Audrey Hernandez
Meridian,Idaho
Summary
Methodical Document Scanner skilled at handling high-volume production needs with detail-oriented approach and high accuracy. Familiar with classifying, uploading, and cleaning up documents. Hardworking professional experienced in field and ready for challenging assignments. Reliable in completing quality work and exceeding expectations. Dedicated administrative professional with experience in popular systems and software. Friendly employee with strong customer service and issue resolution skills.
Overview
44
44
years of professional experience
Work History
Document Scanner
Kendall Ford Holdings
Meridian, ID
09.2023 - Current
- Scanned documents into digital format using specialized document scanner.
- Ensured compliance with HIPAA regulations regarding storage and transfer of sensitive patient information.
- Reviewed scans for content accuracy prior to archiving or transferring data to other systems and locations.
- Monitored the progress of each scan job to ensure timely completion.
- Prepared documents for scanning by ensuring all staples and paperclips were removed.
Licensed Insurance Agent/Financial Educator
World Financial Group, Inc.
Las Vegas, NV
03.2022 - 08.2023
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Licensed Insurance Agent
Bankers Life Insurance Company Of America
Boise, ID
02.2021 - 05.2021
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Offered policy guidance and management to promote asset protection.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Administrative Assistant
Investment Resources of America
Meridian, ID
06.2016 - 10.2019
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
- Directed customer communication to appropriate department personnel.
Temporary Agency Employee
Adecco Staffing Agency
Boise, ID
03.2013 - 06.2016
- Assisted coworkers with special projects to learn new tasks while gaining additional responsibilities.
- Processed requests and supply orders and pulled materials to successfully prepare orders.
- Monitored product inventory levels to support completion of order requests and audits.
- Inventoried items with daily cycle counts and monthly audits and investigated discrepancies to maximize data accuracy.
- Rotated date-sensitive [Type] stock to front of rack and removed outdated inventory.
- Employed first-in-first-out protocols to reduce waste.
Teacher's Aide
Riverside County Office of Education
Riverside, CA
09.2006 - 12.2012
- Assisted instructional staff with implementing lessons and activities for full classes and small groups.
- Supported classroom teachers by managing files, preparing materials and updating records.
- Supervised children on field trips to maintain safety and foster cultural learning experiences.
- Sorted and shelved books to help manage materials and free up teachers for more important work.
- Instructed and monitored students in use and care of school equipment and materials to prevent injuries and damage.
- Observed student performance and recorded relevant data to assess progress.
- Enforced rules for behavior and procedures to maintain order among class.
- Supervised children and participated with children in activities.
Bank Teller
Redlands Federal Credit Union
Fontana, CA
03.1992 - 01.1994
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- 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.
- Explained bank services, financial products and applicable fees to customers.
Fiscal Clerk II
San Bernardino County Dept of Social Services/GAIN
Rialto, CA
09.1989 - 01.1992
- Reconciled company credit cards, expense accounts and other expenses and financial records.
- Coded invoices and other records to maintain organized and accurate records.
- Compiled audit reports for expenditures, profits and losses to provide transparency.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Reviewed and coded expense reports for accuracy and proper expense disclosure.
- Checked postings and documents for correctness, accuracy and proper coding.
- Reconciled computer reports with manually maintained ledgers.
- Reconciled or entered report discrepancies found in financial records.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Implemented program to create daily spreadsheets and streamline financial reporting.
- Accessed financial information to answer questions and gather details about specific accounts.
Bookkeeper
Active Truck Lines
Fontana, CA
09.1984 - 06.1989
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Defined bookkeeping policies and procedures by developing system to account for financial transactions.
- Collaborated with supervisors and managers to develop solutions regarding discrepancies.
- Recorded and processed business transactions within organization's system using double-entry accounting principles.
- Prepared financial reports by collecting, analyzing and summarizing account information and trends.
- Prepared monthly, quarterly and ad hoc reports for clients and manager.
- Set up clear and concise correspondence materials to speed up communication with clients.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Processed documents within anticipated timeframes to assist senior leadership.
- Assessed estimated income, expenses and historical budgets to coordinate budget information.
- Processed invoices and checks, and maintained daily cash logs and deposits.
- Organized and maintained chart of accounts, and updated monthly entries and adjustments of ADP payroll entries and monthly accruals.
- Performed bi-weekly payroll and coordinated record keeping.
- Handled AP, ledger, reconciliation and statement requirements to maintain records accuracy, integrity and compliance.
- Managed accounting closings, accounts payable and financial reporting for multiple clients.
Bank Teller
Fontana 1st Nat'l Bank
Fontana, CA
09.1983 - 07.1984
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- 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.
- Explained bank services, financial products and applicable fees to customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Welcomed customers and offered pleasant service during entire transaction.
- Opened new checking, savings and lines of credit for customer accounts.
- Took on additional shifts during busy periods to minimize staffing shortages.
Bank Teller
Security Pacific Bank
Fontana, CA
04.1980 - 08.1983
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- 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.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Welcomed customers and offered pleasant service during entire transaction.
Education
High School Diploma -
Fontana High School
06.1978
Some College (No Degree) - Accounting And Business Management
Chaffey College
Skills
- Team Training and Development
- Insurance Sales Strategy
- Email Marketing
- Insurance Program Analysis
- Claims Information Gathering
- Policy Feature Explanations
- Service-Oriented
- Policy Renewals
- Insurance Policy Sales
- Client Interviews
- Time Management
- Verbal and Written Communication
- Critical Thinking
- Financial Needs Assessment
Timeline
Document Scanner
Kendall Ford Holdings
09.2023 - Current
Licensed Insurance Agent/Financial Educator
World Financial Group, Inc.
03.2022 - 08.2023
Licensed Insurance Agent
Bankers Life Insurance Company Of America
02.2021 - 05.2021
Administrative Assistant
Investment Resources of America
06.2016 - 10.2019
Temporary Agency Employee
Adecco Staffing Agency
03.2013 - 06.2016
Teacher's Aide
Riverside County Office of Education
09.2006 - 12.2012
Bank Teller
Redlands Federal Credit Union
03.1992 - 01.1994
Fiscal Clerk II
San Bernardino County Dept of Social Services/GAIN
09.1989 - 01.1992
Bookkeeper
Active Truck Lines
09.1984 - 06.1989
Bank Teller
Fontana 1st Nat'l Bank
09.1983 - 07.1984
Bank Teller
Security Pacific Bank
04.1980 - 08.1983
High School Diploma -
Fontana High School
Some College (No Degree) - Accounting And Business Management
Chaffey College