Customer Service Administrative Assistant

Marcia R. Ortega

*** ****** **** ( San Antonio, TX 78249

Cell: 956-***-****

*******@*****.***

Profile

Professional team member seeking a challenging position that will

utilize my work experience. Offering versatile office management skills

and proficiency in Microsoft Office programs. Strong planner and problem

solver who readily adapts to change, works independently and exceeds

expectations. Able to juggle multiple priorities and meet tight

deadlines without compromising quality.

Education/Certifications

South Texas College July 2009 - May 2010

RGV Careers

Physical Therapy Tech Aide August 2010

certificate August 2010

Medical Assistant certificate July 2010

Certified Nurse Aide certificate

U.S. DOT Motor Carrier Safety 2008

Compliance

Open Meetings and Public Information 2006

Trust for Rookies February 22, 2001

Principles of Banking Feb. - May 1999

Southern Careers Institute July 1992 - Jan 1993

Administrative Assistant

Certification

University of Texas Pan American 74 Credit Hours

Credits towards Liberal Arts Degree

Roma High School May 1989

Key Skills

Office Office Spreadsheets/Reports Front-Desk

Skills: Management Event Management Reception

Records Calendaring Executive Support

Management Travel Coordination

Database

Administration

Skills MS Word MS Outlook Typing speed of

Profile: MS Excel Bilingual 65wpm

Highlights Mature Work Loyal/steady employee Sensible in seeking

and ethic supervisor's

Qualificati Strong organizational guidance when

ons: Team member/gets skills required

along well with

others Able to assess Experience in

different views/angles handling

Responsible for of situations(s) confidential

job paperwork

assignment(s) Handle stress well

Learn quickly

Insightful in

determining

tasks which need

action

Experience

OXY USA Inc. - McAllen TX Accounting Specialist, July 2012

- Present

Process invoices for payment using Oracle and FileNet document imaging

software (Purchase Order based as well as G/L coding)

Required to meet strict payment terms on all invoices

Handle all calls and email correspondence concerning area of

responsibility

Research and reconcile vendor statements

Work with Supply Chain, Receiving, Field Offices and other internal

contacts to resolve issues

Maintain familiarity with policies and procedures

Review daily activity for accuracy using daily audit trail

Maintain desk manual

Recommend and evaluate improvements and streamlining opportunities in

areas of responsibility

Assist with special projects as needed

Certified in Basic CPR & First Aid for Adults - March 2013

Express Employment Professionals; Accounting Specialist, Apr 2011 -

assignment at July 2012

OXY USA Inc.

Process invoices for payment using Oracle and FileNet document imaging

software (Purchase Order based as well as G/L coding)

Required to meet strict payment terms on all invoices

Handle all calls and email correspondence concerning area of

responsibility

Research and reconcile vendor statements

Work with Supply Chain, Receiving, Field Offices and other internal

contacts to resolve issues

Maintain familiarity with policies and procedures

Review daily activity for accuracy using daily audit trail

Maintain desk manual

Recommend and evaluate improvements and streamlining opportunities in

areas of responsibility

Assist with special projects as needed

Express Employment Professionals; Customer Svc (dispatcher) Dec.

assignment at 29, 2010 - Mar 28, 2011

Loop Fresh Produce - McAllen TX

As dispatcher, took calls from drivers for routing

Answered calls from customers

Overall office duties performed on a daily basis

Goombadas Sandwich Shop & Bakery - Kitchen Help, Jan - May 2010

McAllen, TX

Overall customer service, team player and kitchen helper

Maintained kitchen area organized and sanitary

Operated slicer and custom built each order

Spirit Truck Lines, Inc. - San Juan, TX Administrative Assistant, Apr

2007 - June 2009

Assisted applicants in filling employment applications, answered

questions regarding states traveled, home time, payroll and insurance.

Assisted in the Dispatch and Log Departments as needed.

Background checks: Driving history, criminal history and social

security

Responsible for accounts payable/receivable, daily deposits, time cards

& payroll

Assist Human Resources with orientation, set up of new employee files,

data entry and issuing of fuel cards for all new employees.

San Juan EDC/Chamber of Commerce - San Administrative Assistant, Dec

Juan, TX 2005 - Apr 2007

Provided continuous, high quality support to President/CEO/Board,

coordinated schedule, appointments, travel arrangements and updated &

maintained CEO's calendar.

Created highly effective organizational and filing systems, including

quick and thorough indexing, filing and offsite storage, resulting in

easy access to critical information and completely re-organized office

organizational needs.

Prepared agendas, meeting minutes and board packets for committee, board

and other meetings.

Responsible for transcribing, recording, storing and maintaining

information in written and electronic form.

Prepared invoices/statements from various vendors for CEO's approval and

forward to finance department for payment.

Performed office duties: ordered supplies, maintained personnel files,

and web site updates.

Prepare responses to correspondence containing routine inquiries.

Open, sort, and distribute incoming correspondence, including faxes and

emails.

Preparation of: invitations, flyers, programs, memberships, etc. for

the Chamber's special events.

Border Capital Bank (formerly McAllen Disbursements Clerk, Mutual

Nat'l Bank) - McAllen, TX Fund Technician, Administrative

Assistant, Operations

Assistant,

1996 - 2005

Operations Post all receipts.

Assistant Balancing of all mutual fund account statements held

by McAllen National Bank Trust Dept. and individual

clients.

Monthly, quarterly and annual statement mailings.

Posting mortgage and promissory note payments.

Balancing of daily work for disbursements, mutual

funds and oil & gas.

Responsible for daily back up of the day's work.

Cross trained to be a backup for disbursements

clerk, mutual funds clerk and oil & gas clerk and

assisted operations manager.

Administrative Mail distribution

Assistant Daily deposit

Daily balancing of departments checking account

Customer service

Balancing of various clients trust accounts

Filing, setting up files

Preparing of Profit & Loss reports

Preparation of Board Packet (Trust Committee

reports).

Mutual Fund Responsible for executing purchases and redemption's

Technician for trust clients at various mutual fund companies

at the request of the investment advisor.

Balancing of all mutual fund account statements held

by McAllen National Bank Trust Dept. and individual

clients.

Reconcile daily Trust statements for department

checking account.

Disbursements Clerk Responsible for processing all client invoices.

Personal withdrawals and monthly distributions.

Calculate and maintain payroll for the employees of

trust clients.

Prepare monthly tax deposits; quarterly TEC and

Federal tax reports.

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