Ofelia Barrios
Los Angeles,CA
Summary
Driven Account Associate with a proven track record at Indigo Construction, adept at securing high-value contracts and enhancing client understanding of complex financial concepts. Skilled in budget planning and compliance, with a knack for resolving concerns through effective communication. Demonstrates a strong blend of report writing expertise and strategic negotiation, ensuring financial accuracy and client satisfaction.
Overview
20
20
years of professional experience
Work History
Account Associate
Indigo Construction
01.2016 - 12.2022
- Secured and negotiated contracts with high-value clients in collaboration with account managers.
- Answered customer emails, chats and telephone calls to respond to questions, provide details, and resolve concerns.
- Effectively communicated complex financial concepts to clients, ensuring their understanding of account performance and strategy.
- Handled day-to-day accounting processes to drive financial accuracy.
Bank Operations Manager
Chase Bank
12.2002 - 08.2015
- Assisted in annual budget planning, analyzing historical data to forecast future expenses and revenue growth opportunities accurately.
- Continuously analyzed operational performance data to identify trends, optimizing processes as needed for increased productivity and customer satisfaction.
- Championed internal audits proactively identifying discrepancies before external audits, maintaining a strong record of compliance and reducing the risk of penalties.
- Evaluated existing workflows to identify areas for improvement, resulting in increased process efficiency across multiple operational functions.
Education
High School Diploma -
Chatsworth High School
Chatsworth CA06.2002
Skills
- Payment plans
- Report Writing
- Compliance understanding
- Budget Planning
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Account Associate
Indigo Construction
01.2016 - 12.2022
Bank Operations Manager
Chase Bank
12.2002 - 08.2015
High School Diploma -
Chatsworth High School
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