Lisela Medina
San Antonio
Summary
Detail-oriented and highly organized professional with extensive experience managing financial data, documentation, and reporting in high-volume environments. Adept at analyzing financial information, maintaining compliance, and supporting clients through complex processes. Seeking an entry-level mortgage opportunity with a clear path to becoming a licensed Loan Officer.
Overview
12
12
years of professional experience
Work History
Project Controls Specialist
Entrust Solutions Group
01.2021 - Current
- Worked within a nationwide, high-volume organization supporting leadership through detailed financial analysis, reporting, and file management. Coordinated scheduling and workload tracking while analyzing cash flow, forecasts, and variances. Monitored budgets, accruals, and actuals to ensure accuracy and compliance, and prepared clear, detailed reports for review. Maintained and set up a large volume of files in ERP systems including VantagePoint, SharePoint, and Ensight, demonstrating strong attention to detail, system proficiency, and the ability to manage multiple files simultaneously in a deadline-driven environment.
Bookkeeping Assistant
AmCan Energy Services
01.2017 - 01.2020
- Account management for new and existing customers and vendors. Drafted surveys and progress reports, managed timesheets and assisted in payroll function using ADP and QuickBooks for 70+ employees. Handled company assets and inventory, assisted in website development and maintenance as well ass B2B and B2C marketing.
Administrative Assistant
Receptive Enterprises
01.2014 - 01.2017
- Maintained up-to-date client spreadsheet. Responsible for obtaining marketing and promotional materials, drafted proposals and estimates for potential and existing customers, kept insurance and permits current, assisted in project management.
Education
Associate of Arts - Business Administration
Northwest Vista College
Skills
- Bilingual: Fluent in English and Spanish (spoken and written)
- Proficient in Microsoft Office Suite
- Experience with enterprise systems and data tools: Vision/VantagePoint, DataMart, Power BI
- Strong organizational skills with the ability to manage multiple priorities in high-volume environments
- Excellent written and verbal communication skills
- Detail-oriented with a strong focus on accuracy and compliance
- Adaptable and quick to learn new systems and processes
- Able to build and maintain positive professional relationships
- Customer-focused mindset with a commitment to delivering high-quality service
Languages
Spanish
Native or Bilingual
Timeline
Project Controls Specialist
Entrust Solutions Group
01.2021 - Current
Bookkeeping Assistant
AmCan Energy Services
01.2017 - 01.2020
Administrative Assistant
Receptive Enterprises
01.2014 - 01.2017
Associate of Arts - Business Administration
Northwest Vista College