Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Shirley Herrera

Walnut Creek,CA

Summary

Bilingual hardworking and passionate job seeker with strong organizational skills and customer services. Ready to help team achieve company goals.

Overview

21
21
years of professional experience

Work History

SUPERVISOR FOR OPERATIONS

Life Time
09.2023 - Current
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Maintained clear communication with upper management and other supervisor to align operational objectives.

Bookkeeper

Tri-Valley Pediatrics Inc.
06.2005 - Current
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Supported customers with invoices, statements and other basic questions.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.

Underwriting

CSA
10.2003 - 05.2005
  • Supported review and acceptance or denial of new or renewal credit card.
  • Analyzed credit, income, compliance, during underwriting process.
  • Educated customers about billing, payment processing and support policies and procedures.

Education

Accounting

Diablo Valley College
Pleasant Hill, CA
01.2003

Business Skills

Mt. Diablo Adult Education
Concord, CA
07.1996

Associate of Arts - Accounting

Universidad Catolica Bolivia
Av. 14 De Septiembre No 4807, La Paz Bolivia
10.1993

High School Diploma -

Colegio Lourdes
La Paz, Bolivia
11.1991

Skills

  • Personal Bookkeeping

Languages

Spanish
Native or Bilingual

Timeline

SUPERVISOR FOR OPERATIONS

Life Time
09.2023 - Current

Bookkeeper

Tri-Valley Pediatrics Inc.
06.2005 - Current

Underwriting

CSA
10.2003 - 05.2005

Accounting

Diablo Valley College

Business Skills

Mt. Diablo Adult Education

Associate of Arts - Accounting

Universidad Catolica Bolivia

High School Diploma -

Colegio Lourdes

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Shirley Herrera