Detail-oriented professional with expertise in data entry, billing management, and customer service. Proven track record of ensuring accurate financial records and supporting team operations.
Overview
27
27
years of professional experience
Work History
Administrative Assistant
RAC Investments Inc
Montclair, California
09.2024 - Current
Manage utility billing for multiple mobile home parks, accurately calculating and posting monthly charges for individual homes in Rent Manager, and providing final billing for tenant move-outs.
Conduct thorough background checks and review prospect applications in Rent Manager ARM to ensure data accuracy and compliance for new tenants.
Oversee the move-in and move-out process, verifying tenant payments, ensuring correct charges are applied, and confirming all necessary documentation is in place for seamless transitions.
Adjust and maintain amortization schedules for financed home purchases, ensuring accurate financial records by accounting for late and partial payments.
Reconcile monthly accounts in Rent Manager, verifying correct payment allocation and correcting misallocation to maintain financial integrity.
Post monthly charges and late fees for borrowers, ensuring timely and accurate billing.
Provide comprehensive administrative support to the operations manager and home office, including answering phones and managing general office tasks.
Utilize Microsoft Office Suite to manage and complete daily administrative and financial tasks efficiently.
Office Assistant
Thomas Gipson and Associates Inc.
ARCADIA, California
10.2023 - 09.2024
Perform internet research to support lawyer in client cases
Support Attorney by inputting data into tax preparation Proseries software to create and file tax returns
Assist with Living Trust creation process, including transcription, editing, revision, and assembly
Prepare letters, invoices and forms in Office Suite and Adobe Acrobat
Input data into spreadsheets and databases
Member Services Coordinator
San Dimas Chamber of Commerce
San Dimas, CA
06.2023 - 10.2023
Research accounts to reconcile inaccuracies and correct business processes
Improve existing reporting by conducting research on the Chambermaster Membership Management Software, compile data and design output
Promote superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly
Participate in activities that promote networking among city residents and companies.
Staff Support - Reputation Risk Department
Deloitte
Bogota - Colombia
06.2010 - 09.2017
Managed client conflict checks and monitored regulatory compliance by analyzing corporate relationships and internal data for new proposals and existing engagements.
Ensured firm-wide adherence to independence policies by tracking professional training completion and required agreements.
Performed international conflict reviews by collaborating with global teams, ensuring all engagements met regulatory standards.
Utilized specialized applications including Deloitte Conflict Checking System (DCCS) and other platforms to support client engagement acceptance and continuance.
Secretary
Deloitte
Bogota-Colombia
08.2007 - 06.2010
Edited presentations in Power Point, proposals, letters and other professional business communications for partners, managers and staff members
Responded to emails and other correspondence to facilitate communication and enhance business processes
Provided clerical support to company employees by copying, faxing, and filing documents and set up appointments
Managed paper and electronic filing systems.
Assisted coworkers and staff members with special tasks on daily basis
Typing Assistant
Deloitte
Bogota-Colombia
12.1998 - 06.2007
Edited and proofread documents in accordance with company's formatting guidelines, including financial statements, proposals, presentations, and other client deliverables
Transcribed meeting recordings and handwritten documents
Performed clerical duties by typing, filing, copying, faxing and completing and submitting forms
Developed templates and macros to streamline processes and increase timely delivery
Education
High School Diploma -
Instituto Melvin Jones
Colombia
12-1995
Professional Certificate (In Progress) - Bookkeeping
Intuit Academy
Some College (No Degree) - Accounting
Citrus College
Glendora
Skills
Computer and Microsoft Office Skills
Data Entry
Proficient in Adobe Acrobat
Microsoft Outlook
Proofreading
55 wpm Typing Speed
Customer Service
Multitasking
Report Writing
Organization skills
Clerical Support
Strong Problem Solver
Timeline
Administrative Assistant
RAC Investments Inc
09.2024 - Current
Office Assistant
Thomas Gipson and Associates Inc.
10.2023 - 09.2024
Member Services Coordinator
San Dimas Chamber of Commerce
06.2023 - 10.2023
Staff Support - Reputation Risk Department
Deloitte
06.2010 - 09.2017
Secretary
Deloitte
08.2007 - 06.2010
Typing Assistant
Deloitte
12.1998 - 06.2007
High School Diploma -
Instituto Melvin Jones
Professional Certificate (In Progress) - Bookkeeping