DAVID LARA
Houston,Texas
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
18
18
years of professional experience
Work History
General Office Assistant Associate
Empire Today Flooring
11.2020 - Current
- Completed clerical tasks such as filing, copying, and distributing mail.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Interacted with customers by phone, email, or in-person to provide information.
- Collaborated with various departments to complete assigned tasks.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Delivered clerical support by handling range of routine and special requirements.
- Assisted with budgeting and financial management to keep office operating within budget.
- Input data into spreadsheets and databases.
- Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
- Utilized office management software to record and track customer information.
- Processed incoming and outgoing mail and packages according to established procedures.
- Edited and proofread documents for accuracy and completeness.
- Supported staff on special assignments and ad hoc projects.
- Informed and supported business leaders through consistent communication and administrative support duties.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Identified accounting errors when cross-referencing documents and database information.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Gathered financial information, prepared documents, and closed books.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Tracked funds, prepared deposits and reconciled accounts.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Processed payments and applied to customer balances.
- Negotiated to collect balance in full.
- Maintained payroll information by calculating, collecting, and entering data.
- Responded to employee questions and requests for information in timely and knowledgeable fashion.
- Audited timesheets and payroll records for accuracy.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Reported issues to higher management with great detail.
- Processed and verified invoices to secure accuracy of billing information.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Stepping in as office management when supervisor is out.
- Proactively working with contract installers to clear any customer payment or balance inquiries.
Front Desk Associate
TOOTSIES
01.2020 - 10.2020
- Maintained cleanliness and organization of front desk area.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Took reservations over phone, in person, and via computer for guests and provided confirmation information.
- Performed basic daily bookkeeping tasks.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Maintained transaction security by verifying payment cards against identification.
- Collected room deposits, fees, and payments.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Managed efficient cash register operations.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Helped customers complete purchases, locate items, and join reward programs.
- Quickly and accurately counted drawers at start and end of each shift.
- Managed special actions such as returns processing and payment reversals for team members.
- Assisted cashier team with resolving problems and maintaining efficiency.
- Reconciled daily totals to maintain balanced and compliant ledgers.
- Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
- Worked with loss prevention in monitoring shopper behavior.
- Completed physical inventory counts each month.
- Performed data entry and completed proper paperwork.
Omni Fulfillment Supervisor
Saks Fifth Avenue
02.2014 - 12.2019
- Maintained compliance with company safety policies and called violations to attention of management.
- Reviewed daily queue report to confirm all orders were processed within shipping system as scheduled.
- Cross-trained new associates on picking and filling orders for warehouse products.
- Maintained neat and organized backroom to easily access merchandise and drive sales.
- Labeled, organized and located inventory items in staging areas or on shelves according to quantity, size, or type of material.
- Censor-tagged merchandise to help deter theft and maximize sales of merchandise.
- Trained new staff on job duties, company policies, and safety procedures for rapid onboarding.
- Inspected work areas to keep free of hazards and maintain proper function of safety equipment.
- Assigned tasks to team members to complete within designated time frames.
- Monitored progress of tasks to provide feedback for improvement.
- Checked inventory and selected products from specific locations based upon availability.
- Prepared orders by processing requests, pulled materials from warehouse, packed boxes, and prepared shipments.
- Verified product quantity and quality to determine accuracy of orders and reduce errors.
- Picked and packed order items.
- Reviewed order slips, picked products and staged merchandize to be shipped.
- Created training manual for omni fulfillment system
- Input new hires into company database for system provisioning.
- Created interview questionnaires.
- Maintained daily threshold for numbers of orders fulfilled.
General Office Assistant
Saks Fifth Avenue
02.2012 - 02.2014
- Completed clerical tasks such as filing, copying, and distributing mail.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Maintained and updated office records, both digital and physical.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Interacted with customers by phone, email, or in-person to provide information.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Collaborated with various departments to complete assigned tasks.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Delivered clerical support by handling range of routine and special requirements.
- Input data into spreadsheets and databases.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Promptly received and forwarded incoming communications, such as phone calls, emails and letters, to appropriate staff.
- Utilized office management software to record and track customer information.
- Processed incoming and outgoing mail and packages according to established procedures.
- Edited and proofread documents for accuracy and completeness.
- Assisted with onboarding of new employees.
- Compiled and analyzed data to produce reports.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Offered technical support and troubleshot issues to enhance office productivity.
- Conducted research to address shipping errors and packaging mistakes.
- Checked shipments against paperwork and signed documents.
- Store management, central help desk for store operations.
- Opened and closed store systematically in main control system.
- Performed morning cash audits for all store terminals. Reconciled audit slips for store sales and ensuring prompt delivery to corporate imaging.
- Enforcing compliance standards storewide.
- Maintained and kept main safe balanced for overall store cash supply. Prepared and logged large bank deposits and sent via Brinks Courier Services.
Personal Banker
Wells Fargo, NA
02.2011 - 02.2012
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Verified customer identity and reviewed documentation for accuracy.
- Maintained customer records and updated account information.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Greeted customers and delivered information about new account processes.
- Partnered with loan and mortgage officers and financial advisors to optimize client financial solutions.
- Exceeding monthly sales goals.
- Second in command to branch management.
Lead Teller
Wells Fargo, NA
02.2005 - 02.2011
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Mentored newly hired team members on appropriate responses to patron questions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Identified potential needs through observation, questioning, and listening.
- Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Counted, verified and handled bank deposits and armored car transactions.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Open and close branch daily, ensuring all clear security signals are practiced and rotated quarterly, while keeping security transaction logs updated.
- Preparing excess cash for shipping and receiving via Brinks Courier Services, including logging and system processing.
- Balanced bank vault with over $150,000 in it daily.
- Kept teller window areas clean, organized and fully stocked.
- Met and exceeded referral goals monthly.
Education
High School Diploma -
Stafford High School
Stafford, TX05.2003
Skills
- Clerical Support
- Critical Thinking
- Organization and Time Management
- Decision-Making
- Training and Development
- Planning and Coordination
- Good Telephone Etiquette
- Written Communication
- Multitasking Abilities
- Flexible and Adaptable
- Attention to Detail
- Excellent Communication
Timeline
General Office Assistant Associate
Empire Today Flooring
11.2020 - Current
Front Desk Associate
TOOTSIES
01.2020 - 10.2020
Omni Fulfillment Supervisor
Saks Fifth Avenue
02.2014 - 12.2019
General Office Assistant
Saks Fifth Avenue
02.2012 - 02.2014
Personal Banker
Wells Fargo, NA
02.2011 - 02.2012
Lead Teller
Wells Fargo, NA
02.2005 - 02.2011
High School Diploma -
Stafford High School