Nancy Lopez

• Posted daily receipts and payments in accordance with corporate protocols.
• Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
• Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
• Reconciled and corrected issues with financial records.
• Provided support during audits by supplying requested documentation promptly and accurately.
• Supported year-end closing procedures by preparing adjusting journal entries as needed.
• Contributed to successful financial planning, provided detailed reports and analysis to management.
• Supported decision-making by preparing accurate monthly financial statements.

• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Processed customer transactions promptly, minimizing wait times.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Educated customers on banking products, enabling them to make informed decisions about their finances.
• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.

Prepare/balance clearing checks for distribution to other banks

• Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
• Processed loans within various departments to achieve timely, accurate, and fair proceedings.
• Analyzed credit reports to determine eligibility of applicants and capacity for loan products.