Accounts Payable Credit Card
Resume:
Romie Kaur
Rancho Cordova, CA *****
*********@*****.***
Work Experience
Payment Processor
Tca-Sacramento, CA
January 2025 to Present
• Processed high-volume payments, including ACH, wire transfers, credit card transactions, and checks, ensuring accuracy and timeliness.
• Verified and reconciled payment discrepancies, investigating and resolving issues efficiently.
• Maintained accurate records of financial transactions and ensured compliance with company policies and regulatory standards.
• Communicated with vendors, customers, and internal departments to address payment inquiries and discrepancies.
• Assisted in month-end closing by preparing reports and reconciling accounts related to payments.
• Managed invoice processing and vendor payments, ensuring on-time disbursement.
• Reviewed and approved payment batches, ensuring adherence to company financial controls.
• Worked closely with vendors to resolve billing discrepancies and prevent payment delays.
• Utilized ERP systems Oracleto process and track payments. Accounting Assistant
Cetera Financial Group-Fresno, CA
January 2024 to September 2024
• Accurately process customer credit applications in a timely manner
• Maintain and update customer credit records consistently
• Effectively handle accounts payable and receivable, including billing and collections
• Oversee and manage financial transactions, ensuring all activities are recorded accurately
• Assist in account reconciliations and budget creation, ensuring all financial documents are processed correctly
• Maintain a comprehensive and up-to-date donor database, ensuring proper documentation for contracts and vendors
• Manage communication with various stakeholders, including donors and resource parents, ensuring all queries and concerns are addressed in a timely manner
• Assist in closing procedures, Annual Audit, and Annual Report preparation, ensuring accurate financial information across departments
• Prepare checks for signatures, manage credit card expenses, set up monthly ACH payments, and send receipts to resource parents
CSR Agent
Farmers Insurance Group-Fresno, CA
January 2022 to January 2024
• Responded to customer inquiries and provided information on insurance policies, coverage options.
• Collaborated with underwriters and claims departments to expedite claim resolution and ensure customer satisfaction.
• Documented customer interactions, maintained accurate records, and updated client information in the CRM.
• A strong foundation in problem-solving, accurate written and verbal communication, Excel in helping and guiding individuals through complex issues.
• Experience includes adept conflict resolution and problem-solving, ensuring customer satisfaction.
• Proficient in managing inbound and outbound high-volume calls from clients, demonstrating efficiency and maintaining a positive rapport.
• Commitment to delivering exceptional customer service is underscored by my skills in navigating diverse challenges and providing effective solutions
• Efficiently addressed customer inquiries and concerns, ensuring a high level of customer satisfaction.
• Processed and managed customer orders, resolving issues promptly and accurately.
• Demonstrated strong communication skills in providing clear and helpful information to customers.
• Collaborated with cross-functional teams to enhance overall customer experience.
• Maintained detailed records and utilized problem-solving skills to find effective solutions. Lead Teller
Texans Credit Union-Carrollton, TX
August 2015 to June 2019
• Provided leadership and guidance to a team of tellers, fostering a positive work environment and ensuring efficient branch operations.
• Conducted teller training, including onboarding new tellers and providing ongoing coaching to enhance their skills and knowledge.
• Oversaw cash handling and vault operations, ensuring accuracy, balancing, and adherence to bank policies and procedures.
• Managed customer inquiries and resolved complex issues, providing exceptional service and maintaining customer satisfaction.
• Processed a variety of banking transactions, including deposits, withdrawals, transfers, and check cashing, while adhering to security protocols and regulatory guidelines.
• Assisted with opening and closing procedures, ensuring security measures were followed and proper documentation was maintained.
• Collaborated with other departments, such as loan officers or branch managers, to facilitate cross- selling opportunities and promote additional banking products and services.
• Prepared reports and documentation, including daily balancing, transaction records, and operational reports.
Education
Associate's degree in Accounting
Collin County Community College - Dallas, TX
January 2014 to December 2017
High school diploma
Wylie Academy High School - Wylie, TX
January 2009 to December 2013
Skills
• Payroll Processing
• Call center management
• Analysis skills
• Accounts Payable/Receivable
• Financial report writing
• Account analysis
• Financial Reporting & Analysis
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