Summary
Overview
Work History
Education
Skills
Timeline
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Petrina Mattia

Apex,NC

Summary

Experienced with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty.


Dynamic financial professional with extensive experience at Wells Fargo & Company, excelling in accounting and bookkeeping. Proven track record in optimizing processes and enhancing customer satisfaction through superior service. Proficient in Microsoft products, with a strong ability to analyze data and deliver actionable insights, driving improved business performance.

Overview

27
27
years of professional experience

Work History

Seafood Clerk

Publix Grocery Store
09.2023 - Current
  • Collaborated with team members to maintain a clean, organized, and safe work environment for both employees and customers.
  • Upheld the highest standards of cleanliness throughout the department, performing daily sanitation tasks such as washing cutting boards, utensils, display cases, and work surfaces.
  • Washed floors, walls, coolers and storage shelves.
  • Conducted routine quality assurance inspections to ensure adherence to food safety standards within the seafood department.
  • Promoted a positive shopping experience by addressing customer inquiries or concerns in a polite, professional manner.
  • Cleaned and sanitized equipment, tools, and work surfaces.
  • Assisted customers with product selection by making recommendations and suggestions based on customer needs.
  • Ensured freshness of seafood products by conducting regular inventory checks and maintaining proper storage conditions.
  • Improved customer satisfaction by providing exceptional service and product knowledge in the seafood department.
  • Assisted customers with seafood selections, offering recommendations based on their preferences and dietary needs.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Provided exceptional services and pleasant shopping experiences to retail customers.

Financial Accountant / AVP

Wells Fargo & Company
10.2014 - 05.2025
  • Input financial data and produced reports using Alteryx.
  • Analyzed financial data to identify trends and provided actionable insights for management, leading to improved business performance.
  • Contributed to financial and operational risk reduction by evaluating effectiveness of controls and subsystems.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Reduced month-end closing time by optimizing the reconciliation process for bank accounts (general ledger accounts).
  • Reviewed accounts, and tracked recurring expenses for accrual entry.
  • Trained new employees on accounting principles and company procedures as related to the TDR process.
  • Collected and reported monthly expense variances and explanations.
  • Managed projects efficiently, ensuring timely delivery and high-quality results.
  • Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
  • Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
  • Completed quarterly SEC/REG reporting.

Accountant

Capital Bank (now New Horizon Bank)
09.2009 - 10.2014
  • Handled day-to-day accounting processes to drive financial accuracy.
  • 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.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Ensured accurate and timely payroll processing for mortgage loan officers.
  • Worked with venders to order residential appraisals.
  • Back-up for lock desk, locking in interest rates for loan officers.
  • Streamlined monthly financial reporting processes, significantly reducing time required for report generation and analysis.
  • Completed weekly management reporting
  • Maintained integrity of general ledger and chart of accounts.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Collected and reported monthly expense variances and explanations.

Barista

Target (Starbucks)
09.2007 - 09.2009
  • Maintained a clean and organized workspace for optimal productivity and safety.
  • Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
  • Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
  • Contributed to a positive team environment through effective communication and collaboration with colleagues.
  • Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
  • Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
  • Trained new team members with positive reinforcement and respectful, encouraging coaching.
  • Completed scheduling of employees and vacations (filled in for supervisor while she was on medical leave).
  • Assisted in inventory management to maintain adequate stock levels and reduce wastage.
  • Complete weekly ordering of supplies and products to ensure we had inventory needed.

Senior Financial Analyst

Wells Fargo & Company
04.2002 - 06.2007
  • Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
  • Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
  • Complete monthly reconciliations and trend analysis.
  • Complete quarterly REG/SEC reporting on master servicing.
  • Work with internal departments to insure accuracy of the reporting provided.

Servicing Operations Analyst

Wells Fargo & Company
09.1998 - 04.2002
  • Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
  • Optimized operational efficiency by analyzing and streamlining processes.
  • Improved team productivity by implementing effective workflow strategies and time management techniques.
  • Created custom reports and visualizations to support decision-making processes.
  • Assessed operational performance to identify areas for improvement.
  • Enhanced data accuracy through meticulous attention to detail in data management tasks.
  • Work with mortgagors and attorneys to resolve legal issues, protecting both Wells Fargo and our borrowers interest.
  • Strengthened communication between departments, facilitating a seamless flow of information for faster decision-making processes.
  • Enhanced customer satisfaction, analyzing and addressing root causes of complaints.
  • Streamlined communication between departments, facilitating faster problem resolution.

Education

Certificate - Esthetician

Miller Monte College
Cary, NC
12-2018

Mount Saint Mary's College
Emmitsburg, MD
05-1991

Skills

  • Accounting and bookkeeping
  • Bank reconciliation
  • Microsoft Excel proficiency
  • Superior Customer Service
  • Account reconciliation
  • Customer relations
  • Quickbooks
  • Year-end close
  • General ledger accounting

Timeline

Seafood Clerk

Publix Grocery Store
09.2023 - Current

Financial Accountant / AVP

Wells Fargo & Company
10.2014 - 05.2025

Accountant

Capital Bank (now New Horizon Bank)
09.2009 - 10.2014

Barista

Target (Starbucks)
09.2007 - 09.2009

Senior Financial Analyst

Wells Fargo & Company
04.2002 - 06.2007

Servicing Operations Analyst

Wells Fargo & Company
09.1998 - 04.2002

Certificate - Esthetician

Miller Monte College

Mount Saint Mary's College

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Petrina Mattia