Summary
Overview
Work History
Education
Skills
Certification
Coreexpertise
Timeline
Generic

CHASE RESENDIZ

Los Angeles Metropolitan Area,CA

Summary

Detail-oriented professional with nearly 10 years of experience in the insurance and financial industry, now pivoting to the accounting and tax field. Proven ability to streamline processes and enhance efficiency, with a track record of managing high-volume tasks and providing top-notch customer service. Adept at liaising between stakeholders and utilizing strong organizational skills to handle multiple priorities in dynamic environments. Committed to leveraging analytical skills and industry knowledge to excel in accounting and tax services

Overview

10
10
years of professional experience
1
1
Certification

Work History

Event Logistics Recreation Leader II

City Of Santa Clarita
06.2024 - Current

• Assists in the production of local community events including the Cowboy Festival, 4th of July Fireworks, monthly Senses block parties, monthly Celebrate cultural series, Concerts in the Park and many others

• Performs a variety of equipment set up by securing cords or banners to fixtures, setting large equipment pieces such as truss, stage, canopies, and dance floors, and placing tables and chairs for event booths and audiences

• Operates City vehicles to load or unload, transport and deliver equipment to various worksites

• Organizes warehouse and takes inventory of event supplies and equipment

• Provides information to event attendees and works event booths

• Provides technical assistance for stage lighting and sound for various events, as needed

• Performs duties as assigned by Arts and Events Coordinator and/or Supervisor

Office Assistant

OG Realty
04.2024 - Current
  • Conduct high-volume cold calling to homeowners, averaging 150 calls per day, to identify potential sellers for real estate transactions
  • Engage homeowners in a professional and courteous manner to gauge interest in selling their property
  • Verify homeowner information and collect essential contact details to ensure accurate lead forwarding
  • Maintain detailed records of calls, responses, and outcomes in a CRM system to track leads and facilitate follow-up
  • Contacted 50 - 60 qualified leads per day.

Operations Processor

Corebridge Financia/AIG
03.2022 - 10.2023
  • Verify agent data accuracy through supporting databases and websites
  • Upheld compliance and security standards concerning personally identifying information (PII)
  • Authenticated capability of financial agent and Broker Dealer to service annuity policy
  • Ensured collection of proper documentation from agent and obtain missing information or documentation
  • Completed 50 - 60 policies daily and increased production by 50% within first 2 months of transitioning to more advanced unit due to working additional hours to compensate for short staffing after layoff.

Office Assistant

California Employment Development Department
10.2014 - 03.2022
  • Functioned as sole clerical support for appeals unit (10 staff members)
  • Processed incoming appeal letters and supporting documents to obtain identifying information to prepare letter for review
  • Maintained and updated database systems upon receiving appeal letters
  • Reengineered process for filing and distributing appeals work, streamlining process from days to hours
  • Selected for new fraud unit to devise procedure to process all incoming work and complete management requested tasks
  • Overhauled appeals transmittal process to board of appeals, reducing time by up to 25 minutes per file
  • Increased speed of submission to claim examiners by developing system to process and distribute incoming appeal letters
  • Enhanced office efficiency by devising system to sort/route incoming mail, respond to correspondence, and prepare outgoing mail.

Bookkeeper

Michelada Land
01.2018 - 01.2020
  • Functioned as the bookkeeper for a startup catering company
  • Conducting in-depth analytics on financial data, including profit margins, month-over-month growth, and other key performance indicators, providing valuable insights to guide strategic decision-making
  • Streamlined financial reporting processes, resulting in increased efficiency and accuracy in data analysis
  • Identified cost-saving opportunities through meticulous analysis of ingredient costs, contributing to enhanced profitability and financial sustainability
  • Played a pivotal role in driving business growth by providing actionable insights derived from comprehensive analysis of sales figures
  • Oversaw inventory management, ensuring optimal levels of stock while minimizing waste and maximizing cost-efficiency
  • Implemented robust tracking systems to monitor the costs of ingredients from various suppliers, optimizing procurement processes to enhance profitability.

Education

Associate of Science - Accounting Technician

College of The Canyons
Santa Clarita, CA
06.2026

Skills

Customer service skills

Schedule Management

Bookkeeping

Quickbooks

Payroll Processing

Spreadsheet tracking

Expense Tracking

MS Office expert

Journal Entries

Microsoft Excel expertise

Data inputting

Administrative Support

Certification

  • Enrolled Agent, Expected 09/2024
  • Accredited Business Advisor, Expected 10/2024
  • NACPB Certified Public Bookkeeper, Expected 11/2024
  • California Property & Casualty License, California, ACTIVE - 10/2025
  • California Life & Health License, California, ACTIVE -10/2025

Coreexpertise

  • Bookkeeping
  • Data Entry & Accuracy
  • Client Needs Assessment
  • Correspondence Management
  • Monitoring Workflow
  • Microsoft Excel
  • Process Development
  • Problem Resolution
  • Compliance & Security Standard

Timeline

Event Logistics Recreation Leader II

City Of Santa Clarita
06.2024 - Current

Office Assistant

OG Realty
04.2024 - Current

Operations Processor

Corebridge Financia/AIG
03.2022 - 10.2023

Bookkeeper

Michelada Land
01.2018 - 01.2020

Office Assistant

California Employment Development Department
10.2014 - 03.2022

Associate of Science - Accounting Technician

College of The Canyons
  • Enrolled Agent, Expected 09/2024
  • Accredited Business Advisor, Expected 10/2024
  • NACPB Certified Public Bookkeeper, Expected 11/2024
  • California Property & Casualty License, California, ACTIVE - 10/2025
  • California Life & Health License, California, ACTIVE -10/2025
CHASE RESENDIZ