Lucy Sanchez

Support the Payroll Department and the manager in terms of abroad range of administrative and clerical functions, large scale and complex projects, and assignments that require interaction with those across the university

Provide excellent customer service and general office and administrative support to Payroll Services as directed by the Payroll Manager

Process and maintain verifications of employment and EDD verification

Serve as content editor and maintenance for Payroll website

Perform data entry for student hires into PIMS

Prepare documents requested for audits (KPMG, SCO, etc)

Serve as the unit Timekeeper. Update/maintain unit Absence Calendar in Microsoft Outlook once time is approved by manager to be used to verify time off in Absence Management

Maintain unit supplies/orders

Create drafts for monthly Payroll Bulletin to manager

Drop off/pick up state checks and documents from Student Financial Services

Incoming/outgoing mail

Include filing, answering phones, email communication, and other inquiries

Oversee student workers by assigning daily projects and tasks as directed by manager. Responsible for processing student hires (SPARS) into PIMS, verifying monthly student hours worked by assisting in the completion of time sheets, simple student hours data entry and investigating student pay concerns before forwarding to appropriate Payroll Technician by posted deadlines.

Comprehend and grasp knowledge of the university infrastructure, policies, and procedures

Interpret and apply policies and procedures independently and use judgment and discretion to act when precedents do not exist

Understand problems from a broader perspective and anticipate the impact of office administration problems and solutions on other areas

Analyze operational and procedural problems and develop, recommend, and evaluate proposed solutions

• Completes intake documents and evaluates the client's eligibility to receive program services consistent with established guidelines
• Prepares and maintains client related forms, files, records, and correspondence in an accurate and timely manner
• Make pledges through SoCal Edison, SoCal Gas and SouthWest Gas online portals
• Handles client problems and concerns of a diverse nature
• Travels to assigned locations throughout San Bernardino County to assist clients outside the local area.
• Performs mathematical computations of average difficulty and clerical work to include data input, typing, and filing duties
• Conducts public presentations to promote interest in available Energy Conservation Program services
• Coordinates and participates in energy education workshops
• Attends training, seminars, and conferences as required
• Submits daily production report at end of day
• Provides vacation and back up support as needed
• Performs other related duties and works overtime as required

• Answer, screen and refer telephone calls; take telephone messages, greet and visitors to appropriate personnel
• Schedule appointments on Microsoft teams calendar, provide program information, handle customer complaints and refers as necessary
• Assist Spanish speaking only by phone or in person
• Maintain manual and files in accordance with prescribed filing systems procedures
• Record any incoming data for clients into ServTraq and pay close attention to detail
• Communicate effectively, in an optimistic manner with clients
• Follow up in a timely manner on the task or responsibility
• Knowledge of basic Microsoft word, outlook, excel, etc
• Multi-task with workload to meet deadlines and remain calm under pressure
• Collaborate with co-workers for generating new ideas to prevent confusion
• Work independently with minimal supervision
• Provide accurate information to clients that are seeking assistance in agency program

• Oversaw and managed hiring process and assisted human resources
• Documented human resources records and maintained confidentiality of sensitive personal information
• Maintained office supplies, distributed mail, and processed invoices for payment
• Reviewed and screened applicant resumes to identify qualified candidates
• Express community service skills and keep an optimistic attitude in the work environment
• Navigate Microsoft Excel and Outlook
• Give attention to detail and enter the information accurately to the system
• Maintain sign-in sheets attendance
• Responded to inquiries by answering telephone calls, in-person questions and emails.

• Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses
• Planned lessons for allotted time to strengthen weak subjects and build skills
• Collaborated with parents to create tutoring sessions appropriate for student's learning preference and learning style
• Provided homework assistance using specific curriculum and materials
• Identified learning needs and implemented fun and engaging activities to help students advance
• Assessed students' progress throughout tutoring sessions and adjusted instructional methods
• Met with students and discussed educational goals and expectations
• Updated required logs and student documentation to keep records accurate and current

• Recorded information, shortages and discrepancies to keep records current and accurate.
• Loaded, unloaded and moved material to and from storage and production areas.
• Kept warehouse stations and equipment in good working order in line with OSHA requirements.
• Checked packages and merchandise for damage and notified vendors.
• Used forklifts and pallet jacks to relocate products.
• Labeled and accurately moved customer orders to meet shipment timetables and minimize errors.
• Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
• Wrapped pallets in shrink wrap prior to loading.
• Consistently lifted materials weighing as much as 50 pounds.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Scheduled appointments for companies to deliver product or get loaded
• Give attention to detail and enter the information accurately to the system
• Navigate Microsoft Excel, Word and Outlook
• Have advanced knowledge in Bills of Lading
• Manage invoices, packing slips, returns, etc.
• Edit quantity or weight when modifications are made to the loads
• Maintain sign-in sheets for records of all inbounds and outbounds each day
• Use SAP program in the computer for information that needs to be inputted
• Prepare next day orders and contact afterhours transportation team for shortages
• Sum up production totals from supervisors for inventory purpose
• Send out end of day emails to the plant company, managers, and supervisors
• Store important documentation for auditors' purpose