Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Core Competencies
Timeline
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Alexandra Valles

Mableton,GA

Summary

Detail-oriented and analytical Treasury Associate with a strong foundation in finance, banking operations, and cash management. Over ten years of experience in financial transactions, payment reconciliation, and compliance within banking and corporate environments. Skilled in researching payment discrepancies, preparing operational reports, and communicating effectively with internal teams and financial institutions. Proven ability to follow treasury procedures, maintain accuracy under pressure, and support daily treasury operations through collaboration and process improvement.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Claims Administrator

Tower LTC Leasing & Rental
10.2022 - 10.2025
  • - Conducted research on payment discrepancies and provide findings to management and business partners for resolution.
  • Implemented improvements in claims processing procedures to enhance operational efficiency.
  • - Utilized bank systems to access, review, and update financial transaction data.
  • Processed and reviewed insurance claims efficiently for accuracy and compliance with regulatory standards.
  • Processed and reviewed insurance claims for accuracy and compliance with company policies.
  • Coordinated communication between clients, insurers, and internal departments to expedite claims resolution.

Account Manager / Financial Coordinator

Cambey & West Inc.
08.2019 - 10.2022
  • - Managed and tracked client payment activities, ensuring compliance with treasury and accounting procedures.
  • - Researched and resolved account discrepancies, coordinating with clients and banks to ensure issue resolution.
  • - Prepared daily and monthly reconciliation reports for management review.
  • - Assisted with process documentation and implemented efficiency improvements that reduced reporting errors.
  • - Supported cash application, payment allocation, and operational data analysis.

Application Coordinator / Financial Operations Assistant

Better Homes & Gardens Rand Realty
07.2017 - 10.2018
  • - Processed financial documentation related to real estate transactions and ensured timely disbursement of funds.
  • - Monitored and updated transaction records in compliance with internal financial protocols.
  • - Communicated with lenders, agents, and clients to verify payment status and resolve discrepancies.
  • - Assisted management in preparing daily and monthly operational reports.

Bank Teller / Associate Banker

Chase Bank
10.2014 - 01.2016
  • - Processed high-volume financial transactions including deposits, withdrawals, and electronic transfers while maintaining accuracy and compliance.
  • - Researched and resolved customer transaction issues in coordination with internal banking teams.
  • - Prepared end-of-day cash reports and balanced accounts in accordance with treasury protocols.
  • - Delivered exceptional customer service and supported branch operations through attention to detail and accuracy.

Education

Master of Business Administration (MBA) -

St. Thomas Aquinas College
Sparkill, NY
01.2018

Bachelor of Science - Finance

Rockland Community College
Suffern, NY
01.2016

Associate Degree - Mathematics & Science

Rockland Community College
Suffern, NY
01.2012

Skills

  • Microsoft Excel (VLOOKUP, Pivot Tables), Banking Platforms, Pay Financial Reporting Tools, Microsoft Office Suite (Word, Outlook, PowerPoint)
  • Microsoft office
  • Claims processing
  • Customer communication
  • Problem-solving
  • Teamwork

Affiliations

  • Alpha Chi National College Honor Society
  • Delta Mu Delta Business Honor Society

Certification

Bloomberg Certification 2014

Languages

English – Highly Proficient
French – Native
Haitian Creole – Native

Core Competencies

Electronic Payment Processing & Monitoring, Bank Reconciliations & Cash Flow Management, Transaction Research & Issue Resolution, Financial Data Analysis & Reporting, Treasury Systems & Banking Platforms, Compliance & Internal Controls, Cross-Functional Communication, Microsoft Excel, Word & Outlook, Documentation & Recordkeeping

Timeline

Claims Administrator

Tower LTC Leasing & Rental
10.2022 - 10.2025

Account Manager / Financial Coordinator

Cambey & West Inc.
08.2019 - 10.2022

Application Coordinator / Financial Operations Assistant

Better Homes & Gardens Rand Realty
07.2017 - 10.2018

Bank Teller / Associate Banker

Chase Bank
10.2014 - 01.2016

Bachelor of Science - Finance

Rockland Community College

Associate Degree - Mathematics & Science

Rockland Community College

Master of Business Administration (MBA) -

St. Thomas Aquinas College
Alexandra Valles