Ana Rojas Salas
Accountant
Dale,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
Work History
Accountant I
Texas Department Of Insurance
Austin , TX
2022.09 - Current
- Performs data entry of accounting transactions
- Classifies, codes, posts, and balances financial accounting documents and records
- Maintains documentation and record keeping
- Processes deposits, general journals, and related vouchers
- Assists with researching transactions and documentation received in cashiers’ office
- Receives cash, prepares deposit slips and maintains cash control records
- Performs other duties as assigned.
- Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
Insurance Specialist I
Texas Department Of Insurance
Austin , TX
2022.03 - Current
- Processing an average of 150 consumer complaints per day
- Attentive to detail - recognizing important and unrelated information to escalate issues
- Mail handling - organizing and arranging by priority and department area
- Multitasking - time efficiency to achieve goals while performing other responsibilities
- Problem solving - resolving issues without directive.
Bank Teller
FirstLockhart National Bank
Lockhart , TX
2021.12 - 2022.03
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Welcomed customers and offered pleasant service during entire transaction.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Entered transactions into computer and issued customer receipts.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Explained bank services, financial products and applicable fees to customers.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Delivered exceptional service to customers in person or over telephone.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Adhered to financial services security and audit procedures.
Licensed Insurance Agent
The Zebra Inc
Austin , TX
2019.06 - 2021.02
- Exceeded company sales goals for new policies.
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Responded to customer inquiries and problems to promote great service.
- Analyzed customer needs and provided best options, upselling products and services.
- Researched insurance plans to find good options for clients' needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Teller
JP Morgan Chase Bank
Austin , TX
2017.05 - 2019.06
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Delivered exceptional service to customers in person or over telephone.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Adhered to financial services security and audit procedures.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Directed specific questions to appropriate branch personnel.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Received and counted daily inventories of cash, drafts and checks.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Prepared official checks for customer and internal bank needs.
- Reported daily averages and shortages to operations department.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Secretary
Kelley Corporation
Austin , TX
2016.04 - 2017.04
- Answered telephone calls to give information to callers, take messages or transfer calls to appropriate individuals.
- Maintained organized filing system of paper and electronic documents.
- Greeted visitors and directed to appropriate location or person.
- Ordered office supplies to purchase items and maintain appropriate levels.
- Assisted with accounts receivable and accounts payable functions.
- Processed documents and materials for dissemination to appropriate parties.
- Composed and distributed reports, routine correspondence and meeting notes with job-related software.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Responded to customer issues to provide immediate resolution and improve retention.
Assistant Manager
Burger King
Buda , TX
2016.02 - 2016.07
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
- Delegated daily tasks to team members to optimize group productivity.
- Collaborated with store manager to develop strategies for achieving sales and profit goals.
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Enforced company policies and procedures to strengthen operational standards across departments.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Coached team members and delivered constructive feedback to promote better productivity and build confidence.
- Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
- Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
- Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
Personal Assistant
Kristina Decker
Austin , TX
2015.10 - 2016.01
- Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
- Organized personal and professional calendars with reminders for upcoming meetings and events.
- Checked personal and professional activities to remind employer of priority tasks and deadlines.
- Maintained clerical correspondence via email and phone.
- Screened telephone calls and inquiries and directed as appropriate.
- Managed household inventory and maintenance schedules.
- Organized both physical and digital files and updated reports to coordinate project materials.
Sub Artist - Store Manager
Austin , TX
2011.04 - 2015.01
- Trained and mentored associates to teach daily tasks and procedures.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Monitored employee performance and identified performance gaps for corrective action.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Oversaw inventory management through cycle counts, audits and shrinkage control.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
- Updated and maintained store signage and displays.
- Strengthened work flow productivity by hiring, managing and developing top talent.
- Established store tactics and strategies to achieve operational performance and sales goals.
- Evaluated store performance and incorporated feedback to implement improvement plans.
- Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
- Identified operational issues and implemented appropriate process improvements to promote workplace safety and productivity.
- Answered product questions with up-to-date knowledge of sales and promotions.
- Preserved product quality by maintaining stockrooms and disposing of damaged items.
- Reviewed customer feedback to make operational improvements and promote satisfaction.
- Oversaw storewide merchandising benchmarks to maintain operational excellence.
- Showcased and built visually appealing displays and signs to encourage customers to buy specific products.
Education
Associates of Applied Science - Business Administration
Austin Community College
05.2027
Skills
- Account Reconciliation
- Document Recordkeeping
- Verbal and Written Communication
- Processing Checks and Invoices
- Document Coding and Classification
- Decision Making
- Critical Thinking and Analysis
- Discrepancy Reconciliation
- Check Processing
- Accounts Receivable
- Efficient multi-tasker
- Deadline-oriented
- Relationship building
- Effective leader
Languages
Spanish
Native/ Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Accountant I
Texas Department Of Insurance
2022.09 - Current
Insurance Specialist I
Texas Department Of Insurance
2022.03 - Current
Bank Teller
FirstLockhart National Bank
2021.12 - 2022.03
Licensed Insurance Agent
The Zebra Inc
2019.06 - 2021.02
Teller
JP Morgan Chase Bank
2017.05 - 2019.06
Secretary
Kelley Corporation
2016.04 - 2017.04
Assistant Manager
Burger King
2016.02 - 2016.07
Personal Assistant
Kristina Decker
2015.10 - 2016.01
Sub Artist - Store Manager
2011.04 - 2015.01
Associates of Applied Science - Business Administration
Austin Community College
Similar Profiles
KIMBERLY MCDONALDKIMBERLY MCDONALD
Proceeding Resolution Officer at Texas Department of InsuranceProceeding Resolution Officer at Texas Department of Insurance
SHERMYRA MCKINNIESHERMYRA MCKINNIE
Insurance Specialist at Texas Department of InsuranceInsurance Specialist at Texas Department of Insurance
Bryan WilsonBryan Wilson
Independent Adjuster at Texas Department Of InsuranceIndependent Adjuster at Texas Department Of Insurance