Valery Lopez
Upland,CA
Summary
Detail-oriented finance and administrative professional with experience in financial management, accounts payable and receivable, account reconciliation, and reporting. Known for organizing records, supporting cash flow and banking tasks, and providing dependable client and team support across fast-paced office and construction settings.
Overview
1
1
Language
8
8
years of professional experience
Work History
Controller
GOFALO Building Services Inc.
Chino, CA
01.2025 - 02.2026
- Financial management & reporting
- Job Costing & Project Management
- Oversaw daily banking transactions and cash balances to maintain optimal cash flow.
- Accounts Payable and Receivable
- Budgeting, Forecasting & Internal Controls
- Ensured compliance with payroll regulations and tax requirements to mitigate legal risks.
Accounts Payable
Interior Experts General Builders, Inc.
Chino, CA
10.2021 - 01.2025
- Processed payments for open invoices to maintain vendor relationships.
- Generated financial reports to provide insights for budgeting and vendor payment decisions.
- Requested certificates of insurance from providers to ensure compliance and protect company assets.
- Coordinated construction site orders to streamline procurement and support project timelines.
- Logging & Tracking of Company Vehicles
Appraisal Management
Titan Mutual Lending
Irvine, CA
10.2020 - 10.2021
- Receive, upload, and review all incoming appraisals & title documents
- Ordering 1004D, appraisal, & disaster reports
- Communicated with consumers to facilitate timely progression of loan files
- Confirmed loan payoff dates to maintain accuracy in financial reporting
- Completed pending appraisal payments to ensure timely processing of loan files.
- Troubleshot system issues (Byte Pro and Encompass) to minimize delays in processing
- Providing support to loan processors, underwriters, & mortgage loan originators
Administrative Associate
AmWest Funding Corp
Brea, CA
12.2018 - 10.2020
- Coordinated travel arrangements, including hotel, flight, and car rental, for staff to facilitate smooth business travel
- Maintaining and scheduling conference rooms
- Scheduling job interviews for all departments accordingly
- Create & distribute daily staffing report
- Tracked active & inactive building access cards, invoices, mail distribution, incoming checks, packages, documents, and travel arrangements to ensure organized operations
- Providing Accounting department with invoices and expense reports
- Verified accuracy of broker accounts to ensure compliance with regulations.
- Verified in-person loan payments with servicing department and created receipts for clients.
- Maintaining inventory and ordering office supplies
- Catering orders from various restaurants or delivery services for events, meetings, and office visitors
- Tracking/updating company records
- Email marketing information to past customers or prospects
Receptionist / Administrative Assistant
Burga Law Firm
Brea, CA
08.2018 - 12.2018
- Greeting clients and visitors and answering visitor inquiries
- Answering and routing incoming calls on a multi-line telephone system
- Scheduled client appointments, coordinating efficiently with service providers to optimize client experience.
- Managed administrative tasks, including billing and data entry, to support smooth operation of case management.
- Executed document management tasks, including scanning, photocopying, faxing, and organizing files.
- Accompanied clients and attorneys to court, providing translation services between English and Spanish.
- Prepared filings for immigration cases
- Assisted during off hours, maintaining consistent team support and ensuring uninterrupted service delivery.
Education
Associate of Arts - Visual Communications
Fashion Institute of Design And Merchandising
San Francisco, CA12-2012
Some College (No Degree) - Photography
The Art Institute of California
Santa Ana, CASkills
- Financial Administration
- Financial reporting
- Financial Analysis
- Billing
- Accounts payable
- Accounts receivable
- Account reconciliation
- Financial Software
- QuickBooks
- Microsoft Excel
- Microsoft Word
- Outlook
- Project Coordination
- Project deadlines
- Project engineering
- Encompass
- Banking
- Multi-Line Phone System
- Client relations
- Analytical thinking
- Bilingual
- Word Processing
ADDITIONAL INFORMATION
Professional references provided upon request.
Languages
Spanish
Native/ Bilingual
Timeline
Controller
GOFALO Building Services Inc.
01.2025 - 02.2026
Accounts Payable
Interior Experts General Builders, Inc.
10.2021 - 01.2025
Appraisal Management
Titan Mutual Lending
10.2020 - 10.2021
Administrative Associate
AmWest Funding Corp
12.2018 - 10.2020
Receptionist / Administrative Assistant
Burga Law Firm
08.2018 - 12.2018
Associate of Arts - Visual Communications
Fashion Institute of Design And Merchandising
Some College (No Degree) - Photography
The Art Institute of California