Administrative
Lorely Janneth Montano
Administrative
Menifee,CA
Summary
Dedicated administrative professional with over five years of proven expertise in office management, data entry, and customer service. Possesses excellent communication, planning, and prioritization skills. Recently completed a Bachelor's degree in Business Administration, enhancing skills in strategic planning, project management, and financial analysis. Eager to leverage combined experience and education to contribute effectively in both independent and team-oriented environments.
Overview
9
9
1
1
Accounting Certificate
2
2
Microsoft Office Specialist
Work History
Administrative Assistant, Accounts Receivable
Huntington West Properties Inc.
Westminster, CA
09.2014 - 02.2017
- Provided primary customer support to internal and external customers.
- Scheduled office meetings and client appointments for staff teams.
- Prepared lease agreements.
- Created and maintained databases to track and record customer data.
- Monitored customer accounts for nonpayment issues and took corrective action when necessary, such as sending correspondence to encourage customer payment of overdue invoices.
- Posted customer payments by recording cash, checks, and credit card transactions.
- Investigated and resolved invoice discrepancies or inquiries on time.
- Worked closely with other departments to ensure proper coding and approval of invoices.
- Generated monthly statements.
- Prepared daily bank deposits.
- Assisted in the development and implementation of new administrative procedures.
- Managed paper and electronic filing systems.
Receptionist, Administrative Assistant
Huntington West Properties Inc.
Westminister , CA
08.2008 - 11.2010
- Greeted incoming visitors and customers professionally, responding to inquiries and directing them to appropriate personnel.
- Answered central telephone system and directed calls accordingly.
- Maintained office supplies inventory.
- Composed, edited, and typed memos and reports with job-related software.
- Scheduled appointments, meetings, and events for management staff.
- Coordinated mailings, including sorting mail, and preparing packages for shipping via courier service or postal service.
- Handled confidential documents in an organized fashion according to established protocol.
- Responded effectively to sensitive inquiries or complaints.
- Confirmed appointments, communicated with clients, and updated client records.
- Assisted with onboarding new clients and securing paperwork completion.
- Handled cash transactions and maintained sales and payments records accurately.
- Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities, and communicate instructions.
- Volunteered to help with special projects of varying degrees of complexity.
Education
Bachelor of Arts - Business Administration And Management
California Baptist University
Riverside, CA12-2023
Skills
- Office administration
- Scheduling
- Multi-line Telephone Systems
- Time management
- Customer/Client relations
- Correspondence distribution
- Database administration
- Bookkeeping
- Program files maintenance
- Sage 50 US
- QuickBooks
- Letter preparation
- Contract agreement preparation
- Statement preparation
- Accurate payment posting
- GL Entries
- Month-end closing procedures
- Administrative support
- Sorting and labeling
Languages
Spanish
Native/ Bilingual
Certification
- Accounting Certificate
- Microsoft Office Specialist: Excel Associate (Office 2019)
- Microsoft Office Specialist: PowerPoint Associate (Office 2019)
Timeline
Administrative Assistant, Accounts Receivable
Huntington West Properties Inc.
09.2014 - 02.2017
Receptionist, Administrative Assistant
Huntington West Properties Inc.
08.2008 - 11.2010
Bachelor of Arts - Business Administration And Management
California Baptist University
Work Preference
Work Type
Full TimePart TimeWork Location
On-SiteRemoteHybridImportant To Me
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