LAURA PEREZ
Jurupa Valley,CA
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
12
12
years of professional experience
Work History
Assistant Accountant
Superior Towing
08.2024 - Current
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Reviewed general ledger entries and assessed accuracy.
- Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
- Developed strong relationships with vendors by fostering environment of trust.
- Invoices
- account's payable
- Statement
- Budget meetings
- Sage
- Assemble budget reports
- Vendor payment balances
- Fax/Email
- Organize business license ,make sure they are not expired, upload to accurate cities, depending on job
Customer Service Representative
Citizens Business Bank
08.2023 - 08.2024
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- KYC, Wires, Cash Handling, ATMS, Policy's Procedures, Filing, Mail, Organizing
Safety Compliance Administrator
Daylight Transportation
01.2022 - 01.2023
- Assist in monitoring compliance with their legal obligations; ensure a safe work environment, free of health and occupational hazards; keeping up to date with government policies and procedures, assisting in OSHA regulations
- Answering high demand of client calls; relationship building; networking; maintaining DQ files and records; familiar with FMCSA department of transportation; investigation on incident/accident reports; inspect machines work environment; prevent/plan government citations; advise/plan safety topics at work; accident reports
Head Teller/Concierge Banker
Citi Bank
01.2018 - 01.2022
- Answer high volume of calls (45 calls daily); Assist clients over the phone and online; online certified to receive complaints and resolve fraudulent disputes; billing and invoices; build clientele report; documentation of safety procedures within the branch; update policy procedures within the branch and with employees; check clearance; cash management; Team huddles in branches weekly goals; operations and back office; oversee loan applications; deposits; sales; bookkeeping; translator;Audit
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
- Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
- Scheduled monthly staff schedule
Teller
Citizens Business Bank
01.2015 - 01.2018
- Assist customers with any request; answer phone calls; documentation of client requests; bookkeeping; cash handling; back office; file loan or credit card applications for clients; translate for Spanish speaking clients
Team Leader
Party City
01.2013 - 01.2016
- Open store: count cash to prepare opening store; check inventory; schedule staff to come in; supervise team; count store quotas; assist customers in searching for product
- Meet and exceed annual sales; work closely with retail managers; train incoming and new employees
Education
BACHELORS DEGREE - CRIMINAL JUSTICE CODING
ARGOSY UNIVERSITY
11-2018
ASSOCIATES DEGREE - CRIMINAL JUSTICE
WESTWOOD COLLEGE
09.2016
Skills
- Bilingual (Spanish)
- Social perceptiveness
- Stress tolerance
- Leadership organization
- Communications
- Adaptability
- Critical thinking
- Management
- Coaching and development
- Telemarketing
- Highly driven
- Logistics
- Problem solving
- Safety management and compliance
- Dependability
- Knowledge in Microsoft software
- Comprehension
- Data entry
- Scheduling
- Positive attitude
- Customer service
- Strategic planning
- Operations
- Payment processor
- Accounts payable and receivable
- Bank reconciliation
- Invoice processing
- Month-end reports
- Statement reconciliation
- Payment processing
- Attention to detail
- Documentation and reporting
- Work prioritization
- Budgets and forecasting
- Account monitoring
- Mail sorting
- Data inputting
- GL accuracy
- Cash flow forecasting
- Filing and data archiving
- Verbal and written communication
- Sales commissions
Accomplishments
- Supervised team of 7staff members.
- catechism teacher for youth group
- food drives
- fraudulent class
- mail certification class
- customer service
- Microsoft outlook
- OSHA Regulated classes
Activities
- Volunteered at homeless shelters
- For Upland Police Department
- Organized food drives
- Filed paperwork for college attended
- Catechism teacher for church's youth group on weekends
Languages
Spanish
Professional Working
Timeline
Assistant Accountant
Superior Towing
08.2024 - Current
Customer Service Representative
Citizens Business Bank
08.2023 - 08.2024
Safety Compliance Administrator
Daylight Transportation
01.2022 - 01.2023
Head Teller/Concierge Banker
Citi Bank
01.2018 - 01.2022
Teller
Citizens Business Bank
01.2015 - 01.2018
Team Leader
Party City
01.2013 - 01.2016
BACHELORS DEGREE - CRIMINAL JUSTICE CODING
ARGOSY UNIVERSITY
ASSOCIATES DEGREE - CRIMINAL JUSTICE
WESTWOOD COLLEGE
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