Katia E Alvarez Email & Phone Number

Los Angeles, Ca, Us

Claremont, California, United States

Claremont, California, United States

Administrative Assistant in the Advancement Department for Pomona College - The Claremont Colleges

1. Provided comprehensive administrative support to the tax department, ensuring smooth and efficient operations.2. Managed and maintained over 200 customer files, ensuring accuracy and confidentiality of sensitive financial information. Organized and maintained important customer documentation and files, adhering to strict company policies and protocols to ensure compliance with legal and regulatory requirements.3. Coordinated and scheduled appointments and virtual meetings with clients and managers using Zoom and other collaboration technologies.4. Maintained constant communication with customers, responding promptly to important documentation requests, and providing exceptional customer service.5. Facilitated communication and coordination between team members, ensuring effective collaboration and timely completion of tasks.6. Conducted research and provided support on various tax-related matters, assisting team members in completing tax returns and other financial documents.7. Maintained accurate and up-to-date records of transactions, ensuring compliance with established accounting procedures and standards.

Glendora, California, United States

1. Office admin to branch manager, loan officers, and licensed loan officer assistants.2. Manage all important customer loan documentation and files.3. Face of the office for in-person customer visits, provide customer relations, and coordination with loan officers.4. Constant communication with customers for important documentation requests. 5. Responsible for all communication with clients regarding their first payment letters and Google reviews.6. Content creator of marketing materials and social media posts for entire office. Also maintain marketing calendar for all events.

Denver, Colorado, United States

1.Worked with AP team on handling all invoices for organization, which included: receiving invoices, payment eligibility verification, and payment submissions.2. Responsible for generating monthly & quarterly expense reports.3. Received and verified employee time tracking, mileage, and expenses.4. General administrative work around the office, which included: paperwork filing, report generation, etc.5. Verified expenses against receivables to balance books.6. Event coordination.

Glendora, California, United States

1. Track hourly employees with the company's timecard system.2. Submit payroll every other week along with Bonus pay.3. Track attendance performance on all hourly employees.4. Manage multiple corporate accounts.5. Consistent track record of promotions for exceptional on the job performance, quickly promoted from Receptionist, to Junior Accountant, and then to Accounting Coordinator.6. Sharp business acumen and experienced in managing broad scope of operations, from coordinating events, compiling reports and generating status updates to strategic planning, budgetary compliance and prioritizing tasks.7. Effectively trained new staff and actively collaborated in Human Resource operation functions such as educating new management on procedures, evaluating performance and providing guidance/mentoring.8. Consistently ensured delivery of quality customer service vital to sustaining a satisfied clientele base.9. Cultivate a productive service environment through client needs assessment, recommending products, answering questions, and issue resolution.10. Schedule flight and hotel accommodations for management.