ANTONETTE CARRILLO
Milpitas,CA
Summary
To seek a position in an accounting firm and business environment where I can be a part of a team, work on multiple projects; utilize my educational knowledge, professional skills, proficiency in accountancy principles and computer skills to contribute towards efficient running of the organization and for professional growth. Personable and dedicated Customer Service Representative with extensive experience in [Type] industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Diligent [Job Title] with over [Number] years of experience maintaining seamless business operations. Smoothly administers budgets, trains staff and monitors procedures to maximize efficiency and balance objectives with operational requirements. Exceptional skills in inventory management, loss prevention and vendor negotiation.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Office Manager/Executive Assistant/Accounts Receivable Manager
San Francisco Food Supply
San Jose, CA
07.2012 - Current
- Complete payments and control expenses by receiving, processing, verifying and reconciling invoices and bank statements
- Receive and post payment for customers on daily basis
- Issue credit memos for customer
- Send letter and make call on overdue balances and monitor aging invoices
- Prepare and process checks of accounts payable and prepare account analysis
- Take orders over the phone and set invoices up for payment using QuickBooks
- Check all invoices for proper documentation and making agreement prior to payment
- Classify and allocate in-coming mail and match invoices with checks
- Make reconciliations of vendor statements, research and make corrections of discrepancies
- Ensure files and documentation to be completely and exactly made, complying with policy of the company and accepted practices on accounting
- Investigate and resolve problems associated with processing of invoices and purchase order
- Attach the corresponding purchase order to incoming invoices with all supporting documentation
- Answer phone in a cheerful and helpful personality and assist walk-in customers providing excellent sales and customer service
- Give support to overall office projects, communicate with vendors and maintain a good working relationship to clients, business owner and co-workers
- Maintain and organize office and customer files.
Accounts Assistant/Bookkeeper (Part-Time)
Gabucan Family Dentistry/Milpitas Fitness Boxing
Milpitas, CA
03.2013 - Current
- Provide accounting/financial support to business owner; to minimize expenses and suggest solution to potential financial problems
- Support business owner by handling finance and accounting matter and follow orders on special projects associated with business growth and development
- Post all payments of four clinics and gym to Quick Books and match it with records on Dentrix
- Generate end of month reports, audit business expenses and match receipt with expense record
- Prepare and process checks for payroll
- Record all bank and credit card statements using Quick Books
- Make Reconciliation of all business statements and oversee accurate filing of financial documents
- Research and resolve account discrepancies and complete collection calls and letters
- Assists with record and documentation preparation, report generation, and data collection for tax purposes
- Perform task using Quick Books, Neat and Dentrix to support and communicate any trends to business owner
- Organize office and maintain a positive and professional demeanor at all times.
Customer Service Manager/Assistant Manager
Guaranty Bank
Sunnyvale, CA
02.2008 - 02.2010
- Performed daily, monthly, quarterly and annual banking center audit
- Managed over-all banking center staff schedule and daily bank operation
- Maintained vault cash, FSR, PB & BCM cash dispenser, cash instruments and other negotiable items
- Responded to every bank operational function, customer inquiries, employee assistance and managerial decision
- Trained newly hired employee, coached and give assistance to existing staff as necessary
- Approved and handled in and out cash transfer or shipments from teller and from Federal Reserve Bank
- Conducted weekly operational meeting, logged daily flight plan and weekly goals
- Performed and mastered FSR’s responsibility
- Ensured that the proper operational and security procedures are followed
- Monitored and prepared weekly branch associate referrals report to provide the company accomplished goals
- Consistently met daily and quarterly sales and service goals and participated in all the banking center sales and service activities
- Assisted in opening new accounts such as checking, savings, money-market, CD, IRA, Safe deposit box, cross sold bank products and provide financial assistance to customers
- Followed upper management task, run daily reports, submitted complete project, cascade new operational and security procedure to bank associate
- Supervised the teller line area to ensure the high expectation and customer eccentric service are met
- Performed daily task to maintain a well-organized, clean and a professional banking center at all times
- Gave appreciation, rewards and words of encouragement to branch associate
- Attended every sales and service trainings, referral trainings, manager training and meetings.
Financial Service Representative
Guaranty Bank
Sunnyvale, CA
08.2007 - 02.2008
- Processed customer transactions such as deposit, withdrawal, monetary instrument products, American express products, cash advance, loan payments and wire transfer
- Checked, Logged, and Processed ATM and Night Drop deposit
- Answered multi-phone line calls in a well-mannered and professional approach and transferred to appropriate personnel
- Welcomed customer in the banking center and provide them with the utmost customer service
- Responded to customer inquiries via phone call, e-mail or fax pertaining to account information, bank location, bank products and other bank related support needed
- Balanced cash drawers in a daily manner adhering to Guaranty Bank policy and procedure
- Assisted in maintaining the organization, cleanliness and professional atmosphere of the banking center
- Cross sold bank products and referred customer to attain goals for the banking center.
Education
BBA - Business Administration Major in Accounting
DeVry University
San Jose, CA06-2016
High School Graduate (Diploma Received) -
Gilroy High School
Skills
- Microsoft Word
- Microsoft Outlook
- Microsoft Publisher
- Microsoft Excel
- Microsoft Access
- QuickBooks Pro level 1 and 2
- Microsoft PowerPoint
- 10 Keypad – 250 KPM
- Keyboarding: 50 WPM
- Customer Service
- Expense Reporting
- Operations Management
- Workforce Management
- Staff Management
- Data Entry
- Administrative Support
- Compliance Monitoring
- Team Supervision
- Bookkeeping
- Billing
- Employee Supervision
- Staff Hiring
- Contract Administration
- Office Management
- Supply Management
- Financial Reporting
- Scheduling and Calendar Management
- Scheduling
- Travel Coordination
- Senior Leadership Support
- Organizational Skills
- Training and Coaching
- Information Protection
- Administrative Oversight
- Workflow Planning
- Report Preparation
- Clerical Support
- Financial Accounting
- Financial Tracking
- Budgetary Planning
- Strategic Planning
- Customer Relations
- Mail Handling
- Human Resources
- Banking Operations
- Workflow Optimization
- Office Administration
- Account Reconciliation
- Credit and Collections
- Business Administration
Certification
- Office Administration Course
- Microsoft Word 2007
- 10-Key Typing
- QuickBooks Pro 2008 Level 1
- Microsoft Publisher 2007
- Microsoft Excel 2007
- QuickBooks Pro 2008 Level 2
- Microsoft PowerPoint 2007
- Workplace Communication
References
Excellent Reference Available Upon Request
References
References available upon request.
Timeline
Accounts Assistant/Bookkeeper (Part-Time)
Gabucan Family Dentistry/Milpitas Fitness Boxing
03.2013 - Current
Office Manager/Executive Assistant/Accounts Receivable Manager
San Francisco Food Supply
07.2012 - Current
Customer Service Manager/Assistant Manager
Guaranty Bank
02.2008 - 02.2010
Financial Service Representative
Guaranty Bank
08.2007 - 02.2008
BBA - Business Administration Major in Accounting
DeVry University
High School Graduate (Diploma Received) -
Gilroy High School
- Office Administration Course
- Microsoft Word 2007
- 10-Key Typing
- QuickBooks Pro 2008 Level 1
- Microsoft Publisher 2007
- Microsoft Excel 2007
- QuickBooks Pro 2008 Level 2
- Microsoft PowerPoint 2007
- Workplace Communication
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