KATRINA ESPINOZA
Whittier,CA
Overview
10
10
years of professional experience
Work History
Receptionist
H & R Block, Enterprise
12.2012
- Opened office daily and prepared workspace by making coffee and setting out advertising signs; printed and organized login sheets for walk-in clients, ensuring a smooth start to each day
- Conducted targeted cold-calling campaigns for new and existing clients, increasing client engagement by 20%; managed incoming calls, providing detailed information on tax preparation services and resolving client inquiries efficiently
- Handle both cash and credit transactions such as receiving payments by cash, checks, credit cards and debit cards
- Closed out the cash register at the end of business day, scheduled appointments for clients such as Tax Form preparation, maintained filing system and distributed office correspondence.
Accounts Payable Assistant
Monarch Trading CO, LLC
04.2016 - 05.2023
- Match any outstanding invoices to the vendor statements and adjust any vendor credits on Excel spreadsheet.
- Enhanced financial accuracy with thorough verification of invoices against purchase orders and contracts.
- Entered invoices requiring payment and disbursed amounts thru electronic transfer or bank draft.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Processed invoices and journal entries with efficiency and accuracy.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Input financial data and produced reports using Sage, Access, and Excel.
Billing/Receiving Clerk
Monarch Trading CO, LLC
04.2016 - 05.2023
- Streamlined daily printing of emails from multiple warehouses, including inbound/outbound receiving and bill of ladings; matched vendor invoices to purchase orders, ensuring accuracy.
- Coordinated with carriers via phone and email to confirm timely pickups and deliveries to cold storages and customer warehouses; ensured alignment between invoices and bill of ladings.
- Worked with customers to obtain information and resolve delivery issues, damaged product and shortages.
- Allocated all charges from carriers and storages into Sage and updated inventory to process customers invoices.
- Send all invoicing thru automated email and US post mail
- Communicated with vendor representatives to resolve damaged shipments and item shortages.
- Handled high-volume paperwork and communicate with team members to resolve inventory, shipping, and delivery problems.
- Interacted with customers to resolve billing disputes and respond to inquiries.
- Assisted in training new team members on company procedures and best practices, creating a knowledgeable workforce for consistent productivity levels.
Office Assistant
AA Meat Products, Inc.
07.2013 - 04.2016
- Responsible for matching vendor invoices against purchase orders to process an accounts payable transaction
- Prepared aging invoices for collection on outstanding accounts via telephone, email, and letters
- Answered multi-telephone lines and direct calls to correct departments such as sales office, accounts receivable and accounts payable
- Scheduled office appointments for clients and owners
- Faxed and scanned documents, performed data entry, maintained file system on customer invoices, distributed office correspondence and ordered supplies for the office.
Student Assistant Volunteer
Office of the Attorney General
12.2012 - 06.2013
- Organized criminal documents and files, updated case information into case management system, indexed physical files
Education
Legal Secretary, Office Procedure, Business Law, Into Administrative Justice, Community Relations, Patrol Procedures, Pol Sci. – Government US. - Criminal Justice
East Los Angeles Community College
Monterey Park, CA01.2014
Skills
- Organization skills
- Data Entry
- Bank Reconciliation
- Invoice Processing
- New Hire Training
- Ability to work a high volume, fast-paced environment
- General accounting
- Problem-Solving
- Excellent in using the 10-key calculator
- Computer literate: Sage, Access, QuickBooks, Excel
Timeline
Accounts Payable Assistant
Monarch Trading CO, LLC
04.2016 - 05.2023
Billing/Receiving Clerk
Monarch Trading CO, LLC
04.2016 - 05.2023
Office Assistant
AA Meat Products, Inc.
07.2013 - 04.2016
Receptionist
H & R Block, Enterprise
12.2012
Student Assistant Volunteer
Office of the Attorney General
12.2012 - 06.2013
Legal Secretary, Office Procedure, Business Law, Into Administrative Justice, Community Relations, Patrol Procedures, Pol Sci. – Government US. - Criminal Justice
East Los Angeles Community College