Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Isabella Perez

Dallas,TX

Summary

Knowledgeable Payment Specialist bringing 3+ years of experience handling accounts receivable functions. Exemplary skill in resolving billing disputes, providing excellent customer service and processing payments. Recognized for effective leadership with consistent achievement of objectives.

Overview

5
5
years of professional experience

Work History

Payment Operations Specialist

Goldman Sachs
07.2022 - Current
  • Aided in the development and launch of the Apple Card Savings product offered by the firm.
  • Managed the reconciliation of account payments ensuring accuracy in financial reporting.
  • Performed various administrative tasks related to payments, including generating reports, updating records, and maintaining accurate documentation.
  • Handled high volume of transactions promptly, consistently meeting productivity targets.
  • Check decision management and remitting checks to client accounts in a timely manner.
  • Responsible for ensuring assigned tasks have been correctly completed by the team.
  • Daily reporting on monitored accounts, uncashed checks, and failed transfers to Senior Management.
  • Handled customer inquiries regarding payment issues, providing prompt resolutions and maintaining high levels of satisfaction.
  • Collaborated with cross-functional teams to resolve payment issues and improve overall operational efficiency.
  • Enhanced transaction accuracy with thorough attention to detail and consistent monitoring of account activities.
  • Coordinated with internal departments to reconcile payments, ensure accurate account entries, and verify transaction data.
  • Developed training materials for new hires in the Payment Operations department, contributing to their success in the role.
  • Collaborated with editors to refine drafts, ensuring most up to date Standard Operating Procedures and Process Maps are published.

Cash Office Associate

Rush Enterprises
05.2021 - 07.2022
  • Followed company policies, procedures and practices for accurate recordkeeping and loss prevention
  • Maintained petty cash records of debits and credits in accordance with established policies and procedures
  • Set up and balanced registers for front-end employees
  • Investigated financial inconsistencies to solve discrepancies and reported to manager
  • Researched vendor invoices to verify proper payment for deliveries
  • Prepared bank deposits and corporate cash shipments
  • Verified all checks with check services
  • Verified cash flow and electronic transactions from credit card system to balance registers
  • Managed over 80 in person, over the phone, and online customer transactions daily
  • Handled day-to-day accounting processes to drive financial accuracy.

Barista

Wholefoods
08.2020 - 05.2021
  • Recommended products based on solid understanding of individual customer needs and preferences
  • Created wide variety of hot and cold drinks with consistently positive customer satisfaction reviews
  • Complied with standards for merchandising, stocking and storing product
  • Listened carefully to customer requests and created personalized beverages, which improved sales
  • Controlled line and crowd with quick, efficient service
  • Trained new employees, sharing knowledge and expertise of coffees, teas and merchandise
  • Managed over 40 customer orders daily.

Sales Associate

GNC - General Nutrition Centers
01.2019 - 06.2020
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training
  • Trained and developed new hires in company processes, product knowledge, customer service and selling techniques
  • Enhanced product presentation and promotional material displays, working alongside retail representatives
  • Maintained records related to sales, returns and inventory availability
  • Engaged with customers to build rapport and loyalty
  • Surpassed sales quotas by 60%
  • Increased sales by offering advice on purchases and promoting additional products
  • Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers
  • Provided positive first impressions to welcome existing, new and potential customers.

Barista Shift Lead

Kindred Coffee
07.2019 - 02.2020
  • Trained and supervised barista workers to maintain and uphold store policies and optimize shift duties
  • Generated friendly atmosphere by encouraging employees to greet and speak to customers
  • Advised customers on whole bean and bulk tea purchases by detailing origin, flavor and pairing recommendations
  • Developed coffee beverage menu, recipes, specialty coffee drinks and appropriate menu pricing
  • Maintained accurate inventory counts to meet customer demands and sustain operations
  • Memorized ingredients and recipes for wide variety specialty drinks
  • Prepared eye-catching, creative latte art to please customers.

Education

Diploma -

Fossil Ridge High School
Keller, TX

Tarrant County College District
Fort Worth, TX

Skills

  • Payment Processing
  • Transaction monitoring
  • Cash Management
  • Electronic Funds Transfer
  • Card Operations
  • Payment Systems Knowledge
  • Invoice Processing
  • Account Reconciliation
  • General Ledger
  • Bookkeeping
  • Communication abilities
  • Accounts Receivable

Accomplishments

  • Collaborated with team of [Number in the development of [Project name].

Timeline

Payment Operations Specialist

Goldman Sachs
07.2022 - Current

Cash Office Associate

Rush Enterprises
05.2021 - 07.2022

Barista

Wholefoods
08.2020 - 05.2021

Barista Shift Lead

Kindred Coffee
07.2019 - 02.2020

Sales Associate

GNC - General Nutrition Centers
01.2019 - 06.2020

Diploma -

Fossil Ridge High School

Tarrant County College District

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Isabella Perez