Shirley Bundros

559-***-****

ac8j00@r.postjobfree.com

I am a hard-working and organized problem-solver looking for a position where I can further develop my skills and make contributions that benefit the organization. I have demonstrated this ability with my experience in a number of the positions I have held: from organizing the branch retention at a new branch at a bank; to setting up a new CPA’s office; to managing a Chamber of Commerce database; and more.

Summary of Qualifications

Computer/Software: Microsoft Office Certified, QuickBooks Pro

Proficient in general accounting and business communications

Database management

Process transactions with accuracy – financial, business, banking, and payroll

Established and maintained exceptional customer relations, resolved customer complaints

License

Life and Health License in California and Arizona #0K98268

Work History

Benefits Consultant and Account Manager, Aflac, Fresno, CA 2016-Current

Develop and maintain positive relationships with business owners and brokers

Implement relevant insurance and added service options for client organizations

Educate and enroll employees in programs and policies based on specific needs

Assist policyholders with claim submission

Provide superior client service to policyholders and business owners

Collaborate best practices with peers

Judicial Assistant, Superior Court of California: County of Fresno, CA 07/15-01/16

Receive, sort, examine and process legal documents and case correspondence

At the discretion of a judge, prepare and issue legal orders such as warrants or petitions

Calendar court hearings in the case management system

Project Assistant, Titan Plumbing, Incorporated, Clovis, CA 05/16-06/16

Keep track of notices and invoices for current jobs

Complete Preliminary Notices, conditional waivers, and invoices

Request job starts and lien releases from supply houses

Keep track of projects: billings, invoices and deposits verifying accuracy

Administrative Assistant, Christopher J. Bundros, CPA, Clovis, CA 08/09-07/14

Organize and input data for client tax returns using excel spreadsheets

Organize filing system with multi-year and client name filing

Create letters and spreadsheets and schedule appointments for 20-25 clients/month

Communicate with vendors and service providers

Membership Data Specialist, Clovis Chamber of Commerce, Clovis, CA 04/10-12/12

Manage membership database of approximately 800 active members

Refine database from approximately 1100 members down to 800 active members

Produce monthly e-newsletters in Publisher for web based viewing

Manage social media postings, 2-3 postings daily for the Chamber and members

Produce dues invoices(150/month) and oversee online payments(50-65/month)

AR/Bookkeeper, New Life Discovery Schools, Fresno, CA 08/09-04/10

Oversee A/R for private pay customers, process collection proceedings as necessary

Input and update client data for 10-15 clients weekly

Answer (4) multi-line phones

Create monthly newsletters for parents

Produce and modify various spreadsheets in Excel for ease and efficiency

Campus Monitor, Temperance-Kutner Elementary, Fresno, CA 10/07-06/08

Supervise student conduct on elementary campus ensuring a safe environment

Instructional Assistant I, Temperance-Kutner Elementary, Fresno, CA 01/08-06/08

Assist teachers in class preparation

Tutor individual students in study habits

Review lessons with small groups

Additional Work Experience

Working in the Banking industry for a total of over 6 years in various positions from Teller on up to Assistant Customer Service Manager of Operations, I learned much about customer service and managing co-workers.

Processing various banking transactions professionally, confidentially, and accurately.

Keeping Customer Service and the customers’ needs a top priority

Bring new branch to profitability in first year as part of a team of four.

Organized branch retention procedures for new branch using Internal Controls Manual for retention duration and confidentiality guidelines.

Brookline Bank: West Roxbury, MA 02/06-06/06

The Fidelity Bank: Morrisville, NC 08/02-07/03

Bank of the West: Los Altos and San Jose, CA 06/90-06/94

Volunteer Experience

Circle of Sisters – Immediate Past President; President (2017-2018); Vice President (2016) and Chair of Bylaw review committee; Auditor of financial statements as a committee member for the 2014-2017 fiscal years. Fresno, California.

Angel Babies Project – Provide burial gowns made from donated wedding gowns to families coping with late pregnancy loss or infant loss. Fresno, California.

Joy/HOPE – Youth Leader for children from 4-12 years old at All Saints in Raleigh, North Carolina; at Hellenic College/Holy Cross in Brookline, Massachusetts; and at Taxiarchae/Archangel in Watertown, Massachusetts.

Marriage and Family Enrichment Program volunteer at Hellenic College/Holy Cross. Planned and arranged programs relevant to the needs of students and their families. Brookline, Massachusetts.

Wake Med Volunteer Labor and Delivery Doula, Raleigh, North Carolina.

Education

Computer Literacy Certification, Clovis Adult Education, Clovis, CA

Accounting and Business Communication, Clovis Adult Education, Clovis, CA

Teacher Education, San Jose State University, San Jose, CA

Bachelor of Arts: Azusa Pacific University, Azusa, CA

Contact this candidate