Amanda I. Ortega
Accounting/Bookkeeping
Albuquerque,NM
Summary
Previous skills and experience which can be effectively utilized for increased efficiency and productivity. Enthusiastic about my academic career in Teacher's Education - Concentration in Secondary Education - and eager to contribute to team success through hard work, supporting faculty with classroom needs, and excellent organizational skills. Motivated to learn, grow and excel in Teacher Education.
Overview
10
10
years of professional experience
Work History
Accounting
Fiesta Auto Group
Albuquerque, NM
03.2016 - 03.2020
- Reconciled and completed vendor payments and processed work by verifying entries and comparing invoices to balances.
- Facilitated and administered incoming mail.
- Processed check requests and spiffs.
- Directed vendor inquiries.
- Assisted in month end closing.
- Processed new hire applications/packets, enroll all employees into payroll system (Nettime), point of contact for any HR services in Albuquerque.
- Charged expenses to accounts and cost centers by analyzing invoice/expense reports, recording entries.
- Maintained accounting ledgers by verifying and posting account transactions.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Managed historical records by filing and scanning documents.
- Oversaw petty cash; verified documentation.
- Protected organization's value by keeping information confidential.
- Managed and posted purchase and repair orders for all dealerships.
- Secured deposits from our four dealerships, posted transactions, and deposited at bank.
- Managed office supplies/office management.
- Monitored a two-employee team while handling day-to-day accounting processes and financial accuracy.
- Verified permits, certificates, and documents mandatory for government departments.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
Personal Banking Representative II
First National Rio Grande
Albuquerque, NM
10.2013 - 03.2016
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Established and recommended new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Performed vault duties to handle large deposits and distribute currency to coworkers.
- Presented new and additional products and services to existing customers.
- Educated customers on available services, such as, deposit accounts, bonds and securities.
- Examined and resolved customers concerns before they escalated.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
New Accounts Representative/Banker
Community First Bank
Las Vegas, NM
11.2011 - 09.2013
- Delivered superb customer service to our banking clients, processed transactions in a timely and professional manner, and proactively identified ways to maximize their banking experience.
- Opened/closed accounts such as checking, savings, CD’s & IRA’s.
- Superseded accounts.
- Ordered checks and ATM/debit cards.
- Prepared documentation under banks CIP/BDA policies.
- Conducted thorough client interviews to avoid opening fraudulent accounts and other potential loss exposure.
- Followed up on requests from clients.
- Assisted/supervised the teller line.
- Processed client payments and updated accounts.
- Proposed available products and solutions to meet diverse requirements.
Lead Teller
Wells Fargo Bank, N.A.
Bernalillo, NM
05.2010 - 08.2011
- Coached team by example to ensure all customer service and sales goals were met by each individual daily.
- Effectively utilized coaching tools to exceed all sales goals, managed and resolved customer concerns.
- Supervised the teller line and trained new employees.
- Identified potential sales needs through observation, questioning, and listening.
- Mentored newly hired team members on appropriate responses to patron questions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Guided customers to appropriate staff members to help meet financial needs.
- Educated customers on banking products and services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Demonstrated friendly and professional customer interactions.
- Counted, verified, and handled bank deposits and armored car transactions.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
Education
Associate of Arts - Teacher Education - Secondary Teacher Education
Central New Mexico Community College
Albuquerque, NM05.2023
High School Diploma -
Robertson High School
Las Vegas, NM05.2007
Skills
- Microsoft Office (Word, Excel, PowerPoint)
- Intuit Bookkeeping Certified in QuickBooks
- Worker Interviews
- Typing Speed: 70 WPM
- File Maintenance
- Account Reconciliation Processes
- Account and Ledger Reconciliations
- Transaction Recording
- Deadline Attainment
- Paperwork Processing
- Accounting Terminology
- Accounts Payable and Receivable
- Results Orientation
Timeline
Accounting
Fiesta Auto Group
03.2016 - 03.2020
Personal Banking Representative II
First National Rio Grande
10.2013 - 03.2016
New Accounts Representative/Banker
Community First Bank
11.2011 - 09.2013
Lead Teller
Wells Fargo Bank, N.A.
05.2010 - 08.2011
Associate of Arts - Teacher Education - Secondary Teacher Education
Central New Mexico Community College
High School Diploma -
Robertson High School