Summary
Overview
Work History
Education
Skills
Certification
Professional References
Languages
Timeline
Generic

Patricia Verzola

Puyallup,WA

Summary

Goal-driven professional with over 10 years of progressive Finance and Administrative experience. Exceptional business acumen, administrative strength, and program management abilities. Core belief in fostering relationships by connecting with individuals on a personal level and consistently driving towards a common goal.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Front Desk Night Auditor

Aloft Hotel
08.2024 - Current
  • Greeting guests upon their arrival and providing a hospitable welcome.
  • Balancing the accounts from day shift.
  • Managing front desk activity and handling guest check-ins and check-outs.
  • Ensuring customer satisfaction by scheduling wake-up-calls and other concierge activities according to guest preference.
  • Handling customer requests and complaints and directing other employees or departments accordingly.
  • Creating invoices, bills and checks for vendors, employees and contractors.
  • Managing and updating all official documentation pertaining to the role.
  • Ensuring that all end-of-day activities have been successfully executed by employees in all departments.
  • Answering calls and queries related to potential booking.

Accounting Specialist

Renton Collections, Inc.
06.2023 - 08.2024
  • Performed daily bookkeeping tasks such as journal entries, deposits, checks and balances, as well as calculating collector daily totals.
  • Reconciled credit cards, checks, and direct payments to clients.
  • Recorded financial transactions into the general ledger system accurately and efficiently.
  • Assisted employees, vendors, and clients by answering questions related to accounts, procedures and services.
  • Researched and resolved accounting discrepancies.
  • Prepared journal entries in bookkeeping software.
  • Maintained organized ling systems for all accounting documents and records.
  • Reviewed vendor invoices for accuracy prior to payment processing.
  • Managed multiple projects simultaneously while meeting tight deadlines.
  • Prepared invoices for billing clients.
  • Received, record and bank cash, checks, and vouchers.
  • Debited, credited, and totaled accounts on computer spreadsheets and databases, using specialized accounting software.
  • Operated 10-key calculators, typewriters, and copy machines to perform calculations and produced documents.

Collections Legal Assistant

Renton Collections, Inc.
12.2022 - 08.2024
  • Filed clients' legal documents in relevant courts for processing.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Managed office scheduling and kept accurate notes on deadlines, motions and other dates.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
  • Filed pleadings and paperwork with court clerk to meet strict deadlines.
  • Provided administrative support and conducted research to assist attorneys in civil litigation preparation.
  • Participated in client interviews, observed questioning process and documented information.
  • Drafted legal complaints, summonses and interrogatories.
  • Conducted research and analyzed documents to prepare findings and formulate alternatives.
  • Organized and prepared case exhibits and evidence for trial.

Collections Specialist

Renton Collections, Inc.
09.2022 - 08.2024
  • Notified customers of delinquent accounts with attempt to collect outstanding amounts.
  • Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
  • Arranged for debt repayment and established repayment schedule based on customer finances.
  • Processed payments over phone and set up recurring drafts.
  • Received payment and posted to appropriate customer accounts.
  • Recorded and updated customer personal accounts with accurate contact information.
  • Reviewed accounts to determine payment plan compliance.
  • Developed collection methods to achieve or exceed company financial goals.
  • Recorded information about customers' financial status and collections status efforts.
  • Liaised with management to identify issues attributing to account delinquency and discuss solutions to bring in revenue.
  • Collaborated with legal department officials on bankruptcy cases for management of proceedings and post-petition payments.
  • Completed skip traces on customers failing respond to collection efforts.
  • Negotiated credit extensions to assist customers in paying overdue accounts.
  • Prepared documentation required for collection and repossession activities.

Operations Coordinator - Digital Sales Specialist

Grapex
02.2022 - 08.2022
  • Lead all customer interaction, relevant Account Manager interaction, inventory transfer activity, and order entries for Digital Sales and Digital Marketing.
  • Managed 3 channels of Digital Offers, including email offers, text offers, and pre orders through website.
  • Help develop, create, and launch a new interface for Digital Sales.
  • Maintain database and client records.
  • Acted as a liaison between Account Managers and Warehouse team.
  • Provide support to Accounts Receivable, Accounting, and all staff members.
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
  • Audited incoming orders to ensure that pricing, quantity, and inventory are current and correct.
  • Answer and direct client and vendor inquiries.
  • Organize and schedule meetings, appointments, and events.
  • Produce and distribute correspondence memos, letters, emails, and forms.
  • Provide support to billing department, Accounting Manager, and all staff members.

General Administrator

Sager Family Homes
09.2021 - 02.2022
  • Produced and distributed correspondence memos, letters, emails, and forms.
  • Prepared regularly scheduled reports.
  • Developed and maintained filing system.
  • Ordered office supplies and services.
  • Assisted and booked travel arrangements.
  • Submitted and reconciled mileage and expense reports.
  • Reconciled time corrections.
  • Prepared and monitored invoices.
  • Developed administrative staff by providing information, educational opportunities, and experiential growth opportunities.
  • Ensured operation of equipment by completing preventive maintenance.
  • Maintained supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
  • Maintained professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
  • Contributed to team effort by accomplishing related results as needed.
  • Carried out administrative duties such as filing, typing, copying, binding, scanning, etc.
  • Wrote letters and emails on behalf of other office staff.

Consumer Documentation Specialist

Columbia Bank
01.2020 - 06.2021
  • Prepared documents for unsecured and secured loan transaction within system.
  • Input loan and information onto system.
  • Verified accuracy.
  • Verified and resolved basic documentation inquiries.
  • Set up consumer collateral file.
  • Ensured that all loan document requests comply with bank policy and federal regulations.
  • Communicated and coordinated signing dates with branch staff.
  • Kept open communication with both Operations and Branch teams to ensure that all loans are current according to laws and regulations.
  • Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
  • Organized technical documents, digital records and business correspondence for each project, program or department.

Universal Associate

Sound Credit Union
05.2018 - 01.2020
  • Provide exceptional member service including making eye contact, welcoming and greeting members, and demonstrating willingness to help by body language and a friendly tone of voice.
  • Follow the Credit Union's written policies and procedures to ensure compliance with all required regulations and to prevent fraud and losses.
  • Perform routine member transactions including: deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Sell money orders, cashier's checks, and gift cards.
  • Provide members with loan applications and any other forms necessary to transact business with the Credit Union.
  • Open new accounts including: savings, checking, money market, certificates of deposit, business accounts, Individual Retirement Accounts (IRAʼs), Health Savings Accounts (HSAʼs), Trust/Estate/Rep Payee/Guardianship and Blocked accounts.
  • Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, locations, office hours and telephone numbers.
  • Skillfully handle and resolve difficult situations for member satisfaction within appropriate guidelines and procedures. Enlist management in successful member resolution, if necessary.
  • Act as a leader in sales, product knowledge, member resolution and work ethic.

Contact Center Representative

Sound Credit Union
02.2019 - 01.2020
  • Over the phone account service answering questions, loan application, and accepting payments.
  • Assisted members with questions about credit union services and products.
  • Printed and mailed forms to members.
  • Received and responded to email inquiries.
  • Assisted in the day to day tasks of the contact center.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Audited customer account information to identify issues and develop solutions.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
  • Provided exceptional member service including making eye contact, welcoming and greeting members, and demonstrating willingness to help by body language and a friendly tone of voice.

Financial Services Representative

Harborstone Credit Union
10.2017 - 05.2018
  • Effectively develops relationships by profiling members, assessing needs, and providing ongoing relationship management to build and ensure member loyalty.
  • Proactively manages member relationships and maximizes product penetration to profitable levels. Sells and refers a full range of financial products and services; including credit union, insurance, mortgage, and small business products.
  • Maintains extensive product knowledge to include those provided through all business units and third parties. Strategies and develops plans with Branch Sales Manager to increase sales at the individual/branch level.
  • Effectively contributes to the credit union's growth by analyzing existing member relationships and creating financial options which lead to sales closures and quality referrals.
  • Upholds legal, regulatory and compliance requirements unique to the role, in addition to Bank Secrecy Act, Anti-Money Laundering, OFAC, and Information Security policies and procedures. Completes annually required compliance related courses as established by Harbor stone Credit Union policies and/or practices

Teller

JPMorgan Chase
08.2016 - 10.2017
  • Provide account services to customers by receiving deposits and loan payments; cashing checks, issuing savings withdrawals, recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services.
  • Record transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction report.
  • Cross-sell bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
  • Reconcile cash drawer by proving cash transactions; counting packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to lead teller; maintaining supply of cash and currency.
  • Comply with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification and proof.

Financial Management Technician

United States Army
08.2011 - 09.2013
  • Receive and post documents to accounting/budget system.
  • Process treasury checks for payment and pay for invoices
  • Maintain files and prepare financial reports/travel vouchers
  • Review contracts, invoices and receive reports
  • Reconcile and resolve accounting issues and variances within Defense Joint Military Pay System (DJMS) & Defense Milpay Office (DMO).
  • Performed accounting duties such as classification, recording, and summarizing numerical and financial data to compile and brief at Command staff meetings and for record keeping.
  • Utilize DoD FMR, GAO publications, OMB Circulars & DFAS 37-100 and Managers Internal Control Program (MICP) to ensure current financial practices are in compliance.
  • Reconcile Account Payable accounts to ensure vendors are paid, budgets are balanced and full spectrum finance & accounting operations are completed thus, enabling Commanders to fiscally sustain wartime efforts.

Education

Diploma -

Crater High School
Central Point, OR
06.2009

Skills

  • Schedule Management
  • Recruiting and Hiring
  • Policy/Program Development
  • Employee Development
  • Cross-Functional Team Management
  • Financial Administration
  • Customer Retention
  • Sound Judgement
  • Working Collaboratively
  • Analytical
  • Microsoft Office
  • MacOS & iOS

Certification

First Aid and CPR/AED Certified, 03/01/23

Professional References

  • Mike Lucia, Operations Director, Warehousing/Delivery Operations Manager, (253) 329-6825, lucia@grapex.com
  • Tara Swenson, Paralegal Assistant Branch Manager, (509) 599-5233, biggrneys007@gmail.com
  • Amanda Shirley, Operations Manager, (253) 537-2313, amanda.rgnw@gmail.com

Languages

Tagalog
Native or Bilingual

Timeline

Front Desk Night Auditor

Aloft Hotel
08.2024 - Current

Accounting Specialist

Renton Collections, Inc.
06.2023 - 08.2024

Collections Legal Assistant

Renton Collections, Inc.
12.2022 - 08.2024

Collections Specialist

Renton Collections, Inc.
09.2022 - 08.2024

Operations Coordinator - Digital Sales Specialist

Grapex
02.2022 - 08.2022

General Administrator

Sager Family Homes
09.2021 - 02.2022

Consumer Documentation Specialist

Columbia Bank
01.2020 - 06.2021

Contact Center Representative

Sound Credit Union
02.2019 - 01.2020

Universal Associate

Sound Credit Union
05.2018 - 01.2020

Financial Services Representative

Harborstone Credit Union
10.2017 - 05.2018

Teller

JPMorgan Chase
08.2016 - 10.2017

Financial Management Technician

United States Army
08.2011 - 09.2013

Diploma -

Crater High School

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