Shania Castillo
Kaufman,USA
Summary
Detail-oriented professional with a strong foundation in financial reporting and accounting. Demonstrates proficiency in managing payroll, resolving discrepancies, and ensuring regulatory compliance. Collaborates effectively across departments while providing exceptional service in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Call Center Relationship Specialist
Grow Financial FCU
09.2025 - Current
- Resolved customer complaints and issues to ensure member satisfaction.
- Assisted members with account inquiries and transaction requests.
- Informed members about financial products and services to enhance their understanding and usage.
- Documented interactions and tracked member requests using call center software for accurate record-keeping.
- Maintained knowledge of credit union policies and regulatory requirements.
- Assisted customers with navigating the company's website to locate desired information.
Accounting Technician
RAF Croughton NAF Accounting
Brackley, UK
10.2024 - 06.2025
- Executed comprehensive double-entry accrual accounting tasks to maintain reliable journals and ledgers.
- Managed complex documents, including purchase orders and payrolls, ensuring accuracy and timely processing.
- Resolved discrepancies through vendor collaboration and ensured accurate document posting to relevant ledgers.
- Prepared financial worksheets, statements, and account closures for timely reporting.
- Generated financial reports monthly, quarterly, and annually to inform departmental activities and support strategic decision-making.
- Managed biweekly payroll data entry and reconciled discrepancies to ensure accurate fund recording.
Accounting Clerk
RAF Croughton NAF Accounting
12.2023 - 10.2024
- Applied accounting procedures consistently across transactions to uphold general ledger integrity.
- Assisted in financial report preparation by compiling data, identifying errors, and correcting discrepancies to ensure accurate reporting.
- Utilized Air Force NAF accounting software for data entry and reconciliations, enhancing accuracy.
- Conducted daily cash reconciliation in USD and GBP currencies, maintaining financial accuracy across multiple currencies.
- Processed payments for foreign tax exemption checks and accurately completed necessary documentation
- Conducted thorough audits of financial records, ensuring compliance with Air Force policies and regulations.
Fraud Investigator I
Grow Financial FCU
Tampa, FL
07.2022 - 10.2022
- Conducted comprehensive investigations to recover negative accounts from fraud, successfully restoring member trust.
- Reviewed cardholder disputes and member fraud claims to resolve issues effectively.
- Evaluated fraud claims for suspicious activity, ensuring accurate assessment and timely resolution to protect member interests.
- Assisted members victimized by fraud, providing support and education to empower them in preventing future incidents.
- Monitored and reconciled general ledger accounts, ensuring accuracy of financial records.
Digital Service Specialist
Grow Financial FCU
Tampa, FL
03.2021 - 07.2022
- Handled digital service inquiries across multiple communication channels, providing timely and effective support.
- Processed payments, deposits, and withdrawals via ATM, ensuring accuracy and member satisfaction.
- Analyzed checks for accuracy to prevent credit union losses, demonstrating attention to detail.
- Cultivated member relationships to enhance trust and loyalty toward the institution.
Call Center Relationship Specialist
Grow Financial FCU
Tampa, FL
01.2020 - 03.2021
- Managed 90+ inbound and outbound member calls, delivering prompt and effective service.
- Assisted members in processing deposits, loan payments, and navigating online banking services.
- Guided members through card transactions, resolving fraud and dispute claims to enhance satisfaction.
- Educated members on credit union policies, providing clear account information and deposit guidance.
- Executed daily financial transactions with precision, ensuring compliance with banking protocols.
Education
Associate of Arts - General Studies
University of Maryland Global Campus
12-2025
High School Diploma -
Durant High School
Plant City, FL05-2018
Skills
- Customer service
- Financial reporting
- Data entry and evaluation
- Data management
- Account reconciliation
- Account management and reconciliation
- Financial analysis
- Transaction tracking
- Financial summary
- Revenue recognition
Timeline
Call Center Relationship Specialist
Grow Financial FCU
09.2025 - Current
Accounting Technician
RAF Croughton NAF Accounting
10.2024 - 06.2025
Accounting Clerk
RAF Croughton NAF Accounting
12.2023 - 10.2024
Fraud Investigator I
Grow Financial FCU
07.2022 - 10.2022
Digital Service Specialist
Grow Financial FCU
03.2021 - 07.2022
Call Center Relationship Specialist
Grow Financial FCU
01.2020 - 03.2021
Associate of Arts - General Studies
University of Maryland Global Campus
High School Diploma -
Durant High School