Catherine Castillo
Santa Ana
Summary
Supportive Accounting Assistant known for taking initiative to maintain best-in-class accounting services. Proven history of helping modernize offices while maintaining financial recordkeeping. Meticulous Accounts Payable Specialist with 10 years of experience in tax and bookkeeping accounts. Expert in Tax Software and Sage 50 Accounting and rectifying discrepancies with professionalism and speed. Known for accuracy, resourcefulness and extensive expertise in compliance and legal background.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Administrator
R & R Accounting Tax Service
Newport Beach
11.2017 - 05.2022
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals. Account bookkeeing for all accounts, tax preparations, phone support, prepare payroll quarterly reports and year-end reporting to State & Federal. Handled 1099 distribution. Verify payroll liabilities claim forms.
- Implemented and facilitated operational facilities to develop customer service protocols and standards.
Processing Specialist
Student Loan Exchange
Santa Ana
01.2017 - 11.2017
- Delivered timely closings by efficiently tracking customers' loan statuses and facilitating subsequent steps.
- Checked adherence to federal and state regulatory requirements by performing quality control reviews of loan packages.
Processing Compliance Specialist
EHR Funding
Tustin
06.2015 - 12.2016
- Checked adherence to federal and state regulatory requirements by performing quality control reviews of funding Federal Grant Program. Worked with Doctors, Dentists & Hospitals.
- Improved compliance with government accounting systems and control requirements to maintain eligibility for government contracting.
Education
Associate of Arts - Paralegal Studies
Coastline Community College
Fountain Valley, CA03.1986
High School Diploma -
Nathaniel Narbonne Senior High School
Harbor City, CA06.1970
Skills
- Teamwork and Collaboration
- Coordinating Paperwork
- Data Entry and 10-Key
- Excellent Communication Skills
- Microsoft Office
- Record Reconciliation
- Accounts Payable
- Problem-Solving
- Strategic Account Planning
- Relationship Building
- Compliance Requirements
- Documentation and Reporting
- Verbal and Written Communication
- State Regulation Compliance
- Account Management
- Federal Regulation Compliance
- Account Auditing
Accomplishments
- Kaset International Program for Achieving Extraordinary Custom Relations Workshop.
Affiliations
- Feb 2016 given from Law Office of Richarson & Bambrick divison of AAA In-house Defense Personal Injury
Certification
- CCC 2007 Global Mission Volunteer to Third-World Countries, Uganda, Africa and Suva, Fiji Islands
- PMA 2007-2011 volunteer to women's prison with the State of California Chino Divison. Department of Correctional Institution.
Timeline
Account Administrator
R & R Accounting Tax Service
11.2017 - 05.2022
Processing Specialist
Student Loan Exchange
01.2017 - 11.2017
Processing Compliance Specialist
EHR Funding
06.2015 - 12.2016
Associate of Arts - Paralegal Studies
Coastline Community College
High School Diploma -
Nathaniel Narbonne Senior High School