Kristy Sanchez
Kyle
Summary
Resourceful, meticulous accounting professional with over 14 years of experience in problem-solving, customer relations, financial reconciliations, general ledger accounting and financial management. Team player with strong technical proficiency and commitment to accuracy in financial data entry and record keeping. Looking to tackle new challenges with a company that values dynamic skills and a strong work ethic.
Overview
19
19
years of professional experience
Work History
Accounts Receivable
TengoInternet, Inc
12.2019 - Current
- Verified accuracy of account information before entering into the system
- Responded to customer inquiries regarding their accounts receivable status promptly
- Reconciled financial statements monthly to ensure accuracy of records
- Handled confidential information with discretion and professionalism
- Maintained organized filing systems for all accounts receivable documents
- Managed multiple tasks simultaneously while meeting deadlines
- Tracked payments received from customers for current or past due balances
- Maintained accurate records of all accounts receivable transactions
- Processed customer payments accurately and promptly
- Assisted with filing documents, maintaining databases, and preparing reports
- Resolved billing discrepancies in an efficient and effective manner
- Created invoices using accounting software applications
- Sorted invoices for accounting department by date stamping and filing by vendor code
- Coordinated pick-up and delivery of express mail services
- Investigated and analyzed client complaints to identify and resolve issues
- Transmitted information or documents to customers through email, mailings or facsimile machine
- Assisted other departments with various administrative duties as needed.
Financial Coordinator
512 Living
04.2014 - 09.2019
- Issued Invoices for Real Estate Agents & process their commissions
- Matched invoices with purchase orders, audited for discrepancies and coded each according to general ledger standards
- Prepared bank statements, deposits with accuracy and speed
- Processed payroll, electronic deposits and employee pay adjustments
- Streamlined financial efficiencies by accurately processing bank reconciliations and delivering financial reporting
- Maintained accounts receivable documentation electronically and on paper
- Issued paychecks to vendors and suppliers on a weekly basis
- Coded invoices and other records to maintain organized and accurate records
- Completed all company insurance renewals including property, Workers' Compensation, general liability, and auto
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions
- Verified vendor accounts by reviewing documentation, rectifying issues, and contacting account holders
- Updated confidential employee banking information with accuracy and speed.
Collection Disbursement Clerk
National Western Life Insurance
09.2011 - 04.2014
- Initiate and maintain proper records for international credit card transactions and renewal records
- Receive pending payment statuses
- Process premium payments and corrections for online systems
- Maintain credit card files
- Filed customer debit card disputes
- Updated account information Results:
- Effectively trained new employees, and retrained current employees in specific areas.
Receptionist/Commercial Processor
McAfee Insurance Agency
07.2005 - 08.2011
- Processed commercial insurance renewals and endorsements
- Issued cancellation notices, certifications, evidence of property insurance, and identification cards
- Received incoming packages and mail, dispersed parcels, correspondence, and shipped outgoing items daily
- Kept reception area clean and organized to offer a positive first impression to every visitor
- Generated shipment invoices, prepared packages, and set up courier deliveries for customers
- Sorted incoming mail and directed to correct personnel each day
- Met incoming customers with a professional approach and provided friendly, knowledgeable assistance.
Education
High School Diploma -
Indio High School
Indio, CA06.1997
Skills
- Computer Skills: Microsoft Word, Excel, Outlook, Expensify, Quick books, Propertyware, Yardi, Acumatica
- Machines/Equipment: fax, copier, scanner
- Rapid 10-key data entry
- Account payable and receivable
- Account maintenance
- Records management
- Data file transferring
- Scheduling and calendar management
- Month-end and year-end closings
- Multitasking
- Invoice and payment processing
- Professional phone demeanor
- Flexible team player
References
- Dr. Steven Benavides Pastor, Sugarland, TX, 77479, stevenbenavides1000@yahoo.com, (832) 878-4202
- Laura Nelson, Austin, TX, 78744, Lauranelson1124@icloud.com, 512-413-3646
- Vito Raymond, Austin, TX, 78744, Vito@512living.co, 321-432-4363
Timeline
Accounts Receivable
TengoInternet, Inc
12.2019 - Current
Financial Coordinator
512 Living
04.2014 - 09.2019
Collection Disbursement Clerk
National Western Life Insurance
09.2011 - 04.2014
Receptionist/Commercial Processor
McAfee Insurance Agency
07.2005 - 08.2011
High School Diploma -
Indio High School
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