Natalie Treva Tabios
Summary
Experienced finance and operations professional with over 10 years in managing client accounts, financial transactions, and billing operations. Skilled in resolving account issues, enhancing customer relationships, and improving operational efficiency. Proven track record in maintaining compliance and delivering results in high-volume settings.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
Work History
Partner Services Advisor
Auctane LLC
2024.01 - Current
- Acted as liaison for USPS representatives and customers, resolving escalated billing, account, and service issues to improve customer satisfaction.
- Resolved complex customer issues quickly while ensuring a positive experience throughout all interactions.
- Reviewed contracts and analyzed account activity, prepared operational reports, and investigated discrepancies while collaborating across teams to ensure compliance and enhance service delivery.
- Managed vendor relationships to enhance service delivery and maintain cost-effectiveness for clients.
- Oversaw project management initiatives to ensure timely delivery of key business objectives.
High-Volume Account Manager
Auctane LLC
2020.01 - 2024.01
- Managed high-volume client accounts, ensuring accuracy in reconciliations, ledger maintenance, payment processing, refunds, journal entries, and financial reporting.
- Oversaw client accounts, enhancing satisfaction and retention through proactive engagement.
- Developed strategic solutions tailored to client needs and objectives.
- Facilitated month-end close activities, resolving account discrepancies to uphold financial integrity.
- Collaborated with cross-functional teams to streamline communication processes, improving overall efficiency.
Client Services Banking Representative Manager
Pacific United Services Inc.
Monterey Park, California
2014.01 - 2019.01
- Directed branch operations, managed corporate banking relationships, developed customized financial solutions, and led team of 45 employees to enhance service delivery.
- Cultivated corporate client relationships to improve service delivery and client satisfaction.
- Designed tailored banking solutions addressing diverse client needs and objectives.
- Analyzed financial data to assess credit risk and lending potential of clients.
- Ensured regulatory compliance while upholding high standards of customer service and optimizing operational performance.
- Addressed customer complaints and implemented effective solutions to enhance client experience.
- Trained new staff on banking procedures and best practices.
Data Entry Clerk
Texas Optometric Association
2012.01 - 2015.01
- Coordinated data entry for membership applications and renewals, ensuring timely processing and accuracy.
- Maintained member records and processed applications and renewals, enhancing database accuracy through meticulous record management and quality control.
- Processed patient data into electronic health record systems efficiently.
- Recorded patient appointments and communications accurately, supporting seamless clinic operations.
Education
Bachelor of Science - Accounting and Finance
University of Phoenix
Gardena, California 2019.07 - 2024.04
Skills
- Account management
- Customer relationship management
- Client retention strategies
- Vendor relationship management
- Contract negotiation
- Performance reporting
- Project management
- Revenue tracking
- Regulatory compliance
- Risk assessment
Timeline
Partner Services Advisor
Auctane LLC
2024.01 - Current
High-Volume Account Manager
Auctane LLC
2020.01 - 2024.01
Bachelor of Science - Accounting and Finance
University of Phoenix
2019.07 - 2024.04
Client Services Banking Representative Manager
Pacific United Services Inc.
2014.01 - 2019.01
Data Entry Clerk
Texas Optometric Association
2012.01 - 2015.01