Real Estate Customer Service

C A T A L I N A C O R R E A G O N Z A L E Z

Fort Worth, TX 520-***-**** *******@*****.*** Certified Public Accountant Bilingual (English/Spanish) Professional Summary

Detail-oriented CPA with 15+ years of international experience in financial services and fiduciary management. Specialized in financial reconciliation within the banking sector, account and transaction-level accuracy, and monthly reporting. Proven expertise in managing large financial portfolios, implementing ERP systems, and working with cross- functional teams. Strong background in cloud accounting tools, compliance procedures, and supporting remote operations across time zones. Core Competencies

• Financial Reconciliation: Transaction-level auditing, cash/bank reconciliations, intercompany billing.

• Accounting Tools: SAP, ERP SINCO, SIFI, Excel, Bill.com, Amazon Workspace, Proficient in housing and CRM software systems; Salesforce.

• Operations & Reporting: Month-end close, forecasting, journal entries, compliance, audit support.

• Banking Experience: Account settlements, expense management, KPI monitoring, Real Estate Trust.

• Soft Skills: Problem-solving, cross-functional communication, bilingual support

(English/Spanish)

• Remote Workflow: VPN, cloud finance tools, EST/CST adaptability Professional Experience

Collections Specialist

Alorica – Fort Worth, TX 12/2024 – 05/2025

• Delivered customer service during collections with attention to compliance and data integrity.

• Executed financial reconciliations and payment applications across customer accounts.

• Ensure proper documentation of all reconciliation processes and exception handling.

Collections Specialist C5

Citibank – Tucson, AZ 2023 – 2024

• Executed financial reconciliations and payment applications across customer accounts.

• Process and approved settlement agreements

• Maintained accuracy in reporting and responded to internal audits.

• Ensure proper documentation of all reconciliation processes and exception handling.

• Delivered customer service during collections with attention to compliance and data integrity.

Real Estate Agent

Realty One– Tucson, AZ 2021 – 2024

• Curated and maintained targeted property listings tailored to clients’ housing needs, ensuring alignment with HUD and LIHTC program qualifications.

• Designed engaging promotional materials for new property listings, both digital and print, to increase visibility and reach eligible audiences.

• Acted as a liaison between clients and internal support teams to ensure timely responses to inquiries and smooth resolution of concerns.

• Facilitated clear communication with home sellers to negotiate contract terms and ensure compliance with affordable housing guidelines.

• Provided guided tours of newly constructed or renovated housing units, helping clients identify properties that meet both personal needs and regulatory criteria.

• Extensive knowledge of HUD and LIHTC programs; familiar with compliance standards and documentation processes.

• Additional familiarity with USDA/RD, HOME, and Public Housing programs. Portfolio Manager

Optima Vivienda y Construcción – Medellín, Colombia 2015 – 2018

• Perform and Supervise daily, weekly, and monthly reconciliations of financial transactions with Trust, Bank and Internal accounting.

• Investigate and resolve reconciliation breaks or discrepancies in a timely manner.

• Liaise with internal departments to resolve mismatches.

• Ensure proper documentation of all reconciliation processes and exception handling.

• Implemented ERP SINCO for improved portfolio reconciliation and reporting accuracy.

• Managed fiduciary account settlements and aligned operational KPIs with executive goals.

• Coordinated cash flows and conducted financial training for staff. Fiduciary Business Director

Alianza Fiduciaria S.A. – Medellín, Colombia 2011 – 2015

• Perform and Supervise daily, weekly, and monthly reconciliations of financial transactions with Trust, Bank and Internal accounting.

• Investigate and resolve reconciliation breaks or discrepancies in a timely manner.

• Liaise with internal departments to resolve mismatches.

• Ensure proper documentation of all reconciliation processes and exception handling.

• Oversaw 40+ fiduciary portfolios, ensuring GAAP-compliant reconciliations and reporting.

• Supported external auditors and managed monthly financial deliverables.

• Implemented SIFI system to automate fiduciary operations. Functional Consultant

ITC Consultores – Bogotá, Colombia 2011

• Worked with banks and financial institutions to optimize reconciliation through fiduciary software upgrades.

• Conducted user testing and validation on financial modules and resolved discrepancies.

Fiduciary Business Director

Fiduciaria Corficolombiana S.A. – Medellín, Colombia 2003 – 2011

• Perform and Supervise daily, weekly, and monthly reconciliations of financial transactions with Trust, Bank and Internal accounting.

• Investigate and resolve reconciliation breaks or discrepancies in a timely manner.

• Liaise with internal departments to resolve mismatches.

• Ensure proper documentation of all reconciliation processes and exception handling.

• Managed 52 fiduciary portfolios; reconciled bank data and processed accounting adjustments.

• Facilitated month-end close and produced stakeholder reports. Education & Certifications

• Certified Public Accountant, Fundación Universitaria María Cano – Medellín, Colombia (2006)

• Specialist in Financial Management, EAN University – Bogotá, Colombia (2014)

• SAP 4HANA Certified

Remote Readiness

• Familiar with U.S. banking hours (EST/CST)

• Daily use of Google Workspace, cloud systems, and remote accounting platforms

• Stable home office setup with secured VPN

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