Katie Castellon
Wellington,FL
Summary
Accomplished Bookkeeper and Insurance Agent with a proven track record of enhancing financial processes and customer satisfaction at Palmsea Condominium. Expert in QuickBooks and bank statement reconciliation, coupled with exceptional relationship-building skills. Achieved positive cash flow and client retention through meticulous financial reporting and personalized customer service.
Overview
4
4
years of professional experience
Work History
Administrator
Flo Pro LLC
05.2023 - Current
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
Bookkeeper
Palmsea Condominium
02.2023 - 05.2024
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Insurance Agent
Bankers Life And Casualty
05.2020 - 02.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
Bachelor of Science - Psychology
Palm Beach Atlantic University - West Palm Beach
West Palm Beach, FL12.2019
Skills
- Bookkeeping
- Accounts Receivable
- Accounting and bookkeeping
- Quickbooks
- Invoice Processing
- Bank Statement Reconciliation
- Accounts Payable
- Payroll Processing
- Financial Reporting
- Accounting
- Payroll Administration
- Customer Relations
- Finance
- Business Development
- Bill Payment and Recordkeeping
- Information gathering and analysis
Languages
Spanish
Native or Bilingual
Timeline
Administrator
Flo Pro LLC
05.2023 - Current
Bookkeeper
Palmsea Condominium
02.2023 - 05.2024
Insurance Agent
Bankers Life And Casualty
05.2020 - 02.2023
Bachelor of Science - Psychology
Palm Beach Atlantic University - West Palm Beach
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