Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rosie Orozco

Spring,TX

Summary

Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning abilities.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Client Service Specialist

AssuredPartners (Acquired First Harbor)
09.2023 - Current
  • Provided knowledgeable service and support for all customer needs.
  • Helped and assisted high volume of customers every day with a positive attitude and focus on customer satisfaction.
  • Accepted and processed payments, updated accounts, and issued receipts.
  • Supported underwriting by gathering application data and keeping open communication with clients.
  • Assisted with special marketing projects by coordinating the distribution of marketing mailers, and contacting customers to explain new marketing campaigns.
  • Responded to customer calls and emails to answer questions about products and services.
  • Communicated with clients regarding account services, statements, and balances.
  • Maintained and managed customer files and databases.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Supported client projects with advanced skills in document management, customer relations and reporting.

Accounting Bookkeeper/Manager of Operations

First Harbor
12.2006 - 08.2023
  • Maintained and processed invoices, deposits, and money logs for 20-plus vendors.
  • Identified accounting errors when cross-referencing documents and database information.
  • Reduced financial discrepancies through transaction monitoring and management.
  • Developed and implemented procedures to improve accounting efficiency.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reported financial data and updated financial records in ledgers and journals.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Analyzed financial data to assist in budget creation and forecasting.
  • Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Supported financial director with special projects and additional job duties.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Maintained and processed invoices, deposits, and money logs.
  • Reconciled and corrected issues with financial records.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
  • Trained new employees on proper protocols and customer service standards.
  • Interacted well with customers to build connections and nurture relationships.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Increased profit by streamlining operations.

Education

Bachelor of Science - Business Administration

Sam Houston State University
Huntsville, TX
06.2025

Associate of Applied Science - Business Administration And Management

Lone Star College System
Spring, TX
12.2013

Skills

  • Bookkeeping
  • Database Management
  • Payroll Management
  • Microsoft Office
  • Administrative and Office Support
  • Client Service and Support
  • Provider Relations
  • Accounts Payable and Accounts Receivable
  • Operational Efficiency
  • Portfolio Maintenance
  • Compliance Requirements
  • Policy and Procedure Adherence
  • Payment Reconciliation

Certification

  • Life Insurance License
  • QuickBooks
  • Notary
  • Hippa Compliance
  • Anti-Money Laundry

Timeline

Client Service Specialist

AssuredPartners (Acquired First Harbor)
09.2023 - Current

Accounting Bookkeeper/Manager of Operations

First Harbor
12.2006 - 08.2023

Bachelor of Science - Business Administration

Sam Houston State University

Associate of Applied Science - Business Administration And Management

Lone Star College System

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Rosie Orozco