Angelica R Mendieta Guzman
Lake Forest,IL
Summary
Detail-oriented accounting professional with a strong track record in managing multiple client accounts, ensuring accurate billing, timely collections, and payroll processing. Committed to maintaining precise financial records and meeting tax filing requirements, contributing to client satisfaction and operational efficiency.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Accounting and Billing Assistant
Rapid Serv Highwood LLC
Highwood, IL
11.2021 - 05.2026
- Managed daily accounts receivable and accounts payable for various small business clients, ensuring accurate billing and timely collections.
- Categorized bank/credit card transactions and generated monthly profit and loss summaries to provide clear financial insights.
- Handled payroll processing and prepared necessary tax filings (941, 940, W-2s, 1099s), organizing all documentation for compliance.
- Facilitated business entity formation, EIN applications, and state business license registrations in Illinois to support client operations.
- Conducted business entity formation, EIN applications, and state business license registrations in Illinois.
Accounts Receivables
Anthem Propane
North Brook, IL
06.2019 - 03.2020
- Processed and accurately applied 100+ customer payments, including checks, EFTs, and credit card transactions, into RMA system for daily reconciliation.
- Managed delinquent accounts by contacting customers via phone and email to secure payments or establish payment options.
- Contacted customers via phone and email to manage delinquent accounts, securing payments or establishing payment options.
- Filed and maintained documents related to accounts receivable transactions using advanced computer skills.
- Assisted sales team with 80% incoming requests for new services and products by completing service terms applications.
Associate Personal Banker
First American Bank
Vernon Hills, IL
01.2018 - 06.2019
- Opened accounts, including business accounts and IRAs, and processed Home Equity and retail loan applications, contributing to overall banking service efficiency.
- Opened accounts including business accounts, IRAs, and processed Home Equity and other retail loan applications.
- Engaged in sales conversations with clients, securing second place in North Region referral contest, enhancing client acquisition efforts.
- Assisted customers in problem resolution by working in customer service telephone queues, performing research, reviewing transactions, and redirecting customers to appropriate resources.
- Reviewed and maintained up-to-date records to compliance for annual bank audit.
Sales and Service Associate
Popular Community Bank
Newark, NJ
12.2014 - 01.2018
- Sold bank products and services to meet the needs of existing and potential customers while providing exceptional service.
- Sold bank products and services to address the needs of existing and potential customers while delivering exceptional service.
- Opened accounts and processed loan applications while collaborating with cross-functional teams.
- Proactively identified fraudulent documentation and/or activity and reported to the respective supervisor
- Ensured compliance with bank policies to facilitate successful audits and assessments.
Teller
Bank of America
Union City, NJ
05.2010 - 02.2012
- Received Bank of America Global recognition for achieving over 110% teller referral during a campaign.
- Processed customer transactions and transferred funds between accounts while ensuring high levels of customer satisfaction.
- Understood and assisted customers' financial priorities to provide products and solutions.
- Updated knowledge of policies and adhered to procedures to ensure compliance with operational standards.
Education
A.A.S. - Accounting
College of Lake County
Grayslake, ILCertificate Online -
Coursera
Skills
- Accounts receivable software proficiency
- Detail orientation
- Deadline adherence
- Financial reporting
- Team collaboration
- Organizational skills
- Tech adaptability
Certification
- Recording in Journals and Posting in Ledgers UC Irvine Coursera, August 21, 2024
- Bookkeeping Basics Certificate Intuit - Coursera, December 27, 2021
Languages
Spanish
Professional
Timeline
Accounting and Billing Assistant
Rapid Serv Highwood LLC
11.2021 - 05.2026
Accounts Receivables
Anthem Propane
06.2019 - 03.2020
Associate Personal Banker
First American Bank
01.2018 - 06.2019
Sales and Service Associate
Popular Community Bank
12.2014 - 01.2018
Teller
Bank of America
05.2010 - 02.2012
A.A.S. - Accounting
College of Lake County
Certificate Online -
Coursera