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Karen Ortiz Hobby

Location:
Lynden, WA, 98264
Salary:
45,000
Posted:
August 26, 2017

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Resume:

Ms Karen Hobby

* **** D Street Apt #*, Lynden WA 98264 United States *

*Mobile: 941-***-**** * ac100j@r.postjobfree.com*

Profile

Ability to talk and conduct business in English and Spanish languages. Able to coordinate several tasks simultaneously. Commended for reliability and trustworthiness. Consistent record of forging strong relationships.

Experience

BANK TELLER

2014-Current Teller, Skagit Bank

Processes a variety of checking and savings deposits and withdrawals. Processes loan, utility, and credit card payments and other transactions including wires, foreign currency, cash advances, etc. Processes mail and night deposit transactions. Maintains current knowledge of banking rules and regulations. Maintains current basic product knowledge of all bank products and services in order to refer and cross-sell as appropriate, based on customer needs. Balances on a daily basis. Excellent communication and interpersonal skills with attention to detail. Confident in multi-tasking and a strong team player. Serves as a translator for all the branches to assist all Spanish speaking customers.

NON PROFIT ASSOCIATION MANAGEMENT

2008-2014 Finance Director, Visioneering Consultants Inc.

Manage all aspects of day to day bookkeeping and accounting processes including but not limited to A/P, A/R, journal entries, and bank reconciliation. Process and pay all invoices in a timely manner, and Receive and deposit all organizational revenue. Prepare monthly and quarterly financial reports, including standard financial reports, budget vs. actual reports and grant-specific financial reports. Work closely with outside Board members to execute month-end closing procedures and postings. Coordinate with outside auditors and board members in preparation of year-end audit. Support Executive Director in development and analysis of annual organization budget.

CUSTOMER SERVICE MANAGEMENT

2007 – 2008 Sales Associate, Communication 2000.

Wireless phone activations, Account audits, Billing analysis, Answered multi-line phones, Dealt with customer complaints, and accounted for all money and equipment inventory.

Maintained a high level of consumer satisfaction.

2005 - 2007 Third party verifier, Voicelog.com D.B.A Beechwood Inc.

taking incoming phone calls via my computer verifying clients personal information, entering it into the computer and sending it electronically to the mainframe.

Maintained a high level of consumer satisfaction.

CHIROPRACTIC OFFICE MANAGEMENT

2006 – 2007 Chiropractic Assistant/Bookkeeping, Bedlington Chiropractic.

answering phones, scheduling appointments, callbacks, insurance verification, L&I claims, PIP claims, daily banking, check in patients, making new patient charts, preparing monthly billing statements, patient account management and insuring patient satisfaction.

Developed and implemented an automated journal entry system using Excel for our quarterly stats.

DENTAL BENEFITS / INSURANCE ADMINISTRATION

2001 - 2003 Dental Receptionist / Account management, Horizon Dental .

scheduled patient appointments, created treatment plans for new patients, verified insurance coverage, checked on deductibles, patient callbacks and reminders, posted any and all payments that came through the office, called in prescriptions, handled all incoming calls and preformed all monetary closing duties.

*Will provide references upon request.



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