Customer Service Pro with 29+ Years Experience

AIMEE L. PEÑA

***** ****** **., ********, ** ****2 361-***-**** *************@*****.***

PROFILE

Kind, honest & hardworking

professional with 29 years of diverse

experience in administration,

customer service, bookkeeping and

support roles. Collaborative team

player focused on efficiency,

customer satisfaction and business

growth.

SKILLS

• Bilingual – English / Spanish

• Microsoft Office, Apache

OpenOffice, Google 365,

QuickBooks, Salesforce,

EMR/EHR

• Adaptable

• Multi-tasker

• Organized

• Detail-oriented

EDUCATION

Graduated 1997

Foy H. Moody High School

Corpus Christi, TX

Some College

2001 Del Mar College

Corpus Christi, TX

2003 Coastal Bend College

Beeville, TX

WORK EXPERIENCE

Jan 2020 – Present

Personal Administrative Assistant / Bookkeeper Elle Accounting Solutions, LLC Atascosa, TX Work from home managing customer accounts and several owner’s personal businesses at a small bookkeeping company. Coordinate schedules, prioritize tasks, manage confidential information, maintain strict confidentiality and ensure data security. Record financial transactions, maintain general ledger, reconcile accounts and process payroll and invoices. Office duties: printing, scanning, filing and correspondence. Also manage inventory, product knowledge, establish and maintain client relationships, process sales and create social media marketing content. July 2015 – Sept 2017

Financial Center Client Service Representative Bank of America Venice, FL Perform customer account services by efficiently receiving deposits, processing loan payments, cashing checks and processing withdrawals. Sell cashier's checks and money orders to provide secure payment options. Build trust and satisfaction by addressing customer inquiries regarding their accounts and other bank products or services. Maintain proper cash handling practices and adhere to opening and closing procedures according to regulations, ensuring compliance and safeguarding assets. Feb 2015 – June 2015

Administrative Assistant Hobart K. Richey Dermatology Venice, FL Answer phones, schedule appointments, verify insurance, data entry and chart preparation to facilitate efficient patient flow. Maintain effective communication with other doctor's offices, ensuring timely referrals and coordination of care. Improve cash flow and ensure financial accuracy by collecting patient payments. Enhance team flexibility by cross-training to assist with lab duties and support the doctor as an assistant / technician.

Feb 2014 – Feb 2015

Part-time Office Assistant Healing Hands Chiropractic Osprey, FL Answer phones, schedule appointments and maintain the filing system. Collect and post payments as well as verify insurance and post insurance payments. Handle collections and perform balancing at the end of the day.

Oct 2010 – Mar 2013

Administrative Assistant Nissan Chemical America Corporation Houston, TX Manage general office duties and create a welcoming environment for employees and visitors. Develop standard operating procedures to streamline office procedures and increase efficiency and clarity in tasks. Oversee cash box operations, maintain office supply inventory and organize company luncheons and functions. Assign sales requests and inquiries to the sales team, enhancing response times and customer satisfaction. Manage company vehicle registration, insurance and maintenance, ensuring compliance and safety. Keep detailed records to comply with federal and state regulations and avoid penalties. Mail invoices and monthly statements. Handle and improve collections by creating and managing a spreadsheet to track past due accounts and contacts. Assist with yearly audits, providing necessary documentation and support to ensure a smooth process. Process travel arrangements and expenses allowing for timely reimbursements. Maintain customer files and process monthly recurring orders, which support effective logistics operations. Ensure timely arrival of shipments and maintain strong relationships with company representatives, helping address any unforeseen problem.

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