Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Availability
Work Preference
Accomplishments
Timeline
Generic

Yariet Montes Huerta

Summary

Dedicated and compassionate professional with a background in the human services field. Skilled in offering support and guidance to individuals facing various challenges. Possesses a deep understanding of effectively working with people from diverse backgrounds. Committed to making a positive impact by helping others access essential services they require.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Advancement & Operations Coordinator

Great North Innocence Project
06.2023 - Current
  • Supervise and support Summer Clerk Interns, Intake Interns, and Admin Interns, fostering skill development and ensuring smooth operations
  • Recruit, interview, and manage volunteers, while designing impactful projects that align with organizational needs
  • Assist in planning and executing events such as the annual Benefit for Innocence
  • Oversee reconciliation between Salesforce CRM and QuickBooks to ensure accurate accounting standards, achieving a 5% improvement in data hygiene, a 30% reduction in staff time for reconciliation, and a 20% increase in accuracy
  • Provide essential Spanish interpretation and translation for the legal team, enhancing client and applicant communication and support
  • Deliver exceptional customer service to donors, strengthening relationships and fostering donor satisfaction
  • Coordinate administrative operations, including facilities management, office equipment, and supply procurement, ensuring operational efficiency
  • Facilitate communication among legal team, applicants, clients, families, and external parties (e.g., prison employees, case workers) for effective information exchange

Donor And Ally Organizer

Inquilinxs Unidxs Por Justicia
04.2022 - 06.2023
  • Conducted one-on-one meetings with donors and allies to establish and build meaningful relationships
  • This helped me increase our donations by 60%
  • Devised attention-grabbing headlines and summaries for the monthly newsletter, resulting in a 20% audience increase
  • Raised $47K in 7 months for the organization, doubling annual donations
  • Reduced lapse donors by 5% in 5 months by creating a self-service page through Every Action
  • Oversee in-house solicitation mailings and other fundraising initiatives by developing and routing materials, generating mailing lists, and executing mail merges

Brokerage Operations Specialist (Temporary)

Thrivent Financial
03.2022 - 04.2022
  • Observed strict confidentiality rules to maintain data integrity and protect clients
  • Investigated daily variances and corrected errors to resolve discrepancies
  • Accurately processed routine financial transactions such as transfers for customers
  • Enter bank account information and update beneficiaries accurately and proficiently
  • Prepared routine accounting entries in accordance with established procedures

Data Entry Specialist (Temporary)

CommonBond Communities
01.2022 - 03.2022
  • Improved accuracy in data entry by 15% by locating and correcting all data entry errors
  • Improved client and tenant satisfaction by 20% by updating and creating business pages with accurate information
  • Managed documents by organizing forms, photocopying, filing records, preparing correspondence, and creating reports

Racial Equity Outreach Specialist

City of St. Louis Park
09.2019 - 12.2021
  • Partnered and coordinated various community outreach events through different organizations to build relationships with community stakeholders
  • Increased community engagement by 15%
  • In 3 months, increased racial equity outreach by 40%, resulting in meaningful community engagement
  • Developed and facilitated ongoing trainings, education, and learning programs for staff, resulting in an increased understanding of institutional and structural racism in 5 months

Sr. Operations Professional

Ameriprise Financial
06.2018 - 07.2019
  • Provided support to top-tier advisors for all account transfers while following IRS guidelines
  • Ensure comprehensive and seamless operations for all transaction requests with minimal direction
  • Worked directly with both internal and external business partners to research and resolve issues in a timely manner
  • Performed administrative and clerical duties such as word processing, data entry, faxing, and copying

Loan Service Specialist (Temporary)

Wells Fargo Home Mortgage
11.2017 - 06.2018
  • Identified and researched any discrepancies in financial documents
  • Analyzed foreclosure sale bids, judgments, reinstatements, and payoffs
  • Restructured loans to provide options for eligible candidates following foreclosure
  • Prepared all notices of default as per the terms of the deed of trust on the mortgage
  • Research and identify the assigned attorney for bulk trials

Financial Operations Coordinator

CBRE
10.2016 - 04.2017
  • Implemented troubleshooting, root cause analysis, and problem resolution
  • Supported accounts receivable and entered new clients into PeopleSoft and Yardi
  • Leveraged computerized accounting software to create and maintain accurate customer account records
  • Responded to inbound inquiries regarding accounts and payments

Real Estate Financial Specialist (Temporary)

CBRE
06.2016 - 10.2016
  • Completed manual cash receipts, security deposits, and applications of open and closed/prepaid accounts
  • Verified lockbox receipts and reconciled accounts receivable ledger to verify payments and resolve variances
  • Managed efficient cash flow reporting, posted cash receipts, and analyzed chargebacks, independently addressing, and resolving issues
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency
  • Managed monthly reconciliation schedules for assigned accounts
  • Submitted cash and check deposits and generated cash receipts to record money received

Education

Technical Management - Criminal Justice

DeVry University
Chicago, IL
05.2022

High School Diploma -

Minnesota Transitional High School
Minneapolis, MN
06.2010

Skills

  • Oracle Peoplesoft
  • Salesforce
  • Every Action
  • Financial Transaction
  • Professionalism
  • Communication
  • Relationship Building
  • Spanish Interpreter/Translator
  • Data Integrity
  • Microsoft Office
  • Community Outreach

Certification

Qualified Administrator Intercultural Development Inventory (IDI), 12/01/22

Languages

Spanish
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

HybridRemote

Important To Me

Work-life balanceFlexible work hoursHealthcare benefitsPaid sick leave401k matchPersonal development programsCareer advancementWork from home option

Accomplishments

In my career, I have successfully taken on three new roles that allowed me to grow both personally and professionally. Each position provided me with the opportunity to implement innovative systems and processes, enhancing overall efficiency. Additionally, I focused on building meaningful relationships across various departments, fostering collaboration and communication within the organization. My experience in these dynamic environments has equipped me with the skills to drive positive change and promote a cohesive team culture.

Timeline

Advancement & Operations Coordinator

Great North Innocence Project
06.2023 - Current

Donor And Ally Organizer

Inquilinxs Unidxs Por Justicia
04.2022 - 06.2023

Brokerage Operations Specialist (Temporary)

Thrivent Financial
03.2022 - 04.2022

Data Entry Specialist (Temporary)

CommonBond Communities
01.2022 - 03.2022

Racial Equity Outreach Specialist

City of St. Louis Park
09.2019 - 12.2021

Sr. Operations Professional

Ameriprise Financial
06.2018 - 07.2019

Loan Service Specialist (Temporary)

Wells Fargo Home Mortgage
11.2017 - 06.2018

Financial Operations Coordinator

CBRE
10.2016 - 04.2017

Real Estate Financial Specialist (Temporary)

CBRE
06.2016 - 10.2016

Technical Management - Criminal Justice

DeVry University

High School Diploma -

Minnesota Transitional High School
Yariet Montes Huerta