Experience

Heritage Community Credit Union

• Financial Services
• 1 - 100 Employee

• Executive Assistant To Chief Executive Officer

  • Oct 2022 - Present

• Administrative Assistant

  • Aug 2020 - Oct 2022



VSP Global

• Technology, Information and Internet

• Accounts Receivable Specialist

  • Aug 2017 - Aug 2020

  Act as expert advisor on customer and billing operations to resolve outstanding accounts receivable balances, billing contract information and systems data; Act as the primary point of contact for routine and complex inquiries from customers and business partners regarding billing and collections; Uses a systematic approach in solving problems for billing disputes and payment issues through the analysis and review of information, provide alternate solutions; Performs and recommends adjustments, write-offs and refunds for customer accounts, ensuring adequate documentation is prepared for management review and approval; Perform billing, cash application and reconciliation activities, post payments, adjustments, corrections, identify and document sources of variances and work with business partners, customers, and brokers to determine resolutions; Follows-up to ensure that agreed upon resolutions are implemented; Resolves outstanding aging balances for accounts. Perform collection activities for past due receivables, including collection calls, collection correspondence, negotiating payment plans and sending accounts to outside collection agencies; Comply with and maintain data integrity of confidential information, security policies and procedures. Show less



Elk Grove Unified School District

• United States
• Education Management
• 700 & Above Employee

• Clerical Substitute

  • Jul 2017 - Aug 2017

  • Greet customers and build rapport; • Answer phones, assist callers with questions, acquiring needed information, taking messages, and transfer calls to the appropriate person or department; • Support office personnel in their duties and functions; • Create, revise, and finalize business documents (i.e. letters, memos, emails, forms); • Process paperwork and forward to the appropriate person or department; • Process interoffice mail; • Utilize standard office equipment. • Greet customers and build rapport; • Answer phones, assist callers with questions, acquiring needed information, taking messages, and transfer calls to the appropriate person or department; • Support office personnel in their duties and functions; • Create, revise, and finalize business documents (i.e. letters, memos, emails, forms); • Process paperwork and forward to the appropriate person or department; • Process interoffice mail; • Utilize standard office equipment.



First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Financial Solutions Representative II

  • Apr 2015 - Jun 2017

  • Greet members, build rapport and trust in the credit union • Recommend products and services that enhance our members' financial lives • Support Member Service Representatives during peak periods by processing deposits, withdrawals, and loan payments • Manage loan pipeline to ensure members are updated in a timely manner, resolve errors, and respond to member issues, resolve member concerns and escalate when appropriate • Identify and create referral opportunities to key business partners • Identify and make recommendations for process improvements • Open new accounts, originate, review credit reports, make recommendations, and close consumer loans • Work collaboratively and effectively within a team of peers • Perform employee, branch, and credit union audits • Stay current on financial regulations and procedures • Complete annual regulations training • Adhere to the credit union’s policies and procedures, including the employee handbook • Assist with opening and closing the branch • Participate in organizing, facilitating, and executing branch promotions, off-site visits and community activities. Show less



Sage Software Inc

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Customer Support Analyst

  • Feb 2014 - Mar 2015

  Sage 300 CRE: General Ledger, Cash Management, and Accounts Payable • Provide an Amazing Customer Experience using a variety of channels • Identify the root cause of the client’s software or system issues and uses system analysis and testing techniques to solve low to moderately complex application or system issues. • Document each customer contact using clear, concise, and understandable format. • Escalate unresolved customer issues with all pertinent information included, to appropriate resources. • Assist customers in gaining the most value from their Sage products and services. • Stay current on business knowledge in all assigned applications, as well as service processes and procedures. • Protect company proprietary and confidential information. Show less



Blue Shield of California

• United States
• Insurance
• 700 & Above Employee

• Intermediate Customer Service Representative and Claims Specialist

  • Aug 2012 - Feb 2014

  Sage 300 CRE: General Ledger, Cash Management, and Accounts Payable • Provide an Amazing Customer Experience using a variety of channels • Identify the root cause of the client’s software or system issues and uses system analysis and testing techniques to solve low to moderately complex application or system issues. • Document each customer contact using clear, concise, and understandable format. • Escalate unresolved customer issues with all pertinent information included, to appropriate resources. • Assist customers in gaining the most value from their Sage products and services. • Stay current on business knowledge in all assigned applications, as well as service processes and procedures. • Protect company proprietary and confidential information. Show less



Schools Financial Credit Union

• United States
• Banking
• 1 - 100 Employee

• Member Service Representative III

  • Jun 2003 - Feb 2012

  Other Positions Held: Branch Support Specialist III & Member Service Representative II • Perform account reconciliation, account research, and correct discrepancies • Balance and maintain general ledgers, vault, branch, and check totals • Conduct account, vault, and employee audits • Perform and process general and complex transactions • Educate members on financial and banking rules, regulations, guidelines, and policies • Open accounts, process loan requests and funding, equity signings and notarization • Employee scheduling – Branch Support team • Training, supervising, and assist staff as needed • Traveling to various office locations as needed Show less