Provided essential functions, knowledge, skills, and screening information to clients.Performed advanced clerical duties, delivering exceptional customer service and effective organization while tracking and developing written and electronic documents. Experience in data entry and retrieval using spreadsheets and database systems in Microsoft Word and Excel preferred. Coordinated and verified supply protocols. Managed processes for receiving, filling, releasing, and storing supply orders.
Processed food stamp applications and maintained client case files for HHSC benefits office.
Answered client calls and explained program requirements, forms, and interview steps.
Entered case data into eligibility systems with careful attention to accuracy.
Senior Bondholder Relations Correspondent
Bank of New York
DALLAS, TX
01.2008 - 08.2009
Conducted bond research, replaced bonds, and managed correspondence with clients. Screening bonds researching data for replacement or other client request. Updated system data.
Senior Reconciliation Specialist
JP Morgan Chase Private Bank - Global Wealth Mgmt
DALLAS, TX
12.2002 - 09.2007
Reconciliation confirming that the balance in the data basis matches the corresponding bank statement, and confirming the reliability of a company's accounting records compared the transactions balances are correct. Maintained a account reconciliation log a daily, monthly, or annual basis.
Accounts Payable Administrator
Air Craft Interiors
DALLAS, TX
06.2001 - 12.2002
Prepared journal entries, executing payment processing of all invoices, payments, expense check, check request and cash disbursements; Processed payments, payment approval and correspondence with venders and suppliers. Conducted needs analysis reducing material cost, setting up new vender accounts and assigned credit limits. Analyzed and reviewed financial results with senior management monthly. Reconciled account balances and processed expense reports. Tracked operating cost reports the exceptions
Education
1 Year at College or a Technical or Vocational School - Accounting
University of Pheonix
Certification
Accounting
Aircraft Interiors
Additional Information
None Specified
Awards
clerical, secretarial, administrative support and technical support
Ability Summary
None Specified
Timeline
Clerk III
HHSC Food Stamp Office
07.2010 - 02.2022
Senior Bondholder Relations Correspondent
Bank of New York
01.2008 - 08.2009
Senior Reconciliation Specialist
JP Morgan Chase Private Bank - Global Wealth Mgmt
12.2002 - 09.2007
Accounts Payable Administrator
Air Craft Interiors
06.2001 - 12.2002
1 Year at College or a Technical or Vocational School - Accounting