used Software programs to track award notices
  • Demonstrated understanding of and adherence to federal and state regulations for financial aid
  • Assisted students in understanding academic application processes, admissions requirements and financial aid options.

Sales Associate

Kirklands
04.2016 - 04.2017
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items
  • Answered incoming telephone calls to provide store, products and services information
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices


Sales Associate

Khols
09.2015 - 02.2016
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items
  • Answered incoming telephone calls to provide store, products and services information
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
  • Recorded and resolved daily transactions to promote revenue generation and customer satisfaction.

Education

Bachelors Degree -

Arizona State University
01.2022

Associate Degree -

Estrella Mountain Community College
01.2019

High school Diploma -

Betty H Fairfax
01.2016

Skills

  • Microsoft Office
  • Conflict resolution
  • Computer skills
  • Excel
  • HCM
  • Data evaluation
  • Clerical support
  • Customer relations
  • Inbound and Outbound Calling
  • CRM

References

  • Fiscal Supervisor Phoenix College, carriearmsby@phoenixcollege.edu, (602) 285-7806
  • Fiscal Specialist, theresa.madrid@phoenixcollege.edu, (502) 285-7621

Timeline

Settlement Payment Administrator

Americor
11.2023 - Current

Fiscal Specialist Senior

Maricopa Community Colleges
04.2022 - 11.2023

Fiscal Technician Senior

Rio Salado College
10.2021 - 04.2022

Wealth Management Client Services

Bank of America
05.2021 - 08.2021

Student Business Service Specialist

Phoenix college
08.2018 - 06.2021

Financial Aid Support Specialist

Estrella Mountain Community College
04.2017 - 12.2017

Sales Associate

Kirklands
04.2016 - 04.2017

Sales Associate

Khols
09.2015 - 02.2016

Bachelors Degree -

Arizona State University

Associate Degree -

Estrella Mountain Community College

High school Diploma -

Betty H Fairfax

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