Lizette Pacheco
Indio,CA
Summary
Detail-oriented finance and administrative professional with experience in accounts payable, purchase order processing, and credit card reconciliation. Skilled in ensuring compliance with state, federal, and HIPAA regulations. Bilingual in English and Spanish, offering strong communication and customer service abilities. Proficient in data management, report preparation, and maintaining accurate financial records. Experienced in staff training, scheduling, and community outreach. Committed to confidentiality, accuracy, and supporting organizational goals.
Overview
16
16
years of professional experience
Work History
Family Engagement Specialist
Desert Sands Unified School District
La Quinta, USA
11.2024 - Current
- Provided bilingual (English/Spanish) administrative support for student programs, including enrollment, attendance, and documentation.
- Maintained accurate and confidential records using district-approved systems and databases.
- Drafted and processed reports, memos, and correspondence in line with district policies.
- Created purchase orders using appropriate account numbers based on funding sources.
- Reconciled credit card statements with corresponding purchase orders to ensure accuracy and compliance.
- Coordinated schedules, meetings, and communication across departments and external partners.
- Served as front-office contact, resolving inquiries and referring families to appropriate services.
- Used Google Workspace and student information systems to manage data and streamline operations.
- Tracked office inventory and processed supply orders within budget limits.
- Collaborated with community organizations to support family outreach and engagement.
- Conducted home visits to assess family needs and connect them with school and local resources.
- Assisted with planning and coordinating events to boost parent involvement and student success.
Eligibility Technician – Medical & CalFresh
County of Riverside
Indio, USA
01.2015 - 02.2023
- Performed clerical and financial tasks to support eligibility operations, and ensure compliance with state and federal regulations.
- Reviewed and processed financial documentation, including income verifications, reimbursements, and benefit calculations.
- Maintained accurate and auditable case records, supporting internal reviews, and external audits.
- Compiled and reported financial and statistical data using eligibility systems and spreadsheets.
- Communicated with departments, agencies, and vendors to resolve discrepancies and verify information.
- Scheduled client interviews and followed up on required documentation within strict program timelines.
- Entered and updated data in eligibility and case management systems, with a high degree of accuracy.
- Provided front-line support to clients, resolving inquiries, and escalating complex issues when necessary.
- Ensured strict confidentiality and compliance with HIPAA, and data security protocols.
Lead Teller Operations Specialist
Wells Fargo Bank
Palm Desert, USA
01.2010 - 02.2014
- Managed daily branch financial operations, including accurate balancing of cash drawers, ATMs, and vaults with zero loss, ensuring strong internal controls.
- Trained and supervised teller staff on compliance, cash handling procedures, fraud prevention, and customer service excellence to optimize operational efficiency.
- Processed high-volume financial transactions, large cash deposits, withdrawals, and transfers with meticulous attention to detail, and adherence to banking regulations.
- Prepared and reviewed end-of-day financial reports, cash reconciliations, and transaction summaries to support audit readiness and financial accuracy.
- Resolved complex customer inquiries, discrepancies, and escalated issues while maintaining regulatory compliance, and enhancing client satisfaction.
- Coordinated staffing schedules, workflow, and priorities to meet operational goals, and maintain a seamless banking experience.
- Maintained and organized accurate records, documentation, and logs to support audits, regulatory compliance, and internal financial controls.
- Demonstrated strong analytical and problem-solving skills in identifying and mitigating operational risks, and improving cash management processes.
Education
Associate of Arts - Business Administration – Accounting
Riverside Community College
Riverside, CA06.2022
Bachelor of Science - Accounting
Cal State University of San Bernardino
San Bernardino, CASkills
- Financial operations and cash management
- Accounts payable and purchase order processing
- Credit card reconciliation and expense tracking
- Data entry and database management
- Regulatory compliance (state, federal, HIPAA)
- Report preparation and record keeping
- Bilingual communication (English/Spanish)
- Client and vendor relations
- Customer service and support
- Microsoft Office Suite and Google Workspace proficiency
- Analytical thinking and problem solving
- Team training and supervision
- Confidentiality and data security
- Budget monitoring and inventory management
Timeline
Family Engagement Specialist
Desert Sands Unified School District
11.2024 - Current
Eligibility Technician – Medical & CalFresh
County of Riverside
01.2015 - 02.2023
Lead Teller Operations Specialist
Wells Fargo Bank
01.2010 - 02.2014
Associate of Arts - Business Administration – Accounting
Riverside Community College
Bachelor of Science - Accounting
Cal State University of San Bernardino