Melissa Mata
Bookkeeper
Houston,TX
Summary
Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Manage bookkeeping services for private clients and consistently adhere to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Bookkeeper
Balance & Harmony Bookkeeping Solutions
Cleveland, TX
02.2021 - Current
- Provide comprehensive accounting support to company by managing functions like accounts payable, accounts receivable and business expense processing.
- Report financial data and update financial records in ledgers and journals.
- Review and process client electronic payments and check deposits.
- Sort financial documents, code accounting entries for data processing and post daily receipts and payments.
- Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Organize and carried out proactive month-end, quarterly and year-end processes.
- Supported operations by communicating with customers, filing documents and managing data.
Enrollment Analyst
Energy Ogre
Houston, TX
08.2015 - 01.2021
- Improved operational management systems, processes, and best practices
- Formulated strategic and operational objectives
- Found ways to increase the quality of customer service
- Met or exceeded enrollment goals consistently by processing up to 100 plus enrollments per day to various systems while verifying for accuracy
- Observed strict procedures to protect sensitive member information including personal information and payment data
- Collaborated with hundreds of electric providers to ensure that appropriate changes were made to resolve customers' problems
- Identified issues, analyzed information, and provided solutions to problems.
Insurance Account Representative
Leslie Bourgeois State Farm Insurance
Houston, TX
09.2013 - 08.2015
- Performed administrative tasks, such as maintaining records and handling policy renewals
- Sold various types of insurance policies to individuals on behalf of insurance companies, including automobile, re, life, property, and medical
- Interviewed prospective clients to obtain data about their financial resources and needs, physical condition of person or property to be insured, and discuss any existing coverage
- Ensured that policy requirements are fulfilled, including any necessary medical examinations and completion of appropriate forms
- Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.
Teller
Wells Fargo Bank
Houston, TX
12.2012 - 09.2013
- Performed customer transactions for money orders, cashier's checks, deposits, and withdrawals
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Maintained friendly and professional customer interactions
- Answered telephone inquiries on banking products like checking, savings, loans, and lines of credit
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities
- Processed customer transactions accurately and efficiently
- Completed high-volume money counts via both manual and machine-driven approaches with accuracy.
Insurance Account Representative
Pete Dever State Farm Insurance
Channelview, TX
09.2010 - 05.2012
- Sold auto, home, life and other various insurance products to individuals using consultative selling techniques
- Coordinate email communication with the home office
- Communicate with customers, employees and agent to research issues and address client concerns or complaints
- Modify existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance
- Built relationships with clients through active listening and education to provide excellent service.
Education
Still Enrolled - Working On AAS in - Accounting
Houston Community College
Houston, TXSkills
- Leadership and Team Management
- Innate problem solver
- Mathematical Analytical Ability
- Data Entry
- Strong Client Relations
- Monthly Reconciliations
- Accounts Payable and Receivable
- Data Research and Analysis
- Financial Statements Expertise
- Data Entry and 10-Key
- MS Office Expertise
- Precision and Accuracy
Certification
Quickbooks ProAdvisor
LANGUAGES
English and Spanish - Speak,
Read, and Write.
Timeline
Bookkeeper
Balance & Harmony Bookkeeping Solutions
02.2021 - Current
Enrollment Analyst
Energy Ogre
08.2015 - 01.2021
Insurance Account Representative
Leslie Bourgeois State Farm Insurance
09.2013 - 08.2015
Teller
Wells Fargo Bank
12.2012 - 09.2013
Insurance Account Representative
Pete Dever State Farm Insurance
09.2010 - 05.2012
Still Enrolled - Working On AAS in - Accounting
Houston Community College
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