Kimberly Sanchez Email & Phone Number

Rancho Cucamonga, California, United States

Rancho Cucamonga

-Monitors and responds to all inquiries internally and externally utilizing the businesses shared mailboxes-Assists in regulatory, administrative and annual CPA audits including developing appropriate workpapers-Assist in implementation and maintenance of process improvement activities-Oversee and review data entry, analyze and audit for timeliness and.

Greater Los Angeles Area

• Ensuring timely approvals of sales orders, processing of all payments, communicating with customers and sales representatives and credit analysis of new and existing accounts.
• Handling of various other accounting functions within the department. Participating in day to day accounting functions including cash application, response to customer and sales representative inquiries.
• Evaluate and set credit terms for new or existing accounts.
• Coordinate with logistics department to ship orders consistent with term limits and department policies.
• Monitor customer account details for non-payment, delayed payments, and other irregularities.
• Run accounts receivable aging and resolve past due issues.

Irvine, CA

• Partnered with internal and external clients, vendors and donors within a multi-channel support environment via telephone and emails.
• Handled, on average, 30-40 incoming calls and 20-30 emails per day.
• Tracked client interactions using customer relationship manager software.
• Analyzed issues, make decisions and respond to clients to meet the goals of the organization.
• Proactively contacted clients to meet and resolve issues.
• High degree of responsiveness to customer needs and proactively seeks customer input to improve the quality of service delivery.

-Assist customers in developing solutions tailored to their needs.-Establish and maintain depository accounts and products.-Build life long relationships with customers in person and by phone.-Work with customers explain various banking offerings.-Responsible for processing treasury, tax, and loan payments. -Manage cash drawers up to $25,000.-Proficient.

Master'S Degree, Organizational Leadership - Management Concentration

Bachelor Of Business Administration (B.B.A.), Business Administration

A.A., Liberal Arts