Experience

Custom Mechanical Solutions, Inc.

• United States
• Construction
• 1 - 100 Employee

• Accounting Associate

  • Mar 2023 - Present



City of Lynnwood

• United States
• Government Administration
• 100 - 200 Employee

• Accounting Technician- Utility Billing

  • Aug 2017 - Mar 2023

  ● Reconcile, audit and update information for customer accounts ● Assist in Customer Inquiries such as online access, account questions, account changes ● Provide information to assist in reporting for Budget, Yearly Financials, Accounts payable and Accounts Receivable ● Prepare Bi-monthly Billing statements on a weekly basis for Residential, Multi-Unit and Commercial Accounts ● Develop annual schedules for billing and meter readings ● Responsible for providing data to issue Accounts Payable for Refund Checks ● Provide Superior Customer Service when necessary to city citizens regarding Utility Accounts Show less



Western Peterbilt

• Truck Transportation
• 1 - 100 Employee

• Finance Division Administrator/Credit Analyst

  • Aug 2013 - Jul 2017

  •Underwrote credit to finance new or used equipment including commercial trucks, parts and service, rentals and full-service lease financing•Assessed loan applicants by identifying risk in their business or employment and made approval or denial recommendations•Analyzed risk by reviewing and forecasting income statements as well as current cash flow statements.•Created files for all new customers and maintained existing customers which included security agreements, amortization schedules, NADA values and main master leases.• Maintains current records of Certificate of Insurance for each contract to ensure compliance and mitigate risk•Processed loan payoffs, REPO transactions and pinged GPS units that were installed. Show less

• Accounts Receivable/Credit Admin

  • Mar 2013 - Aug 2013

  -Responsible for tracking and resolving outstanding payment issues and generate weekly aging reports in a timely manner.-Conduct account research and analysis and maintain reports for upper management.-Make daily collections calls.-Provide quality customer service to our current account holders while collections their payments and sending invoices and statements.-Reconcile all receivables to the General Ledger.-Make quality credit decisions based on credit history as well as manage current accounts.-Open new accounts and provide maintenance on current accounts in order to grow business. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Teller Operations Specialist

  • Aug 2009 - Mar 2013

  • Promoted to Merchant Teller within 1 year of employment • Doubled amount of customers serviced after transferring to a larger location • Within 1 year, I gained another promotion to Sales and Service Specialist after receiving a Professional Teller award for performance in 2011. The reward reflected exceptional balancing skills and ability to uncover customer needs while exceeding my referral goal. • Responsible for managing 7-8 Tellers by providing feedback in order to improve performance • Involved in improving our Customer Experience score to the highest level it’s ever been at our Banking Center. The score has doubled in the past year since my promotion • Supervise and coach employees regarding policies, procedures, products, systems, banking transactions, cash handling and security, and customer’s service needs • Manage operational functions including compliance, customer retention, and audit standards • Also responsible for ordering supplies, managing teller performance reports, and taking on complex transactions Show less



Northside Dining Center

• Work Area Lead

  • Sep 2007 - May 2009

  • Trained and supervised new employees • Provided superior customer service while leading other staff members • Extensive knowledge and expertise on how to operate and work every area of the dining center • Trained and supervised new employees • Provided superior customer service while leading other staff members • Extensive knowledge and expertise on how to operate and work every area of the dining center