Tracey Martinez
Lakeside,CA
Summary
With over 20 years of experience, including a pivotal role at Coleman Worldwide Moving, I excel in recordkeeping and effective communication. Demonstrated expertise in risk assessments and account reconciliation, I've significantly enhanced operational efficiency and client satisfaction through meticulous analysis and problem-solving.
Overview
27
27
years of professional experience
Work History
Accounting Specialist
Watchlight Corporation
El Cajon, CA
06.2024 - Current
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Resolved customer inquiries regarding bills and payments.
- Received and processed payments from customers via cash, check and credit cards to pay company invoices.
- Resolved billing discrepancies by completing detailed research and analysis and documented client rebate discounts and reserve fund records.
Senior Loan Underwriter
20+ years Experience
San Diego, CA
01.1998 - 06.2024
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Performed due diligence research on properties in order to assess value-added investments opportunities for clients.
- Evaluated collateral values such as appraisals, title searches, surveys in order to confirm the property's marketability.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Military Outbound Coordinator
Coleman Worldwide Moving
Poway, CA
04.2023 - 11.2023
- Responsible for managing and coordinating the relocation of military personnel, acting as a primary point of contact for service members, ensuring smooth transitions by handling all aspects of their move including scheduling pick-up and delivery dates, paperwork, and addressing any issues that may arise during the process
Education
GED -
Mesa Community College
San Diego, CASkills
- Recordkeeping skills
- 10-key proficiency
- Reporting analysis
- Invoice processing
- Account reconciliation
- Risk assessments
- Data interpretation
Timeline
Accounting Specialist
Watchlight Corporation
06.2024 - Current
Military Outbound Coordinator
Coleman Worldwide Moving
04.2023 - 11.2023
Senior Loan Underwriter
20+ years Experience
01.1998 - 06.2024
GED -
Mesa Community College
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