Lorraine Garay Escamilla
Finance
San Antonio,TX
Summary
Focused Accounting professional with 23 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Microsoft Excel, ITCCS, and company software currently used. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Excellent reputation for resolving problems and improving customer satisfaction. Seeks to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and sharing knowledge of skills.
Overview
27
27
years of professional experience
Work History
Accounting Technician
San Antonio Independent School District
San Antonio, TX
05.2014 - 01.2020
- Screened company accounts receivable, accounts payable, payroll processing and general ledger transactions.
- Entered figures using 10-key calculator to compute data quickly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Organized general ledger with accuracy and within time constraints.
- Reported financial data and updated financial records in ledgers and journals.
- Applied mathematical abilities to calculate and check figures in accounting systems.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Input financial data and produced reports using ITCCS and various District Software.
- Input financial data and produced reports using various District software.
- Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Managed complex finance projects under direction of senior management to meet deadlines and budget limitations.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Inspected account books and recorded transactions.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking.
- Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking.
- Maintained relationships with vendors and managed invoices for Child Nutrition products.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Identified and suggested remedies for areas of improvement based on detailed daily reports and analysis.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Finance Clerk
San Antonio ISD
San Antonio, TX
10.2010 - 05.2014
- Followed best practices for managing large quantities of personal financial information, fostering data security and integrity.
- Simplified data and earnings information for finance director.
- Prepared inter-departmental correspondence, technical memos and reports.
- Organized and reported on financial information to document payment histories and assist with sound financial accounting.
- Supported budget preparation and management for special projects.
- Supported payroll management systems and employee payment on weekly schedule.
- Applied mathematical abilities to calculate and check figures in accounting systems.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Typed and submitted correspondence, memos, drafts and emails.
- Managed office inventory and ordered new supplies when items were running low.
- Observed strict confidentiality rules to maintain data integrity and protect clients.
- Pitched in to assist with special projects and additional tasks.
- Provided exceptional service to customers requiring assistance such as account questions.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Input financial data and produced reports using ITCCS.
- Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
- Entered figures using 10-key calculator to compute data quickly.
- Interacted with personnel in campus and departments, effectively building lasting relationships.
Education Assistant
San Antonio ISD
San Antonio, TX
03.2009 - 10.2010
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
- Distributed learning materials such as worksheets, textbooks and group assignments.
- Partnered with teacher to plan and implement lessons following school's curriculum, goals and objectives.
- Prepared teaching materials and set up audio-visual equipment for lead teacher.
- Set up visual aids, equipment and classroom displays to support teacher's lesson delivery.
- Participated in professional development opportunities and attended in-services and seminars.
- Maintained inclusive learning environment to enable students to gain maximum benefit from lessons.
- Prepared instructional materials for group and one-on-one use to comply with established curriculum.
- Prepared learning materials, helping teachers prepare for daily instruction.
- Organized and led practice, research and lab assignments.
Mortgage Loan Processor
USAA Federal Savings Bank
San Antonio, TX
07.1997 - 10.2008
- Set up and completed loan submission packages.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Communicated with originator and applicant concerning progress of loan file.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Coordinated closing process with attorneys, title companies and government clerks.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Oversaw file input in mortgage software and grant-specific software.
- Reviewed and validated details of loan applications and closing documentation.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Produced and submitted completed loan packages to title and escrow professionals.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Cross-sold USAA FSB products to maximize company reach to customers.
Customer Service Representative
Citicorp Inc
San Antonio, TX
04.1994 - 07.1997
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Updated account information to maintain customer records.
- Recommended products to customers, thoroughly explaining details.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Collected and analyzed customer information to prepare product or service reports.
- Recorded account information to open new customer accounts.
- Processed customer adjustments to maintain financial accounts.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Educated customers about billing, payment processing and support policies and procedures.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained up-to-date knowledge of product and service changes.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Delivered prompt service to prioritize customer needs.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Responded proactively and positively to rapid change.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Communicated professionally with colleagues, freelancers and clients.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Promptly responded to inquiries and requests from prospective customers.
- Trained new personnel regarding company operations, policies and services.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction.
- Effective liaison between customers and internal departments.
- Delivered excellent customer service, resulting in consistent 100% customer satisfaction rating.
- Sought ways to improve processes and services provided.
- Promoted available products and services to customers during service, account management and order calls.
- Increased efficiency and team productivity by promoting operational best practices.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Facilitated inter-departmental communication to effectively provide customer support.
- Handled Citibank customers in fast-paced call center setting in coordination with solid team of 1500 customer service associates.
- Recorded actions taken, issues resolved and bank information to effectively manage customer accounts.
Customer Service Cashier
JCPenney
San Antonio, TX
05.1993 - 07.1994
- Resolved customer complaints and maintained clean and tidy checkout area.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Enabled customers to feel welcomed, important and appreciated by answering questions about products sold throughout store.
- Counted money in drawers at beginning and end of each shift.
- Answered product questions using knowledge of sales and store promotions.
- Utilized POS system to handle customer cash and credit card transactions.
- Arranged and replenished service desk displays and merchandise racks to maintain appearance of store.
- Maintained awareness of surroundings and secured cash to minimize loss potential.
- Redeemed coupons to discount purchases.
- Referred to price sheets and special sale bulletins to enter price changes.
- Performed cash, card and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Used POS system to enter orders, process payments and issue receipts.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
- Set up new sales displays each week.
- Demonstrated product features, answered questions and redirected objections to highlight positive aspects.
Education
High School Diploma -
Providence Catholic School
San Antonio 05.1992 - 05.1992
No Degree - Speech Pathology
Southwest Texas State University
San Marcos, TX 05.2001 -
No Degree - Liberal Arts And General Studies
San Antonio College
San Antonio, TX 05.2001 -
No Degree - Accounting And Finance
Eastern Gateway Community College
Steubenville, OH 05.2001 -
Skills
Accounting and bookkeeping
Timeline
Accounting Technician
San Antonio Independent School District
05.2014 - 01.2020
Finance Clerk
San Antonio ISD
10.2010 - 05.2014
Education Assistant
San Antonio ISD
03.2009 - 10.2010
No Degree - Speech Pathology
Southwest Texas State University
05.2001 -
No Degree - Liberal Arts And General Studies
San Antonio College
05.2001 -
No Degree - Accounting And Finance
Eastern Gateway Community College
05.2001 -
Mortgage Loan Processor
USAA Federal Savings Bank
07.1997 - 10.2008
Customer Service Representative
Citicorp Inc
04.1994 - 07.1997
Customer Service Cashier
JCPenney
05.1993 - 07.1994
High School Diploma -
Providence Catholic School
05.1992 - 05.1992
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