More than 20 years of experience in accounting / processing in the financial services and insurance. Strong ability to grasp and utilize new information quickly while maintaining accuracy during peak volumes of work. A team player recognized for dependability. Particularly effective in processing work on a timely basis.
Accounts payable specialist
Expertise in invoice and payment transactions
Excel & Access
Cash Processor, 05/1985 to 09/1985 Southland Life Insurance Company – Plano, TX
Sorted correspondence received from insureds and agents.
Numeric and Alpha filing.
Bookkeeping, accounts payable and receivable.
Balanced weekly summary reports and cash balancing.
Operated remittance processor equipment and ran tapes on payments received.
10 key by touch.
Senior Salary Saving / New Business Coordinator, 09/1989 to 02/1999 AIG / AMERICAN GENERAL – Dallas, TX
Setup new List Bill policies for four administrative systems using CRT and manual input.
Ensured timely billing and collection of premium for all new List Bill policies delivered. Performed file maintenance and accounting transactions.
Established and provided good customer relations with all external and internal customers involved in List Bill operations. Monitored and processed "Not taken" policies to ensure timely notification to policyowners.
Prepared billing statements for mailing by reconciling current statement to previous month's statement.
Corresponded with agents / companies concerning past due statements.
Processed premium payment on salary deduction groups through online PO and/or paper accounting systems received from companies.
Mil Star Recon / Accounting Tech 1, 09/2003 to 04/2008 AAFES – Dallas, TX
Reconciled over 300 facilities daily in reconnect.
Posted payment and charges.
Balanced General and several subsidiary ledgers.
Compiled segments for monthly closing and annual reports.
Clerical accounting functions.
Trained other co-worked on Reconnet.
Assisted Mil Star unit by handling additional facilities.
Methods Proced Analyst, 09/2013 to Current AAFES
Assists in the development of finance policy and procedures.
Evaluates business and user system needs.
Assists with process improvements.
Compiles and prepares statistical reports.
Responds to inquiries from internal/external customers.