Ricardo Casillas
Riverside,CA
Overview
6
6
years of professional experience
Work History
Member Service Representative I
SchoolsFirst Federal Credit Union
11.2024 - Current
- Ensure the highest level of service experience for each member and maintain strong member relationships
- Process and handle all transactional services including withdrawals, deposits, money orders, loan payments and other credit union transactions
- Provide exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Educated members on financial literacy topics, empowering them to make sound financial decisions for their future success.
Associate: Client Services & Accounting
Top RV Mobile Services LLC
02.2023 - 11.2024
- Review purchase documents and company receipts for reconciliation with bank statements while maintaining full compliance within internal controls and tax compliance
- Provided timely updates on project status to clients, ensuring transparency throughout the entire process while building trust in our services.
Internal Auditor
Tuttle-Click Automotive Group
01.2021 - 02.2023
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthrough for compliance with documented processes.
- Prepared and maintained bank reconciliations for 16 dealerships and 12 small companies within the Tuttle-Click Automotive Group
Tax Associate I
Grant Thornton, LLP
10.2019 - 01.2021
- Maintained high quality standards on multiple engagements with clients ranging from Partnerships, Corporations, S-Corporations and Individuals
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Food Access & Security Coordinator
UC Irvine Basic Needs Center
06.2019 - 10.2019
- Successfully enrolled 300 students upon official launch of UC Irvine's first food recovery program
- Led trainings with students and staff to ensure program growth across campus departments to serve students facing housing, financial and food insecurities
Education
BA - Business Administration, Global Sustainability
University of California, Irvine
Irvine, CA06.2019
Skills
- Fluent in Spanish
- Proficient in Excel
- Document record-keeping
- Quickbooks and Sage Accounting
Languages
Spanish
Native or Bilingual
Timeline
Member Service Representative I
SchoolsFirst Federal Credit Union
11.2024 - Current
Associate: Client Services & Accounting
Top RV Mobile Services LLC
02.2023 - 11.2024
Internal Auditor
Tuttle-Click Automotive Group
01.2021 - 02.2023
Tax Associate I
Grant Thornton, LLP
10.2019 - 01.2021
Food Access & Security Coordinator
UC Irvine Basic Needs Center
06.2019 - 10.2019
BA - Business Administration, Global Sustainability
University of California, Irvine
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