Stephanie Ortiz
Poteet,TX
Summary
Administrative and member service professional with a background in confidential support, cash handling, notary work, and report preparation. Brings strong communication, multitasking, and office coordination skills, along with experience supporting month-end tasks, training new staff, and keeping records accurate and organized.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Member Service Representative II
Karnes Electric Cooperative
08.2018 - 04.2025
- Assisted large volume of members daily, ensuring high satisfaction through positive interactions.
- Handle cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Communicated effectively in verbal and written formats during daily interactions, fostering clear understanding and positive relationships.
- Trained new personnel on company operations, policies, and services to enhance team knowledge and service quality.
- Cross-trained and provided backup support for organizational leadership.
- Answer multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Notarized documents daily for construction paperwork
- Prepared detailed Collection Board reports monthly.
HR Assistant/Finance/Administrative Assistant
City of Jourdanton
04.2016 - 07.2018
- Managed confidential information with discretion, maintaining a high level of trust within the city administration.
- Responded to employee inquiries regarding benefits and other HR topics.
- Maintained confidentiality of sensitive personal information while documenting human resources records.
- Reviewed and screened applicant resumes to identify qualified candidates.
- Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
- Supported month-end closing activities, ensuring accuracy in financial records and adherence to deadlines.
- Improved customer satisfaction by efficiently handling incoming calls and resolving inquiries.
- Operated multi-line phone system, navigating calls effectively while providing friendly service.
Accounts Payable/Administrative Assistant to the General Manager
City Of Pleasanton
Pleasanton, Texas
07.2014 - 04.2016
- Processed municipal invoices for City of Pleasanton accounts payable operations.
- Processed weekly checks for vendor payments, ensuring timely and accurate disbursement.
- Verified coding accuracy for departmental expenses and general ledger entries to maintain financial integrity.
- Created and entered new vendor profiles into the accounting system.
- Analyzed financial documents, including ledgers and account balances, to support accurate reporting.
- Prepared bank deposits and secured currency for transport.
- Worked closely with front-end staff to assist with change and cash handling.
Fiscal Technician
Bexar County Juvenile Probation
09.2010 - 01.2012
- Managed complex budgets, ensuring precise fund allocation across departments and projects, contributing to overall financial integrity.
- Supported month-end closing activities, ensuring accuracy in financial records and adherence to deadlines.
- Operated accounting software to record, store, and analyze financial information, supporting data-driven decision-making.
- Reviewed and reconciled checks monthly to maintain account accuracy, ensuring all transactions were correctly recorded.
- Prepared vendor invoices and processed incoming payments.
- Managed and responded to correspondence and inquiries from vendors.
Education
High School Diploma -
Poteet High School
Poteet, TXSkills
- Accounts Payable/Receivable
- Account reconciliation
- Cash handling
- Deadline-oriented
- Microsoft Office Suite
- Customer service
- Complaint handling
- Effective Multitasking
- Teamwork and Collaboration
- Maintaining confidentiality
- Phone Etiquette
Certification
- Certified Notary Public
- First Aid/CPR Certified
- Servant Leadership Academy Certificate
- KnowBe4 Training
- LinkedIn Training
Timeline
Member Service Representative II
Karnes Electric Cooperative
08.2018 - 04.2025
HR Assistant/Finance/Administrative Assistant
City of Jourdanton
04.2016 - 07.2018
Accounts Payable/Administrative Assistant to the General Manager
City Of Pleasanton
07.2014 - 04.2016
Fiscal Technician
Bexar County Juvenile Probation
09.2010 - 01.2012
High School Diploma -
Poteet High School