K r istin L. Lopez

** ****** *** *******, ******** Springs, CO 80921 719-***-****

EXPER IENCE:

Wells Fargo I nsurance Di rect Billing Accountant

D ecember 2010-April 2011 Colorado Springs, CO

Responsible for posting of direct bill commission for multiple locations using TAM, Benefit Point

and Nexsure accounting systems. Reconciling end of month balance spreadsheet with posted

payments. Researching commission statements through websites or calling insurance carriers for

s tatements. Creating Journal Ent r ies and posting to General Ledger. Effectively communication

w ith agents, producers, and local office team members to ensure accurate posting of commissions.

Working as a team member to ensure all locations within the ter r i tory post commission by end of

month deadline.

Hanalani Schools Accounts Receivable

August 2009-June 2010 M ililani, H I

Responsible for all Accounts Receivables for a school of 700 students to include, but not limited to,

p rocessing all deposits received from the campus store, fee payments and tuition. Mailed out

monthly accounts receivable statements and student billing. Processed ACH-staff loans and staff

rent in Blackbaud. Processed and refunded credit balances to parents. Set up new

families/students accounts in Smart Tuit ion and Blackbaud. Processed all Visa/MC t ransactions.

Assisted parents with questions regarding billing and tuit ion and maintained all student files.

Assisted Accounts Payable with ADP payroll for 75 employees and other duties when needed.

American Financial Solutions Certified Financial Counselor

October 2002-December 2004 Bremerton, WA

Assisted clients via phone with financial problems by analyzing their personal financial data.

Developed a plan of action and discussed the client’s financial options. Recommended applicable

counseling services to best assist clients on their specific needs. Assisted clients in the

consolidation and/or reducing/eliminating unsecured debt with their creditors. Devised budget and

educated clients to encourage responsible spending habits.

Paratransit Services Human Resources

February 2002 – August 2002 Bremerton, WA

Supported the Accounting Manager in day-to-day accounting functions. Fulfilled Human Resource

activities to include: coordinating the hi ring, initial screening, reference checks and pre-

employment physicals of hourly employees. Other major duties included: company orientation of

new hires, explaining employee benefits and maintaining new and present employee files.

E xtensive data entry in Word and Excel software programs.

DSU Peterbuilt T rucks Accountant

July 2000 – December 2000 Portland, OR

Controlled rental t ruck f leet to include DOT Safety and licensing of the rental f leet of t rucks.

Responsible for all DOT safety regulations and programs including licensing, prorate and

reporting (monthly and quarterly) to all state and federal agencies. Established, maintained and

administered all HAZMAT programs as required by DOT. Maintained all logs and t r ip manifests

and ensured all taxes were paid and tabs were current.

EDUCAT ION:

National institute for Financial Education 2002

Assoc. Of Independent Consumer Credit

Counseling Agencies 2002

Accounting/Business Education Clark College 1996/1997

K r istin L. Lopez

42 Rising Sun Terrace, Colorado Springs, CO 80921 719-***-****

COMPUTER SKILLS:

Accounting Software: TAM, Benefit Point, Nexsure, Blackbaud, Smart Tuition, Platinum, Mas90,

Quickbooks Pro, Quicken and company based programs. ADP, KRONOS, M icrosoft

Access/Powerpoint/Excel/Word and Outlook. 10-key by touch, t ranscription, multi-line phones,

f iling, typing 65 wpm. General office machines.

VOLUNTEER WORK/INTERESTS:

Served/volunteered with the Naval Sea Cadets in various positions.

• Supply Officer: ordering, issuing and t racking uniform i tems issued to the cadets.

Reorganized the supply department consisting of over 500 uniforms.

• Photographer: P rovided all photojournalism i tems at Sea Cadet functions. Created three

yearbook albums for the cadet corp.

• Administrative Officer: Responsible for 50+ officer and cadet files and records. Processed

new cadet and staff applications. Tracked attendance and awards for each member.

Owner, developer and conceptual designer of “My Heart and Soul Photography” since December

2006.

• Provides all accounting and tax reporting for business t ransactions.

• Accomplishes various roles as webmaster, customer service, sales, designing and editing of

d igital photos

• Conducts on location photography to include High School Seniors, wedding, family, school,

children, pets and individual pictures.

Contact this candidate