Customer Service Administrative Assistant
Resume:
Bertha Moreno
San Antonio, Texas 78233
**********@***.***
Page 1 of 5
SUMMARY OF QUALIFICATIONS
Administrative professional with extensive customer service skills and a BAS in Business Management. Excellent interpersonal and communication skills with an eye for detail while maintaining the utmost confidentiality. Extremely productive in a high volume, high stress environment. Ability to prioritize and accomplish multiple tasks under tight deadlines. Ability to build strong working relationships with all levels of employees. Work effectively under limited supervision and in a cohesive team environment. Strong work ethic and committed to high-quality work, punctual and good attendance. WORK EXPERIENCE
CAPTRUST, San Antonio January 2023 to Present
Administrative Associate
Administrative support to a team of financial advisors U.S.A.A., San Antonio March 2022 to January 2023
Licensed Insurance Professional III
In-bound call center environment assisting members with property insurance inquiries: Provide insurance quotes, bind new business, process insurance premium payments, research billing issues and inquiries, provide contract and coverage information, review premium changes, provide complete and accurate advice and solutions to include products and services
Legacy Traditional Schools, San Antonio August 2021 to March 2022 Administrative Assistant
Managed student registration, enrollment, withdrawal, and transfer of student applicable records
Assisted in student recruitment activities which included calling parents of potential new students for registration throughout the school year
Verified the accuracy and thorough completion of all student registration packets and determined eligibility for enrollment.
Entered all campus student information into the district student information system.
Communicated daily with campus administrators and special program coordinators to identify and correct missing or incorrect student information
Stayed current with changes in Texas Education Agency governing documents pertaining to the Public Education Information Management System (PEIMS).
Coordinated campus-wide attendance process and maintained campus-wide compliance, accuracy, and timeliness
Bertha Moreno
11323 El Sendero Street
San Antonio, Texas 78233
**********@***.***
Page 2 of 5
Coordinated grading processes, verification and correction of grades, printing and distribution of report cards, and on-time delivery of reports
Maintained all digital course records and teacher/administrative access to online gradebook.
Process and transmit requests for student information, including verification of enrollment Health Advocate, San Antonio April 2019 to August 2021 Benefits Associate
Cross referenced internal and external resources to provide guidance and direction to members regarding COBRA, Medicare, Medicare Advantage and Supplemental plans, group health plans, individual health plans, and marketplace/exchange plans as well as government programs such as Affordable Care Act, FMLA, Medicaid, CHIP
Consistently followed up with members for issues that could not be resolved during the initial call such as claims issues, coordination of benefits, and locating in-network providers and facilities
Provided guidance to members with comparing health plan options during open enrollment, new hire process, and members experiencing a change of status or life event
Efficiently responded to member’s health plan inquiries within reasonable time periods Brightwood College, San Antonio February 2017 to December 2018 Admissions Office Coordinator
Provided administrative support to Campus President and Program Directors
Tracked and reported key metrics designed to measure and predict admissions representatives’ activity
Assisted with billing, inventory, cash payments, prepared invoices
Posted payments to student accounts, matched invoices for accounts payable items
Prepared bank deposits, counted cash, and forwarded to Finance Supervisor, created journal entry for each deposit
Prepared checks, account statements, financial reports pertaining to admissions budget
Assisted employees and students by answering questions related to accounts, procedures, and services
Supported a team of 12 admissions representatives throughout the screening, recruitment, and enrollment phases for prospective Students
Served as the POC for other educational institutions and prospective employers for official transcript requests status and enrollment verification
Partnered with admissions representatives to assist in the screening and selection of Students
Prepared information packets and gathered potential Student contact information.
Scheduled and coordinated phone interviews, onsite interviews and campus tours
Ordered and maintained program materials
Developed and implemented standard operating procedures for front office
Requested and evaluated official transcripts for Students
Built overall working relationships between business associates both internal and external Bertha Moreno
11323 El Sendero Street
San Antonio, Texas 78233
**********@***.***
Page 3 of 5
San Antonio Housing Authority August 2016 to February 2017 Intergovernmental Public Affairs and Communications Coordinator
● Provided administrative support to Communications and Public Affairs Director and Communications Manager in the coordination of SAHA events and activities
● Researched and collected data regarding legislative issues of interest to ensure SAHA’s interests were represented during the legislative process.
● Managed agency sponsorship budget of $50,000 per fiscal year
● Represented SAHA at meetings, seminars and forums intelligently and professionally
● Promptly answered phone calls to reflect professional agency image
● Scheduled and attended committee meetings; composed follow-up memorandums and distributed to committee members
● Responded to inquiries regarding SAHA programs and service issues from elected officials, program participants, community groups, other housing authorities, business leaders, and governmental agencies; and followed up as directed
● Assisted program staff in the advancement of projects through local, state and federal contacts and agencies
● Collaborated with other housing authorities, community partners and non-profits to advance similar missions
● Cultivated relationships with office staff of elected officials and constituents Youth Empowerment Services, Inc. October 2000 to June 2016 Public Education Information Management System (PEIMS) Coordinator
● Provided administrative support to CEO, Superintendent, Campus Principal, Academic Faculty Staff
● Managed student records and data
● Student registration and enrollment process along with student withdrawal procedures to ensure all required data and documentation was accurately processed, collected, and verified
● Maintained student data confidentiality and integrity and ensured all student records were kept in an organized manner and secured
● Submitted daily and weekly audit reports to Superintendent and Board Members
● Processed requests for student records and transcripts electronically to other public schools and higher education institutions
● Managed student immunization records and ensured records were current and in compliance with Texas Department of Health and Human Services
● Provided administrative support to Superintendent, Principal, academic and operations staff
● Aided parents with inquiries; provided step by step instructions to help achieve an agreeable resolution
St. Bonaventure Catholic Church January 1997 to June 1997 Secretary/Bookkeeper
● Performed debit, credit, and total accounts on spreadsheet
● Received and recorded cash and checks, reconciled bank statements monthly
● Verified details of transactions, including funds received and total account balances Bertha Moreno
11323 El Sendero Street
San Antonio, Texas 78233
**********@***.***
Page 4 of 5
● Manually processed semi-monthly and monthly payroll
● Prepared checks for payment
● Assisted Pastor with weekly church bulletin
● General Office duties
San Antonio Alternative Housing Corporation July 1996 to January 1997 Administrative Assistant
● Assisted Housing Counselor with processing employment verifications and background checks for Housing Program clients
● Performed various general office duties
Diamond Shamrock July 1991 to June 1996
Benefits Specialist (August 1994 to June 1996)
● Verified and processed insurance enrollment forms for all levels of employees
● Verified weekly and semi-monthly insurance premiums through payroll deductions
● Researched employee inquiries regarding issues with benefit deductions
● Conducted employee information presentations and open enrollment meetings
● Prepared and maintained employee files, assuring accuracy, compliance and confidentiality Payroll Specialist (July 1991 to August 1994)
● Assisted with preparation of payroll, entering hours, deductions, rate changes, and transfers
● Entered new hires, processed employee changes to voluntary deductions
● Processed manual checks such as terminations and discrepancies
● Prepared and processed weekly hourly payroll and semi-monthly salaried payroll for 1000 employees locally and nationally
● Prepared and processed garnishments
● Calculated new hire pay, termination pay, and any required adjustments to normal pay
● Calculated bonuses as requested
● Reconciled and balanced payroll ledger
● Communicated with the Human Resources Department to ensure the integrity of the payroll data related to new hires, terminations, transfers and rate changes
● Ensured all computing, withholding, and deductions were processed accurately
● Monitored payroll monthly audit reports to ensure complete and accurate employee data was processed per wage and hour laws
● Processed employment verification forms
● Assisted in special projects as assigned by management
● Contributed to team effort by accomplishing related duties as needed Parents Anonymous, Inc. June 1990 to July 1991
Office Manager / Bookkeeper
Bertha Moreno
11323 El Sendero Street
San Antonio, Texas 78233
**********@***.***
Page 5 of 5
● Organized office operations and procedures such as flow of correspondence, filing, and requisition of supplies and payroll
● Reviewed general ledger accounts and corrected journal entries
● Prepared checks, account statements, reports, and other records for review and approval
● Prepared, processed, and maintained semi-monthly payroll and enrolled new employees into the payroll system.
● Processed monthly invoices and assisted auditors with year-end budgeting
● Prepared all related payroll reports including tax deposits, W2 Forms, 941 Quarterly filings, and other year-end reports
● Assisted independent auditors in their performance of annual audit, answered questions, located materials, data, and documents, presented standard operating procedures and policies as requested
Gill Savings July 1989 to June 1990
Payroll Clerk
● Assisted with processing semi-monthly payroll for approximately 4,000 employees
● Reviewed and monitored payroll reports to maintain accuracy
● Entered new employee data and other payroll related items EDUCATION
Wayland Baptist University
Bachelor of Applied Science Degree in Business
Management
With courses focused on Leadership, Finance,
Accounting Principles
Graduated: May 2019
February 2015 to May 2019
Texas A&M Engineering Extension Service
San Antonio Training Division
Business Technology Certificate
January 1989 to July 1989
Contact this candidate