Teresa Toledo

As a temporary employee in a newly created position, assist a special district within the county. The capacities in which I help the Administrative Assistant Bookkeeping II Assistant vary based on the daily and weekly tasks.

Account Payable: Cost coding data entry and submitting to the county for payment.

• Reconciled credit card statements against expenses incurred by company employees.
• Created detailed spreadsheets using Excel to organize large volumes of financial data.
• Reviewed invoices for accuracy and completeness prior to payment processing. Paying various vendors online, reconciling individual employee credit card statements.
• Reconciled credit card statements against expenses incurred by company employees.
• Maintained detailed spreadsheets using Excel to organize large volumes of financial data.
• Reviewed invoices for accuracy and completeness prior to payment processing.

Account Receivable: payments received via credit card and/or check copying, verifying, logging information into various spreadsheets, researching for appropriate grants, and notifying multiple employees and departments of payments made.

• Conducted data entry tasks with a high level of accuracy and efficiency.
• Opened, sorted and routed incoming mail and prepared outgoing mail.
• · Collected and entered payment data into system, maintaining complete confidentiality and accuracy.

Administrative Assistant

• Created and continually maintained ongoing spreadsheets of who has credit cards, commonly used vendors, vendors charged for paperless billing, and who automatically charged, and which credit card it is charged, code to various accounts.
• Created and continually maintained a handbook used for this newly created position of responsibilities, how to locate various forms, account information, whether it is information regarding grants, receivable, payable, etc., which employee works in which department, how to provide additional assistance to these departments, and which department/employee will submit invoices to businesses, individuals, and partners.
• Handled confidential documents in an organized fashion according to established protocol.
• Conducted research on various topics as requested by management.
• Managed multiple projects simultaneously while meeting deadlines.

Deli Clerk: Greet customers, take deli orders, slice meats/cheeses, make customized sandwiches & burritos.

e-Cart Shopper: Shop for customers who have submitted shopping lists online. Verify order quality of product, weight, bag, and set up for pickup.

Pharmacy Clerk: Greet customers and verify prescription information for refilling or picking up. Ring up customers as needed. Call customers to remind them their prescription was ready for pickup.

Front End Clerk: Acknowledge and make customers feel welcomed and appreciated, make sure they received everything they were looking for; ring up their sales, process payment (cash, check, EBT, credit card).

Courtesy Clerk: Acknowledge and make customers feel welcomed, help them locate items if they cannot find them, bag customers' groceries, and assist them to their car when they need additional help.

Within each position I was tasked with, but not limited to:

• Operated cash registers accurately to process customer transactions.
• Greeted customers entering the store to ascertain what each customer wanted or needed.
• Checked expiration dates on products to ensure freshness of items sold to customers.
• Verified that all coupons were valid before accepting them as payment for purchases.
• Operated the cash register and handled customer transactions accurately and efficiently
• Provided price checks for customers when requested.
• Customer questions answered about products, prices, availability, product uses, and credit terms.
• Checked ID's when selling age-restricted items like alcohol or tobacco products.

Employment Status Overview: (Intermittent due to COVID Restrictions)

Working in various positions during this short time permitted me to assist small organizations and businesses during the pandemic. The capacities I assisted included but were not limited to, administrative, receptionist, customer service, and cashier.

• Provided accurate information about products and services.
• Answered incoming customer calls regarding product questions, sales inquiries, and complaints.
• Performed follow-up calls to confirm customer satisfaction with the product or service received.
• Processed invoices, payments, and statements in a timely manner.
• Provided administrative support to the executive team, including scheduling meetings and managing calendars.
• Balanced cash drawers at the end of each shift.
• Informed customers about product pricing and answered questions regarding products and services available in the store.

Employment Status Overview: (Intermittent once the COVID Restrictions were put into place)

As a CSR and cashier, I project a friendly outgoing demeanor to greet customers who enter the store and thank them by name whenever possible. I am responsible for registering transactions involving merchandise sales and/or returns and resolving any problems or issues that require management assistance. I aim to continually increase my knowledge of our various products and services.

• Assist with customer transactions in a quick and efficient manner
• Follow all cash register transaction procedures and ensure cash drawer levels balanced.
• Keep the front end neat and clean, including the checkout area and entrance doors. Face and dust merchandise.
• Assist with pricing, stocking, marking, and bagging of merchandise
• Assist with keeping the impulse counter stocked and faced, and rotate new merchandise as seasons change or as requested.
• Maintained accurate records of transactions using the point-of-sale system.
• Assisted customers with locating merchandise within the store.
• Answered incoming phone calls from customers regarding product availability or store locations.
• Received payment by cash, check, credit cards, vouchers or automatic debits.
• Processed credit card transactions accurately and efficiently.
• Performed daily opening and closing procedures such as counting money in cash drawers and checking bank deposits against total sales receipts for accuracy.
• Verified that all coupons were valid prior to processing them into the system.

Employment Status Overview: (Intermittent due to COVID Restrictions)

As the Customer Service Cashier, Bartender and Clubhouse Caretaker, my duties and responsibilities were diverse while I maintained a friendly outgoing character toward all who came to the club, whether official club board members, members of the club, or the general public.

• Maintaining a friendly and open line of communication with all parties and vendors.
• Ensured the club and all facilities were clean, sanitary, and in good working condition.
• Assisted with the preparation of the Clubhouse for various Club and club-sanctioned events
• Provided background checks issued through the Federal Bureau and the State of CA due to having munitions for sale at the club
• Organized and maintained the reorganization of the storage rooms behind the bar and other rooms for various stored items
• Balancing the cash register daily and providing deposit information to the Club Treasurer
• Maintain a full-service bar for club members and club members' guests.
• Observed and enforced all Club and State/County policies and laws regarding the sale of alcoholic beverages.

Employment Status Overview: (Temporary Position until a Full Charge Bookkeeper, Controller or CPA was hired)

As the Bookkeeping Assistant and Clerk, I was responsible for ensuring all bills were paid on time and all contractors were up to date with their General Liability, Worker’s Compensation, and Bonding Insurance. Additionally, I was responsible for various properties utility billings and assisting with coordinating estimates for homeowners wishing to engage in major preventative maintenance at their homes and/or multiple properties. I was responsible for 375+ properties’ account payable, HO payments, HOA dues, banking, and various contracts for ongoing care.

• Coordinate office activities and schedules
• Gathered and prepared quarterly taxes for out-of-state homeowners
• Resolved account discrepancies by investigating documents and issuing necessary documents to reconcile differences
• Prepared work orders, change orders, back charges, and addendums to various contracts;
• Provide homeowners with monthly statements, payments, and account reconciliation
• Bill monthly, bi-monthly, and quarterly for various utilities to tenants
• Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
• Attended meetings with senior staff members while taking detailed notes that would later be synthesized into actionable items.
• Greeted visitors and handled incoming phone calls with professionalism and discretion.

Employment Status Overview: (Construction Subcontractor)

As the Office Administrator Assistant, Contract Management and Accounting HR Clerk, I was responsible for the performance of the business office. I presented an elevated level of administrative support by performing in-depth research, preparing statistical reports, and handling all business requests, managing modifying documents, and performing clerical duties including but not limited to, photocopying, faxing, mailing, and filing.

Office Administrator Assistant to Owner

• Reported directly to the Owner
• Acts as a liaison between the owner, General Contractors, vendors, employees and the public
• Implement policies and procedures for the production of documents, workflow, filing, records maintenance, and other clerical services.
• Assisted the decision-making process for recruiting and hiring employees

Contract Management Assistant

• Developed organized filing systems to enhance document retrieval efficiency.
• Enhanced project bidding and contract management efficiency by maintaining organized electronic and hard copy filing systems.
• Supported budget tracking by processing invoices and expense reports accurately.
• Reduced errors in documentation by implementing quality control measures for all bids and contracts related to potential and award projects.
• Maintained a keen understanding of evolving regulatory requirements surrounding contracts, 20-Day Preliminary Notices, Progress Billing including retentions withheld and waivers.
• Developed, implemented and maintained internal progress and filling billing and tracking by formatting our own AIA G702 form.
• Supported company leaders by managing contact budgets, backcharges and change orders.

Human Resources and Payroll Assistant

• Maintained employee records, adhering to confidentiality and compliance standards.
• Assists in the recruitment, screening and the development of potential and current employee relations policies
• Ensuring the employee handbook complies with labor laws
• Assisted new hires with completing required forms for accurate setup in the payroll system from their first day onward.
• Maintained accurate records of employee time, ensuring prevailing wage was properly calculated based on the location of the job, overtime pay, benefit changes, garnishments and personal time off.
• Processed manual checks for employees in accordance to State and Federal Laws and in accordance to the company policies.
• Assisted with the implementation of company policies and procedures related to work injury claims, resulting in increased efficiency consistency and reduced claims while ensuring compliance with the State regulations governing injury claims by staying informed on current laws and apply knowledge and recommendations to management accordingly.

Bookkeeper Subcontractor

• Assisted the Owner and the outside retained CPA with monthly reconciliation processes to ensure financial accuracy and compliance.
• Managed invoices, cost coding, payments and deposits, maintaining accurate expenditure records for individual contracts and the office.
• Balancing petty cash
• Reconcile monthly bank statements
• Responsible for the maintenance of the internal accounting system on the computer and a backup paper copy
• Posted bills and credits, coordinated and reconciled bank statements, accounts receivable, and payable

Employment Status Overview: (Nationwide Insurance Call Center for Independent Nationwide Agents)

As an unlicensed insurance representative, I worked effectively in the faced-paced environment, providing a strong sense of personal responsibility with excellent communication skills, both verbal and written.

• Managed high-volume incoming calls and emails efficiently while providing exceptional customer support and maintaining professional composure and insuring quality standards are met.
• Worked well in a team setting, providing support and guidance to the licensed representatives, carriers and agents.
• Acted as liaison between carriers and agents providing unique technical assistance and policy changes.
• Handled rush items immediately and professionally.
• Answered basic questions about market direction, classification, quoting, and binding.
• Used critical thing to aided carriers, agents and clients with service needs, making changes to existing accounts and to break down problems evaluating solutions and assisting them with various solutions.
• Attended to clients needs by producing binders, certificates, policies, endorsements, and other related items, verified their accuracy using established agency checklists.
• Verified policy and change information, facilitating corrections where necessary
• Processed incoming mail and mail requests and responded promptly and appropriately
• Researched reasons for cancellations, processed and followed up on cancellation requests with agents and carriers to ensure accurate and timely resolutions where acceptable
• Demonstrated strong organizational and time management skills while managing multiple calls, emails and projects.
• Participated in daily huddles with team members in order to discuss common goals and objectives.

• As a stay-at-home mom/wife, created and fostered a relationship with our son and volunteered at various activities, preschools, and school functions. Please see the attached folder for an extensive listing of volunteering.