Nayely Joachim
Mckinney,TX
Summary
Driven and resourceful administrative professional with 7+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
12
12
years of professional experience
Work History
Accounting Biller
Crest Auto Group
07.2023 - Current
- Maintained Volvo deals billed per week over 80%
- Reduced billing errors by implementing strict policies and systematic procedures.
- Streamlined billing process by automating data entry tasks, leading to improved efficiency and accuracy.
- Collaborated with other departments for accurate invoicing and prompt resolution of discrepancies.
- Maintained accurate client records, ensuring proper billing and payment tracking.
- Conducted regular audits of billing records, identifying issues and implementing corrective actions.
- Generated detailed financial reports for management review, highlighting trends and potential areas for improvement.
- Ensured compliance with relevant regulations and industry standards throughout all aspects of billing process.
Financial Analyst
Capital One, Corporate Campus
11.2020 - 01.2023
- Processed incoming refinance contracts by reviewing outstanding loan stipulations.
- Placed outbound calls to lien holders for up to date loan payoffs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Explained very technical financial information to applicants in easy to understand language.
- Planned team interactions to help boost morale.
Executive Administrative Assistant
Courtesy Nissan
12.2017 - 11.2020
- Handled confidential and sensitive information with discretion and tact.
- Worked with upper management to complete complex projects on tight budgets within specific timelines.
- Used software to coordinate meetings, appointments, and tasks senior executives.
- Implemented updated policies and practices for organization and monitored effect.
- Offered assistance, collaboration and clerical support to auditors throughout entire review process.
- Seamlessly interacted with colleagues to plan and complete special projects.
- Gathered documents, data and formulated analytics to prepare issues for discussion and reports for review.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Organized and coordinated conferences and monthly meetings.
- Facilitated training and onboarding for incoming office staff.
Finance Administrator
Courtesy Nissan
12.2017 - 11.2020
- Reconciled accounts and investigated variances.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions.
- Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Service Administrator
Courtesy Nissan
05.2017 - 12.2017
- Updated customer service database with new information, including address changes and contact details.
- Researched issues with shipments, product damage and incorrect product amounts.
- Developed lasting relationships with customers, which helped to bring in additional business opportunities.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Completed bi-weekly payroll for 60 employees.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Service Booker
Courtesy Nissan
05.2016 - 04.2017
- Kept facilities clean, neat and organized at all times to give areas professional and fresh appeal.
- Used technical skills to complete booking in CDK.
- Coordinated between billing department and customers to resolve problems.
- Managed rental fleet of approximately 20 vehicles.
- Implemented rental asset processes, including maintenance, cleanliness standards, and proper asset documentation.
- Followed instruction from management regarding proper billing of time keeping, and charging of our services.
- Reviewed all repair orders for proper technician flag times, parts pricing, and any discounts applicable.
Service Cashier
Courtesy Nissan
04.2012 - 03.2015
- Restocked, arranged and organized merchandise in front lanes to drive product sales.
- Counted cash in register drawer at beginning and end of shift.
- Recorded amounts received and prepared cash reports of daily transactions to verify against cash-on-hand.
- Liaised between service manager and service team by greeting customers and answering calls to promote smooth transition of all service functions.
- Printed repair orders, parts invoices, bills and itemized lists to show amount due and collected from customer in cash, check or authorized charge account.
- Maintained knowledge and understanding of extended service policies to accurately process extended warranty payments for repair orders.
- Handled customer complaints promptly with genuine concern and according to company guidelines to maintain organizational safety, welfare and integrity.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Prepared and submitted end-of-shift reports using ADP.
- Worked closely with Service Director to solve problems and handle customer concerns.
- Reviewed and resolved differences between accounting information and cash drawer.
Education
Associates Business Field of Study - Accounting and Finance
Collin County Community College District
Plano, TX08.2023
High School Diploma -
Wylie High School
Wylie, TX06.2010
Skills
- ADP & CDK experience
- Dealer Track experience
- Expense Report Reconciliation
- Discrepancy investigations
- Monitoring Expenditures
- Microsoft Outlook
- Microsoft Office
- Microsoft Excel
- Microsoft Power Point
- Advanced Computer Skills
- Self-Motivated Professional
- Excellent Attention to Detail
- Project organization
- Problem resolution
- Cash handling expert
- Payroll support
- Cash Deposit processing
- Event Coordination
- Google Docs
- Advanced MS Office Suite
- Invoice Processing
- Public Notary
- ARMS system
Languages
Spanish
Native or Bilingual
Additional Information
- Received 6 Hero awards for outstanding customer service.
- Received the Champion of the Quarter award at Courtesy Nissan - 2nd Quarter in 2019
- Working on a bachelors degree in Accounting & Finance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Accounting Biller
Crest Auto Group
07.2023 - Current
Financial Analyst
Capital One, Corporate Campus
11.2020 - 01.2023
Executive Administrative Assistant
Courtesy Nissan
12.2017 - 11.2020
Finance Administrator
Courtesy Nissan
12.2017 - 11.2020
Service Administrator
Courtesy Nissan
05.2017 - 12.2017
Service Booker
Courtesy Nissan
05.2016 - 04.2017
Service Cashier
Courtesy Nissan
04.2012 - 03.2015
Associates Business Field of Study - Accounting and Finance
Collin County Community College District
High School Diploma -
Wylie High School
Compensation
Looking for a minimum of $25/ hour
Professional references
- Lloyd Steeves (803) 920-1040
- Joe Guillen (214) 803-2987
- Brady Bishop (214) 674-6658
- Billy Gregg (972) 400-0683
Compensation
Looking for a minimum of $25/ hour
Professional references
- Lloyd Steeves (803) 920-1040
- Joe Guillen (214) 803-2987
- Brady Bishop (214) 674-6658
- Billy Gregg (972) 400-0683
Similar Profiles
Jacoba AlcalaJacoba Alcala
Receptionist Administrator at Crest Auto GroupReceptionist Administrator at Crest Auto Group
Jessica OrtizJessica Ortiz
Title Clerk at Crest Auto GroupTitle Clerk at Crest Auto Group
GANESH NALAWADEGANESH NALAWADE
Payroll Specialist at Crest Group of companiesPayroll Specialist at Crest Group of companies