Lucia Renee Jones
Oceanside
Summary
Proactive professional with a strong background in document management, accounts payable, accounts receivable and financial processes. Known for exceptional attention to detail and time management skills, ready to drive operational improvements and support organizational goals.
Overview
15
15
years of professional experience
Work History
Property Manager
Trident Proposal Management, Inc
01.2025 - Current
- Managed document preparation and submission processes, ensuring accuracy and compliance with client requirements.
- Learned and applied preferred systems for scheduling, invoicing, and problem-solving.
- Developed effective filing systems that streamlined document retrieval for enhanced order and accuracy.
- Collaborated with leaders from other departments to achieve consistent processes and maximize efficiency of resources.
- Streamlined office processes by implementing efficient administrative systems.
- Updated reports, managed accounts, and generated reports for company database.
- Verified customer information for orderly, up-to-date online systems.
- Created organized filing system to manage department documents.
- Organized and updated databases, records and other information resources.
- Completed bi-weekly payroll for 25-30 employees.
- Built and managed processes for tracking and monitoring ongoing project hours.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Onboarding and off boarding of employees.
- Managed and tracked annual business license and certifications.
Administration Manager
Trident Proposal Management, Inc
12.2021 - Current
- Streamlined administrative workflows to enhance operational efficiency and reduce turnaround times.
- Developed and maintained comprehensive filing system for improved document management and retrieval processes.
- Seamlessly managed both inbound and outbound correspondence ensuring timely responses that contributed to excellent client relations.
- Ensured timely completion of projects by effectively managing workloads and prioritizing tasks.
- Developed strong working relationships with clients and vendors.
- Maintained open communication with clients to foster positive relations and provide updates on issues.
- Maintained immaculate records related to payroll , accounts payable, accounts receivable and financial reports.
- Streamlined office operations by implementing efficient administrative processes and procedures.
- Reconciled account files and produced monthly financial and sales reports.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Onboarding and off boarding of new employees.
- Reviewed and processed travel claims.
- Assisted the Chief Operations Officer with tracking project hours.
- Managed and tracked annual business license and certifications.
Member Service Representative
Navy Federal Credit Union
02.2011 - 11.2012
- Educated members on credit union products and services to enhance financial literacy.
- Assisted in training new staff on operational procedures and customer engagement strategies.
- Monitored member feedback and suggested enhancements to improve overall member experience.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Maintained up-to-date knowledge of product and service changes.
- Assisted with and processed loans.
Education
Dental Assistant
Kaplan College
Vista, CA02-2016
Skills
- Document management
- Report preparation
- Calendar management
- Meeting coordination
- Expense reporting
- Systems monitoring
- Financial management
- Travel/ expense reports
- Organization and multitasking
- Accounts Payable
- Accounts Receivable
- Recordkeeping and reporting
- HR support
- Documentation and control
- Quickbooks
- Records management
- Quality standards
- Data management
- Employee onboarding / off boarding
- Expense reports
- Verbal and written communication
- Microsoft office
- Attention to detail
- Time management
Timeline
Property Manager
Trident Proposal Management, Inc
01.2025 - Current
Administration Manager
Trident Proposal Management, Inc
12.2021 - Current
Member Service Representative
Navy Federal Credit Union
02.2011 - 11.2012
Dental Assistant
Kaplan College