Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Hayley Ortiz

Laguna Vista

Summary

Reliable and punctual able to handle fast-paced work in both remote and office environments.

Experienced with managing financial transactions and maintaining accurate records. Utilizes software tools to streamline accounting processes. Strong understanding of bookkeeping principles and financial regulations.

Overview

13
13
years of professional experience

Work History

Accounts Assistant

Surfside Supply
03.2020 - Current
  • Managed accounts payable and receivable processes to ensure timely and accurate financial transactions.
  • Reconciled monthly statements, identifying discrepancies to maintain financial integrity.
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.

Billing/Accounts Payable

Surfside Pool & Spa
04.2019 - Current
  • Uses a professional application to make and send invoices
  • Ensure that all work is documented, and clients are charged accordingly

Bank Teller

First National Bank Of South Padre Island
10.2023 - 01.2025
  • Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
  • Assisted customers with account inquiries, providing exceptional service and fostering client relationships.
  • Maintained cash drawer integrity through diligent monitoring and reconciliation practices.
  • Trained new tellers on operational procedures and customer service best practices, enhancing team performance.
  • Resolved customer issues promptly, utilizing problem-solving skills to enhance overall satisfaction levels.

Bank Teller/CSR

First National Bank of South Padre Island
10.2018 - 03.2020
  • Answered questions about banking services, such as balances and fees
  • Completed account transactions including receiving deposits, loan payments, cashing checks and withdrawals

Waitress/Bartender

Pelican Station
06.2012 - 10.2012
  • Taking orders from customers while providing proactive service in a restaurant setting

Education

High School -

Port Isabel High School
05.2011

Skills

  • Time management
  • Interpersonal Skills
  • Type 62 WPM
  • Microsoft Office
  • Detail Orientated
  • Customer Relations
  • Invoice processing
  • Bank reconciliation
  • Payment processing

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Bank Teller

First National Bank Of South Padre Island
10.2023 - 01.2025

Accounts Assistant

Surfside Supply
03.2020 - Current

Billing/Accounts Payable

Surfside Pool & Spa
04.2019 - Current

Bank Teller/CSR

First National Bank of South Padre Island
10.2018 - 03.2020

Waitress/Bartender

Pelican Station
06.2012 - 10.2012

High School -

Port Isabel High School