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Yyyyyy x. yyyyyy

310 Columbus Avenue, #0000 xxxxxx xxxx , xxxx , xxxxx 00000-3908

xxx-xxx-xxxx ●


Accounting & Administrative Professional

Financial Services ~ Client Relations ~ Portfolio Management

Profile of Qualifications


         Excel in performing administrative functions spanning file maintenance, telephone reception, and assistance with accounts payable and receivable, credit and collections, bank reconciliations, and customer payment processing.

         Strong capabilities in facilitating positive client relations, maintaining databases and spreadsheets, and designing informative and well-organized presentations.

         Continuously seek out novel approaches to streamline and expedite complex administrative, financial, and/or operational processes.

         Confident and congenial with outstanding analytical, leadership, and interpersonal skills.

         Extremely detail-oriented with considerable expertise in organizing and managing workflow to optimize productivity and efficiency in achieving demanding deadlines.


Professional Experience


Acrobat Outsourcing, March 2016 to Present

Collection Specialist

         Methodically produce Aging report for each location and distribute to management and relevant personnel biweekly to ensure transparency in collections processes and progress.

         Maximize cash flow for employer by contacting customers regarding accounts past due, researching and resolving disputes or errors, and maintaining meticulous documentation involving emails and phone conversations.

         Leverage exceptional attention to accuracy in inputting daily cash receipts into Great Plains accounting software.

         Closely partner with Accounts Receivable Manager to review, identify, and select overdue accounts for collections action, and actively contribute to semi-annual financial audit activities.

         Systematically generate and distribute monthly statements to all accounts by first week of each month, exhibiting excellent time management skills.

Heald College, 2009 to 2016

Financial Services Assistant

         Effectively maintained accurate and up-to-date Genesis Lending loan portfolio.

         Conducted collection calls as needed to maximize fiscal health of portfolio and meticulously tracked promises to pay.

         Facilitated weekly reporting of campus flash report and created Excel spreadsheets to organize, manipulate, and retain critical financial data.

         Received, processed, and tracked new CampusVue contracts created by Financial Aid.

         Monitored and posted payments at campus level, managed bank deposits, and coordinated cash receipts in compliance with office policy.

         Ordered office supplies in alignment with budget and shipped items as needed via UPS.





Yyyyyy x. yyyyyy Page 2 of 2


Professional Experience continued


Wild Planet Entertainment, 2006 to 2008

Accounting Assistant

  • Instrumental in facilitating seamless financial operations by processing customer checks via Epicor system, applying credit card payments, preparing memos, and depositing checks.
  • Leveraged sharp attention to accuracy in assisting with bank reconciliations, revising inventory codes on Excel, and generating expense and income statement reports through FRX system.


Cushman & Wakefield / J. Boragine & Associates, San Francisco, CA, 2006

Administrative Assistant

  • Applied superior multi-tasking expertise to answer, screen and route incoming telephone calls, greet guests and clients, expeditiously transcribe work orders, and process mail.
  • Proficiently entered comprehensive data on Microsoft Excel spreadsheets.


Kaiser Permanente / J. Boragine & Associates, 2004 to 2005

Administrative Assistant

  • Demonstrated exemplary communication and documentation skills to conduct telephone interviews for potential renal (kidney) donors.
  • Evaluated and appropriately triaged patient telephone calls, exhibiting outstanding prioritization skills.
  • Played an active role in collecting and organizing data to compile spreadsheet of 1,200+ patients.


Pasta Pomodoro, San Francisco, CA, 2002 to 2004

Administrative Assistant / Accounting

  • Exercised proven versatility to maintain telecommunication system, manage all Verizon accounts, schedule meetings and conferences, and ship mail/packages through FedEx and UPS online and via messenger services; relied upon to efficiently spearhead all critical administrative and office functions.
  • Proactively supported accounting department, particularly with accounts payable and receivable.


Earlier experience includes role as Administrative Assistant for Pacific Coast Staffing and

Access Staffing/Fellows Placement, San Francisco, CA.


Technical Expertise




Source One

Genesis Lending
Microsoft Office Suite




A.A.S. Degree, Heald College

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