LuzElena Bañuelos

• Processing accounts and outgoing payments in compliance with financial policies and procedures
• Performing day to day financial transactions, including verifying, classifying, and recording accounts payable data
• Preparing bills, invoices and bank deposits
• Ensured sales transactions matched deposits received by banks and/or carriers.

• Managed phone systems and electronic communications, ensuring efficient and professional handling of all incoming and outgoing calls and faxes
• Oversaw inventory and procurement of office supplies
• Composed letter head change orders and invoice reports
• Input invoices and pay apps into ESUB program
• Managed and distributed incoming and outgoing mail
• Monitored and recorded equipment mileage and operating hours, maintaining accurate logs for optimal maintenance scheduling
• Assist with accounts payables reconciliation.

• Welcomed customers and provided personalized assistance to meet their needs, ensuring a positive and satisfying experience
• Verified customer orders, ensuring accurate contact information and correct merchandise selection to meet customer specifications
• Prepare sales orders for proper close out
• Set up customer's product pick up and delivery dates
• Communicated with customers to resolve issues promptly and effectively

• Welcomed clients upon arrival, creating a warm and professional first impression
• Confirm appointments with all signed clients as well as potential clients
• Verify clients Information when picking their claim checks
• Routed incoming calls to the appropriate personnel, ensuring efficient and accurate communication flow.
• Entered detailed notes into the Claim Wizard program during client calls, ensuring accurate and comprehensive documentation.
• Proper filing and documentation of client information
• Monitor office supplies on a weekly basis and restock as needed.

• Created and negotiated contracts for new clients, including tailored payment options to meet their needs
• Managed and maintained property inventory, ensuring accurate records and efficient resource allocation
• Organized and filed records systematically, ensuring easy access and preservation of important documents

• Coordinated special events in collaboration with administration and local community partners, ensuring seamless execution and effective communication
• Maintained comprehensive program records and managed members' financial records with precision
• Oversaw inventory management for program equipment and anticipated future needs
• Developed and drafted informational packets and specialized forms
• Updated and managed social media platforms with current schedules, events, and photos to enhance engagement and visibility

• Managed correspondence for educational publications and ensured timely dissemination of information
• Oversaw record management, prepared detailed reports, and handled mail processing efficiently
• Prepared materials and logistics for large meetings and events, ensuring smooth execution
• Coordinated with various entities on special projects, facilitating collaboration and project success
• Developed subject matter schedules and calendars of events for members, keeping them informed and organized.
• Arranged group travel, including cost estimates and final expense reports, for seamless travel experiences for over 100 travelers.
• Maintained and updated social media platforms with current schedules, events, and photos to engage and inform the audience

4o mini

• Welcomed and assisted new applicants with the application process, ensuring a smooth and efficient onboarding experience
• Proactively identified and contacted potential new clients to expand the agency’s client base
• Scheduled and coordinated meetings with new clients to discuss services and opportunities
• Facilitated the integration of new employers into the agency, streamlining the onboarding process
• Processed essential paperwork for new hires, including E-Verify and W-2 forms, ensuring compliance and accuracy

• Welcomed and assisted visitors, addressing their service needs and ensuring a positive experience
• Guided families in selecting appropriate service options by providing detailed and relevant information
• Drafted and negotiated contracts for new clients, including customized payment options to meet their needs
• Managed property inventory, ensuring accurate records and efficient resource allocation
• Processed payments for existing contracts, maintaining financial accuracy and customer satisfaction
• Filed and organized records systematically to ensure easy access and proper documentation
• Planned and organized seasonal and motivational events for employees, enhancing team engagement and morale

• Greeted and assisted guests with purchases, account inquiries, and returns, delivering exceptional customer service and driving sales.
• Maintained the storefront appearance to enhance the shopping experience and attract customers, ensuring a visually appealing and organized environment.