PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Timeline
ADDITIONAL QUALIFICATIONS

JAIMEE ESTRADA

Savvy Bears
Big Bear Lake,CA
11
years of professional experience

Highly organized administrative and financial professional with 9+ years of experience supporting financial operations, maintaining confidential records, coordinating staff, preparing documentation, and serving as a dependable liaison between management, employees, customers, owners, and vendors. Experienced in owner billing, expense documentation, basic payroll support, cash reconciliation, audit preparation, compliance, and day to day administrative operations. Known for accuracy, discretion, strong communication, adaptability, and sound judgment.

Work History

Financial & Administrative Coordinator

5 Years 4 Months
Savvy Bears | 04.2021 - Current
  • Manage owner billing and financial documentation for Airbnb properties, including charges for property supplies and operational expenses.
  • Prepare and process owner invoices, maintaining accurate billing records and supporting documentation.
  • Assist with basic payroll duties, including tracking employee hours, reviewing payroll information, and maintaining payroll records.
  • Maintain organized invoices, receipts, transaction records, and expense documentation for multiple properties and owners.
  • Track operational expenses and payment documentation, review transactions for accuracy, and help resolve discrepancies.
  • Provide administrative support to property management operations while coordinating professionally with owners, vendors, employees, and internal staff.
  • Handle confidential financial, employee, and owner information with discretion and professionalism.

Audit Clerk

2 Years 7 Months
Bear Mountain Resorts | 12.2023 - 07.2026
  • Reconcile and audit daily cash activity across multiple departments, ensuring accuracy, transparency, and adherence to established controls.
  • Prepare, verify, and process financial documentation and deposits in compliance with company procedures.
  • Investigate discrepancies and fraudulent disputes, compiling documentation and coordinating with external financial institutions.
  • Maintain detailed records to support audits, internal reviews, and financial reporting.
  • Handle sensitive financial information with strict confidentiality and professionalism.

Sales Representative

7 Months
Vitra – Verizon Wireless | 04.2021 - 11.2021
  • Prepared and maintained accurate transaction records and documentation in compliance with company policies.
  • Assisted in training new employees on procedures, customer service standards, and compliance expectations.
  • Communicated sales information and policies clearly and resolved customer concerns professionally.

Senior Teller

6 Years 1 Month
U.S. Bank | 03.2015 - 04.2021
  • Provided advanced administrative and operational support in a highly regulated financial environment.
  • Ensured compliance with federal and state regulations, audit standards, and internal policies.
  • Prepared reports, reconciliations, documentation, and materials for audits and leadership review.
  • Managed confidential records, retention, and secure disposal of sensitive documents.
  • Supervised, trained, and scheduled staff while serving as a liaison between management, employees, and customers.
  • Handled escalated and sensitive matters with discretion, tact, and sound judgment.
  • Coordinated logistics, documentation, and financial tracking for large cash operations.

Education

G.E.D.

Big Bear High | 01.2012
Class of 2012

Skills

Administrative & Financial Operations
Financial Records & Documentation
Compliance & Internal Controls
Professional Correspondence
Microsoft Office & Office Systems
Owner Billing & Expense Tracking
Cash Reconciliation & Auditing
Report Preparation & Data Accuracy
Customer & Owner Relations
Basic Payroll Support
Confidential Records Management
Staff Training & Scheduling
Organization & Time Management
Attention to detail
Data entry
File organization
Office administration
Inbound phone call handling
Documentation and recordkeeping

Timeline

Audit Clerk

Bear Mountain Resorts
12.2023 - 07.2026Read More

Financial & Administrative Coordinator

Savvy Bears
04.2021 - CurrentRead More

Sales Representative

Vitra – Verizon Wireless
04.2021 - 11.2021Read More

Senior Teller

U.S. Bank
03.2015 - 04.2021Read More

Big Bear High

G.E.D.
Read More

ADDITIONAL QUALIFICATIONS

  • Strong proficiency with office software, recordkeeping systems, and modern office equipment.
  • Excellent customer service, written and verbal communication skills.
  • Proven ability to manage competing priorities and confidential matters.
  • Dependable, punctual, and committed to professional values.
JAIMEE ESTRADA