Roxanna Ortiz
Charlotte,NC
Summary
Experienced Customer Service fluent in English and Spanish. Professional employee dedicated to providing excellent service. Comfortable working in fast-paced environment attending to customer service needs. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Knowledgeable promoting exemplary talents in reviewing accounts and identifying issues.
Overview
5
5
years of professional experience
Work History
Administrative Specialist
Shepherd's Landscape Maintenance, LLC
08.2021 - Current
- Created and updated records and files to maintain document compliance.
- Delivered top-notch administrative support to owner, promoting excellence in office operations.
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Prepared project documents, reports and brochures.
- Documented human resources records and maintained confidentiality of sensitive personal information.
- Responded to inquiries by answering telephone calls, in-person questions and emails.
- Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
- Managed banking reconciliations and monthly balance sheet statements.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
- Processed timecards and payroll data for team of employees.
- Reviewed invoices, payment requests, advance requests, expense reimbursements, and proper coding, prior to approval.
- Developed systems and procedures to improve operational quality and team efficiency.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
- Developed detailed requests for estimates used to kick off proposals.
- Monitored safety programs to verify compliance with federal standards.
Fraud and Claims Operations Specialist
Wells Fargo
11.2020 - 08.2021
- Evaluated customer data to identify and prevent fraudulent activities.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Developed and implemented procedures to detect and prevent fraud.
- Taking fraud actions on accounts, making decision to retain customer relationship, entering information into computer system; documenting corrective measures.
- Customer contact made though outbound calling to complete investigation
- Mitigate risk by effectively authenticating identity of customers to prevent further fraudulent activity.
Lead Teller
Wells Fargo
05.2018 - 11.2020
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Replenished ATM funds in empty canisters prior to validation process.
- Maintained friendly and professional customer interactions.
- Assist tellers with more complex tasks, approve transactions, Providing support on teller line and perform teller duties such as on the spot coaching when place of opportunity was available.
Education
High School Diploma -
American School of Correspondence
Lansing, IL06.2013
Skills
- Financial Documentation
- Claims Analysis
- Detection Models
- Identifying Risks
- Compliance
- Conflict Mediation
- Bilingual
- Spanish Interpreting
- Customer Inquiries
- Issue Resolution
- Customer Service
- Schedule Management
- Tax Preparation
Languages
Spanish
Native or Bilingual
Timeline
Administrative Specialist
Shepherd's Landscape Maintenance, LLC
08.2021 - Current
Fraud and Claims Operations Specialist
Wells Fargo
11.2020 - 08.2021
Lead Teller
Wells Fargo
05.2018 - 11.2020
High School Diploma -
American School of Correspondence
Similar Profiles
Robert PrewittRobert Prewitt
General Manager, Office Manager, Operations Manager at Earthworks Landscape and Maintenance, LLCGeneral Manager, Office Manager, Operations Manager at Earthworks Landscape and Maintenance, LLC
Adam PedersenAdam Pedersen
Business Owner at Aj's Custom Landscape and Maintenance LLCBusiness Owner at Aj's Custom Landscape and Maintenance LLC
Tammy CallenbackTammy Callenback
Owner at Pro Turf & Landscape Maintenance, LLCOwner at Pro Turf & Landscape Maintenance, LLC