Customer Service Representative

KATHRYN MONTANO Sunnyvale, CA * 408-***-****

Bookkeeping, legal administration *******@*******.***

SKILLS Detailed oriented, Bookkeeping, PC, Windows, Microsoft Office Suite (Word, Excel, PowerPoint), Broderbund PrintMaster, ADP (EasyPay, PayeXpert), QuickBooks, Paychex, G Suite, Topform, Adobe Acrobat, Data entry, familiar with banking, some familiarity with the general ledger and how it works.

EDUCATION MBA in General Management, Golden Gate University, CA.; BA in Sociology, Linfield College, OR.;

ACCOMPLISHMENTS

Created 90 and 180 day letters for those with delinquent bills, Dean Lloyd

Increase in the number of client payments as a result of monthly statements being sent out.

Reorganized the bookkeeping functions, Dean Lloyd

Regent-Los Altos chapter, Daughters of the American Revolution

Organized all inactive employee files and created guidelines to maintain these files, Bethel Lutheran Church

President’s Club for top performers for 1996, Home Savings of America

Cloice Howd Sociology Prize for research paper on the elderly, Linfield College

EXPERIENCE

St Timothy’s Episcopal Church

December 2022 to March 2023

Bookkeeper

Entered donations to the church

Entered rental income for facility use

Entered and paid bills

Prepared midweek deposits

Payroll using ADP Run

Kept track of retirement benefits

Bank reconciliations

Andrikopoulos Chiochios Accountants

January 2022

Administrator

Scanned documents

Scheduled clients

Made reminder calls

Answered phones

Harder & Associates

July 2020 to present

Office Clerk

Type letters and reports

Fill out Proof of Services

Invoicing

Law office of Dean Lloyd

July 2016 to January 2022, May to December 2022

Bookkeeper

Increase in payments due Send out monthly statements to clients with outstanding balances

Record payments in QuickBooks

File out legal forms (Bankruptcy forms, Proof of Service, Summons, Small Claims Court)

General office tasks

Enter and pay bills

Provide billing support

Santa Clara First Baptist Church September 2006 to October 2008

Bookkeeper

Processed payroll using ADP EasyPay

Entered deposits, bills, and paid bills using QuickBooks

Paid bills using QuickBooks

Processed bank reconciliations

Bethel Lutheran Church August 2004 to June 2008

Bookkeeper

Entered deposits, bills, and paid bills using QuickBooks

Processed bank reconciliation

Prepared mid week deposits

Processed payroll using ADP PayExpert, Paychex

Crosswalk Community Church March 2001 to September 2002

Receptionist

Prepare Sunday Bulletin

Post songs on PowerPoint for Multimedia Team to project on screen

Miscellaneous duties as requested by the Office Administrator

Helped people who came into the office

Typing

Filing

Answer phones

Home Savings of America February 1982 to January 1999

Customer Service Representative III:

Helped customers with banking transactions

Opened new accounts

Explained the types & features of accounts offered and how they are insured

Posted closing entries of branch

Operations

Research

Helped new supervisor understand policies and procedures

Entered information into customer software program

Volunteer

Daughters of the American Revolution, Los Altos Chapter Executive Board May 2010 to Ma 2022

Audit Committee, Bethel Lutheran Church, January 2012 to May 2023

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