Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Kristy Casarez

San Antonio,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

3
3
years of professional experience

Work History

Accounting Specialist

DeMott, Curtright and Armendariz
08.2024 - Current
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Coached, trained, and delegated tasks to other team members to meet specific department goals.
  • Managed accounting department through oversight of accounts receivable.
  • Contacted clients to immediately find resolutions for escalated issues.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Completed financial reports, providing insight into performance, operations, and cash flow.
  • Reduced outstanding receivables by consistently following up on overdue payments and negotiating payment arrangements.

Client Relations Coordinator

DeMott, Curtright, Armendariz LLP
08.2021 - 08.2022
  • Ensured smooth onboarding processes for new clients by coordinating introductory meetings and providing thorough product demonstrations.
  • Resolved escalated customer complaints professionally while maintaining a positive attitude towards finding mutually beneficial outcomes.
  • Strengthened relationships with clients through regular communication, follow-ups, and updates on relevant services or products.
  • Assist Clients and potential clients with any information they require in person, via phone or email
  • Assist in setting up consultations and appointments on appropriate calendars for attorneys or legal assistants as appropriate
  • Receive payment by cash, check, credit cards, vouchers, or automatic debits in person, via phone or on-line.
  • Issue receipts, refunds, credits, or change due to customer
  • File maintenance such as scanning, copying, and organizing documents

Education

Bachelor of Science - Criminal Justice/Criminology

Texas A&M University - San Antonio
San Antonio, TX
08.2024

Skills

Customer Service

Invoice Processing

Accounts Receivable

General Ledger Management

Financial Statements

Client Needs Assessment

Schedule Management

Languages

Spanish
Native or Bilingual

Timeline

Accounting Specialist

DeMott, Curtright and Armendariz
08.2024 - Current

Client Relations Coordinator

DeMott, Curtright, Armendariz LLP
08.2021 - 08.2022

Bachelor of Science - Criminal Justice/Criminology

Texas A&M University - San Antonio

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Kristy Casarez