Financial specialist with robust experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Skilled in accounts payable/receivable, financial reporting, and reconciliation. Known for reliability, efficiency, and strategic problem-solving in financial operations.
Overview
13
13
years of professional experience
Work History
Bookkeeper
Mountain Vista Communities
Fort Huachuca, AZ
03.2025 - 08.2025
Assisted in maintaining accurate financial records using accounting software.
Processed invoices and payments, ensuring timely transactions.
Supported monthly reconciliation of accounts to verify accuracy.
Learned to prepare and organize financial statements for review.
Processed all move in/ move out (MIMO) reports as well as promotion/ demotion reports.
Properly billed all tenant charges such as rents, repairs and/ or concessions.
Closed out all Final Account Statements (FAS) for the month.
Verified the BAH allotment receipts were uploaded correctly and balanced to the MAC Report.
Ran all necessary Month End reports required by the Community Directory as part of the month end close.
Accounting Coordinator
Wick Communications
Sierra Vista, AZ
03.2018 - 10.2024
Assisted in processing accounts payable and receivable transactions accurately.
Supported monthly reconciliation of bank statements, ensuring consistency and accuracy.
Maintained financial records through data entry in accounting software systems.
Collaborated with team members to streamline invoicing processes and improve efficiency.
Handled routine inquiries related to billing, payments, and account discrepancies.
Contributed to preparation of financial reports for management review.
Adapted quickly to new accounting software tools and procedures as needed.
Supported the month-end closing process, efficiently processing journal entries and posting accruals.
Provided exceptional customer service while resolving billing disputes or payment discrepancies with clients.
Maintained accurate documentation regarding accounts payables and accounts receivables in accordance with company policies.
Prepared weekly cash reports consisting of all payments and disseminated information to appropriate correct management staff.
Daily checked mail and processed invoices. Distributed to proper Departments.
Daily checked the manifest for National and Regional inserts for the paper.
Entered appropriate information to order inserts for 15 different papers.
Ran Check runs twice a week to pay invoices and carriers.
2-3 Times a month did Check deposit to Company Bank account.
Receptionist
The Miles Label Company
Marana, AZ
05.2017 - 03.2018
Managed front desk operations, ensuring efficient visitor check-in and appointment scheduling.
Handled multi-line phone system, directing calls to appropriate staff promptly.
Maintained organized filing systems for client documents and correspondence.
Assisted in coordinating office events, enhancing team communication and morale.
Verified Work tickets to assure no duplication.
Receptionist/Assistant to the Property Manager
BroadPoint Properties
Escondido, CA
06.2016 - 02.2017
Managed front desk operations, ensuring seamless communication and appointment scheduling.
Collaborated with team members to streamline visitor check-in processes and enhance guest experience.
Assisted in maintaining accurate records of appointments, inquiries, and correspondence for efficient office management.
Coordinated office supplies inventory, optimizing procurement processes to reduce delays in service delivery.
Managed multi-line telephone system and greeted claimants during office visits.
Provided exceptional customer service by addressing client concerns professionally and courteously, contributing to a welcoming atmosphere.
Retail Loan Processor
Union Bank
San Diego, CA
02.2013 - 11.2015
Processed loan applications efficiently, ensuring compliance with regulatory requirements and internal policies.
Reviewed financial documents for accuracy, validating borrower information to streamline approval processes.
Coordinated communication between clients, underwriters, and real estate agents to expedite loan processing timelines.
Mentored junior loan processors on best practices and compliance standards, fostering team development and knowledge sharing.
Analyzed credit reports and financial statements to assess borrower eligibility and recommend appropriate loan products.
Maintained up-to-date knowledge of lending regulations and market trends, adapting processes accordingly to ensure compliance.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Set up and completed loan submission packages.
Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.