Financial Operations & Reconciliation Professional

Professional Summary

Detail-oriented over ** years of international and U.S.-based experience. Proven ability to manage high-volume financial reconciliations, lead cross-functional reporting, and improve accounting operations. Relocated to the U.S. from Colombia, during which time I focused on transitioning to the U.S. workforce, deepening my knowledge of local systems, and refining my technical and language skills. Expertise in ERP tools Salesforce, SAP and cloud-based platforms. Fluent in English and Spanish (native speaker). Adaptable to hybrid and remote roles across time zones.

Core Competencies

Data Analysis & Quality Assurance

Financial Reconciliation & Auditing

Cross-Functional Communication

Regulatory & Compliance Standards

Problem-Solving & Process Improvement

Client & Stakeholder Collaboration

Salesforce, Office (especially Excel), Amazon Workspace, Google Workspace, Cloud Finance Systems.

Stable home office with secured VPN access.

Professional Experience

Collections Specialist – Alorica Fort Worth, TX Dec 2024 – July 2025

Executed account reconciliation and applied payments while ensuring compliance with internal controls.

Investigated discrepancies, documented resolutions, and maintained accuracy across multiple systems.

Provided customer-focused solutions while adhering to strict turnaround times.

Collections Specialist C5 – Citibank Tucson, AZ 2022 – 2024

Managed settlement agreements and reconciled payment activity on client accounts.

Ensured compliance and accuracy in financial reporting.

Collaborated with audit teams and responded to data inquiries.

Provided customer service for collections, ensuring regulatory compliance and data accuracy.

Real Estate Agent – Realty One Group Tucson, AZ 2021 – 2024

Supported clients through property qualification and contract negotiation, with a focus on HUD and LIHTC housing programs.

Created promotional campaigns and facilitated regulatory-compliant home viewings.

Hosted open houses and team events designed to generate interest, build rapport, and grow the client base

Supported negotiations by maintaining clear, timely communication and advocating for client interests.

Maintained organized, up-to-date records in CRM to support team collaboration and operational flow.

Shadowed listing presentations, buyer consultations, and vendor meetings to gain comprehensive industry insight.

Communicated proactively and professionally with clients, vendors, and team members to uphold high service standards.

Client Operations Manager – Optima Vivienda y Construction Medellín, Colombia 2015 – 2018

Supervised trust and bank reconciliations and implemented ERP SINCO as a functional Leader.

Provided training to accounting staff on financial tools and compliance.

Served as the primary point of contact and trusted advisor for a portfolio of third-party mortgage clients, providing strategic guidance and operational leadership.

Designed, implemented, and managed value-driven business strategies and client initiatives, influencing both day-to-day operations and broader company policy.

Oversaw operational risk management, including proactive resolution of service issues through root cause analysis and cross-functional collaboration.

Led the delegated authority process for assigned clients, ensuring timely submission, tracking, and compliance with regulatory expectations.

Supported portfolio expansion by onboarding new third-party clients, collaborating with internal Portfolio Management and Legal teams to assess servicing agreements and operational risks.

Translated servicing agreement terms into actionable workflows and accessible databases, improving operational efficiency and data transparency.

Identified and resolved portfolio-level issues using independent judgment, aligning responses with enterprise standards and client expectations.

Performed other duties as assigned by leadership to support departmental and organizational objectives.

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

Oversaw 40+ fiduciary portfolios with full-cycle financial reporting.

Implemented software SIFI for automation and audit readiness.

Coordinated monthly reporting and external auditor support.

Defined and drove operational goals and strategic work plans, ensuring alignment with organizational objectives; delegated assignments and oversaw team execution to ensure efficiency and accountability.

Led the development and implementation of operational policies that directly impact client services and contribute to broader departmental and enterprise-wide initiatives.

Analyzed complex business issues and operational data to support informed decision-making and advanced enterprise priorities.

Participated in the early discovery and evaluation of new business opportunities, performing risk assessments and administrative reviews in coordination with Financial Advisors and cross-functional teams.

Collaborated with business development and compliance to assess the appropriateness and alignment of new business opportunities with company goals.

Implemented strategic policy frameworks, utilizing data-driven methodologies, best practices, and performance benchmarks to ensure high-impact outcomes.

Established, managed, and monitored budgets and scheduled, run performance targets; ensured adherence to project timelines, regulatory requirements, and service-level agreements.

Education & Certifications

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

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

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