Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Siomara Cortez

Pasadena,TX

Summary

Responsible candidate eager to leverage knowledge of accounting principles and financial regulations. Skilled in Quickbooks and Microsoft Excel. Proficient in data entry, invoice processing and reconciling accounts.

Overview

24
24
years of professional experience

Work History

Finance Clerk/Receptionist

Goldenzweig Law Group, PLLC
12.2022 - Current
  • Managed office inventory and ordered new supplies when items were running low.
  • Used Quickbooks to reconcile accounts, track income, and generate invoices.
  • Prepared vendor invoices and processed incoming payments.
  • Validated and recorded invoices and resolved discrepancies with vendors.
  • Input financial data and produced reports using Quickbooks.
  • Drafted invoices and monthly company transactions.
  • Client settlement disbursements and negotiated reductions with medical providers.

Assistant Manager

FR Depot
01.2020 - 12.2022
  • Exhibited excellent people skills during interaction with employees and customers.
  • Controlled store inventory and reviewed cash handling and operations reports.
  • Trained and developed new employees for ease of transition into team.
  • Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.

Assistant Manager

Sun Loans
01.2001 - 01.2004
  • Provide effective supervision of the Loan Assistant department, including prompt feedback regarding performance; adequate training on relevant aspects of the various tasks and functions; maintain adequate staffing levels and distribution of workload between associates.
  • Processed loan applications and monitored progress from start to finish.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Assisted customers with completing loan applications and other paperwork.

Education

Diploma- Major Office Skills -

Furr High School
06.1991

Skills

  • Accounts Payable
  • General ledger maintenance
  • Invoicing procedures
  • Bank Reconciliation
  • Invoice Processing
  • Accounts Receivable
  • Financial record keeping
  • Payment posting
  • Skilled in Quickbooks
  • Interpersonal and verbal communication
  • Payroll
  • Cash Flow Management

Languages

Spanish
Native or Bilingual

Timeline

Finance Clerk/Receptionist

Goldenzweig Law Group, PLLC
12.2022 - Current

Assistant Manager

FR Depot
01.2020 - 12.2022

Assistant Manager

Sun Loans
01.2001 - 01.2004

Diploma- Major Office Skills -

Furr High School
Siomara Cortez