Herbie Ortiz
Lake Worth,FL
Summary
Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in [Area of expertise] with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.
Overview
27
27
years of professional experience
Work History
Accounting Assistant
First Choice Credit Union
2016.07 - Current
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Supported continuous improvement efforts within the department, actively participating in training sessions and workshops.
- Handled day-to-day accounting processes to drive financial accuracy.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Coordinated office supply ordering to avail materials for streamlined operations.
PART TIME TELLER
Bank of America
2013.03 - 2013.12
- Customer Service
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Assisted with training of new tellers on policies and procedures.
BRANCH MANAGER
Westernbank
2005.09 - 2010.08
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Complied with regulatory guidelines and requirements.
- Submitted loan applications to underwriter for verification and recommendation.
- Maintained friendly and professional customer interactions.
- Aid with collection calls for all types of loans granted in my branch, and take part in payment recovery of delinquent accounts.
- Give support to the Human Resources Department by interviewing candidates for openings in nearby branches.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
ASSISTANT SALES & OPERATIONS MANAGER
Firstbank
2001.02 - 2005.09
- Support the growth of the branch by maintaining top operational and administrative activities, by offering and marketing its products and services
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Look for strategies and alternatives within the bank operational policies in order to reach and surpass the branch assigned goals.
- Assisted in recruiting, hiring and training of team members.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
BANKING CONSULTANT & SYSTEM COORDINATOR
Firstbank
1997.05 - 2001.02
- Customer Service
- Customer claims related to loan payments, accounts, deposit certificates, Visa & Master Cards
- New checking and savings accounts
- Verification of credit applications for personal loans, commercial loans, and credit cards
- IRA Special Consultant, from February to April every year in the Hato Rey Main Offices
- Mortgage Sales Representative
- In charge of training all the new Banking Consultants & Sales Representatives in my branch.
Education
SHRM Certified Professional - Human Resources
Society For Human Resource Management SHRM
Lake Worth, FL02.2022
Master of Arts - Human Resources
Interamerican University of Puerto Rico
San German, PR05.2010
BSBA BUSINESS ADMINISTRATION -
Interamerican University
Rio Piedras, PR01.1997
Skills
- Customer Service
- Journal Entries
- Bank Reconciliation
- Microsoft Excel
- Accounts Payable and Receivable
- Strong Communication Skills
- Invoicing and Billing
- Month-end reports
- Continuous Learning Attitude
- Data Analysis
- Staff Management
References
Available upon request.
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Accounting Assistant
First Choice Credit Union
2016.07 - Current
PART TIME TELLER
Bank of America
2013.03 - 2013.12
BRANCH MANAGER
Westernbank
2005.09 - 2010.08
ASSISTANT SALES & OPERATIONS MANAGER
Firstbank
2001.02 - 2005.09
BANKING CONSULTANT & SYSTEM COORDINATOR
Firstbank
1997.05 - 2001.02
SHRM Certified Professional - Human Resources
Society For Human Resource Management SHRM
Master of Arts - Human Resources
Interamerican University of Puerto Rico
BSBA BUSINESS ADMINISTRATION -
Interamerican University
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