Victoria Martinez

• Diligently gather and analyze financial data to create monthly reports that detail financial performance for two UTMB departments - Revenue Cycle and Contracting Strategies
• Identify and order all new equipment and supplies for RCO areas
• Generate detailed Excel Drills that compare Actuals against forecasts and budgets. Tools for activity include:
  o Smartview
  o DataMart.
  o SRECNP
• Works directly with the Director of Business Operations/Finance to track monthly budget report accuracy and develop Scorecards that provide this insight in detail for Leadership.

• Staying up to date with all Payroll and HR procedures and policies.
• Hiring assistant(delegate) for 16 Managers. Transaction submissions include:
o Ad Hoc changes, Replace EAFs, Separations, Reclasses and Reorgs
o Tracking all vacancies and postings in Oracle/Taleo for department
• Collaborates with Financing department to analyze and report reasoning for any RCO (revenue, cost and operating expenses) variances.
• Scheduling and maintaining RCO Directors' calendars via Outlook.
• Oversee all vendor-related activities(for RCO and Contracting Strategies) in FMS , and serving as the primary contact for vendors.
o Assist in onboarding (PaymentWorks),
o Renewals
o RFPs
• Work the new FY budget for both departments, including forecasting, allocating all resources, setting and planning financial targets for accounts.
o Create Position Recon(over 400 employees) and Vendor Contractual Escalation workbook.
o Setup RCO Working File for the Fiscal Year

o Pull new and updated reports in SmartView

• Customer service liaison for all print and store orders placed, while ensuring ensure prompt and efficient responses to the requests.
• Primary front desk, answer phones, departmental emails, filing and records retention - filing all company orders at the end of each month in the order it was made.
• Runs budget reports, prepare customer and internal spreadsheets - journal entries and uploading monthly revenue spreadsheet to Finance.
• Proficient in PeopleSoft.
• Oversees shipping and receiving of outgoing and incoming packages - worked with FedEx, Courier Services and Mail Services.
• Submits all requisition orders and reimbursements.

• Processes member transactions including deposits, withdrawals, loan and credit card payments.
• Ensures all cash handling procedures are followed as outlined by policy and procedure.
• Submits all appropriate documents to the credit union’s document capture system.
• Ordering supplies for branch (Supply champion).
• Complies with all credit union policies, procedures, as well as all state and federal regulations.
• Worked as a team with coworkers to maintain branch monthly goals.
• Voluntarily attended classes provided by the Company to enhance my customer service skills and knowledge on credit union regulations.
• Promoted from a Teller to MSR after 6 months based on positive member feedback and consistently meeting goals.

• Greeting and assisting members with daily debit/credit transactions
• Responding to emails in timely and professional manner to coworkers and Leadership regarding account information.
• Making calls to members regarding account information or issues - negative balances, late payments, and offering credit union products to provide assistance to the member.
• Maintaining and exceeding a monthly sales goal.

• Promoted to Sales Lead after one year with the company.
• Responsible for all employees on shift, 4-5 at all times.
• Lead on shift for handling paperwork for store operations, cash, and store shipment.
• Auditing cash and credit card purchases within store at the end of each work day.
• Covering for Managers that could not attend work.