Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Generic
Nicole Ortega

Nicole Ortega

Lochbuie,United States

Summary

Experienced professional with a strong background in accounting practices, including accounts payable, accounts receivable, and financial reporting. Demonstrated ability to collaborate effectively within teams to achieve business objectives while adapting to evolving demands. Recognized for reliability, efficiency, and exceptional communication skills. Proficient in utilizing accounting software, managing financial records, and ensuring adherence to industry standards.

Overview

7
7
years of professional experience

Work History

Hagerty

AEA2
11.2023 - Current
  • Manage high-volume emails, boosting client satisfaction through effective communication
  • Support web services, ensuring precise information enhances user experience
  • Resolve customer queries efficiently, improving overall user satisfaction
  • Analyze communication patterns to optimize strategies for better service quality
  • Contribute to team efforts, maintaining strong client relationships
  • Streamline high-volume email management, significantly improving response times and client satisfaction rates
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

Accountant

SCL Cleaning Services
01.2020 - Current
  • Oversee cleaning schedules and ensure timely completion, enhancing operational efficiency
  • Process and manage contracts, maintaining accurate records and ensuring compliance
  • Handle payment management, ensuring timely and accurate financial transactions
  • Manage product orders, optimizing inventory levels and reducing costs
  • Track expenses for mileage and record keeping, ensuring accurate financial reporting
  • Respond to quote calls and emails, providing excellent customer service and securing new business
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.

Clerical

19th Judical
01.2022 - 09.2023
  • Ensured confidentiality of sensitive information through proper handling of documents and adherence to company policies.
  • Enhanced office efficiency by organizing and maintaining filing systems, both physical and digital.
  • Expedited delivery of urgent documents or packages by coordinating courier services when necessary.
  • Reduced document processing time by streamlining data entry tasks using spreadsheet software.
  • Supported management with meeting preparation, coordinating logistics, and creating presentation materials.
  • Maintained a well-stocked office environment, ordering supplies when necessary while monitoring expenses.
  • Contributed to a positive work environment through effective teamwork, communication, and problem-solving skills.
  • Assisted in timely completion of projects by providing clerical support to multiple departments.
  • Increased accuracy of financial records by assisting with the reconciliation of accounts payable and receivable.
  • Maintained an organized workspace that facilitated efficient task completion while adhering to company guidelines regarding cleanliness.

Lead teller

Wells Fargo
02.2018 - 02.2022
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Assisted in training new tellers to ensure a consistent level of excellent service across the team.
  • Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
  • Mentored junior tellers, fostering professional growth and improved performance within the team.
  • Investigated and promptly resolved issues with patron accounts.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
  • Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
  • Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
  • Boosted branch sales with proactive product recommendations based on customer needs.
  • Enforced compliance with bank regulations and policies to reduce financial risks.
  • Served as an essential resource for colleagues seeking guidance on policy interpretations or procedural clarifications.
  • Contributed to branch success through participation in local community events, promoting brand awareness, and attracting new clientele.
  • Exceeded cross-selling goals by effectively communicating product benefits tailored to customers'' unique financial situations.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.

Education

Bachelor of Science - Management

University of Phoenix-Arizona
Remote
05-2026

Skills

Accounting and bookkeeping

Bank reconciliation

Bookkeeping

Financial statements

Cash flow analysis

Quickbooks

Risk management

Organization and time management

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Hagerty

AEA2
11.2023 - Current

Clerical

19th Judical
01.2022 - 09.2023

Accountant

SCL Cleaning Services
01.2020 - Current

Lead teller

Wells Fargo
02.2018 - 02.2022

Bachelor of Science - Management

University of Phoenix-Arizona

Similar Profiles

CREATE PROFILE
Nicole Ortega