Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Co-Owner/Office Manager
Centerfield, LLC
Gold Hill, OR
01.2024 - Current
Developed and implemented office policies and procedures.
Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
Monitored payments due from clients and promptly contacted clients with past due payments.
Maintained accurate records of accounts payable and receivable transactions.
Processed payments to vendors via checks or electronic transfers.
Filed documents relating to Accounts Payable and Receivable activities accurately in an organized manner.
Posted customer payments by recording cash, checks and credit card transactions.
Used judgment and initiative in handling confidential matters and requests.
Maintained filing system for records, correspondence and other documents.
Ordered supplies and equipment to maintain adequate inventory levels.
Investment Processor
1031 Capital Solutions
Portland, OR
04.2022 - 09.2022
Received and reviewed incoming documents and materials
Prepared Broker Dealer and Sponsor documents for accredited investors seeking to conduct a 1031 Exchange; utilized DocuSign to facilitate investor signatures on documents
Created new WorkFlow and uploaded required Broker Dealer, Sponsor, and supporting documents; downloaded approved documents into client shared drive in OneDrive
Coordinated with Qualified Intermediary and Sponsor to ensure smooth and efficient closing
Entered investment details into RedTail and completed closing checklist in Trello.
Legal Operations Processor
Wells Fargo Bank
Portland, OR
09.2019 - 03.2022
Reviewed and interpreted various legal documents to determine (a) type of account to be opened, i.e
Guardianship, Conservatorship, Estate and (b) document met requirements per bank policy; advised bankers regarding reason for decline and action/correction/type of document required for approval
Brought forth the ability to work simultaneously in multiple complex computer programs/databases resulting in a productivity score of 100%
Applied strong attention to detail to ensure the highest level of data entry accuracy and adherence to bank security policies resulting in a consistent Quality Assurance score of 99%
Cross Trained in Level 2 responsibilities to support Department Lead.
Certified Alcohol and Drug Counselor
Volunteers Of America
Portland, OR
07.2017 - 04.2018
Worked in collaboration with Child Welfare Case Workers to screen clients for eligibility to FIT Program services; educated case workers and potential clients regarding FIT Program services and benefits
Utilized Microsoft Word to Created an ASAM assessment document from findings of client screening interview, court documents, and complex child welfare case notes
Understood and abide by federal regulation of Alcohol and Drug information, 42CFR Part 2 and HIPAA regulations for client confidentiality.
Certified Alcohol and Drug Counselor
Cascadia Behavorial Healthcare
Portland, OR
05.2016 - 06.2017
Supported the Addictions Team as the CADC for the DUI Program
Provided education on DUI Laws and other required curriculum Created monthly progress reports to County Evaluators and/or Judges
Maintained accurate and up-to-date documentation in client electronic medical record associated with billing, assessment, treatment, client progress, consultation, contacts, and other activities in a manner that assured compliance with agency policies and government regulations.
Education
High School Diploma -
Glencoe High School
Skills
Microsoft Outlook
MS Office
OneDrive
SharePoint
Adobe Acrobat
DocuSign
Business correspondence
Scheduling
Effective Time Management
Critical thinking and problem solving
Ability to work under pressure
Reading and interpreting legal documents and reports
Records Management
Customer Relations
Purchasing and planning
Quickbooks
Payment Scheduling
Account Reconciliation
Petty cash management
Invoice Processing
Payment Processing
General ledger maintenance
Accounts Receivable
Accounts Payable
Personal Information
Title: General Clerical/Office Specialist/Customer Service Specialist
Certification
Certified Alcohol and Drug Counselor
Timeline
Co-Owner/Office Manager
Centerfield, LLC
01.2024 - Current
Investment Processor
1031 Capital Solutions
04.2022 - 09.2022
Legal Operations Processor
Wells Fargo Bank
09.2019 - 03.2022
Certified Alcohol and Drug Counselor
Volunteers Of America
07.2017 - 04.2018
Certified Alcohol and Drug Counselor
Cascadia Behavorial Healthcare
05.2016 - 06.2017
High School Diploma -
Glencoe High School
Certified Alcohol and Drug Counselor
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Katia LeaoKatia Leao
Licensed Insurance Agent at Quotemanage LLC aka CenterfieldLicensed Insurance Agent at Quotemanage LLC aka Centerfield