Felicia Cota
Tucson,AZ
Summary
Talented Administrative professional with background in accounting and finance. Extensive knowledge of AR/AP, Microsoft Excel and QuickBooks software. Leveraging 5 years of excellence in office settings. Personable and willing to learn.
Overview
15
15
years of professional experience
Work History
Independent Financial Advisor
Self-employed
Tucson, AZ
03.2016 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Office Manager
Soloway Designs
Tucson, AZ
08.2021 - 06.2022
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Coordinated with clients, consultants and contractors during construction bidding.
- Created job proposals for Interior/Architect clients
- Input all job cost receipts and paid client vendor's
Office Manager/Bookkeeper
Michael C Stuck CPA
Scottsdale, AZ
09.2020 - 01.2021
- Managed office operations while scheduling appointments for the CPA.
- Established QuickBooks accounting system to reflect accurate financial records.
- Supported operations by communicating with customers, filing documents and managing data.
- Entered monthly financial information for Businesses on a monthly basis to reconcile their bank account.
- Professional binding of all tax documents to handing out to clients in a timely manner.
Commercial Card Recruiter/Analyst
DISYS/ JMPChase
Tempe , AZ
09.2019 - 07.2020
- Highly regulated field to recruit commercial suppliers to accept a new payment method from Chase customers.
- Proficient in Excel to use daily list of suppliers to be called.
- Knowledgeable with all laws in the financial industry.
- Strong communication skills to speak to the Accounts Receivable Department, Owner or Controller in a large corporation.
- Self motivated working with self and a team environment.
Member Debt Representative II
USAA
Phoenix , AZ
03.2018 - 08.2019
- Assist members’ financial security with negotiating payment arrangements on credit cards loans and direct deposit accounts using the CBS call model.
- Knowledgeable on all USAA guidelines including state laws and FDCPA to insure zero compliance errors in collecting overdrawn balances.
- Excellent organizational skill and attention to detail.
Loan Servicing Representative
Hughes Federal Credit Union
Tucson , AZ
08.2017 - 02.2018
- Assessed individual client situations and made targeted recommendations for products and services to resolve specific situations.
- Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
- Received and submitted customer payments including REPO checks to further reduce open account balances.
- Responded to client concerns and questions about credit scores and methods to improve numbers.
- Initiate and post disability claims. Post REPO checks to members accounts and process billing invoices and balance daily ECM payments.
Collections Clerk, Member Service Representative
Tucson Federal Credit Union
Tucson , AZ
10.2012 - 04.2017
- Collect on all negative deposit accounts, process payments and adhere to charge off procedures to create a repayment plan.
- Credit disputes done on a daily basis researching loan history and account statements and updated credit bureau reports.
- Knowledgeable in all loan products to process REPO checks, balance accounting sheets and process any payments to companies.
- Process loans and take care of all title work, checks and dealership needs plus process extended warranty claims.
- Monthly reporting done for Accounting Manager.
- Followed up with customers regularly via phone and email to obtain payments and schedule services.
- Recommended specific products and services in alignment with individual needs, requirements and specifications.
Education
Associate of Applied Science - Accounting
Brown Mackie College
Tucson, AZ 05.2011
Associate of Applied Science - Culinary Arts
Pima Community College
Tucson, AZ 05.2006
Skills
- Organizational Leadership
- Data Analysis & Problem Solving
- Billing
- Multitasking
- Excellent phone skills
- Self-Motivated professional
- Accounting & Financial
- Excel
- Self-Motivated & Reliable
Timeline
Office Manager
Soloway Designs
08.2021 - 06.2022
Office Manager/Bookkeeper
Michael C Stuck CPA
09.2020 - 01.2021
Commercial Card Recruiter/Analyst
DISYS/ JMPChase
09.2019 - 07.2020
Member Debt Representative II
USAA
03.2018 - 08.2019
Loan Servicing Representative
Hughes Federal Credit Union
08.2017 - 02.2018
Independent Financial Advisor
Self-employed
03.2016 - Current
Collections Clerk, Member Service Representative
Tucson Federal Credit Union
10.2012 - 04.2017
Associate of Applied Science - Accounting
Brown Mackie College
Associate of Applied Science - Culinary Arts
Pima Community College
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