Tonya Delgado
209-***-**** • ***********@*****.*** • MODESTO, CA 95355
Resourceful, meticulous accounting professional with experience in strategic problem- solving solving, customer relationship management and financial reconciliations. Team player with strong technical proficiency and commitment to accuracy in financial data entry and recordkeeping. I have over 25 years of experience and well-developed administrative skills. Im very comfortable working in fast-paced, demanding office environment. Positive and upbeat team-player with comprehensive knowledge of clerical needs and file management.
Summary
Skills • Accounting Skills
• Excel Spreadsheets
• PC Proficient
• Document Retrieval
• Cash Deposit Preparation
• Mail Management
• Accounting Support
• CRM and Office Management Software
• QuickBooks Expert
• Check Processing
• 10-Key Proficiency
• Types 60 WPM
• Recordkeeping and Bookkeeping
• Account Balancing Reconciliation
• Records Management Systems
• Document and File Management
• Multitasking and Time Management
• Task Prioritization
• Multi-Line Telephone Systems
• Appointment Coordination
• Strong Organizational Skills
• Microsoft Office
• Professional and Courteous
• Supply Inventory Control
• Verbal and Written Communication
• Office Equipment Operation
• Research and Analytical Skills
Database and Client Management
Systems
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• Billing & Invoicing
• Processing Mail
• Sage- Peachtree Program
• Edge-ECD Proficent
• 10-key proficiency
10/2022 - Current
Office Administration Assistant III, Newkleo (City Of Modesto), Modesto, CA
Experience
• Greeted visitors or callers to handle questions or direct to appropriate staff. Organized files, developed spreadsheets, faxed reports and scanned documents to improve organizational workflow.
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Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
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• Maintained business records by updating customer information.
• Proofread and corrected correspondence and reports for error-free documentation.
• Collected and coded various documents to prepare for filing, storage and processing. Kept office equipment functional and supplies well-stocked to promote efficient operations.
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Responded to customer issues to provide immediate resolution and improve retention.
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Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
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06/2022 - 09/2023
CSR, Coit Restoration, Modesto, CA
12/2021 - 06/2022
Administrative Assistant, Hunt & Sons, Inc., Ceres, CA
• Identified and corrected data entry errors to prevent duplication across systems.
• Reviewed and updated account information in company computer system. Collected and organized information for entry, prioritizing entries to increase efficiency.
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Verified confidential or private client information in adherence to state and federal laws.
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Followed data program techniques and procedures to maintain data entry requirements.
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Detected flaws in customer and account data, resolving issues and communicating with supervisors.
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Remained focused for lengthy periods to accurately perform work with adequate speed.
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• Addressed data problems, troubleshooting solutions to minimize interruptions. Maintained database by entering new and updated customer and account information.
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Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
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• Educated customers on special pricing opportunities and company offerings.
• Fielded customer complaints and queries, fast-tracking for problem resolution. Assisted customers with making payments or establishing payment plans to bring accounts current.
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Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
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Informed customers about billing procedures, processed payments and provided payment option setup assistance.
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Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
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• Set up and activated customer accounts.
• Mentored new employees on procedures and policies to maximize team performance.
• Organized client contracts, records and reports to strengthen traceability. Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
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Evaluated open accounts to look for past-due balances and pursue collection strategies.
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Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
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Worked closely with delinquent account holders to collect and reconcile accounts through approved channels.
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Prepared and submitted accounting documents and reports for review, authorization and processing.
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• Processed new customer forms to set up accounts in system. Posted and verified entries to logs, spreadsheets or reports to update department records and accounting systems.
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Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
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• Processed posting and reconciling payments and addressed aged receivables.
• Researched customer billing issues and resolved problems to facilitate receipt of 09/2018 - 06/2021
Administrative Office Clerk, UPS Freight/TForce, Lathrop, CA 04/2007 - 06/2016
Bookkeeper/Human Resources/Administrator, Law Offices Of Mark S. Nelson, Modesto, CA
overdue monies and promote good customer relationships.
• Reached out to vendors and customers to resolve account problems.
• Coded invoices and other records to maintain organized and accurate records.
• Processed monthly payments and researched payment discrepancies. Entered, posted and scanned accounts receivable documents into accounting software.
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• Generated monthly statements for accounts receivable operations.
• Directed customer communication to appropriate department personnel. Organized both physical and digital files and updated reports to coordinate project materials.
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• Maintained accurate department and customer records.
• Coordinated appointments, meetings and conferences.
• Prepared and prioritized calendars and correspondence.
• Inventoried and ordered supplies for office.
• Monitored office equipment and scheduled repairs. Answered phones to direct callers, schedule appointments and provide general office information.
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• Greeted visitors or callers to handle questions or direct to appropriate staff. Received and routed incoming calls and correspondence to promote timely communication.
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Responded to client and vendor inquiries via email and telephone, providing updated and accurate information.
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• Obtained scanned records and uploaded to database.
• Answered and routed telephone calls and took messages.
• Created and executed daily bank deposits.
• Sent invoices to customers and made follow-up phone calls.
• Prepared & mailed client invoices within timeframe of on-time payments. Performed clerical tasks by answering emails, ordering supplies and organizing and cleaning workplace.
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Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
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• Collected and coded various documents to prepare for filing, storage and processing. Supported office clerical functions using word processing and other software, email and office machines.
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Communicated with customers and employees to answer questions or explain information.
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• Answered multi-line telephone system and routed calls to appropriate personnel. Performed data entry and recordkeeping tasks to track company correspondence and updates.
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• Pulled and organized requested documentation.
Contacted customers about changes or updates in delivery accounts, efficiently communicating potential problems.
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Filed documents according to alphanumeric system to promote ease of use and optimal team productivity.
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• Processed bill of ladings for domestic and customs. Regularly updated HR databases to reflect employee information, changes in benefits and other details.
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Supervised onboarding process for newly hired employees, including distribution of all paperwork.
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• Completed reports and employment forms.
• Answered employee questions regarding health benefits and 401k options. Reviewed purchase documents and company receipts for reconciliation with statements.
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Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
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Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
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Recorded and processed business transactions within organization's system using double-entry accounting principles.
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Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
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Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
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• Reconciled bank and credit card accounts monthly.
• Tracked employee time and attendance for payroll. 06/1995
High School Diploma
Ceres High School, Ceres, CA
Criminal Justice, Administration
Modesto Junior College, Modesto, CA
Education And
Training