Atzydy Martinez
Houston,TX
Summary
Dynamic and results-oriented professional with extensive experience at Powers Brown Architecture and Bank of America. Excelled in improving financial processes, enhancing team efficiency by 125%, and mastering Ajera. Renowned for resolving customer issues with empathy, showcasing exceptional multitasking abilities, and fostering team cooperation. Demonstrates a unique blend of administrative support and customer service skills.
Overview
12
12
years of professional experience
Work History
Accounting Specialist
Powers Brown Architecture
07.2021 - Current
- Input financial data and produced reports using Ajera.
- Coached, trained, and delegated tasks to 110 team members to meet specific department goals.
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Implemented process improvements that reduced manual tasks for accounting team, freeing up time for higher-value activities.
- Contacted customers to immediately find resolutions for escalated issues.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Trained new employees on accounting principles and company procedures.
- Managed confidential personnel files, maintaining accuracy and upholding strict privacy standards.
- Tracked employee attendance, identifying trends and providing insights for management to address any potential issues promptly.
Escalation Team Member
Bank Of America
03.2020 - 07.2021
- Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Handle over 20 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and remediating PPP Loans.
- Collaborate with SBA to achieve PPP Correct Maximum Forgiveness Loan Amounts for clients.
- Investigate and resolve customer inquiries and complaints quickly.
- Promote superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Exhibit high energy and professionalism when dealing with all levels of clients and staff.
Relationship Banker
Bank Of America
01.2014 - 03.2020
- Processed customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
- Worked with clients to address and respond to client and partnership management issues.
- Continually boosted branch production and revenue by 125% by consistently meeting all monthly and quarterly sales goals.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Checked accounts for fraud and provided law enforcement with relevant details.
Bookkeeping Assistant
M&S Tool Services
06.2012 - 08.2013
- Coordinated and maintained impressive office organization to keep facilities efficient, organized and professional.
- Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements.
- Recorded daily financial transactions using Quickbooks and handled payments of accounts.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Validated and recorded invoices and resolved discrepancies with vendors.
- Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
Education
No Degree - Counseling Psychology
University of Houston - Downtown
Houston, TXHigh School Diploma -
John H Reagan High School
Houston, TX05.2012
Skills
- Understanding Customer Needs
- Data Entry and Maintenance
- Ajera expertise
- Proficient in Quickbooks
- Issue and Complaint Resolution
- Multitasking and Prioritization
- Administrative and Office Support
- Team-Oriented and Cooperative
- Accounts Payable
- Invoice Processing
- Accounts Receivable
- Bank Reconciliation
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Accounting Specialist
Powers Brown Architecture
07.2021 - Current
Escalation Team Member
Bank Of America
03.2020 - 07.2021
Relationship Banker
Bank Of America
01.2014 - 03.2020
Bookkeeping Assistant
M&S Tool Services
06.2012 - 08.2013
No Degree - Counseling Psychology
University of Houston - Downtown
High School Diploma -
John H Reagan High School