Simone Valdez
Fort Worth,TX
Summary
Highly driven individual demonstrating the ability to follow standard operating procedures and instructions to complete tasks in a timely and accurate manner as a team player.
Overview
15
15
years of professional experience
Work History
Credit & Collections AR Specialist
Mesa Systems, LLC
09.2024 - 05.2025
- Performed and processed the collection of past due individual and B2B accounts via telephone and or email
- Document credit and collection activity for assigned accounts within MoversSuite software
- Ability to define problems, collect data, establish facts, draw conclusions, and work independently.
- Resolved customer balances with focus on settling payment discrepancies.
- Investigate historical data, research, and resolve short pays and billing disputes within MoversSuite and Dynamic GP
- Accurately and timely apply other account adjustments including credit memo application, unapplied payment application, and write-off requests.
- Applied monies with Grate Plans to balance customer accounts
- Imported weekly company wide bankstatemts, formatted and coded
- Distributed weekly bank statements to upper management and department heads.
Real Estate Transaction Coordinator
Jill Smalley Real Estate
05.2021 - 08.2024
- Coordinated all correspondence between sales agents, sellers and home buyers
- Responsible for overseeing transactions from start to finish to ensure offers and counteroffers are approved for a smooth and successful sale
- Make sure the buyer’s offer and counteroffers get approved by the seller to ensure a smooth real estate sales process
- Support sales agents, clients, and other parties with escrow-related paperwork, such as appraisals, titles, and mortgage loans
- Manage transaction contracts from both home buyers and sellers to close the deal in a timely manner
- Review and audit all documentation
Project Coordinator
Precision Demolition, LLC
11.2019 - 04.2021
- Review contracts for terms of agreement and scope of work
- Support and coordinate for estimating team, project managers and all field management
- Ensure all required documentation is submitted in a timely manner to general contractors
- Ensure general contractors needs are met as the project evolves
- Prepare all change orders with quantifications, equipment, man power cost and take off's
- Ensure payment of change orders
- Process monthly billing through Pay Applications
- Coordinate with superintendents to facilitate overall project requirements
- Assist with Human Resource department to coordinate onboarding new hires to include background checks and drug testing
Project Coordinator/Personal Assistant
TM TRUCKING, LLC
09.2014 - 09.2019
- Oversaw daily logistics of owner’s property of 15 acres
- Coordinated owner’s personal affairs such as Warranty Deeds, travel, expenses, calendar & social events
- Resolved delinquent IRS 941 Payments issues from 2005 – 2013
- Identified issues with current bookkeeping system with QuickBooks and implemented new processes
- Revamped Chart of Accounts for more accurate Profit & Loss reporting
- Calculated job cost estimations
- Managed revenue cycle process including accounts receivable and payable
- Conducted monthly bank reconciliation
- Reconciled customer accounts according to audit cycle
- Processed payroll for W2 & W9 workers
- Managed compliance program to meet local, state & federal DOT requirements
- Processed tax payments & reports monthly, quarterly and yearly
- Coordinated year-end financial activities with external CPA
- Wrote step by step new hire training manual for office staff
Financial Aid Team Lead
AVEDA INSTITUTE OF DENVER
06.2010 - 11.2013
- Company Overview: (Cosmetology School)
- Restructured process flow with Admissions and Financial Aid Team, resulting in increased enrollment of 11%
- Determined student’s eligibility for various financial aid programs by evaluating their FAFSA
- Reviewed, accepted and reconciled all incoming student funding, returning Title IV funding as needed
- Ensured student living expense checks were issued timely
- Analyzed, coordinated and implemented regular department self-audits in preparation for yearly US Department of Education audits
- (Cosmetology School)
Education
High School Diploma -
EAST HIGH SCHOOL
Denver, CoSkills
- MoversSuite
- Great Plans
- Dynamic GP
- Sage
- PlanSwift
- QuickBooks
- Video Conferencing
- Conference Calls
- Strong Problem Solving Skills
- Time Management
- Employee Training and Development
- Critical Thinking
Timeline
Credit & Collections AR Specialist
Mesa Systems, LLC
09.2024 - 05.2025
Real Estate Transaction Coordinator
Jill Smalley Real Estate
05.2021 - 08.2024
Project Coordinator
Precision Demolition, LLC
11.2019 - 04.2021
Project Coordinator/Personal Assistant
TM TRUCKING, LLC
09.2014 - 09.2019
Financial Aid Team Lead
AVEDA INSTITUTE OF DENVER
06.2010 - 11.2013
High School Diploma -
EAST HIGH SCHOOL
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