Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
36
36
years of professional experience
Work History
Records Management Liaison Officer
Palm Beach County BOCC, Financial Mgmt. & Budget
West Palm Beach, FL
01.2011 - 12.2021
Reported agency's compliance statement annually to the State of Florida, Division of Records Management.
Helped insure proper disposition of eligible records.
Trained and advised agency staff in records management practices.
Responded to questions from departments regarding agency records.
Worked with the Division's to establish retention schedules.
Approved disposal request county records and maintained spreadsheets of destruction requests.
Assisted in developing and writing county-wide policies and procedures related to Records Management.
Prepared Annual Seminar for county employees.
Contract Compliance Specialist
Palm Beach County BOCC, Financial Mgmt. & Budget
West Palm Beach, FL
06.2003 - 12.2021
Collaborated with departments to ensure compliance with contractual requirements.
Reviewed and analyzed contracts to ensure compliance.
Performed periodic audits of current contracts to identify discrepancies or inconsistencies.
Identified non-compliance issues in existing contracts and provided recommendations for corrective action.
Monitored project process and recommended approval or withholding of interim and final payment.
Maintained a computerized contract and contract library of all assigned county contractual agreements; notified contract holder of forthcoming/past due obligations and document response.
Coordinated with applicable agencies for technical assistance of projects as required.
Analyzed and resolved discrepancies on contracts and changes(Change Orders, Consultant Services Authorizations, Job Order Contract, etc.)
Administrative Assistant
Palm Beach County BOCC, Financial Mgmt. & Budget
West Palm Beach, FL
02.1996 - 06.2003
Reviewed, analyzed, and verified contract documents/records for accuracy and thoroughness.
Maintained database on approved contracts.
Prepared monitors reports for departmental compliance.
Reviewed letters of credit and permit bonds.
Conducted research, measured/analyzed performance results, and make projections in developing and preparing division budget as well as fiscal year goals and objectives.
Fiscal Specialist II
Palm Beach County BOCC, Water Utilities
West Palm Beach, FL
07.1991 - 02.1996
Monitored and maintained ongoing agreements including renewal, service initiations, assignments and calculations of amount payable and receivables.
Researched agreements to establish current rights, availability of service, and financial status.
Directed, coordinated, and supervised the activities of service initiation.
Assisted in the preparation
and administration of the divisions budget.
Received and investigated complaints and suggestions from citizens, developers, lawyers, contractors, consultant, and municipal officials.
Fiscal Specialist I
Palm Beach County BOCC, Water Utilities
West Palm Beach, FL
02.1989 - 07.1991
Gathered, compiled and prepared project information to be entered into the system.
independently compiled data and prepared reports to assist supervisor.
Prepared documents for the collection and recording of special assessment liens.
Answered inquiries from developers, contractors, attorneys, real-estate brokers, homeowners, and field superintendents pertaining to development agreements and meter installation procedures.
Received customers applying for water and/or wastewater connection and answered questions regarding policies of the Department and related information.
Determined if revenues have been paid and equivalent residential connections are available prior to release of any meter.
Maintained meter request information for projects and notified customers of any problem of rejection involving the project.
Initiated work order for installation of meters, relocations, hydrant meters, and any miscellaneous request.
Accounts Clerk I
Palm Beach County BOCC, Water Utilities
West Palm Beach, FL
05.1988 - 02.1989
Dealt with customers regarding their accounts.
Responsible for reports that dealt strictly with the customer billing.
Had authority to make changes to customer accounts.
Heavy customer contact.
Vault Teller
First American Bank
Lake Worth, FL
12.1987 - 05.1988
Was responsible for the revenue from the Florida Turnpike Tolls and made adjustments to those accounts when necessary.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Organized cash into bundles according to denomination for easy retrieval when needed.
Customer Service Representative/Teller
Sunpoint Bank aka Great Western Bank
Lantana, FL
07.1985 - 12.1987
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Handled large volumes of currency quickly and accurately with minimal errors.
Continuously updated knowledge about banking products, services, policies and regulations.
Prepared official checks for customer.
Education
Associate of Science - Legal Assistant
Palm Beach State College
Lake Worth, FL
05-1996
Associate of Arts - Business Administration
Palm Beach State College
Lake Worth, FL
05-1993
Skills
Proficient in Word and Excel
Bilingual Spanish
Languages
Spanish
Professional
Timeline
Records Management Liaison Officer
Palm Beach County BOCC, Financial Mgmt. & Budget
01.2011 - 12.2021
Contract Compliance Specialist
Palm Beach County BOCC, Financial Mgmt. & Budget
06.2003 - 12.2021
Administrative Assistant
Palm Beach County BOCC, Financial Mgmt. & Budget
02.1996 - 06.2003
Fiscal Specialist II
Palm Beach County BOCC, Water Utilities
07.1991 - 02.1996
Fiscal Specialist I
Palm Beach County BOCC, Water Utilities
02.1989 - 07.1991
Accounts Clerk I
Palm Beach County BOCC, Water Utilities
05.1988 - 02.1989
Vault Teller
First American Bank
12.1987 - 05.1988
Customer Service Representative/Teller
Sunpoint Bank aka Great Western Bank
07.1985 - 12.1987
Associate of Science - Legal Assistant
Palm Beach State College
Associate of Arts - Business Administration
Palm Beach State College
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