Emily Loera

• Prepared and mailed invoices to customers, processed payments, and documented account updates.
• Followed up overdue payments and payment plans from clients to establish good cash flow.
• Monitored accounts to verify compliance with payment terms and schedules.

Utilized Microsoft Excel, QuickBooks and Paysimple to manage invoices and payments.

• Reconciled accounts receivable ledger to verify payments and resolve variances.
• Managed and responded to correspondence and inquiries from customers and vendors.
• Processed bank deposits and reconciled financial statements.
• Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.

• Learn customer's financial needs and established trust to optimize sales opportunities. Consistently exceeding sales goals and top performer amongst peers.
• Handle various accounting transactions and processing of general ledgers, CTR reports, audits, and locating variance outages.
• Collect and arrange financial information and enter details into financial management system.
• Complete highly accurate, high-volume money counts via both manual and machine-driven approaches. Typically completing at least 100 transactions per day.
• Assist members with account balances and transfers, transaction histories, services charges, deposits and withdrawals, stop payments, and applying for various lines of credit.

• Processed customer transactions promptly, minimizing wait times.
• Assisted customers with account inquiries, balances, transaction history, withdrawals and deposits, check cashing, opening new accounts, etc.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
• Educated customers on use of banking website and mobile apps.
• Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.

• Maintained vault and bank security at all times.
• Utilized manual and mechanical means to count and verify monetary values.
• Entered and maintained departmental records in company database.
• Collected, validated and distributed information to employees.
• Confirmed accurate completion of forms and reports for admission and payouts.
• Maintained inventory count, tracked usage and documented variances.
• Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
• Evaluated and improved accuracy and completeness of financial records.

• Completed data entry tasks with accuracy and efficiency.
• Entered numerical data into databases with speed and accuracy using 10-key pad.
• Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
• Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
• Applied basic sales strategy to engage customers and present solutions to suit individual needs.