Entry Clerk Data
Resume:
Patricia A. Jackson
Present Address
Permanent Address
McAllen, TX 78501
McAllen, TX 78501
Cell: 956-***-****
Cell: 956-***-****
Email: ********@*****.***
Email: ********@*****.***
Objective:
To obtain a full-time job working in the related field of accounting or management
Education:
South Texas College, McAllen, TX
Bachelor of Applied Science, December 2015
Organizational Leadership
Cumulative GPA: 3.75
South Texas College, McAllen, TX
Associate of Applied Science, December 2008
Business Administration
Cumulative GPA: 3.40
South Texas Vo-Tech, McAllen, TX
Data Entry Clerk. May 1987 Certificate
La Joya High School, La Joya, TX High School Diploma, May 1986
Skills:
•Customer service oriented
•Effective verbal and written communication skills
•Bilingual English and Spanish
•Train easily
•Hard worker
•Committed to meeting deadlines
•Timely for work shift
Able to type 75 WPM
•Attentive to detail and very conscientious
•Ten key by touch
•Proficient in all Microsoft office programs: Excel, Word, PowerPoint, Outlook
•Scanner/Copiers
•Dependable
Experience:
Accounts Payable Accountant/Supervisor at South Texas College (February 2019.Current) McAllen, Tx
•Reconcile the Account Payable for funds 1, 2, 3, 8, and 9 for account 210020 and 210040 payable items
Print and distribute all invoices and statements for the accounts payable team
•Reconcile the gas card accounts for the college (all campuses)
•Lead trainer for the new travel and expense system (Chrome River)
•Issue gas cards to STC employees, maintain fuel log, and maintain current list of drivers
•Reconcile monthly Travel Recap (MIPS) report (Accounts 730005, 730015, 730025)
•Reconcile monthly Accounts Payable report for travel advances (Account 120027)
•Comply with Red Flag Rules for travel procedures
•Administrator of ail online travel and expense system forms and access to the system
•Assist faculty and staff with questions on travel procedures and online access forms Train faculty and staff on the online travel and expense system
•Travel committee member to review and approve or disapprove international travel
•Assist with travel internal and external audit requests
•Assist with open record request
•Assist with AA Roundups and How To Sessions as it pertains to travel and accounts payable
Accounting Specialist for Travel at South Texas College (March 2016-January 2019) McAllen, Tx
•Reconcile the gas card accounts for the college (all campuses)
•Issue gas cards to STC employees, maintain fuel log, and maintain current list of drivers
•Reconcile monthly Travel Recap (MIPS) report (Accounts 730005, 730015, 730025)
•Reconcile monthly Accounts Payable report for travel advances (Account 120027)
•Assist with annual W-9 mail out
•Print and distribute ail invoices and statements for the accounts payable team
•Comply with Red Flag Rules for travel procedures
•Administrator of all online travel and expense system forms and access to the system
•Review all travel reimbursements for faculty and staff
•Review travel authorizations for faculty and staff
•Assist faculty and staff with questions on travel procedures and online access forms
•Train faculty and staff on the online travel and expense system
•Travel committee member to review and approve or disapprove international travel
•Assist with travel internal and external audit requests
•Assist with open record requests
•Assist with AA Roundups and How To Sessions as it pertains to travel
•Assist with the updates to the Travel Policy and Procedures
•Submit and track all help desk tickets for problems with the online travel and expense system
•Backup to travel assistants with questions or when they are out on sick leave or vacation
Accounting Assistant for Travel at South Texas College (February 2015-March 2016) McAllen, Tx
•Review and process alt mileage reimbursements for faculty and staff
•Review and process alt travel reimbursements for faculty and staff
•Review and process all travel encumbrances for faculty and staff
•Assist faculty and staff with questions on travel procedures
•Train faculty and staff on the online travel and expense system
Accounting Assistant for Accounts Receivable at South Texas College (October 2012-February
2015)
McAllen, Tx
•Provide timely and accurate statements to students with delinquent or bad debt accounts and invoice third party entities.
•Reconcile students, third party, emergency loan, and agency accounts in a timely manner. Maintain the student charge and payment table to accurately record transactions to the appropriate accounts.
•Prepare monthly management reports on third party revenue and expenditure accounts. Collect on delinquent and bad debt accounts by submitting accounts on a regular basis to the College's collection agency.
•Monthly review and reporting of the College's tuition and fee revenues.
•Implement, maintain, and enhance the Campus Loan Management (CLM) data. The CLM module assists in generating monthly statements and collecting outstanding emergency loan balances.
Accounting clerk for Attorney Robert King (April 2012-0ctober 2012) McAllen, Tx
•Kept manual general ledger for accounting purposes
•Accepted and recorded all incoming payment
•Reconciled bank accounts
•Creation of written procedure manual with flowcharts
Accounts Receivable clerk for Feldmans (Feb 2012-ApriI 2012) McAllen, Tx
•Collection of past due accounts
•Daily reporting of the status of all accounts
•Reporting of past due accounts to TABC
•Researched all fraudulent credit card claims
•Collected on all insufficient funds check
•Took customer orders
•Recorded all payments
Accounting Services Supervisor for COSTEP (1990-2011) McAllen, Tx
•Direct the daily activities of several accounting groups by monitoring and verifying Financial
Statement reporting, Borrower Payments processing, Lender Services reports, 799 LaRS Reporting, Accounts Payable, Accounts Receivable, Fixed Assets, Bank Reconciliations, and the COSTEP Trust Account.
•Supervisory duties include the following:
Hiring, scheduling, evaluating, and disciplining direct-report staff members; providing leadership, coaching, motivation, team building, training and development in order to maintain a professional environment.
Monitor work assignments, and results for achieving objectives.
Communicate professionally and effectively with lender/clients and government agencies to provide information and problem solutions. Oversee by reviewing and monitoring the maintenance and reconciling of lender/client portfolios in accordance with contract stipulations.
•Oversee the Wells Fargo Bank-Trustee for COSTEP Trust Account.
•Oversee the borrower payment process, monitors coding and processing of loan refunds, cancellations, consolidations, and claim payments.
•Oversee weekly transfer work and processing of weekly funds to lenders.
•Answer telephone inquiries in the loan process and provide problem resolution.
•Administer access for banking, guarantor and NSLDS software\system.
•Meets with auditors or regulating agencies in relation to financial and due diligence of assigned departments.
•Proficient in the use of student loan servicing, loan origination, guarantor and other vendor system software needed to perform departmental assigned duties.
•Assist lenders in setting up accounting and reporting procedures about COSTEP's requirement
•Responsible for the development and maintenance of operating procedures, flowcharts, job descriptions, budgeting, and planning to assure operational efficiencies for areas of responsibility.
•Read, study, and attended staff development and industry programs in order to maintain professional knowledge, enhance work results and comply with government regulations.
•Operate standard office equipment, including a personal computer, check endorser/encoder, scanner, 10-key calculator, overhead projector, copy machine, telephone, and fax machine.
•Perform other related duties when requested or directed; always maintaining confidentiality in personnel, lender, and financial matters.
•Enter all receivables into QuickBooks
•Enter all customer payments into QuickBooks
•Resolve all credit card disputes
•Resolve and collect all insufficient fund checks
•Spoke to all customers in reference to their credit accounts and provided a resolution for their issues
Purchase order clerk for La Joya ISD (Feb 1990-March 1990) La Joya, TX.
•Received and approved all purchase orders for the district.
Activities:
•Reading, writing, walking, watching movies, and being a Lyft driver
Personal and Professional References:
Mari Mann-Silva
200 S 10th Street
Suite 502
McAllen, Tx. 78501 956-***-****
Maria Alvarez
900 N. Jackson
Pharr, Tx. 78577
Dalinda Gamboa
7401 N 31 8t Street
McAllen, Tx. 78502 956-***-****
Beula Flores
1301 Tangelwood Drive
Edinburg, TX. 78539
Cynthia Solis
PO Box 142
Sullivan City, Tx. 78595
Contact this candidate