Reliable accounting professional with solid administrative background and good understanding of financial operations and practices. Independently handles accounts receivable tasks and billing while providing clerical office support, and managing the operational, and clerical responsibilities for all team-members in the branch.
Work History
Accounts Receivable Clerk
8 Months
SPFM | 06.2025 - 02.2026
Managed accounts for over 20,000 pharmacies across the United States.
Processed hundreds of customer payments a day and posted different forms of payments accurately to accounts receivable records.
Managed and tracked returns and chargebacks, charged appropriate fees, and update customer accounts.
Worked with other clerks and departments to ensure that all customers were receiving the same experience throughout the company.
Reconciled invoices, receipts, and account balances to maintain ledger accuracy.
Investigated payment discrepancies and corrected account errors promptly.
Assisted with month-end close tasks by updating receivables documentation and reports.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Used accounting software to reconcile accounts, track income, and generate invoices.
Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
Assistant Branch Manager
5 Years 4 Months
Security Service Federal Credit Union | 10.2017 - 02.2023
Supported branch operations by balancing cash controls, audits, and daily transaction accuracy.
Monitored time cards across entire branch to verify proper recording of vacation, sick time, personal days, and overtime, supporting payroll efficiency.
Worked with HR-Payroll department to communicate and prevent any delays in payrolls; ensured time cards were submitted in time, and employees bank information is accurately logged.
Coached frontline staff on member service standards, lending procedures, and compliance expectations.
Coordinated opening and closing procedures, ensuring security protocols and branch readiness.
Analyzed branch workflows to identify process gaps and improve service efficiency.
Scheduled staff coverage and prioritized workload to support seamless daily operations.
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Trained and developed new team members in alignment with branch service standards and objectives.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Education
No Degree - Biology
The University of Texas At San Antonio | San Antonio, TX
After graduating from Somerset High School, I pursued my degree in Biology while working a job at Security Service FCU. I realized my desire for finances and how quickly I caught on and continued to pursue that field.