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Customer Service Accounts Payable

Location:
Phoenix, AZ
Salary:
20
Posted:
August 05, 2024

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Resume:

Gabriela Kalvar

720-***-**** **********@*****.***

PROFESSIONAL EXPERIENCE

Classic Car Restoration Manager

Kalvar Restoration, LLC 2016 – Present

● Collaborate with clients to maintain and restore classic car collections, ensuring meticulous attention to detail throughout the refurbishment process.

● Manage comprehensive financial records, including purchases, sales, receipts, and payments, ensuring accurate accounting and reporting; reconcile monthly bank statements and research discrepancies.

● Assist in the physical restoration of cars, including upholstery work, to ensure high-quality outcomes.

● Administer all office documents and files, ensuring organized and efficient operations.

● Communicate with clients, providing progress updates and invoices to effectively manage restoration workflows.

● Prepare and enter bank deposits from customer payments and other sources into the accounts receivable system.

Automotive Enthusiast Advisor

Hagerty Classic Car Insurance 2020 – 2023

● Promoted insurance products to customers, focusing on their unique needs for classic car coverage.

● Networked with potential clients, building relationships and expanding the customer base.

● Evaluated existing insurance policies, recommending enhancements to ensure optimal coverage.

● Educated customers on various insurance options, aligning products with their specific requirements.

● Maintained secure handling of insurance records and documents, ensuring confidentiality and accuracy in all transactions.

Loans Operations Analyst

OnDeck 2018 – 2019

● Analyzed bank statements provided by loan applicants to verify authenticity, accuracy, and positive cash flow trends.

● Identified missing application components for necessary documentation.

● Validated all documentation to ensure compliance with company policies.

● Collaborated with underwriters and internal teams to streamline the loan origination process, ensuring efficient workflows.

● Maintained standards of data accuracy and integrity in all loan-related processes, adapting to regulatory changes and evolving procedures. PROFESSIONAL SUMMARY

Dedicated professional with

extensive experience in

bookkeeping, customer service,

and loan operations,

complemented by a strong

background in technical roles.

Proven ability to manage

financial records, communicate

effectively with clients, and

adapt to dynamic work

environments.

SKILLS

-QuickBooks Pro Advisor

-Vendor Communication

-Top-tier Customer Service

-Adaptability in Various Work

Settings

-Proficient in Excel and

Salesforce (basic and

intermediate functions)

-Proficient in Slack

-Organized

EDUCATION

-Certificate of Educational

Completion - Warren Tech CTE

-Bookkeeper's Launch Course -

QuickBooks Training Modules



Contact this candidate