Brenda Hidalgo
Hales Corners,WI
Summary
Experienced and dedicated professional with extensive background and education seeking a position to contribute to company success. Committed to utilizing skills and expertise to add value and make a positive impact. Eager to apply strong work ethic, attention to detail, and problem-solving abilities in a dynamic and challenging environment. Passionate about continuous learning and growth, ready to contribute knowledge and drive towards achieving company goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Trust Accounting Assistant
Godfrey and Kahn
09.2022 - 06.2023
- Complete and send letters to brokerage firms and other custodians requesting cash to pay debts of the trusts
- Complete daily disbursements requested from attorneys and trust accountants, including issuing checks on behalf of trust clients
- Validate and ensure accuracy of all information on disbursement checks and letters that are produced daily, requesting corrections if necessary and obtaining trustee signatures as required
- Enter transaction data in respective systems as needed during the day
- Assemble monthly brokerage statements on a timely basis and file in trust accounting folders for further distribution
- Maintain accurate and up-to-date notes on client accounts identifying unique characteristics, outstanding issues and other situations specific to client accounts
- Balance bank Statements to Cash Management
- Retrieve and process the daily mail for Trust Accounting
- Act as the back up to the Trust Tax Administrative Assistant as needed
- Department Expenses - Remit approved bills for Trust Accounting and Trust Tax
- Maintain the year up to date actual budget report
- Scan broker statements and Management reports as requested
- Add sub folders to Filesite as needed
- General proof reading of all correspondence and documentation
- Process accounts receivable and Accounts Payable for Trust Accounts transactions (wires and checks)
- Assist Trust Accountants, Trust Tax Assistant, Trust operation Manager, and the Director of Fiduciary Operations and Services with special projects
Real Estate Agent
Shorewest Realtors
02.2020 - 12.2022
- Perform all duties as shown below when worked with Remax
- Establish new client relationships in Milwaukee County
- Create a bond with the Hispanic Community
- Assist english and spanish-speaking clients on the purchase/sale of their property and land
Administrative Assistant/ Accounting/ Real Estate Coordinator
Hertz Investment Group
02.2020 - 08.2020
- Act as liaisons between on-site manager and tenants
- Greet and assist customers, tenants and vendors in person and over the phone
- Direct and coordinate the activities of engineers and porters for general maintenance and repairs by submitting work orders/ via two-way radio
- Maintain contact with vendors and tenants' insurance carriers to ensure protection and compliance with codes and regulations
- Plan, schedule, and coordinate tenant meetings
- Keeping track of all payments and expenditures, including purchase orders, purchase contracts, invoices, statements, etc
- Prepare and administer all accounts payable material, including but not limited to coding, batching on Avid system, Scanning and filling
- Reconciling processed work by verifying entries and comparing system reports to balances
- Maintain records and filling of daily Janitorial supply logs, Employee badge modifications, monthly expense reports, AP invoices, AR deposit logs, tenant lease docs and more
- Create spreadsheets on Excel for tenants monthly base rents, monthly tenant parking charges or other projects
- Utilize Outlook, Angus, MRI, Avid, Word and other related software
- Assist other departments as needed
Real Estate Agent
Remax Dynasty
01.2016 - 06.2019
- Participate in active marketing initiatives, from cold calling to attending industry events
- Interview clients to determine their precise wants, needs, budgets and geographic limitations
- Organize and oversee open houses
- Interview clients to determine what kinds of properties they are seeking
- Prepare documents such as representation contracts, purchase agreements and work closely with title department, Lending companies and closing department
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services
- Compare a property with similar properties that have recently sold in order to determine its competitive market price
- Coordinate appointments to show homes to prospective buyers
- Generate lists of properties that are compatible with buyers' needs and financial resources
- Arrange for title searches to determine whether clients have clear property titles
- Advise sellers on how to make homes more appealing to potential buyers
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets
- Investigate clients' financial and credit status in order to determine eligibility for financing
Distributor services/ Data Entry
Herbalife international of America
06.2012 - 07.2014
- Process between 200-400 English and Spanish U.S
- Sales order entries on GOC 2.0 and DRM systems
- Able to apply a TWE and knowledge of product when up-selling in every call
- Transfer and escalate calls to the proper departments
- Able to uncover customer needs and up-educate by using information on DORS and Herbalism.com
- Communicate well with customers, colleagues, and management using outlook and aspect systems
- Assist in outbound projects/testing for other departments when needed
- Work at events such as LDW out of state
- Volunteer work for programs such as A Place Called Home
Member Services Rep/Teller
Southland Credit Union
01.2012 - 04.2012
- Process over 200 daily member transactions accurately and in a timely manner
- Conducted cash transactions with no outages or overages
- Exceeded company's monthly goals for cross-selling products and services
- Work effectively without supervision while conducting member inquiries, cash and noncash transactions
- Assist with balancing the vault, batching checks, and other tasks as needed
Member Services Rep/Call Center/Consumer loan Processor/ Accounts Payable Back-up
Certified Federal Credit Union
02.2006 - 10.2009
- Overseeing the main console and perform non-cash transactions via phone
- Prioritize several tasks like creating new accounts, open IRA accounts, certificate of deposit, update addresses, process returned mail, order/ capture debit cards, place stop payments for corporate checks or personal checks, and process loan documents for approval while remaining attentive to calls
- Schedule and attend numerous In-services and expos for the company
- Trained new employees
- Played key role in processing, verifying, and reconciling vendor invoices
- Resolved invoice or payment discrepancies and documentation through external and internal channels as well as insuring credit is received for outstanding memos
- Prepared Weekly Accounts Payable checks for distribution and filing
- Reconcile monthly vendor statements and related transactions
- Maintain historical A/P records
- Assist in month end close process as needed
- Participate in educational opportunities to update job knowledge as needed
- Participate in employee expense reimbursement process
- Ensure holds and releases of levies are entered accurately
- Process wire request, stop payments, create/removed EFT onto member accounts
- Wes Corp return items, ACH disputes, ATM adjustments, NSF items, monitor exception report, and balance ATM settlement reports
Teller
Certified Federal Credit Union
01.2003 - 01.2006
- Provide high quality service, utilized strong customer service skills to assist a wider range of customers
- Maintain accurate cash and non-cash transactions with very minimal errors
- Back up head teller, trained new tellers, batch up teller's daily work, reconciled checks, cash drawer and vault
Education
Technical School in Real Estate -
Wisconsin Realtors Association
Madison, WI11.2024
Some college - Accounting
Abram Friedman Occupational Center
Los Angeles, CA01.2012
Technical School in Real Estate -
Allied Business Schools, Inc
Laguna Hills, CA01.2009
High School Diploma -
Franklin High School
Franklin, WI01.2002
Skills
- Experienced in Microsoft Word
- Excel Data Management
- Visual Communication Skills
- Microsoft Office Proficiency
- Data Entry Proficiency
- Accurate Typing Skills
- Proficient in Spanish Communication
- Data Analysis Using Spreadsheets
- Microsoft Outlook Proficiency
- Real Estate Management
- Financial Accounting
- Financial Analysis
- Office Administration
Certification
- Wisconsin Real Estate License, 01/20, State of Wisconsin Bureau of Real Estate
- Accounting certification, 06/12
- California Real Estate License, 06/07, State of California Bureau of Real Estate
Personal Information
Authorized To Work: US for any employer
Affiliations
Gmar, WRA, NAR, Just Between Friends.
Languages
Spanish
Native or Bilingual
Timeline
Trust Accounting Assistant
Godfrey and Kahn
09.2022 - 06.2023
Real Estate Agent
Shorewest Realtors
02.2020 - 12.2022
Administrative Assistant/ Accounting/ Real Estate Coordinator
Hertz Investment Group
02.2020 - 08.2020
Real Estate Agent
Remax Dynasty
01.2016 - 06.2019
Distributor services/ Data Entry
Herbalife international of America
06.2012 - 07.2014
Member Services Rep/Teller
Southland Credit Union
01.2012 - 04.2012
Member Services Rep/Call Center/Consumer loan Processor/ Accounts Payable Back-up
Certified Federal Credit Union
02.2006 - 10.2009
Teller
Certified Federal Credit Union
01.2003 - 01.2006
Technical School in Real Estate -
Wisconsin Realtors Association
Technical School in Real Estate -
Allied Business Schools, Inc
High School Diploma -
Franklin High School
- Wisconsin Real Estate License, 01/20, State of Wisconsin Bureau of Real Estate
- Accounting certification, 06/12
- California Real Estate License, 06/07, State of California Bureau of Real Estate
Some college - Accounting
Abram Friedman Occupational Center
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