Abigail Garcia
San Antonio,TX
Summary
Reliable and proactive team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To acquire the understanding of how to offer best quality of work and to gain knowledge of daily operations of a respectable company.
Overview
5
5
years of professional experience
Work History
Accountant
COMFORT CARE TRANSPORTATION
10.2022 - Current
- Input high volume of monthly invoices with consistent accuracy into quickbooks
- Tracked expenses to comply with budgets.
- Monthly reconciliation on accounts payable and receivable using quickbooks and excel
- Received vendor invoices, validated for accuracy and routed for approval to prepare for payment processing.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Upkeep multiple excel documents with accounts receivable data
- Prepared financial statements to provide results of operations, financial position and cash flow.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Business Operations Specialist
WELLS FARGO
01.2021 - 01.2022
- Educated employees through notes on specific QA standards and confirmed maintenance of standards
- Listen to calls ensuring bankers are in compliance with banking regulations and company policy
- Reviewing appealed QA from bankers and management
- Staying up to date on company policy but reading resource on a daily basis
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies
- Gather data on assigned bankers to quote their monthly scores
- Determine points deducted based on severity of mistake
- Discuss common errors within calls to determine what weekly reminders to send out to bankers.
Premier Banking Specialist
WELLS FARGO
12.2019 - 01.2021
- Assisted high value customers with accounts including business, CD money market and brokerage
- Assisted team chat as lead to avoid QA error and maintain compliance
- Cross-sell products to best fit customer need
- Helped customers prepare documents required to complete transactions and process requests
- White glove service to elite customers
- Maintain branch appointment book
- Utilize multiple software systems to research customer requests
- Assist with online banking along with filing claims
- Assist new hire bankers during training and on the floor
Member Service Representative
RANDOLPH BROOKS FCU
08.2019 - 12.2019
- Helped members resolve account problems and navigate internal systems to handle routine needs
- Prepared, completed and processed customer account forms and database changes
- Offered exceptional customer service to differentiate and promote company brand
- Balanced daily cash deposits and vault inventory
- Established new accounts and created memberships, resulting in increased loans and earnings for credit union
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Met or exceeded sales goals by promoting bank products and services in every interaction
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
- Verified amounts and integrity of every check or funds transfer
- Modified, opened and closed customer accounts
- Initiated wire transfers
Teller
WELLS FARGO
01.2019 - 06.2019
- Accurately and efficiently process and record routine transaction including cashing checks, accepting deposits and withdrawals, processing loan payments, money transfers and night drop
- Promote and advise on bank product and services
- Ability to stand for long periods of time
- Verified amounts and integrity of every check or funds transfer
- Balanced daily cash box and vault inventory
- Complete cash movement log for vault
- Delivered prompt, accurate and excellent customer service
- Maintained confidentiality of bank records and client information
- Follow policy and procedure to prevent currency errors and risk
- Examined checks for identification and endorsement
- Helping members succeed financially.
Skills
- Team Leadership
- Data Entry
- Records Management
- Administrative Support
- Quality Assurance
- Back Office Support
- Microsoft Office Suite
- Management Reporting
- Technical Skills
- Excellent Communication Skills
- Intuit QuickBooks
- Filing
Timeline
Accountant
COMFORT CARE TRANSPORTATION
10.2022 - Current
Business Operations Specialist
WELLS FARGO
01.2021 - 01.2022
Premier Banking Specialist
WELLS FARGO
12.2019 - 01.2021
Member Service Representative
RANDOLPH BROOKS FCU
08.2019 - 12.2019
Teller
WELLS FARGO
01.2019 - 06.2019
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