Summary
Overview
Work History
Education
Skills
Timeline
AccountManager

Melissa Ultreras

Fort Worth,TX

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

18
18
years of professional experience

Work History

Office Manager

Cat Mechanical
Haltom City , Texas
03.2018 - 10.2022
  • Oversaw appointment scheduling and itinerary coordination for residential and commercial customers, installers and owners.
  • Managed contracts, phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Ordered HVAC supplies from supply houses, registered HVAC units.
  • Booked airfare, hotel, and ground transportation to coordinate office travel.
  • Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
  • Matched purchase orders with invoices and recorded necessary information.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing and monthly reconciliation.
  • Drafted, reviewed and revised contracts for accuracy and completeness.
  • Pull permits,inspection updates and maintain COI.
  • Maintained all company vehicles registration, maintenance, insurance and track the toll tags.

Tax Preparer/Receptionist

Audra's Tax Center
Fort Worth, Texas
10.2018 - 04.2019
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Corresponded with clients through email, telephone, or postal mail.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

Collections Specialist

Santander Consumer USA
North Richland Hills, Texas
02.2005 - 08.2010
  • Processed payments and applied to customer balances.
  • Counseled debtors on payment options and arranged installment agreements.
  • Trained new team members on scripts, company services, and collection strategies.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Negotiated to collect balance in full.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.

Education

Certification - Medical Office Specialist

Arlington Career Institute
Grand Prairie, TX
07.2004

GED -

Venture High School
Arlington, TX
04.2000

Skills

  • Team Leadership
  • Invoicing and Billing
  • Oral and writing communication
  • Account Reconciliation
  • Payroll and budgeting
  • Documentation and control
  • Scheduling
  • Business administration

Timeline

Tax Preparer/Receptionist

Audra's Tax Center
10.2018 - 04.2019

Office Manager

Cat Mechanical
03.2018 - 10.2022

Collections Specialist

Santander Consumer USA
02.2005 - 08.2010

Certification - Medical Office Specialist

Arlington Career Institute

GED -

Venture High School
Melissa Ultreras