Daniela Baez
El Paso,Texas, TX
Summary
To Whom It May Concern: Please allow this letter to illustrate my deep interest in pursuing a position within your organization. Please find my accompanying résumé submitted for your review and consideration. I am submitting this letter of interest. I believe my professional experience and excellent customer service would make me a successful and productive member of your staff. If I may, I would like to list some of the personal characteristics and personal achievements that I would bring to this position: Over 8 years of professional experience in a brokerage firm Excellent customer service & interpersonal skills Over 8 years of customer service experience Strong organizational skills in structuring and prioritizing work Ability to multi-task & operate numerous programs simultaneously Quick learner In closing, I would like to thank you for letting me submit my resume
Sincerely, Daniela Baez
Job Objective Seeking a position where I can utilize my present and prior experience education and personal skills to provide value and strength to the company providing excellent customer service and contributing to the business success.
Overview
13
13
years of professional experience
Work History
Sr. Administrator
Charles Schwab
05.2021 - Current
- Kept office operations running smoothly by providing effective leadership and administrative skills.
- Managed quality and accuracy of documents, and coordinated movements between different personnel and departments.
- Responded to, researched and resolved issues from internal staff, external departments and customers.
- Delegated tasks, implemented performance improvement plans.
- Integrated resources into daily department functions to facilitate improvements to processing.
- Studied processes and developed reporting procedures to maintain administrative workflow.
- Computerized office activities, maintained customer communications, and tracked records through delivery.
- Opening of accounts from individuals, Retirements, 401K, Organization accounts, Custodial, Guardianships, Conservatorship and more.
- Reviewed daily updates to adjust any changes of the industry.
- Client contact to validate missing information provided a better client experience and fast processing of their requests.
- Reviewed legal trust docs, Guardianship / Conservatorship court documents, Meeting minutes.
- Updates required for accounts of any type.
- Part of special projects like integration of over 500,000 accounts. As of august i been part of this 3 times.
- Organized Personal celebrations and messages to integrate and provide better team relationships.
Accounting Specialist
Martinez Enterprise
04.2018 - 04.2021
- Administration
- Manage all payables; Place, track, and confirm new parts orders; Transfer deposits and funds between company accounts; Process incoming transfers; Initiate contact between service providers and sales professionals; Validate contracts; Enter invoices posting and reconciling batches: research and resolve accounts payable and receivables issues with customer and vendors; Fill out of titles for Auctions with all the accounting; Open accounts; Deposit cash, checks, and credit card cards; File and store information; Management of all accounts and control of expenses; Manage managers’ and sales’ specialist’s agenda; Schedule of appointments.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Contacted customers to immediately find resolutions for escalated issues.
- Analyzed financial information and made proactive adjustments.
- Managed accounting department through oversight of accounts payable/receivables.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Assisted management with annual expense plans to strategically track income or revenue.
Account Solutions Sr. Specialist
Charles Schwab
05.2017 - 04.2018
- Served as a reliable resource for multiple teams to resolve daily questions and complex scenarios; Reviewed in order to answer any questions from teams
- Ensured procedures were implemented; Managed weekly team agenda with a focus on engagement; Implemented engaging review tools to help team avoid Traqers and common errors; Served as a liaison to manager to report trends and updates; While managing workflow, provided daily communication providing volumes and queues with priority and shifted resources as needed; Created professional relationships with branches and partner support to ensure a positive client support and experience
Sr. Administrator
01.2015 - 05.2017
- Received the Key Contributor award 2016 for contributions to the department; Served as a reliable resource within the team to address and resolve complex and basic issues; Engaged in additional responsibilities and special projects such as managing the NACTS Mailbox where expedites and exceptions were received
- Being part of the spirit committee within my team and site; As a result of being an active member with Schwab volunteer week, was named as a Schwab Volunteer Ambassador; actively involved in teambuilding activities to increase engagement.
Life insurance Agent
New York Life
01.2013 - 12.2015
- Obtained General Lines Insurance License; Obtained diplomas from management for higher sales; Maintained client’s portfolio and constant updates based on their needs; Completed continuing education and workshops, providing financial knowledge.
Accounting Professional
Viva Auto Group
02.2011 - 08.2012
- Processed accounts payable invoices and payments request also issuing reimbursement checks; Reviewed invoices/Payments request for policy adherence; Matched checks to invoices/ payments request after each check run cycle; Entered invoices posting and reconciling batches: researching and resolving accounts payable and receivables issues with customer and vendors; Maintained the petty cash system; Filled out of titles for the Auctions with all the accounting; Opened accounts; Deposited cash checks visa cards; Close of the month of many departments; Filed and stored information; Managed accounts and control of expenses.
Receptionist/Administrative Assistant
12.2010 - 02.2011
- Answered phones and responded to emails or fax inquires
- Managed mail and client’s traffic for thirty employee company; Produced daily company reports; Kept log of the plates; Sent communications to customers; Recordkeeping of all sales; Logged interactions between customers and sales reps; Scheduled appointments and booked travel; Helped resolve customer issues
Education
No Degree - Finance
EPCC
EL Paso Associate of Applied Science - Tax Law
UACJ
Cd. Juarez 06.2013
High School Diploma -
Preparatoria El Chamizal
Cd. Juarez06.2008
Skills
- Sensitive Document Disposal
- Workflow Processes
- Update Policies
- Data Communications
- Set Goals
- Orientation and Training
- Process Updates
- Standards Administration
- Managing Repairs
- Security Administration
- Administration Protocols
- Media Spokesperson
- Customer Relationships
- Business Needs Identification
- Administrative Procedures
Accomplishments
- Collaborated with team of over 100 in the development of the transition of ameritrade to charles schwab.
- Supervised team of 20 staff members.
- · Member of site Spirit Committee while employed with Charles Schwab
- · Charles Schwab Volunteer Ambassador
- · 2016 Key Contributor Award Recipient
- · Volunteer at Rotario( Rotary of Mexico ) - An Association for kids with special needs)
- · Involved in a Community within a church in Juarez Mexico helping kids with drugs issues and violence.
- · Active member of SPJ (following Jesus steps) a nonprofit building communities in Cd. Juarez Mexico.
- · Active member at the Salvation Army as a result of Schwab volunteer week.
Painting, reading, Hiking, Cooking.
Been painting for the Brand Dior at Dallas and El Paso Tx, this is Decoration of their gift boxes with personalized information and natural backgrounds, I enjoy spending time with my family and outdoors to integrate and promote a reconnect time.
Learning new cooking techniques and cuisine from around the world is one of my passions.
I believe we learn something new everyday and the same way we exercise our bodies we need to exercise our minds reading everyday.
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Sr. Administrator
Charles Schwab
05.2021 - Current
Accounting Specialist
Martinez Enterprise
04.2018 - 04.2021
Account Solutions Sr. Specialist
Charles Schwab
05.2017 - 04.2018
Sr. Administrator
01.2015 - 05.2017
Life insurance Agent
New York Life
01.2013 - 12.2015
Accounting Professional
Viva Auto Group
02.2011 - 08.2012
Receptionist/Administrative Assistant
12.2010 - 02.2011
No Degree - Finance
EPCC
Associate of Applied Science - Tax Law
UACJ
High School Diploma -
Preparatoria El Chamizal
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