Rose Cruz
West Allis
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
13
13
years of professional experience
Work History
Office Manager
Snow Patrol
12.2023 - Current
- Managing accounts payable and accounts receivable using QuickBooks online
- Preparing and sending invoices to 200 customers semi-monthly
- Customer payment collections
- Performing account reconciliations
- Manage confidential employee records
- Assisted head accountant in monthly and year-end duties
- Ensure customer pricing is accurate and reconciled to customer payments
- Monitor and keep track of payment schedules using customer internet portals
- Prioritizing invoices with purchase orders, utilities, bills, check requests, etc
- To process payments accurately and timely
- Handle legal paperwork, unemployment, and child support requests by deadlines given as I work with our attorneys and head accountant
- Manage all incoming calls and direct/handle them appropriately in a professional manner
Accounting Assistant
Graphicolor Printing
04.2022 - 03.2023
- Provided exceptional customer service as the main person to handle and dispatch incoming telephone calls
- Verified that data is accurate and complete for all the billing
- Processed clients billing using QuickBooks desktop
- Managed and processed over 300 vendor invoices monthly, ensuring accuracy and timely payments
- Collections on all past due accounts
- Respond to client requests for information via email and telephone
- Responsible for processing credit cards for customers' payments, updating the database and email client receipts and paid invoices
Loan Documentation Specialist
US Bank - SBLC
10.2017 - 01.2020
- Coordinated the Small Business Loan documentation process by working with Bankers and other departments in the SBLC including, but not limited to National Wholesale Lending Services and Underwriting to ensure loan documents are prepared in accordance with organizational policies and procedures, loan terms and conditions, and in an accurate and timely manner
- Review loan approval and loan instructions and when applicable fixed rate locks in for accuracy, completeness and compliance with organizational and regulatory policies and procedures
- Identifying and resolving discrepancies by directing appropriate parties to correct accordingly or to obtain additional documentation to support the discrepancy
- Stayed up to date on organizational and regulatory policies and procedures through education and attending internal and external training functions
- Ensure quality review processes and procedures are followed accordingly
Customer Service Representative/Help Desk
US Bank
02.2017 - 10.2017
- Handled inbound calls and researched and resolved issues
- Inquiries daily
- Escalate issues to the proper department when necessary and follow up on any escalated issues, all within a timely manner
- Communicate thoroughly with client representatives and customers, enabling effective information exchange and efficient process management
- Document all inquiry activities in the appropriate reporting system
Appraisal Coordinator
US Bank
04.2012 - 02.2017
- Supervise and maintain purchase and refinance appraisals orders for all states within the U.S
- Communicate with appraisers daily to determine status of all appraisal orders
- Successfully facilitate timely report delivery through proactive communication and persistent follow up
- Performed quality control audits on all new profiles to ensure accuracy
- Review daily reports to assure all orders are assigned and flowing in a timely fashion
Education
High School -
CUSTER HIGH SCHOOL
01.1991
Skills
- Data entry
- Invoice processing
- Account reconciliation
- Accounts payable
- Accounts receivable
- QuickBooks online
- Accuracy
- Timely completion of tasks
- Billing
Timeline
Office Manager
Snow Patrol
12.2023 - Current
Accounting Assistant
Graphicolor Printing
04.2022 - 03.2023
Loan Documentation Specialist
US Bank - SBLC
10.2017 - 01.2020
Customer Service Representative/Help Desk
US Bank
02.2017 - 10.2017
Appraisal Coordinator
US Bank
04.2012 - 02.2017
High School -
CUSTER HIGH SCHOOL
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