Lizbeth Garcia-Rogel Email & Phone Number

Santa Rosa, California, United States

·Support loan officers with partial preparation of Credit Recommendations ·Utilize loan accounting system to research loan activity ·Maintain tickler database·Accurately translate basic financial reporting of business and personal entities into bank-standard format for further analysis using analytical abilities and established spreading guidelines·Order and interpret credit background information such as Equifax

Rohnert Park, California, United States

·Complete entry requests for prior approval, invoices, and payments into workflow management software·Assist in accounts payable data entry and processing ·Maintain ledgers, journals, logs, files, and other fiscal accounting records·Monitor the approval sequences within the workflow management software·Assist in training staff in the use of the workflow management software·Maintain appropriate controls of payments and accounting records·Assist with general fiscal and statistical record-keeping activities

Rohnert Park, California, United States

·Temporary employee for OfficeTeam, Inc., Santa Rosa, California·Complete entry of request for prior approval, invoices, and payments into workflow management software, Microix·Monitor the logs, files, and payment records for five educational programs·Assist in training staff with the payment process and entries in Microix·Create and gather monthly data and statistics to create graphs for Education Program to capture application volume

San Francisco Bay Area

·Temporary employee for Star Staffing, Inc., Santa Rosa, California·Managed several spreadsheets and doctors’ notes to track all covid-related cases for 750+ Santa Rosa employees ·Responsible for interviewing all covid-related cases and determined when employees could return to work ·Created and monitored confidential reports for covid cases and onsite vaccination clinic documentation

Santa Rosa, California, United States

·Processed documents such as brokerage applications, bank authorizations, beneficiary update forms, etc. ·Drafted and finalized money movement transactions, asset allocation changes, and confirmed margin on accounts·Assisted financial advisors in large projects such as updating financial plans, extracting reports for 400+ clients·Managed pre/post meeting preparations: gathered several reports for meetings, drafted email recaps for review

Novato, Ca.

·Temporary employee for Office Team, Santa Rosa, California·Trained in customer service, online banking navigation and resourceful problem-solving ·Handled over 350 incoming client calls after a new online banking platform was launched.·Maintained a positive, empathetic and professional attitude toward customers at all times, and helped over 50% of the customers navigate their personal laptops and computers by providing detailed instructions.·Identified and provided alternate solutions to upper management to reduce number of total phone calls

Huntington Beach, Ca.

·Improved the access and privacy of HR files to meet HIPAA standards by converting all hard copies to digital files·Responsible for efficiently re-organizing and maintaining over 5,000 confidential employee digital files in the Public Drive within 4 months·Consistently met deadlines to revise the oldest files and shredding them, following the HIPAA standards·Prioritized all smaller assignments based on their urgency within a limited amount of time

Santa Rosa, California

·Translated for collectors in Spanish and managed the front office at a local medical and dental collection agency.·Increased accounts collected by 35% from 1 of 3 collectors, just from Spanish speakers.·Processed and handled all payments every day, and reported accounts to credit bureau; Experian. ·Responsible for customer and client calls, data entry, and updating Excel spreadsheets.

Santa Rosa, California

·Lead teams of 3-5 servers at many weddings·Traveled all over Sonoma County to each catering event every weekend, each time working with different people·Served for around 40 weddings and various events ·handled cash at some holiday crafting events

Bachelor Of Science - Bs, Business Administration, Emphasis In Finance, 3.26

Activities and Societies: ·Financial Management Association (FMA) ·Hispanic Students in Business (HSBA)Relevant Coursework: Intermediate.

Associate Of Science - As, Business Administration, 3.44 Gpa

Dean’s List: Fall 2015, Fall 2016, Spring 2017, Spring 2018