CLAUDIA MARTINEZ Breath
LUBBOCK,TX
Summary
Versatile and dynamic professional with a proven track record at HR Block, enhancing team performance and improving quality assurance through effective leadership and collaboration. Skilled in accounting and adept at fostering strong customer relationships, I excel in fast-paced environments, demonstrating adaptability and exceptional problem-solving abilities. Achievements include leading successful team projects and significantly improving operational strategies.
Overview
15
15
years of professional experience
Work History
TEAM LEADER OPERATIONS
HR Block
Lubbock, TX
11.2024 - Current
- Completed daily quality assurance duties to provide feedback for improvements.
- Established clear expectations for employees, providing guidance when needed.
- Facilitated team meetings to discuss targets, strategies, and address any issues.
- Worked closely with human resources to support employee management and organizational planning.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Assessed and prioritized departmental reporting needs, functions, and strategies, and reported findings to management.
- Scheduled meetings to address exception reporting issues and solutions.
Assistant Payroll Manager
Mc Tile
Lubbock, TX
05.2022 - 12.2024
- Enforced payroll-related policies, procedures, and regulations to adhere to changing company and governmental standards.
- Implemented payroll reconciliation tools to improve report accuracy.
- Administered payroll for large staff using various software programs.
- Managed the timely filing of all federal, state and local tax returns related to payroll.
- Assessed estimated income, expenses and historical budgets to coordinate budget information.
- Calculated payroll checks based on hours worked, taxes, insurance premiums.
- Provided customer service regarding billing inquiries.
- Prepared and processed payroll.
- Handled accounts payable and receivable, including invoicing and payment processing.
Cashier Team Lead
Goodwill Industries Of Houston
LUBBOCK, TEXAS
01.2024 - 11.2024
- Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
- Welcomed customers, offering assistance to help find store items.
- Completed paperwork related to personnel actions including hiring, terminations, transfers.
- Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
- Monitored cashier performance, providing feedback as needed.
- Assisted customers with locating items within the store when requested.
- Maintained a clean work environment by sweeping floors and wiping down counters regularly.
- Coordinated with other departments when additional support was needed during peak hours.
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
- Recognized by management for providing exceptional customer service.
Personal Banker
WELLS FARGO BANK
Lubbock, TX
08.2016 - 05.2020
- Relationships with customers, both consumers and small businesses
- Demonstrate a genuine interest in customers and ask questions to understand what's important to them and how to help meet their financial needs
- Personal bankers develop strong relationships with other partners that enable them to introduce customers to specialists who can assist with specific financial needs
- Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect customers
- Listen carefully to customers and demonstrate empathy for the customers' situation
- Take ownership of the issue and follow up to ensure the issue is resolved
- Complete problem resolution steps in compliance with Wells Fargo Complaints Management policies
- SAFE register and certify for the Loan Originator The Nationwide Mortgage Licensing System (NMLS)
- Open consumer accounts, maintenance
- Open Business Accounts Sole Proprietor, Semi Corporation, LLC and maintenance
Teller
WELLS FARGO BANK
Lubbock, TX
08.2013 - 09.2016
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
- Prepare and verify cashier's checks
- Resolve problems or discrepancies concerning customers' accounts
- Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges
Taxes Prepared- Bookkepping
AMERITAX
Lubbock, TX
11.2012 - 05.2013
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
- Calculate form preparation fees according to return complexity and processing time required
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
- Monitored cash flow, preparing reports to inform management of financial status.
- Maintained and reconciled general ledger accounts.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
Center manager
ACE CASH EXPRESS
Lubbock, TX
02.2010 - 11.2012
- Receive payment by cash, check, credit cards, vouchers, or automatic debits
- Assist customers by providing information and resolving their complaints
- Issue receipts, refunds, credits, or change due to customers
- Sell tickets and other items to customers
- Supervise others and provide on-the-job training
- Cash checks for customers
- Pay company bills by cash, vouchers, or checks
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Develop marketing strategies to compete with other individuals or companies who sell insurance
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval
Education
Bussiness - accounting, Nursing
New Mexico Junior College
Hobbs, NM01.2008
High School Diploma -
Jal High School
Jal, NM05.2007
Skills
- Bilingual, Spanish
- Teamwork skills
- Adaptability
- Fast learner
- Communication
- People skills
- Public speaking
- Customer service skills
- Leadership skills
- Accounting
- Computer Skills
- Problem Solving
- Teamwork and collaboration
- Employee training
- Quality improvement
- Leading team meetings
- Team building
Affiliations
- Food Bank
- Salvation Army
- Sport tournaments
- Ronald Mcdonal House
Languages
Spanish
Professional
Timeline
TEAM LEADER OPERATIONS
HR Block
11.2024 - Current
Cashier Team Lead
Goodwill Industries Of Houston
01.2024 - 11.2024
Assistant Payroll Manager
Mc Tile
05.2022 - 12.2024
Personal Banker
WELLS FARGO BANK
08.2016 - 05.2020
Teller
WELLS FARGO BANK
08.2013 - 09.2016
Taxes Prepared- Bookkepping
AMERITAX
11.2012 - 05.2013
Center manager
ACE CASH EXPRESS
02.2010 - 11.2012
Bussiness - accounting, Nursing
New Mexico Junior College
High School Diploma -
Jal High School
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