Elizabeth Palomino Contreras
Oxnard,CA
Summary
Professional with significant expertise in banking industry, prepared to drive operational excellence and customer satisfaction. Known for strong leadership, fostering collaborative team environments, and adapting to changing needs seamlessly. Adept in financial analysis, risk management, and customer relationship management. Dependable and resourceful, ensuring that organizational goals are met efficiently.
Overview
35
35
years of professional experience
Work History
Accountant 1
Community West Bank
12.2023 - 09.2024
- Prepared journal entries and performed accounting on accrual basis.
- Maintained monthly and and quarterly general ledger certifications.
- Gathered financial information, prepared documentation for closing monthly books.
- Maintained employee expense reports are approved within established approval limits, coded accurately.
- Supported monthly processing of prepaid and fixed assets and assisted with monthly balancing.
- Assisted with 1099 MISC reporting.
Account Services Manager
Ventura County Credit Union
07.1989 - 09.2022
- Enhanced member satisfaction by promptly addressing inquiries, resolving issues, and providing exceptional member service.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Ensured volume of work produced meets/exceeds productivity.
- Responsible for various back office functions related to ACH, Wire Transfers and Check Clearing processing.
- Managed losses due to Fraud.
- Responsible for monthly and annual ledger reconciliations.
- Overseen the processing of legal account-related requests, which includes subpoenas, levies, and back-up
withholdings. - Processing of cash letters to Federal Reserve of Foreign Items and un-encoded Savings Bonds.
- Responsible for regulatory audit fieldwork for DBO and NCUA.
- Prepared department budget for improvements, streamlining for efficient cost-savings.
- Managed Dormancy and Escheatment audits to ensure reporting is an accordance with State Rules and Regulations.
- Overseen monthly IRA Periodic Payment Distributions and the process of IRA reporting of 1099R and 5498
transmission to the IRS.
Education
High School Diploma -
Hueneme High School
Port Hueneme, CA06-1984
Skills
- Bank reconciliation
- Accounting and bookkeeping
- Account reconciliation processes
- Time management
- General ledger entries
- Financial statements
- Auditing
- MS office suite
- Tax preparation
- Accounts payable
- Audit support
- General ledger accounting
- Attention to detail
- Regulatory compliance
- Microsoft Excel
Languages
English
Timeline
Accountant 1
Community West Bank
12.2023 - 09.2024
Account Services Manager
Ventura County Credit Union
07.1989 - 09.2022
High School Diploma -
Hueneme High School
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