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 accuracy-Ensure all transactions are posted in the proper period for month-end close-Process desktop deposits, wires, and ACH payments, and credit card payments-Research and resolve invoice or payment discrepancies-Prepares journal entries and understand impact to financial statements

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. •Perform constant follow up calls and collection requests on all aged accounts. •Working with the finance team as important projects arise.

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. •Implemented creative ways to remove barriers and roadblocks hindering customers or internal execution. •Demonstrated an excellent ability to reverse and resolve the most difficult or emotional customer situations. •Field, resolve and escalate moderately to very complex customer issues.

-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 with 10 key, Microsoft Office and other programs. -Expert in dealing and difficult situations and resolving problems.

Master'S Degree, Organizational Leadership - Management Concentration

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

A.A., Liberal Arts