Sophia Alcala-Soto
Dallas
Summary
Hardworking, reliable and focused on going above and beyond to support the team and serve customers. Trained in account balancing and offering top-notch record keeping. Motivated to continue to learn and grow as an office professional.
Overview
29
29
years of professional experience
Work History
Service Delivery Associate
SPS North America / BNY Mellon
Richardson
03.2024 - Current
- Prepare ACH/electronic and paper bank deposits by generating balancing reports and verifying and resolving all discrepancies in an appropriate time frame.
- Make effective judgments as to prioritizing and time allocation on multiple accounts.
- Aided in sending and receiving image files.
- Knowledgeable in regard to compliance, banking laws and regulations.
- Open and sorted incoming mail per customers established instructions.
- Conducted quality control tests and evaluated the results to educate the production staff.
- Trained staff members how to spot quality control issues and prevent future problems.
- Process and reconciles transactions in accordance with established guidelines and procedures.
- Provide feedback to management on workflow.
- Utilized downtime to perform routine tasks, preventing service delays.
- Managed daily data entry tasks in high-volume environment.
- Maintained workflow priorities in accordance to established standards and guidelines.
- Review all transactions and document files to verify work accuracy and completeness.
- Stored records and related materials as backups for digital data.
- Loaded machines with source media to capture data points.
- Located and corrected data entry errors.
- Kept work area organized and clutter-free.
- Operated imaging and extraction equipment such as OPEX, FALCON, Eagle, GEMINI, IBM, iTRAN, NEXGEN, Canon CR-L1 scanner.
- Facilitated communication between departments to enhance service delivery.
Representative, Lockbox Management
BNY Mellon Bank
Richardson
07.1997 - 03.2024
- Prepare ACH/electronic and paper bank deposits by generating balancing reports and verifying and resolving all discrepancies in an appropriate time frame.
- Make effective judgments as to prioritizing and time allocation on multiple accounts.
- Aided in sending and receiving image files.
- Knowledgeable in regard to compliance, banking laws and regulations.
- Open and sorted incoming mail per customers established instructions.
- Conducted quality control tests and evaluated the results to educate the production staff.
- Trained staff members how to spot quality control issues and prevent future problems.
- Process and reconciles transactions in accordance with established guidelines and procedures.
- Provide feedback to management on workflow.
- Utilized downtime to perform routine tasks, preventing service delays.
- Managed daily data entry tasks in high-volume environment.
- Maintained workflow priorities in accordance to established standards and guidelines.
- Review all transactions and document files to verify work accuracy and completeness.
- Stored records and related materials as backups for digital data.
- Loaded machines with source media to capture data points.
- Located and corrected data entry errors.
- Kept work area organized and clutter-free.
- Operated imaging and extraction equipment such as OPEX, FALCON, Eagle, GEMINI, IBM, iTRAN, NEXGEN, Canon CR-L1 scanner.
- Facilitated communication between departments to enhance service delivery.
Remittance Processor II
American Express
Dallas
05.1997 - 05.1997
- Followed standard operating procedures and job-specific instructions to correctly input system data.
- Re-associated check images to corresponding material while validating image quality.
- Moved mail trays weighing up to 8 pounds to maintain optimal productivity.
- Extracted checks and remittances from envelopes to prepare bathes of work.
- Verified negotiability of checks through customer-specific instructions.
- Operated imaging and extraction equipment such as OPEX.
- Used adding machine to balance transactions and labeled completed batches.
Remittance Processor
Quest Point
Dallas
05.1996 - 01.1997
- Followed standard operating procedures and job-specific instructions to correctly input system data.
- Re-associated check images to corresponding material while validating image quality.
- Moved mail trays weighing up to 8 pounds to maintain optimal productivity.
- Extracted checks and remittances from envelopes to prepare bathes of work.
- Verified negotiability of checks through customer-specific instructions.
- Operated imaging and extraction equipment such as OPEX, IBML and iTRAN.
- Used adding machine to balance transactions and labeled completed batches.
Education
High School Diploma -
Sunset High School
Dallas, TxSkills
- Data Entry
- 10 key calculator
- Train staff
- Cash Handling
- Customer Service
- EDI (Electronic Data Interchange)
- Detail Oriented
- Multitasking
- Problem-solving
- Microsoft Outlook
- Quality control
- Balance accounts
Certification
- Licensed Massage Therapist
- Licensed Cosmetologist
Timeline
Service Delivery Associate
SPS North America / BNY Mellon
03.2024 - Current
Representative, Lockbox Management
BNY Mellon Bank
07.1997 - 03.2024
Remittance Processor II
American Express
05.1997 - 05.1997
Remittance Processor
Quest Point
05.1996 - 01.1997
High School Diploma -
Sunset High School