LUZ Yadira TREVINO

• I am in direct contact and provide Support Services to Departments that include Case Management, Clinical, Education and Shelter are some examples.
• Collect, maintain, and retrieve data from files as needed.
• Maintain and distribute the daily, monthly, and weekly census reports for the service population.
• Scan and read incoming material in order to determine how and where it should be classified or filed.
• Assign, record or stamp, identify numbers or codes to index materials for filing and answering questions about records and files.
• Electronically back up all Case Files and prepare all files for storage with RSD Digital Archives.
• Ensure Compliance with all state and federal guidelines.
• Handled all incoming and outgoing FedEx mail/packages.
• Entered Community Notes in ETO and uploaded to UAC Portal on a weekly basis.
• Prepared and tracked the Know your Rights and Legal Screening Acknowledgements for the week, scanned and submitted to Case Management.
• I was assigned to help out in the HR Departments as needed (2/18-3-2/18).
• I assisted with the preparation of the 2017-2018 Quarterly & Annual Reports.
• Generated weekly and monthly reports and sent them to appropriate recipients.
• Filed all correspondence’s on a daily bases for all discharges.
• Assisted Team members by answering questions and fulfilling requests.
• Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.

• As a Direct Care Worker I worked and always maintained confidentiality in all areas of child and program operations, maintained BCFS HHS professional and ethical standards of conduct outlined in our BCFS employee handbook.
• Worked effectively and without intensive supervision both independently and as a member of a multidisciplinary team.
• Maintained a secure campus environment by making rounds as required and by using proper radio communication protocols including responding to all radio calls.
• Supervised children working the third shift, ensured the safety and well-being of each child assigned to me from the start of my assigned shift until relieved.
• Effectively communicated facility and programmatic behavior expectations and limitations to children.
• Documented UAC's behavior in terms of mental status, sleeping and eating patterns in daily notes.
• Maintained compliance with agency policies and procedures.
• Established state and Federal standards and requirements.
• Completed all required documentation prior to completion of my shift which consisted of any serious incidents, daily progress, and activities, completely, accurately, and in real time, in compliance with agency policies, and procedures.
• Always demonstrated respect for agency staff, children, and community members and always complied with required dress code.
• Maintained computer literacy required to meet the responsibilities of my position.
• Provided safe, secure and supervised transportation of the service population assigned to this position for transport.
• Worked evenings, weekend, and Holidays as needed or as requested.

I first came to BCFS Raymondville to help because of personnel shortage. It was here that I was offered a full time position working 3rd shift after only a few weeks.

After working a couple of months I then applied for the 2nd shift position and transferred to that position in January 2017.

In June of the same year, an opportunity arose for 1st shift position and then too, I applied and transferred to that position in June of 2017.

On February 16, 2018 the File Clerk position became available in the Administration Department, it is then that I too applied for that position and with my hard work, dedication and experience I advanced to this position.

• As a Direct Care Worker I worked and always maintained confidentiality in all areas of child and program operations, maintained BCFS HHS professional and ethical standards of conduct outlined in our BCFS employee handbook.
• Worked effectively and without intensive supervision both independently and as a member of a multidisciplinary team.
• Maintained a secure campus environment by making rounds as required and by using proper radio communication protocols including responding to all radio calls.
• Supervised children working the third shift, ensured the safety and well-being of each child assigned to me from the start of my assigned shift until relieved.
• Effectively communicated facility and programmatic behavior expectations and limitations to children.
• Maintained compliance with agency policies and procedures.
• Established state and Federal standards and requirements.
• Completed all required documentation prior to completion of my shift which consisted of any serious incidents, daily progress, and activities, completely, accurately, and in real time, in compliance with agency policies, and procedures.
• Always demonstrated respect for agency staff, children, and community members and always complied with required dress code.
• Maintained computer literacy required to meet the responsibilities of my position.
• Provided safe, secure and supervised transportation of the service population assigned to this position for transport.
• Worked evenings, weekend, and Holidays as needed or as requested.

After working only a couple of months as PRN, I was asked to help out in the Raymondville Shelter, where it is there that I was then offered a full time position.

• As a family run business;.
• Verified the accuracy of invoices and other accounting documents and records.
• Performed personal bookkeeping services.
• Prepared and processed payroll information, A/P, A/R, profits and losses.
• Maintained vendor 1099 forms and prepared the annual form 1099s, w2s, while computing deductions for income and social security taxes.
• Paid vendors verifying vendor/federal id numbers; scheduling and preparing checks, ACH and wire transfers; resolving purchase order, contract, invoice, or payment discrepancies and documentation; insuring credit is received for outstanding memos; issuing stop- payments or purchase order amendments.
• Debited, credited, and totaled accounts on computer spreadsheets and databases, using specialized accounting software.
• Classified, recorded, and summarized numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
• Performed financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
• Calculated, prepared, and issued bills, invoices, account statements, and other financial statements.
• Complied with federal and state, policies, procedures, and regulations.
• Cultivated customer relationships by advising clients on repayment plans.

• Build new and existing client relationships and demonstrated knowledge of client business.
• Prepared and reviewed federal, foreign and state income taxes for associates, individuals, businesses, benefit funds, real estate, and exempt organizations.
• We offered several different bank products from refund anticipation loans to refund anticipation checks to direct deposit, so it was with up most importance that the client understood the difference and that the information was accurate.
• Prepared internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department, assisted clients in the event of an audit.
• Attended various training sessions’ tax knowledge based for continued personal development and growth, in accordance to company's guidelines and IRS requirements.

• Provided professional office administration and management support to all office activities in the Raymondville Tax office.
• Established and managed communication with Corporate, Market Administration, Clients, Staff and Management.
• Maintained and Reconciled Petty Cash on a daily basis.
• Provided assistance to HR Manager to recruit, train and induct new staff for organization.
• Provided in-service training and took disciplinary actions when required.
• Instructed continued education advanced courses for prior employees in accordance to company's guidelines and IRS requirements.
• As an Instructor I was responsible in educating and training tax school students on tax theory and tax software (primarily in classroom training, and some web-based training) in accordance with company course content, schedules and developed and implemented retention techniques for continued student attendance and participation.
• Attended various training sessions (tax knowledge based and instructor style based) for continued personal development and g.
• Identified and provided recommendations for qualified student conversions to Tax Preparer.
• Prepared and reviewed federal and state income taxes for associates, individuals, businesses, benefit funds, real estate, and exempt organizations.
• As our client’s Tax and financial advisor my goal was to help them establish a retirement savings strategy designed to meet their own individual goals.
• Prepared internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
• Trained staff, reviewed and evaluated their work.
• Supervised the call center and its employees during off season.
• Interviewed prospective individuals.

Managed multiple clients, budgets and exceeded production goals every tax season.

• Reconciled processed work by verifying entries and comparing system reports to balances.
• Charged expenses to accounts and cost centers by analyzing invoice/expense reports; recorded entries.
• Posted all open items in accounts payable on a daily basis.
• Paid vendors by monitoring discount opportunities; verified federal id numbers; scheduled and prepared checks; prepared purchase orders, contracts and invoices.
• Paid employees by receiving and verifying expense reports and requests for advances; prepared checks.
• Maintained all accounts payable files by verifying and posting all account transactions.
• Verified vendor accounts by reconciling monthly statements and related transactions.
• Disbursed petty cash by recording entry; verified documentation.
• Reported sales taxes by calculating requirements on paid invoices.
• Posted customer payments by recording cash, checks, and credit card transactions.
• Posted revenues by verifying and entering transactions form lock box and local deposits.
• Updated receivables by totaling unpaid invoices.
• Maintained records by microfilming invoices, debits, and credits.
• Verified validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments, and from vendors.
• Protected Company's value by keeping information confidential.

• Supervised office and staff.
• Performed all task related to general bookkeeping, payroll, accounts payable and accounts receivable.
• Maintained accounting records by making copies and filing documents.
• Maintained and reconciled Petty Cash on a daily basis.
• Reconciled bank statements by comparing statements with general ledger.
• Maintained accounting databases for both Accounts Payable and Receivable by entering data into the computer.
• Verified financial reports by running performance analysis software program.
• Ensured that all payments were made in accordance with company policy and that all payments were sent on time.
• Posted all open items in accounts payable on a daily basis.
• Prepared and mailed invoices to customers.
• Prepared and handled large bank deposits and made sure they were deposited on a daily basis.

Reconciled customer cash accounts that had been left past due for months, saving the customers hundreds in interests and fees.

Worked with over 500 plus vendors.