Carla Diaz
Covina,CA
Summary
Dynamic and detail-oriented professional with experience at Walter J Company, excelling in data entry. Proven track record in customer service and sales, leveraging critical thinking and QuickBooks knowledge to enhance operational efficiency. Recognized for building strong customer relationships and achieving sales goals while maintaining high standards of accuracy.
Overview
2027
2027
years of professional experience
Work History
Accountancy Assistant
Walter J Company
Los Angeles, CA
08 2025 - Current
- Filing: Bank Statements, Credit Card statements, Investment Statements
- Assisting accounting department with tracking of income and expenses via quickbooks.
- Assisting with month-end financial closing procedures, preparing reports, and analysis for management review.
- Issued weekly refunds via BOFA payment center.
Associate Banker
JPMorgan Chase
West Covina, CA
02.2026 - 04.2026
- Assisted clients with account inquiries and transaction processing.
- Managed client check-in process and routed clients to banker support as necessary to maintain timely service.
- Provided support in resolving client issues, enhancing satisfaction levels.
- Assisted bankers with wire transfers to reduce client overload and improve wait-time efficiency.
Sales Representative
Total Wireless By Verizon
Los Angeles, CA
08.2025 - 11.2025
- Effectively used Vidapay and B2B systems to activate devices.
- Informed customers of promotions as well as requirements.
- Focused on store conversion, retention, and perfect sales goals.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Store Manager
Metro by T-Mobile
West Covina, CA
08.2022 - 08.2025
- Scheduled employees for shifts at multiple locations, taking into account customer traffic and employee strengths.
- Worked sales and built customer connections at my direct West Covina location.
- Reconciled cash drops and reduced financial inconsistencies.
- Ordered and received inventory to fulfill store needs.
- Maintained and updated store merchandising according to company requirements.
- Met with owner frequently to discuss store and employee performance.
Education
BBA - Accounting
California State Polytechnic University, Pomona
Pomona, CA06.2027
Associate of Science - Business Administration
Mount San Antonio College
Walnut, CA08.2025
High School Diploma -
Northview High School
West Covina, CA08.2023
Skills
- Customer Service/Sales
- Problem Solving
- Interpersonal Skills
- Critical Thinking
- Detail oriented work ethic
- Excel, Quickbooks, Microsoft
Timeline
Associate Banker
JPMorgan Chase
02.2026 - 04.2026
Sales Representative
Total Wireless By Verizon
08.2025 - 11.2025
Store Manager
Metro by T-Mobile
08.2022 - 08.2025
Accountancy Assistant
Walter J Company
08 2025 - Current
BBA - Accounting
California State Polytechnic University, Pomona
Associate of Science - Business Administration
Mount San Antonio College
High School Diploma -
Northview High School