Summary
Overview
Work History
Education
Skills
Certification
Education and Training
Timeline
Generic

Oscar Valero

Midwest City

Summary

Personable and dedicated Customer Service Representative with extensive experience in Banking & PEO industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Payroll Specialist - Team Lead

Nextep
07.2023 - Current
  • Provides support in payroll administration by assisting clients and team members, troubleshooting systems (payroll, web platforms, timekeeping, onboarding), and staying updated on system changes to efficiently resolve issues and maximize client benefits.
  • Serves as a resource for clients and team members by supporting system maintenance and providing guidance on all things PTO related
  • Manages a variety of client loads, often handling complex or new clients to ensure efficient payroll processing and high-quality support for both the team and clients.
  • Leads and assists with executing process changes and projects assigned by manager/director.
  • Collaborates with the manager/director to improve procedures by suggesting changes when necessary.
  • Leads the payroll team by example with excellent customer service, promoting proactive strategies, and driving efficiency through accountability.
  • Demonstrates proactive leadership aligned with Nextep’s mission, goals, and values by providing senior-level advice, support, guidance, and training to the payroll team.

Payroll Implementation Specialist

Nextep
08.2021 - Current
  • Responsible for running a reduced portfolio of payrolls; Works with onboarding clients to assess needs and training on Nextep system
  • Processes a variety of documents related to employee hires, terminations, garnishments and levies, and various benefit entitlements
  • Coordinated with new clients daily to obtain payroll data including salary adjustments, special payments, tax allocations and employee deductions and to set schedules
  • Supports and assists new clients in the administration of their payroll, including troubleshooting Nextep's payroll system, web platform, timekeeping system and onboarding system as needed
  • Maintains a high rate of new client retention through quality service
  • Provides and recommends new clients with reporting as needed
  • Responsible for Building and maintaining PTO policies within Nextep's payroll system and timekeeping system, in accordance with the policy outlined in their Nextep-provided handbook
  • Keeps abreast of changes and updates within the payroll processing system to be efficient in duties, to maximize use for client benefit and to be able to research and resolve new client questions and system discrepancies
  • Advises new clients on wage and tax laws as it pertains to the administration of payroll
  • Assists in development of overall payroll procedures by recommending improvements or changes when deemed necessary for greater efficiency
  • Ensures payroll compliance with regard to all local, state and federal regulations and laws
  • Works with various teams to ensure good first impressions and flawless payrolls
  • Supports the Payroll Team Lead with the implementation of any process changes or projects designated by the Payroll Implementation Supervisor

Payroll Specialist

Nextep
03.2020 - 08.2021
  • Processing a variety of documents related to employee hires, terminations, garnishments and levies, and various benefit entitlements
  • Coordinates with clients daily to obtain payroll data including salary adjustments, special payments, tax allocations and employee deductions and to set schedules
  • Supports and assists clients in the administration of their payroll, including troubleshooting Nextep's payroll system, web platform, timekeeping system and onboarding system as needed
  • Maintains a high rate of client retention through quality service
  • Provides and recommends clients with reporting as needed
  • Responsible for building and maintaining Paid Time Off policies within Nextep's payroll system and timekeeping system, in accordance with the policy outlined in their Nextep-provided handbook
  • Keeps abreast of changes and updates within the payroll processing system to be efficient in duties, to maximize use for client benefit and to be able to research and resolve client questions and system discrepancies
  • Advise clients on wage and tax laws as it pertains to the administration of payroll
  • Assists in development of overall payroll procedures by recommending improvements or changes when deemed necessary for greater efficiency
  • Ensures compliance with regard to all local, state, and federal regulations and laws
  • Supports the Payroll Team Lead with the implementation of any process changes or projects designated by the Payroll Supervisor.

Commercial Client Services Operations Specialist I

BancFirst
04.2010 - 03.2020
  • Provide setup and maintenance services for cash management and deposit products: account analysis, DDA relationships, online services, treasury management products, research and adjustments, specialized reports, statement issues and savings products
  • Ensure Cash Management and Deposit files are complete and in compliance with BancFirst guidelines
  • In charge of Positive Pay for all BancFirst customer in the state of Oklahoma.
  • In Charge of all online banking maintenance requests for commercial clients
  • Assist with control measures over requested check cards, software support for banking programs
  • Training commerical clients & internal employees

Wire Transfer Associate

BancFirst
08.2008 - 04.2010
  • Processing of Wire Transfers
  • Communicate by email, phone and letters with clients
  • Maintain log of outgoing wires

Universal Banker

First Fidelity Bank
01.2006 - 01.2008
  • Open accounts, account maintenance, loan application processing, customer service

Education

Eagle Scout
03.2004

Star Spencer High School
01.2004

Skills

  • Microsoft Word and Excel proficient
  • 10-key proficient
  • Sand ECRM
  • NCR
  • Horizon
  • Organization Skills
  • JP Morgan Chase
  • SalesForce
  • Purecloud
  • Prismhr
  • Kronos
  • Payroll processing
  • Time sheet review
  • Payroll auditing
  • Tax compliance
  • Telephone and email etiquette
  • Data reconciliation
  • Federal and state tax regulations
  • I-9 documentation
  • Payroll software proficiency
  • Payroll reviews
  • Attention to detail
  • Payroll reconciliation

Certification

  • Certified Payroll Specialist, NEXTEP - 2021 - FPC Certified 2024 to 2028 - 60 credits remain for renewal

Education and Training

other

Timeline

Payroll Specialist - Team Lead

Nextep
07.2023 - Current

Payroll Implementation Specialist

Nextep
08.2021 - Current

Payroll Specialist

Nextep
03.2020 - 08.2021

Commercial Client Services Operations Specialist I

BancFirst
04.2010 - 03.2020

Wire Transfer Associate

BancFirst
08.2008 - 04.2010

Universal Banker

First Fidelity Bank
01.2006 - 01.2008

Star Spencer High School

Eagle Scout

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Oscar Valero