Anna Heinz Email and Phone Number
Anna Heinz work email
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Anna Heinz personal email
Air Force Veteran experienced in the financial industry
Souza And Associates, Inc.
View- Website:
- souzaandassociates.com
- Employees:
- 8
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Account ManagerSouza And Associates, Inc. Jan 2023 - PresentLas Vegas Metropolitan Area• Efficiently managed and recorded over 30 small business bookkeeping transactions such asexpenses, sales revenue, invoices, and ensuring accurate financial documentation andcompliance• Supervised a team of associates, fostering a collaborative environment to ensure a seamlessexecution of daily tasks• Produced and delivered updated financial records including Profit & Loss Statements,Balance Sheets and more to clients• Maintained meticulous oversight of Accounts Receivable and Payable to ensure timelinessin financial transactions• Facilitated seamless payroll processing for various clients for the accurate record keepingand compensation for employees and contractors
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Banking Center Service CoordinatorCommunity Bank Aug 2020 - Apr 2021Okinawa, Japan• Coordinated and performed ATM servicing and replenishment • Supervised a team of associates in technical matters and provided input for performance reviews• Conducted and scheduled quarterly cash counts for associated and open cash drawers• Followed established policies and procedures to reduce loss and protect customers
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Financial Comptroller JourneymanUnited States Air Force Nov 2017 - Jul 2019Kadena Ab, Japan• Provided customer service for military and civilian personnel • Processed audit travel claims, estimates of travel costs, determined fund availability, and performed follow-up on outstanding travel orders for travelers• Handled Yen and USD daily • Certified and processed payment and collection vouchers -
Administrative AssistantPacific Fence & Wire Co. Sep 2016 - Aug 2017Clackamas, Oregon, United States• Analyzed metrics and determined adjustments to protocol when needed• Logged employee work hours • Took inbound sales calls -
Collector IiiWells Fargo Feb 2016 - Sep 2016Beaverton, Oregon, United States•Deceased Account Management to ensure complete compliance with audits•Researching, skip tracing and collecting on Deceased Credit Card accounts to remain compliant with state laws and collection practices•Working reports, databases, data entry and special projects•Inbound and outbound manual calling -
Financial Services RepresentativeBank Of The West May 2015 - Jan 2016Nimbus CenterNMLS #: 1370766• Generated new business through referrals and in branch selling• Worked to expand customer relationships by cross selling products and services• Followed policies and procedures to open new accounts• Maintained a successful balancing record• Provided excellent customer service -
TellerU.S. Bank Dec 2012 - Aug 2014Raleigh Hills - Portland Metro• Provided services to customers by receiving deposits and payments; cashing checks; issuing withdrawals, recording night deposits; selling cashier's checks and money orders; answering questions over the phone and in person; selling bank products such as credit cards, loans, checking and savings accounts• Balanced cash drawer daily that consisted of up to $10,000; counting and packaging currency and coins; turning in excess cash and mutilated currency to teller coordinator; maintaining supply of cash and currency at acceptable quantities• Maintained excellent customer service and protected bank operations by keeping information confidential -
ReceptionistJim Mcneeley Real Estate & Property Management, Inc. Jan 2012 - Dec 2012Sw Portland• Answered an average of 10 telephone calls per hour• Scanned and sorted approximately 500 electronic documents per day• Managed a six-line phone system at all times• Collected rent payments from tenants• Welcomed clients by greeting them, in person or on the telephone; answering or referring inquiries• Maintained a safe and clean reception area by complying with procedures, rules, and regulations.• Contributed to team effort by accomplishing related results as needed.
Anna Heinz Skills
Anna Heinz Education Details
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Business Administration: Finance -
Aaot - Associates Of Arts Transfer -
Business Administration -
Roseburg High SchoolHigh School Diploma
Frequently Asked Questions about Anna Heinz
What company does Anna Heinz work for?
Anna Heinz works for Souza And Associates, Inc.
What is Anna Heinz's role at the current company?
Anna Heinz's current role is Air Force Veteran Experienced in the Financial Industry.
What is Anna Heinz's email address?
Anna Heinz's email address is aj****@****pdx.edu
What schools did Anna Heinz attend?
Anna Heinz attended George Fox University, Portland Community College, Portland State University, Roseburg High School.
What are some of Anna Heinz's interests?
Anna Heinz has interest in Working With Animals, Community Service, Fishing, Health, Children, Education, Environment, Finance, Science And Technology, Fundraising.
What skills is Anna Heinz known for?
Anna Heinz has skills like Customer Service, Microsoft Word, Fundraising, Microsoft Office, Microsoft Excel, Team Leadership, Powerpoint, Front Office, Multi Line Phone, People Skills, Property Management, Experience Working With Children.
Who are Anna Heinz's colleagues?
Anna Heinz's colleagues are Jacqueline Souza, Mike Souza, Beatriz Medina, Debbie Keller.
Not the Anna Heinz you were looking for?
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Anna Heinz
Customer Success Specialist @ Mcgraw Hill | Building Strong Relationships, Customized SolutionsDixon, Ca -
Anna Heinz
Bossier City, La -
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