Administrative Assistant

Susana Lopez

**** ***** ****, *** *******, TX ***53

{210} 259-5520

************@*****.***

Professional Experience

Ed White - DATA Middle School, August 2019 - February 2020

Administrative Assistant

Count and receipt all school monies.

Prepare and conducts bank deposits daily or as directed.

Process payments on accounts as they become due.

Balance bank statement each month and submits copy to school system bookkeeper.

Maintain accurate paper trail on all transactions for auditing purposes and accurate/current account balances on each fund.

Distribute purchase orders as requested and maintains accurate records on expenditures of accounts.

Prepare and submits, for payment, all purchase orders for purchases made through the school budgeted funds.

Issue payment to vendors by check, maintains files of paid invoices, charging expenditures to proper activity account.

Prepare change boxes for student and special activities and accounts for monies.

Perform other duties as assigned by the principal or program director.

Demonstrate ethical behavior and confidentiality of information about students in school environment and community.

Considerable knowledge of bookkeeping principles and methods and their application to work situations.

Considerable knowledge of computers and skill in the use of a typewriter, copy machine and other standard office machines.

Knowledge of rules and regulations controlling budgetary and internal recordkeeping activities.

Ability to work independently and carry out assignments to completion with little or no supervision.

Ability to keep complex records and to assemble and organize data for preparing reports.

Extensive knowledge of the operation and programs of the school system.

Ability to deal effectively and courteously with students, parents, school employees and the general public.

Handle complaints, and address issues pertaining to students and school policies.

Answer emails from administrators, parents, and vendors.

Provide daily support to school personnel.

Order school supplies, generate letters and reports, arrange meetings, and maintain the school’s website.

Record student absences and maintain records of tardiness and early dismissals.

Generate reports regarding school attendance policies and individual student attendance records.

Provide assistance by answering questions, contacting requested personnel, and explaining school procedures regarding signing out students or making deliveries.

Bank of America, March 2017-December 2017

Relationship Banker

Responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. Trained in cash transactions.

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies

Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.

Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)

Quote rates, terms and programs for loan customer requests.

Respond to customer inquiries and concerns, creating customized solutions.

Recognize and refer cross-sell opportunities.

Refer opportunities to appropriate specialist

Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer’s banking, small business, mortgage and investment needs)

Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy

Proactively manage risk in every business, product and service transaction leveraging available tools

Bank of America, November 2015 – March 2017

Customer Service Specialist I,

Solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other support organizations to fulfill the request.

Provides customer solutions by providing seamless delivery of service, and/or fulfillment requests by answering calls and communicate via email in a contact center environment.

Knowledge of multiple products and ability to deepen or retain relationships through service.

Performs routine account-related transactions.

Referring customers to the appropriate line of business for products.

Handle and escalated issues by successfully navigating the organization to resolve customer requests.

Routes, maintains and tracks outstanding servicing requests and provides thorough follow up.

Accountable for the successful resolution of all customer requests.

Texas Legacy Wealth Management, February, 2014 – October 2015

Relationship Manager for Compliance and Operational Processes

Manage billing fees for company advisory accounts

Assist in cloud management for human resources

Maintain compliance accounts that incorporate cloud interfacing and integration

Manage all communication relative to compliance with federal regulation

Relationship manager for compliance and operational processes for an off-site location in Tomball, Texas

Texas Legacy Wealth Management, February, 2014 – December, 2014)

Operations Associate

Interfaced with new clients opening new accounts

Updated client portfolio information and facilitate transfers of funds between various client accounts

Jeff Speakman’s Kenpo Karate, August 2010 – February 2014

Director of Admissions and Program Manager

Perform assessments of individual student levels and communicated with instructors on learning needs and skill levels. Overall responsible for maintaining discipline, supervision of students, and used appropriate strategies for young children

Assist in maintaining a clean and organized learning environment.

Supervise academic study times and achievement

Assist in planning and preparing learning environment and preparing needed materials and supplies

Participate in a vast variety of physical and cognitive development activities.

Supervise the afterschool program and field trips coordination

Coordinate martial arts advancements testing and competitive events

Knowledge of effective strategies and techniques for working with all students to enhance their emotional behaviors, special needs social dysfunctions and psychological disorders. Actively interacted with students to create a positive, safe, and welcoming environment

Responsible for a wide range of duties within a small business environment

Applied management techniques that facilitated business growth from 36 clients to 280 clients in less than three years

Functions included new enrollment through coordinating promotional events, registration of new members, equipment sales and inventory, contract management, payroll and QuickBooks

Marketing of programs offered at the site

Accountable payable and receivable

Employee scheduling and management

San Antonio Independent School District – 1997-1998

Kindergarten Teacher assistant – Volunteer

Taught basic academic skills

Highly skilled and effective at class management

Coordinated achievement goals with administration and parents of student body

Education

Our Lady of the Lake University, 2012

B.A. Psychology

140 intern hours at One for Autism

Skills

Bi-lingual – Fluent in English and Spanish

Microsoft Office

Word

Excel

PowerPoint

Pro-care Finance

MS outline

Cloud Management - Netdocuments, Box and Orion

CRM – Branchnet and Salesforce

References available upon request

Contact this candidate