Cassandra Maldonado
Albuquerque,NM
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Very organized and motivated to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Accounting/HR/Server Manager
Diamond M Enterprises LLC
Albuquerque, NM
03.2020 - Current
- Monitored system performance to ensure optimal operation of servers.
- Provided technical assistance to internal staff members related to server usage and operations.
- Analyzed system logs and identified potential issues with server operations.
- Developed policies, procedures, and standards for server management and maintenance.
- Evaluated existing processes related to server management and recommended improvements.
- Managed server deployments and configurations, including hardware and software upgrades.
- Performed troubleshooting to diagnose and resolve system-related problems.
- Ensured that all servers were compliant with industry regulations relating to security protocols.
- Established standards for personnel performance and customer service.
- Served orders by picking up and delivering customers' choices from bar and kitchen.
- Led server consolidation efforts to reduce operational costs and improve efficiency.
- Managed access controls and permissions to ensure server security and data integrity.
- Coordinated with IT team to develop and enforce server management policies and procedures.
- Automated routine server management tasks to increase efficiency and reduce human error.
- Monitored server performance, identifying and resolving issues to prevent downtime.
- Provided cross and ongoing training to help servers and wait staff improve skills crucial for productivity.
- Conducted capacity planning to anticipate growth and maintain performance levels.
- Oversaw food preparation and safety protocols to comply with federal, state and local regulatory guidelines regarding food service.
- Coordinated with vendors to resolve hardware and software issues promptly.
- Pitched in to deliver food and beverages to tables during high-volume periods.
- Leveraged proper serving etiquette to promote inviting dining atmosphere.
- Directed and assisted in general dining room cleaning and sanitation.
- Collected cash sales from employees to properly tip each server after shift.
- VerifIed and confirmed staff schedules to properly cover shifts.
- Provided information about menu selections and made recommendations.
- Investigated and resolved complaints regarding food quality, service or accommodations.
- Communicated with kitchen staff regarding customer allergies, dietary needs and other special requests.
- Motivated staff through acknowledgment of hard work and achievements.
- Maintained table setting by removing courses, replenishing utensils, and refilling drinks.
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reconciled daily transactions, balanced cash registers and deposited restaurant's earnings at bank.
- Identified discrepancies between actual results and budget and forecast estimates.
- Managed intercompany transactions and reconciled all intercompany accounts each month.
- Developed reports to support month-end close process including account reconciliations.
- Utilized software programs such as Quickbooks to enter data into the general ledger.
- Ensured compliance with applicable laws, regulations, policies, procedures and standards.
- Analyzed financial data to ensure accuracy of information and compliance with accounting principles.
- Verified accuracy of invoices received from vendors prior to payment processing.
- Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
- Reconciled bank statements for multiple accounts on a monthly basis.
- Created journal entries as needed to record transactions in the general ledger.
- Participated in special projects or initiatives as needed in order to meet business objectives.
- Reviewed, processed and reconciled accounts payable invoices and payments.
- Prepared weekly payroll for team of salaried and hourly employees.
- Coded invoices to maintain organized and accurate records.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Tracked income and expenses for business using accounting software.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Managed accounts payable, accounts receivable, bank reconciliations and payroll function.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Processed payroll, calculated wages, deductions, and issued paychecks to employees.
- Liaised with vendors and suppliers to negotiate payment terms and resolve billing issues.
- Analyzed balance sheets for mistakes and inaccuracies.
- Monitored timekeeping records for accuracy and completeness.
- Updated employee database with changes in job title, salary information or contact details.
- Ensured compliance with applicable laws such as Equal Employment Opportunity regulations.
- Prepared job postings for open positions on the company website and other job boards.
- Assisted in recruiting and hiring processes by conducting phone screens, scheduling interviews, and completing reference checks.
- Performed administrative tasks related to payroll processing or benefit administration.
- Reviewed resumes submitted by applicants for open positions.
- Organized and conducted new hire orientation sessions to introduce policies and procedures to employees.
- Assisted in developing training programs for staff members.
- Responded to inquiries from current or prospective employees regarding human resources policies or procedures.
- Provided guidance and support to management team on various HR matters such as compensation packages or employee handbook updates.
- Developed and implemented effective recruitment strategies to attract qualified candidates.
- Maintained accurate records of employee information such as wages, performance reviews, benefits, leaves of absence.
- Managed employee relations issues including grievances, complaints, and disputes as needed.
- Processed paperwork associated with personnel transactions such as promotions or terminations.
- Assisted with planning, organizing and coordinating company events.
- Managed confidential employee information with discretion and integrity.
- Enforced HR policies and advised employees on labor regulations and company procedures.
- Responded to internal and external HR-related inquiries or requests.
- Coordinated communication with external partners like insurance vendors and recruitment agencies.
- Maintained employee records in compliance with state and federal regulations.
- Organized company-wide events, including team buildings and annual parties.
- Assisted in conflict resolution processes and acted as a liaison between employees and management.
- Verified previous employers and other references to determine applicants' employment acceptability.
- Filed documents, delivered mail and performed bookkeeping to facilitate office operations of HR department.
Self Employed/Realtor
Cassandra Maldonado Agency
Albuquerque , NM
07.2017 - Current
- Provided guidance and support throughout the entire purchasing process from initial search through closing.
- Maintained accurate records of client interactions and transactions.
- Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
- Advised clients on market trends and local real estate conditions, helping them make informed decisions.
- Researched zoning regulations for specific areas when preparing property listings.
- Analyzed financial data such as income statements and tax returns to determine affordability levels for potential buyers.
- Conducted open houses and showings of properties to prospective buyers.
- Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
- Generated leads through networking activities, cold calling prospects, referrals.
- Assisted clients in obtaining financing options such as mortgages or loans.
- Attended industry events such as conferences or seminars related to real estate topics.
- Reviewed inspection reports prior to closing ensuring that all necessary repairs were completed.
- Educated customers about mortgage products and loan processes relevant to their needs.
- Responded promptly to customer inquiries via phone or email regarding available properties.
- Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
- Collaborated with colleagues to develop strategies for attracting new clients.
- Developed relationships with vendors who could provide services related to the purchase or sale of real estate.
- Monitored changes in local markets that could affect the value of listed properties.
- Answered inquiries from potential buyers regarding features of property listings.
- Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
- Generated list of properties to meet specific client needs.
- Scheduled home viewings with potential buyers.
- Researched and determined competitive market price.
- Maintained current and accurate CRM database of prospective customers.
- Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.
- Grew client base by acquiring new customers and identifying needs to deliver relevant real estate investments.
- Accompanied buyers during property inspections.
- Managed sales pipeline by actively following up with prospects and hot leads.
- Showed residential properties and explained features, value and benefits of available homes.
- Established and maintained positive relationships with owner banks, non-owner banks, attorneys, mortgage lenders and builders.
- Prepared newly purchased homes for clients prior to arrival.
- Explained financial requirements and analytical data to potential buyers and sellers.
- Scheduled and attended weekly appointments with clients.
- Communicated with clients to determine property needs and budget constraints.
- Created monthly reports summarizing participant progress towards self-sufficiency goals.
Insurance Agency Owner
Self Emloyed Cassandra Maldonado Agency
Albuquerque, NM
02.2018 - 11.2022
- Created and implemented strategies for increasing customer base, developing relationships with existing customers, and expanding the agency's market share.
- Advised clients on available options for purchasing additional coverage beyond their existing policies.
- Conducted in-depth research on competitive insurance markets to identify opportunities for growth.
- Developed and maintained a thorough understanding of company products, services, policies, procedures and regulations.
- Resolved customer complaints promptly and professionally while maintaining high levels of customer satisfaction.
- Utilized specialized software programs for tracking policy renewals or generating quotes for prospective customers.
- Inspected property damage sites to determine coverage eligibility based on policy provisions.
- Prepared detailed reports summarizing monthly premiums collected along with any outstanding payments due from customers.
- Collaborated with internal teams such as accounting or legal departments when needed during the claims process.
- Negotiated with vendors to secure favorable terms for supplies, equipment purchases or other services needed by the agency.
- Organized meetings between clients and representatives from partner companies in order to discuss potential business opportunities.
- Analyzed data from various sources such as surveys or industry trends reports to identify areas of improvement within the agency's operations.
- Managed daily operations including sales tracking, budgeting, forecasting, payroll administration and staff development.
- Ensured that all employees are compliant with state licensing requirements before performing any duties related to insurance transactions.
- Negotiated contracts with vendors to secure favorable terms and pricing.
- Conducted regular meetings with staff members to discuss progress towards goals.
- Reviewed customer applications to ensure that all information is accurate and up-to-date prior to processing claims.
- Identified areas of improvement in existing processes and developed solutions accordingly.
- Drafted insurance contracts for new clients while ensuring compliance with applicable laws and regulations.
- Developed marketing plans to generate leads through direct mail campaigns, cold calling activities or other promotional events.
- Participated in industry conferences or seminars to stay abreast of current trends in the field of insurance.
- Monitored employee performance metrics such as call volume goals or sales targets on a regular basis.
- Maintained financial records such as invoices, expenses reports and accounts receivable and payable ledgers.
- Provided guidance to employees on underwriting standards as well as best practices in customer service delivery.
- Employed and managed vendors by negotiating deliverables, cost and expected quality.
- Executed performance reviews to encourage improved productivity for team members.
- Analyzed client business needs and assisted in determining appropriate resources and strategies.
- Oversaw project execution, phase progress, workmanship, and team performance to drive on-time completion of deliverables.
- Managed sales presentations to promote product and brand benefits.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Enhanced operational performance by developing effective business strategies, systems and procedures.
- Hosted special events to boost brand awareness and increase community engagement.
- Developed and implemented successful sales strategies to meet business goals.
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Created and implemented employee onboarding and training programs to promote employee retention and team collaboration.
- Formed and sustained strategic relationships with clients.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Delegated work to staff, setting priorities and goals.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Prepared staff work schedules and assigned team members to specific duties.
- Structured HR consulting services to support clients during organizational developments and changes.
- Mitigated business risks by working closely with staff members and assessing performance.
- Implemented successful business strategies to increase revenue and target new markets.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Negotiated price adjustments when needed due to changes in scope or unforeseen circumstances.
- Tracked deadlines for contractual milestones such as payments, renewals or terminations.
- Conducted research on applicable laws, regulations and industry trends related to contracts.
- Advised management regarding potential risks associated with proposed contracts.
- Ensured that all required documentation was completed accurately prior to submitting proposals or contracts for approval.
- Assisted in the development of policies and procedures related to contract administration.
- Resolved complex contract disputes between parties in a timely manner.
- Developed standard templates for various types of contracts used within the organization.
- Drafted and negotiated contract amendments, changes and extensions for review by management.
- Reviewed, analyzed and interpreted contracts to ensure compliance with legal requirements.
Financial Services Representative/Self Employed
New York Life Insurance Co
Albuquerque, NM
02.2013 - 01.2017
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Processed transactions quickly and accurately in accordance with established procedures.
- Analyzed financial data to identify opportunities for increasing profitability.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Provided accurate information regarding fees, commissions, regulations related to financial services.
- Assisted clients in understanding complex financial concepts and instruments.
- Identified potential areas of concern or improvement within a client's portfolio.
- Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
- Ensured that all customer inquiries were answered promptly and completely.
- Created customized plans tailored to each individual client's needs.
- Prepared reports detailing client portfolio performance and asset allocation.
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Maintained up-to-date knowledge of current economic conditions and their impact on the markets.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Educated customers about different types of products available from the company's portfolio.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Developed customized investment strategies to maximize returns and minimize risks.
- Offered sound financial recommendations to promote financial security, moving clients to take action.
- Conducted risk assessments to tailor financial advice and strategies to individual client profiles.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Facilitated educational workshops on financial planning and investment strategies for clients.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Maintained up-to-date knowledge of financial markets, economic trends, and regulatory changes.
- Implemented effective client retention strategies resulting in high satisfaction and referral rates.
- Established strong and positive working relationships within organization to contribute to team success.
- Guided customers toward upward credit mobility through good financial choices.
- Coordinated with legal and tax professionals to ensure comprehensive financial planning.
- Analyzed client financial statements and data to evaluate financial health and investment opportunities.
- Provided advice on a range of financial products including mutual funds, stocks, bonds, and insurance.
- Cross-sold bank products and services based on customer needs to boost sales.
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
- Cold-called potential clients to discuss available financial products and services.
- Monitored financial market trends to make timely adjustments to investment portfolios.
- Utilized CRM systems to track client interactions, transactions, and progress towards financial goals.
- Built and maintained strong client relationships through exceptional service and communication.
- Prepared and presented detailed financial reports and projections to clients and stakeholders.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Implemented cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships.
- Led client meetings to review financial goals, performance, and adjust strategies as needed.
- Received and posted payments to loan accounts.
- Prepared quotes for prospective customers based on their individual needs.
- Evaluated current financial situation of clients before recommending any policy changes.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Reviewed existing contracts to make sure they are compliant with state regulations.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Stayed current with life insurance market trends and regulatory changes.
- Educated clients on the importance of life insurance and financial planning.
- Upsold products to policyholders and potential new clients.
- Developed marketing strategies to compete with other individuals or companies selling insurance.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Counseled prospects and policyholders on coverage, limits and regulations.
Education
Bachelor of Science - Pre-Law/Business Management
University of New Mexico
Albuquerque, NM12-2012
Skills
- Risk Management
- Database Administration
- Team Training
- Performance Tuning
- Policy Implementation
- Server monitoring
- Restaurant Operations
- Customer Relationship Management
- Marketing initiatives
- Complaint Handling
- Menu knowledge
- Customer Service Management
- Human Resource Management
- Organization
- Strong leadership
- Verbal and written communication
- Compensation/payroll
- Communication Management
- Benefits Administration
- HR policies
- Employee Relations
- Assessing performance
- Conflict Management
- Interviewing techniques
- Recruitment
- Understanding of HR policies
- Payroll Administration
- Human Resources Support
- Computer Literacy
- Maintaining files
- Word Processing
- Report Generation
- Business Administration
- Effective Planning
- Employee Onboarding
- Team Player
- Microsoft Office and Docusign
- Contract Negotiation
- Skilled negotiator
- Documentation Review
- Risk Mitigation
- Invoice Processing
- Recordkeeping skills
- Financial Statements
- Developing financial plans
- Sales follow-up
- Advising on investments
- Making insurance decisions
- Mutual funds understanding
- Client Relations
- Planning for retirement
- Debt management
- Wealth Management
- Sales and Marketing
- Relationship building and management
- Cash Handling
Certification
- Life/Health License Issued in 2013
- FINRA (Financial Industry Regulatory Authority) Series 6 & 63 Issued in 2013
- Property and Casualty (P&C) Issued in 2017
- Real Estate License Issued in 2016
Accomplishments
Was the recipient of several awards and accomplishments from Farmers Insurance and New York Life Insurance Company.
Timeline
Accounting/HR/Server Manager
Diamond M Enterprises LLC
03.2020 - Current
Insurance Agency Owner
Self Emloyed Cassandra Maldonado Agency
02.2018 - 11.2022
Self Employed/Realtor
Cassandra Maldonado Agency
07.2017 - Current
Financial Services Representative/Self Employed
New York Life Insurance Co
02.2013 - 01.2017
Bachelor of Science - Pre-Law/Business Management
University of New Mexico
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