Nelly Bloise
New York,NY
Summary
Knowledgeable and dedicated customer service Bilingual professional with extensive experience in the Corporate industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
15
15
years of professional experience
Work History
Administrative Office Manager
Inemer, Cohen & Wolf, LLP
10.2022 - 08.2023
- Updated client's QuickBooks, managed accounts, and generated reports for company database.
- Answered multi-line phone system and enthusiastically greeted callers.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Entered data into system and updated client's contacts with information to keep records current.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Established administrative work procedures to track staff's daily tasks.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Scheduled appointments and conducted follow-up calls to clients.
- Routed business correspondence, documents, and messages to correct departments and staff members.
- Greeted incoming visitors and clients professionally and provided friendly, knowledgeable assistance.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Created, maintained and updated filing systems for paper and electronic documents.
- Maintained and processed invoices, deposits, and money logs.
- Reported financial data and updated financial records in QuickBooks.
- Reviewed and processed client electronic payments and check deposits.
- Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, financial records, and financial statements.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
- Posted daily receipts and payments in accordance with firms protocols.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Supported management by processing invoices and documents with consistent on-time payments.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Maintained account accuracy by reviewing and reconciling checks on regular basis.
- Responded to inquiries from callers seeking tax related information.
- Received incoming mail and evaluated and distributed correspondence requiring priority attention.
- Reconciled end-of-month reports to determine accurate billing and payment processing
Front Desk Receptionist
VITTA DENTAL
06.2020 - 02.2021
- Confirming Appointments
- Scheduling Appointments
- Respond to patient questions and or concerns according to the CDC & OSHA
- Maintain clean and friendly waiting area for patients
- Light cleaning of office
- Respond to patient questions and or concerns according to office policies
- Register Patients on open dental portal
- Follow up on no shows/cancellation of Appointments
- Customer Service; acknowledge, smile and greet patients upon arrival/dismissal
- Checking voicemail on daily basis
- Post charges and payments to patient accounts
- Demonstrated ability to organize work under pressure
- Excellent written communication skills
- Excellent oral communication skills
- Demonstrated ability to function with multiple priorities and interruptions
- Experience answering telephone calls
- Verification of insurances & Claims
- Knowledge of handling appointment trough zoc doc
- Knowledgeable of Dental Procedure Codes
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process
- Resolved customer issues quickly and notified supervisor immediately when problems escalated
Personal Banker
BANK OF AMERICA CORP
06.2009 - 09.2013
- Assist clients with safe deposit box entry
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Develops and deepens customer relationships by providing outstanding customer service following focused cross-selling strategy
- Leverage workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service
- Perform account maintenance activities, including changes of address, account ownership, account type and others
- Promote customer service focused environment in financial center by encouraging teamwork
- You work with customers to identify solutions to meet their financial goals
Settlement Analyst
SUMITOMO MITSUI FINANCIAL GROUP
05.2008 - 03.2009
- Assist in some client static data set up such as Standard Settlement Instructions
- Calculation of incoming and outgoing transactions for daily net settlement with Depositories
- Created and maintained precise and accurate models, charts and reports.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Created and maintained precise and accurate models, charts and reports
- Generated comprehensive reports on portfolio performance and risk assessment
Education
Associate - Business Administration, Finance
LEHMAN COLLEGE
The Bronx, NY2010
Skills
- Microsoft Office (Word, Excel, Internet Explorer, Google Docs, Lacerte, DMS, Intuit
- Knowledge of QuickBooks
- Account Reconciliation
- Relationship building
- Bookkeeping
- Flexible and Adaptable
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Administrative Office Manager
Inemer, Cohen & Wolf, LLP
10.2022 - 08.2023
Front Desk Receptionist
VITTA DENTAL
06.2020 - 02.2021
Personal Banker
BANK OF AMERICA CORP
06.2009 - 09.2013
Settlement Analyst
SUMITOMO MITSUI FINANCIAL GROUP
05.2008 - 03.2009
Associate - Business Administration, Finance
LEHMAN COLLEGE
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