Detail-oriented and highly adaptable Accounting operations Representative with extensive experience in administrative, customer service, and financial operations. Bilingual in English and Spanish, offering strong business communication skills and proficiency in Microsoft Office. Skilled in data Entry, document proofreading, and team collaboration, with a solid track record of meeting regulatory requirements. Successfully passed annual certification exams for federal and state-level regulations and laws. Now seeking to leverage expertise in accounting operations and deliver high-quality results within a dynamic and professional corporate environment.
Overview
6
6
years of professional experience
Work History
Accounting Operations Representative
Progressive Management Systems
12.2019 - Current
Accurately posted daily payments to debtor accounts, ensuring timely and correct updates.
Processed high-volume payments in batches throughout the day to maintain efficient cash flow management.
Maintained detailed records of daily cash transactions in Excel, ensuring accuracy for reporting.
Draft and send formal correspondence to debtors regarding payments that could not be processed by the payment management system (PMS).
Prepared, verified, and reconciled daily financial reports to ensure consistency and accuracy.
Performed detailed bank reconciliations to identify discrepancies and resolve issues.
Investigated and resolved questionable or unusual financial data to maintain integrity in records.
Processed refunds for debtor accounts in a timely and accurate manner.
Provided support to the accounting manager, assisting with various time-sensitive tasks and duties as required.
Processed cash and check deposits to bank trust accounts in compliance with internal controls.
Reconciled incoming physical payments, ensuring proper recording and allocation.
Generated and saved end-of-day financial reports for reference and analysis.
Handled walk-in consumer transactions, including payment processing, issuing written receipts, and generating requested letters.
Organized, maintained, and ensured the secure shredding of files older than 60 days for compliance and data protection.
Correspondence Clerk
Progressive Management Systems
02.2019 - 12.2019
Correspondence Management: Efficiently processed incoming correspondence within DOCUSHARE queues, ensuring timely responses, accurate routing to the appropriate department for review, or escalation to the collections floor for further follow-up. Gathered and analyzed relevant data to formulate precise replies.
Fax Handling & Document Imaging: Managed incoming faxes by updating the working screen, imaging documents into DOCUSHARE, and forwarding the relevant information to the appropriate department for further action and follow-up.
Dispute Resolution: Handled all disputes and ID-related disputes through the E-Oscars platform, ensuring accurate documentation and timely resolution.
Outgoing Mail Preparation: Prepared and sent all necessary debtor correspondence, ensuring all communications are accurate, compliant, and sent within the required time frame.
Bankruptcy Documentation Management: Logged and tracked incoming bankruptcy paperwork in DBCC, ensuring proper documentation is forwarded to clients as needed and maintained in compliance with company standards.
Data Research & Multitasking: Conducted thorough data research while managing multiple tasks simultaneously; read and interpreted client notes while navigating the working screen for efficient case resolution.
Data Entry & System Proficiency: Accurately inputted data into company systems, mastering standard abbreviations and codes to ensure consistency and speed in processing.
Skip Tracing: Conducted skip tracing to locate missing or difficult-to-find debtor information, ensuring accurate follow-up actions are taken.
Training & Professional Development: Actively attend and engaged in all relevant training sessions to continually improve job performance and stay updated on company policies and industry standards.
Self-Motivation & Results Orientation: Demonstrated a proactive and results-driven approach to all tasks, ensuring high levels of accuracy and efficiency while meeting performance objectives.
Imaging Clerk
Progressive Management Systems
09.2018 - 02.2019
Mail Sorting & Distribution: Sorted and organized daily incoming mail, ensuring timely and accurate forwarding to the appropriate employees for processing.
Document Imaging: Scaned all correspondence letters into the company’s imaging software for easy access and record-keeping.
Outgoing Correspondence Preparation: Prepared and organized all outgoing correspondence, ensuring it is properly addressed, formatted, and ready for mailing.
Undelivered Mail Management: Scaned and processed all undelivered letters through the company system, ensuring proper tracking and follow-up.
Education
Associates Degree - Accounting Major
Citrus College
02-2026
Cypress College
12.2022
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East Los Angeles College
01.2016
High School - undefined
El Rancho High School
06.2015
Skills
Customer Service Excellence: Strong ability to assist customers, providing prompt and effective solutions while maintaining professionalism and a positive attitude
Multitasking Proficiency: Skilled in managing multiple tasks simultaneously, ensuring efficiency without sacrificing accuracy
Quick Learner: Able to quickly grasp new concepts, systems, and software, demonstrating adaptability in fast-paced environments
Microsoft Office Suite Expertise: Advanced proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to create and manage documents, data, and presentations effectively
Effective Communication: Exceptional written and verbal communication skills, ensuring clear, concise, and professional interactions
Team Collaboration: A dependable team player who thrives in a collaborative environment, contributing to the success of team goals and initiatives
Attention to Detail: Keen eye for detail, ensuring accuracy in data entry, documentation, and proofreading tasks
Correspondence Writing: Strong ability to craft well-written, professional correspondence tailored to specific needs and audiences
Personal Information
Date of Birth: 11/14/97
Languages
English
Spanish
Native or Bilingual
Timeline
Accounting Operations Representative
Progressive Management Systems
12.2019 - Current
Correspondence Clerk
Progressive Management Systems
02.2019 - 12.2019
Imaging Clerk
Progressive Management Systems
09.2018 - 02.2019
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East Los Angeles College
High School - undefined
El Rancho High School
Associates Degree - Accounting Major
Citrus College
Cypress College
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