Esthepanie B. Zapata
NC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Eligibility Specialist
AMA Consulting Group
11.2022 - 11.2024
- Educate participants on program requirements and obligations
- Conduct participant briefings as needed
- Conduct eligibility and intake activities for program applicants & participants
- Conduct routine recertifications within required time frames as needed
- Determine client subsidy as needed Prepare/Execute client contracts as required by the program
- Process all transactions within the programs required business systems and procedures
- Maintain accurate and complete applicant/participant files
- Respond to and resolve any quality control findings associated with work completed
- Provide excellent customer service to participants, co-workers, clients and vendors
- Handle all contacts(phone) accurately and professionally
- Conduct all job functions in alignment with the program policies procedures, regulations and other state and local requirements
- Ensure regular attendance and punctuality
- Perform other duties as assigned
- Reviewed Tenant’s applications including verification of documents and make reach out attempts to request documents
- Assist Landlord and Homeowners in uploading documents including W9s
- IRS verifications, address verifications, and Owner Affidavits
- Assist with other team members in training and chat when needed
- When requested made calls to Spanish speaking Tenants and Landlords
Route Settlement
Maola Milk & Ice Cream Company
01.2013 - 06.2015
- Checking driver’s sales and deposits every day to make sure they match the AS400
- Key invoices as necessary
- Verify bank deposits using Excel spreadsheets
- Checking off and filing route invoices per branch per day
- Make up mailbags for branches
- Back up switchboard operator on a weekly basis
Data Entry Clerk
Alutiiq, LLC
01.2012 - 09.2012
- Incorporated data into new and existing technical publications using MS Word and PTC Arbortext in accordance with various military specifications
- Digitized data from paper format using OCR software
- Formatted data to meet various requirements
- Proofed data to ensure all information was incorporated accurately
- Scanned data for historical archiving
- Prepared the data for quality assurance review
Route Settlement Specialist
Coastal Beverage Company, Inc
07.2009 - 09.2010
- Developed Standard Operating Procedures Manual for Rutherford eoStar Route Settlement
- Processed bank deposits up to $80,000 daily
- Reconciled driver delivery routes and produced summary reports of daily activities to transmit to Chief Financial Officer
- Assumed responsibility of returned checks and filing of proper paperwork to support collections
- Responsible for end of business day count of petty cash box
- Kept meticulous records of miscellaneous vendor deposits and compiled monthly Excel spreadsheet of employee purchases
- Reconciled bank deposits for distribution to managers, filed electronic fund transfer, charges, and military invoices, and provided excellent customer service through phone product orders
- Provided helpful customer service when taking business orders over the phone and in customers came to physical warehouse
Office Assistant
J. Frank Best, CPA
05.2009 - 06.2009
- Provided exceptional customer service in advising potential clients within limits of company regulations
- Assisted case manager and scheduled appointments for potential clientele for 3 different site offices
- Compiled personal client information for input in IRS form 433-A to assist in litigation
- Communicated with clientele to gather information for their case in order to find most effective way to reduce liens
- Maintained precise annotations of correspondence between clients
- Contacted IRS Auditing Agents to establish good rapport on behalf of clients
Tax Preparer (seasonal)
Liberty Tax Service
01.2009 - 04.2009
- Filed 2008 tax returns for civilian and military personnel
- Amended 2006 and 2007 tax returns
- Answered customer questions concerning returns and general IRS questions
- Advised customer of proper filing procedures
Accounting Clerk II
Sodexho, USA
12.2006 - 02.2007
- Reconciled receipts of food purchases for all 31 Marine Corps mess-halls on the East coast
- Compiled receipts of inter mess-hall transfers to help facilitate weekly financial closes
- Assisted in reconciling Accounts Payable
- Customer serviced with internal employees
- Performed special projects as needed such as organizing, filing, and researching
Accounts Payable
Mountaire Farms of NC
02.2006 - 06.2006
- Trained in all clerical functions of a purchasing clerk
- Accountable for handling corrections of purchase orders and requisitions
- Researched and audited inventory discrepancies at month end
- Responsibly maintained accrual write off report and reserved the integrity of the report by researching and adjusting in a timely manner
- Meticulously kept Sales and Use Tax Records in correspondence with the NC Tax Administrator
Condemnation Clerk
Mountaire Farms of NC
09.2005 - 02.2006
- Accountable for daily input of data that assist in determining the plant and worker efficiency
- Maintained meticulous catcher timesheets in order to process payroll in a timely manner
- Audited and maintained contractor fuel usage rate in order to facilitate Accounts Payable actions
- To make sure Mountaire stayed compliant with USDA regulatory requirements, maintained daily processing of form FSIS 9061-2 (2/96) Poultry Condemnation Certificate
- Translated Spanish to English (vice versa) communications between all employees who needed assistance
Education
Bachelor of Science - Accounting
Livingstone College
Salisbury, NC05.2005
Skills
- Bilingual
- MS Office
- Podio
- DocuPhase
- Genesys
- Data Entry
- Customer Service
- Attention to detail
References
References furnished upon request
Languages
Spanish
Native or Bilingual
Timeline
Eligibility Specialist
AMA Consulting Group
11.2022 - 11.2024
Route Settlement
Maola Milk & Ice Cream Company
01.2013 - 06.2015
Data Entry Clerk
Alutiiq, LLC
01.2012 - 09.2012
Route Settlement Specialist
Coastal Beverage Company, Inc
07.2009 - 09.2010
Office Assistant
J. Frank Best, CPA
05.2009 - 06.2009
Tax Preparer (seasonal)
Liberty Tax Service
01.2009 - 04.2009
Accounting Clerk II
Sodexho, USA
12.2006 - 02.2007
Accounts Payable
Mountaire Farms of NC
02.2006 - 06.2006
Condemnation Clerk
Mountaire Farms of NC
09.2005 - 02.2006
Bachelor of Science - Accounting
Livingstone College
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