PERLA LOPEZ
Pomona,CA
Summary
Experienced, Self-Motivated & Driven individual with a strong focus on effective team collaboration and driving results. Skilled in streamlining cash application processes and adept at resolving discrepancies to optimize financial accuracy. Known for adaptability and reliability, ensuring smooth operations and meeting organizational goals. Proficient in financial software, reconciliation, and problem-solving, with a keen eye for detail and commitment to excellence in financial management.
Seeking a position with a team-oriented company, that may benefit from previous experience and will offer the opportunity to grow within the organization.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Cash Application Manager
Visual Edge IT
11.2020 - Current
- Company Overview: Visual Edge IT / ImageSource, provide full-service IT management including24/7 remote monitoring and administration of networks, service desk, and data backup and restore
- Backed by local service and a national network of engineers, Visual Edge IT and ImageSource is uniquely positioned to support managed IT and print services, IT hardware and software, and communication and data needs
- Process and post daily cash (Wire’s, Check’s, & Credit Card Payments)
- Customer Service- Answer phone calls and emails with any questions pertaining to invoicing, funding, and payments
- Mail and email customer invoices (Daily)
- Funding application for deals that have closed and follow up with the Funding Department on any deals that have not closed within7 days
- Led cross-functional projects aimed at improving cash application processes or systems, fostering collaboration between departments while achieving targeted goals.
- Reduced unapplied cash balances by diligently investigating root causes and implementing corrective actions as needed.
- Assisted in month-end financial close processes, contributing to accurate reporting and analysis of company finances.
Licensed Life, AD&D, & Health Insurance Agent
American Income Life
07.2020 - 11.2020
- Company Overview: AIL is a sister company of Globe Life
- They are a100% union label company
- The responsibility of an agent is to contact Union members to review and activate their no cost benefits as well as conduct a needs analysis for any additional coverage they may need or qualify for
- Work is conducted remotely from home, while presentation is conducted through Zoom
- Call Union members by phone to set up presentation
- Schedule Zoom Calls
- Process needs analysis
- Call POS, referrals & list leads
- Answer any questions the Union Members have regarding their current coverage
- Enhanced client satisfaction by identifying suitable health insurance plans.
- Assisted clients in understanding policy details and resolving queries for improved service experience.
- Improved policy sales through effective communication and customer relationship management.
- Enhanced customer retention with personalized follow-ups and timely policy renewals.
- Increased client base by networking and leveraging referrals.
- Coordinated with underwriters to expedite policy issuance and resolution of complex cases.
- Streamlined client onboarding process, ensuring accurate documentation and compliance.
- Delivered presentations to educate clients on insurance options and benefits for informed decision-making.
Payroll Supervisor
Full Steam Staffing
02.2016 - 07.2020
- Process Payroll (Weekly, By-Weekly, Nationwide, Piece work)
- Control Weekly Funding Process
- Overseen team of 6 Payroll processors
- Review weekly management reports
- Bank Uploads & verification of transactions
- Employment consists of insuring that all payrolls are processed as accurately and efficiently as possible
- Responsible for completing the company’s daily funding process and making sure that the funding company’s records are updated every week
- Worked closely with Management and Sale’s team to ensure that all new accounts and changes are processed through our dept
- According to their specifications
- Served as primary point of contact for all interdepartmental inquiries regarding payroll policies and procedures, enhancing communication between teams.
- Assisted employees with resolving any payroll-related issues or concerns in a timely manner, maintaining positive relationships within the organization.
- Managed a team of payroll specialists, ensuring timely and accurate processing for over 1,200 employees.
- Assisted with system upgrades and implementation projects by providing valuable input from the perspective of a seasoned payroll professional.
- Developed comprehensive training materials for new hires, contributing to their successful onboarding into the payroll department.
- Reduced payroll discrepancies by conducting thorough audits and implementing corrective actions when necessary.
- Trained and mentored junior payroll staff, fostering a collaborative team environment that focused on continuous improvement.
- Collaborated with HR on employee benefits administration, ensuring proper deductions were made from employee paychecks.
Sr. Payroll Processor/Collections Representative
Priority Workforce
09.2014 - 02.2016
- Processed payroll for 1,200 employees
- High volume collections
- Issued and distributed checks
- Set up and managed timekeeping systems for 3 client sites
- Deposited client payments to the bank
- Processed payroll accurately and on time, ensuring employees received correct payments.
- Took care of any employee inquiries that pertain to payroll
- Improved payroll accuracy by conducting thorough data audits and checks.
- Took care of any customer inquiries that pertain to payroll and billing
- First Payroll Processor to be stationed at a servicing branch
- Responsibilities were to complete the weekly payroll process for the 2nd largest location for the company
- Produced and distributed the invoices to our clients while managing collections and maintaining the aging for all accounts based out of my site
Payroll/Collections Account Manager
Providian Staffing
09.2006 - 09.2014
- Overseen a team of 5
- Addressed employee inquiries regarding pay issues promptly, fostering positive relationships between management and staff members.
- Coordinated new hire and termination processes to facilitate smooth operations.
- Responded to employee inquiries to provide assistance with payroll-related questions.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Calculated deductions and processed payroll for employees.
- Managed a team of payroll specialists, providing training and guidance to ensure timely and accurate payroll processing.
- Reviewed time records for 1,500 employees to verify accuracy of information.
- AR & AP
- High volume collections
- Reporting for Sales and commission
- Internal Staff Payroll Process
- Funding Process
- Responsibilities ranged from managing the payroll Dept
- To managing the AR & Collection process for all clients
- Coordinated the weekly funding process with the finance company
- Improved recovery rates by implementing effective collection strategies.
- Negotiated payment plans for clients, reducing delinquency rates.
Education
Accounting Basics, Marketing, HR Law, Phycology
Everest College
01.2006
High School Diploma - undefined
Tri-Community School
01.2002
Skills
- Low to High-Volume Collections
- Microsoft Word and Excel
- HR Assistant
- QuickBooks
- Bon Products, Temp Works (Payroll Software)
- Uattend, AMG, Time IPS (Time keeping systems)
- Ultra (Payroll Software)
- EDD & Franchise Tax Board Claim processing
- High Volume Calls
- Administrative work
- Benefit Coordinator
- Team Training
- Collaboration and teamwork
- Decision-making
- Deadline oriented approach
- Strong analytical mind
- Advanced Excel
- Time management mastery
- Continuous improvement mindset
- Accounts receivable management
- Credit control
- Banking relationship management
- Payment processing proficiency
- Cash handling expertise
- Financial record keeping
- Willing to learn
- Customer service
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Excellent communication
- Adaptability and flexibility
Certification
Licensed through the State of California to sell Life, Accidental & Health Insurance
Languages
Spanish
Native or Bilingual
Timeline
Cash Application Manager
Visual Edge IT
11.2020 - Current
Licensed Life, AD&D, & Health Insurance Agent
American Income Life
07.2020 - 11.2020
Payroll Supervisor
Full Steam Staffing
02.2016 - 07.2020
Sr. Payroll Processor/Collections Representative
Priority Workforce
09.2014 - 02.2016
Payroll/Collections Account Manager
Providian Staffing
09.2006 - 09.2014
High School Diploma - undefined
Tri-Community School
Accounting Basics, Marketing, HR Law, Phycology
Everest College
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