Diligent Purchaser regularly maintains inventory to meet vendor product supply requirements and properly fulfill orders. Maintains market awareness by communicating State needs with buyer and sales teams. Liaises with buyer to determine specialty order pricing and out-of-stock item estimated delivery and freight costs to meet customer expectations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Purchasing Agent/Chief Procurement Officer
State Of New Mexico Secretary Of States Office
08.2022 - Current
Office of The Secretary of State, Purchasing Agents buy vast array of farm products, durable and nondurable goods, and services for companies and institutions
Attempt to get best deal for their company— highest quality goods and services at lowest possible cost
Accomplish this by studying sales records and inventory levels of current stock, identifying foreign and domestic suppliers, and keeping abreast of changes affecting both supply of, and demand for, needed products and materials
Purchasing professionals consider price, quality, availability, reliability, and technical support when choosing suppliers and merchandise
To be effective, purchasing professionals must have working technical knowledge of goods or services to be purchased
This Position is responsible for:
Responsible for centralized procurement of goods and services for agency
Provides procurement training to staff
Specialized and/or technical contract management support services in preparation, negotiation, and/or review of professional and technical services and construction contracts
Reviews accounting reports, contracts, and agreements for compliance with state and federal regulations
Prepares, analyzes, and maintains budget and corresponding financial records related to procurement or contract services
Coordinates distribution of federal surplus property to state institutions
Coordinates purchasing activities with state and federal agencies and private vendors
Balance daily deposits with bank provided information
Preparing daily state deposit and checks to fiscal agent
Preparing travel reimbursements ISTE's and vouchers
Prepare accurate and complete purchase orders for supplies, materials, and raw goods
Processing accounts payables vouchers, maintaining records of payment vouchers and distribution of warrants generated from accounts payables vouchers in SHARE for Agency through Department of Finance and Administration (DFA)
Position is responsible for creating Purchase Orders in SHARE financial system, maintaining records, and tying vouchers to said purchase orders when processing payments
Processing monthly P-card report
Purchasing via P-card or Purchase order
Maintained complete documentation and records of all purchasing activities.
Financial Specialist
State of New Mexico Taxation and Revenue
01.2022 - 08.2022
Preparing daily state deposit and checks to fiscal agent
Preparing all paperwork for daily deposits to State Treasurer's office
Preparing all paperwork for daily deposit as required by Financial Services Bureau
Balance daily deposits with bank provided information
Reconcile, adjust, complete research necessary to confirm bank adjustments,
Knowledge of Reba system and electronic payments systems and procedures
Prepare, analyze and maintain daily, monthly and yearly financial records
Coordinate data processing activities as they relate to accounting system
Ability to research information and contribute solutions to problems
Accounting knowledge of bank deposit preparations
Establish verification and validations procedure and provide statistical reports to supervisor whenever required
Maintain logs to ensure accurate and timely reconciliation of batches and documents
Ensure that all job requirements meet established statutory requirements
Bookkeeping, Accounting & Audit- Advanced
Executed financial assurance audits and implemented new control points and metrics to support business changes.
Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue
Developed queries and performed analysis to optimize business intelligence
Bookkeeper, Accounting & Audit Advanced
State of New Mexico Taxation and Revenue
03.2021 - 01.2022
Researching and voucher payments expediently to meet state statute for depositing monies by end of next business day
Examining returns to ensure all required schedules, documents and certificates are placed in proper order for document imaging
Reviewing Standard Operating Procedures for revisions and updates
Responsible for using statistical data and spreadsheets to contribute to metric reporting, outreach to taxpayers who submit payments and/or returns, but have not registered their business with department
Examining returns to ensure all required documents are placed in order for imaging
Reviewing standard operating procedures for revision and updates.
Maintained and processed invoices, deposits, and money logs.
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled and corrected issues with financial records.
Posted daily receipts and payments in accordance with corporate protocols.
Call Center Agent
Century Bank
03.2020 - 03.2021
Century Bank Call Center Agent answers, researches and resolves customer service questions, inquiries, requests and problems in accurate, efficient and timely manner
Provides high level of customer service in accordance with policies and guidelines
Must be able to analyze situations and determine appropriate solution and response
Researches and analyzes each situation thoroughly to ensure information to customer is accurate, complete and timely
Resolves routine problems such as audits and reconciliation on client/ merchant financial transactions, assists customer with accounting services such as quick books
Reconciled merchants statements for Visa, MasterCard, American Express and discover for merchant services department to satisfy customers and internal departments
Takes ownership of customer concerns and strives to be primary connection between customer and organization
Responds to customer questions, inquiries, requests and problems accurately, concisely and appropriately
Continually portrays and projects positive and professional image of Century bank
Consistently achieves established standards of position as set by management
Has thorough knowledge of Century Bank policy and procedure
Keeps currently informed of changes in policy, procedure and services in order to provide accurate information to customers
Promotes interest in Century products and services
Handles more difficult or complex calls such as online banking or critical products and services
Handles all Bill Pay, RDA and Online Banking enrollments maintenance
Pulling and maintaining bank records for merchant/ personal accounts/ Auditing financial transactions
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Senior Universal Banker
First National Bank of Santa Fe
02.2018 - 08.2019
Personal Bankers provide excellent experience for clients by engaging in sales and service activities at branch locations
Primary responsibilities of Personal Banker include opening new accounts, selling/cross-selling bank products and services while referring clients to other lines of business as appropriate
Answering questions and/or resolve technical problems by performing audits and reconciliation on client/ merchant financial transactions, assists customer with accounting services such as quick books
Reconciled merchant’s statements for Visa, MasterCard, American Express and
Discover
Assist clients in achieving their financial goals by determining types of accounts that will meet their current and future financial needs, and present tailored solutions that meet those needs
Take applications for and book loans, perform account and client profile maintenance and act as advocate for Banner Banks products and services
Establish and maintain on going relationships with clients, continuing to provide financial solutions that benefit client and help grow bank
Provides training and acts as mentor for new tellers
Processes financial transactions including check cashing, withdrawals, deposits, and loan payments
Maintain acceptable operational quality standards through compliance with policies, procedures, security requirements and government regulations
Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Checked accounts for fraud and provided law enforcement with relevant details.
Balanced teller drawers and ATM cash.
Executed wire transfers, stop payments and account transfers.
Educated customers on online banking and mobile banking applications.
Trained new hires on customer service policies and procedures.
Processed wide variety of retail banking transactions for personal and commercial customers.
Counted, verified and handled bank deposits and armored car transactions.
Received loan and utility payments, sending funds to correct destinations.
Assisted customers with banking needs and inquiries.
Calculated fees due, interest and change for customer transactions.
Generated monthly reports on customer activity and customer feedback.
Maintained friendly and professional customer interactions.
Handled various accounting transactions.
Established rapport with new clients to increase satisfaction and loyalty.
Performed account maintenance by closing out accounts and changing customer addresses.
Referred customers to other banking departments for specialized services.
Monitored and verified suspicious activity on customer accounts.
Cross-sold credit cards, loans and other bank products.
Processed applications for new accounts.
Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Wrote and distributed customer correspondence.
Banker I
First National Bank of Santa Fe
02.2018 - 03.2018
Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers
Promote and advise on bank's products and services
Check ordering
Reconciled end of day for merchant services for credit card (Visa, MasterCard, American Express,
Discover)
Balance inquiries
Statement research
Deposits, withdrawals and transfers
Loan payments, safe deposit payments
Balance drawer and vaults
Identify referral opportunities and make relevant referrals
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
Assisted with training of new tellers on policies
Counted, verified and handled bank deposits and armored car transactions.
Assisted customers with banking needs and inquiries.
Parts Driver
NAPA Auto Parts, Flipper
01.2018 - 02.2018
Delivery driver position focused on customer service by maintaining high level of accuracy with on time deliveries
Responsibilities
Maintaining positive customers relationships
Safe and responsible driving practices
Ability to work well with others and independently
Excellent customer service skills
House
Planned routes to maximize efficiency.
Pulled parts from storage and prepared daily deliveries to verified locations.
Delivered marketing materials such as weekly sales flyers.
Received and submitted payments from customers.
Collected returned items from customer locations.
Checked parts computer for stock items and initiated special orders.
Determined parts needed by analyzing information and descriptions provided by customer.
Operated and maintained tractor-trailer in compliance with state and federal regulations.
Pulled parts off store shelves to fill customer orders.
Kept records of pickups and deliveries and obtained necessary signatures and receipts.
Safely and punctually delivered auto parts to local automobile stores from large distributor.
Recommended, selected and helped locate and obtain out-of-stock products based on customer requests.
Worked with clients to develop safety practices for both parts delivery drivers and client receivers.
Kept up-to-date records for clients and distribution center to maintain long-lasting relationships.
Home Renovation
Self-employeed
02.2013 - 01.2018
Father, Brother and Myself are partners in purchasing run down houses and fixing them to high quality homes and selling or renting them out for profit
Replacing or installing drywall, insulation, plumbing, electrical, carpentry, flooring, painting
Also take care of budgeting, spending and purchasing materials
Research on houses and neighborhoods to invest in
Studying market for selling property
Also designing interior and exterior features of home, and making sure that every aspect of home complies with New Mexico building codes
Determines cost of operations by establishing standard costs; collecting operational data
Reconciled month end for merchant services for credit card (Visa, MasterCard, American Express,
Discover)
Utilization of QuickBooks and Excel for financial tracking and data entry
In Charge of creating and maintaining three separate accounts for business operations (such as reconciliation of bank records, auditing transactions etc.)
Establishing system of internal controls and system of financial reporting
Follow procedure to evaluate project results regarding schedule, costs, client relationships, quality, activities and other performance
Built and installed cabinets, countertops and shelving to provide additional storage and working spaces.
Cleaned and disposed of debris to maintain safe and clean working environment.
Communicated regularly with clients to discuss progress and address any concerns.
Inspected job site throughout renovation process to verify quality standards.
Managed project timelines and resources to complete projects on schedule and budget.
Managed multiple projects, enforcing adherence to building codes and regulations.
Tracked project costs and other financial metrics to maximize profitability.
Hung sheetrock and drywall by attaching panels to studs, cutting adjoining panels and making cutouts around outlets and switches.
Customer Service Associate
Lowe's
01.2013 - 12.2013
Responsible for handling all customer inquiries, sales, returns at Customer Service/Return Desk, operating cash register, processing customer payments, bagging customer goods, and processing customer returns
Greets and acknowledges all customers in friendly, professional manner and provides quick, responsive customer service
Responsible for all other duties as assigned
Provided assistance to clients
Audited Cash Drawers under dual control
Reconciled end of day for merchant services for credit card (Visa, MasterCard, American Express,
Discover)
Answered phone and assisted clients with changes
Assisted customers in person
Maintained up-to-date knowledge of customer accounts
Explained products and benefits
Inventoried stock
Operated cash drawer
Confirmed payments, refunds,
Resolved payment and order disputes
Provided excellent technical support
Providing introductory information to new customers
Ensuring that customers are satisfied with products or services
Following up with clients or customers to check that they’re still satisfied with any purchases
Letting customers or clients know about additional products or services
Determining quickest, most effective ways to answer client’s or customer’s questions
Escalating queries and concerns
Troubleshooting common issues with product or service
Working with team of CSRs and other departments to find appropriate solutions
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Shuttle Driver/Porter/ File Clerk
Lithia Dodge Chrysler
10.2010 - 06.2012
Shuttle drivers are responsible for safely transporting clients and providing superior service
Drivers must have good communication skills both oral and written to interact with fellow drivers, maintenance, operations team as well as public
Commitment, patience, maturity, and initiative are required qualities
Responsible for maintaining company's records
Codes, files, and retrieves records as needed and ensures system is well organized
Assisted with data entry and administrative support tasks to help meet team goals.
Maintained physical and computer-based filing systems.
Assisted with document scanning and imaging projects to support accurate file back-up.
Sorted and classified documents into appropriate filing systems for increased traceability.
Examined, categorized, and sorted incoming documents.
Identified and corrected inconsistencies in filing systems for increased accuracy.
Education
Some College (No Degree) - Solar Engineering
Santa Fe Community College
Santa Fe, NM
High School Diploma -
Santa Fe High School
Santa Fe, NM
2009
Skills
Customer service
Cash management
QuickBooks
Microsoft Excel
Contract Management
Calculating and determining accuracy of financial data