Ariel Aguilar
Lompoc
Summary
Experienced office manager and assistant specializing in customer service and financial operations. Demonstrated ability in managing customer transactions, case management, and bookkeeping with high efficiency. Skilled in financial reporting and budget management, driving operational success. Effective communicator with strong time management and problem-solving capabilities.
Overview
14
14
years of professional experience
Work History
Executive Assistant
Chumash Enterprises
Santa Ynez
05.2024 - 12.2024
- Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.
- Scheduled appointments for executives with external parties such as vendors or suppliers.
- Coordinated meeting and work schedules for staff teams and executives.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Managed daily invoices, reports and proposals.
- Compiled meeting agendas and supportive materials ahead of meetings.
Credit Service Representative
Community Bank Of Santa Maria
Santa Maria
03.2020 - 03.2024
- Reconciled accounts receivable records regularly to ensure accuracy of financial information.
- Maintained customer accounts by verifying, allocating, and posting transactions.
- Entered credit slips and return requests to issue adjustments promptly.
- Analyzed city directories and public records to confirm property ownership and identify bankruptcies or liens.
- Reviewed process returns documentation for regulatory compliance and accuracy.
- Processed loan applications while assessing credit reports to evaluate loan approval eligibility.
Project Manager Assistant
Guinn Construction
Lompoc
01.2020 - 12.2020
- Data entry
- File Management
- Documentation Preparation
Executive Assistant
Santa Ynez Valley Historical Museum
santa ynez
01.2020 - 12.2020
- File Management
- Bookkeeping
- Clerical Work
- Documentation Preparation
- Inventory etc.
Legal Secretary/Office Manager
Law Office Of Robert Light
Lompoc
01.2011 - 12.2019
- Case/File Management
- Bookkeeping
- Clerical Work
- Money Transactions
- Assign work to previous employers
- Inventory etc...
Education
Bookkeeping
Phoenix University Online
01.2013
Accounting
Everest University Online
01.2012
High School Diploma -
Maple High School
01.2010
Skills
- Bilingual (English & Spanish)
- Accounting software proficiency
- Spreadsheet and document management
- Customer service excellence
- Mathematical proficiency
- Oral and written communication
- Agenda preparation
- Document management
- Meeting coordination
- Data entry
- Invoice processing
- Financial reporting
Timeline
Executive Assistant
Chumash Enterprises
05.2024 - 12.2024
Credit Service Representative
Community Bank Of Santa Maria
03.2020 - 03.2024
Project Manager Assistant
Guinn Construction
01.2020 - 12.2020
Executive Assistant
Santa Ynez Valley Historical Museum
01.2020 - 12.2020
Legal Secretary/Office Manager
Law Office Of Robert Light
01.2011 - 12.2019
Bookkeeping
Phoenix University Online
Accounting
Everest University Online
High School Diploma -
Maple High School
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