Summary
Overview
Work History
Education
Skills
Over 35 Hours of Completed Placer Learns Classes and/or Courses
Timeline
Generic

Tracy Granata

Newcastle

Summary

Dynamic Accounting Assistant with proven expertise at Placer County Treasurer-Tax Collector Office, excelling in customer service and administrative duties. Recognized for being reliable and flexible with duties, demonstrating strong communication skills and meticulous attention to detail. Committed to fostering a positive work environment and delivering exceptional administrative support.

Overview

18
18
years of professional experience

Work History

Accounting Assistant - Journey Deputy

Placer County Treasurer-Tax Collector Office
11.2022 - Current
  • Preparing Official Tax Clearances.
  • Researching current taxes, liens, and other outstanding taxes.
  • Answering high volume calls.
  • Answering questions regarding all tax bills (secured, unsecured, supplemental, escapes, personal property).
  • Process tax payments in person and by mail.
  • Processing check return letters for all returned payments.
  • Open/Close and work Customer Service Counter.
  • Scan and verify stored documents.
  • Contributed to the development of a positive work environment, fostering strong relationships with colleagues and supervisors.
  • Collaborated with team members on special projects, contributing valuable insights and problem-solving skills.

Accounting Assistant Journey - Temporary Extra Hel

Placer County Health and Human Services
03.2022 - 10.2022
  • Accurately accounting/reconciling for items and entering information into WorkDay with required documentation for payment approval.
  • Expedited invoice processing with effective communication between internal departments and external vendors.
  • Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
  • Enhanced vendor relations by promptly resolving invoice discrepancies.
  • Streamlined invoice processing, reducing payment turnaround time with efficient data entry.

Front Office Receptionist - Seasonal Extra Help

Robert C Gilpin, CPA
01.2022 - 03.2022


  • Reduced wait times for callers, promptly answering phone lines and directing calls as needed.
  • Maintained clean reception area to promote positive, professional environment for clients.
  • Ensured a welcoming atmosphere for guests with efficient check-in and check-out procedures.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Maintained a high level of professionalism while handling sensitive customer information, ensuring privacy and confidentiality.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Completed all tasks in compliance with company policies and procedures.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Completed data entry and filing to keep records updated for easy retrieval.
  • Collected room fees, and payments.

Front Office Administrator

Gary R. Ackerman, D.D.S.
10.2007 - 06.2020
  • Managed front office operations, ensuring a welcoming environment for clients and visitors alike.
  • Responded to inquiries from callers seeking information and/or appointments.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Increased customer satisfaction by promptly addressing inquiries and resolving issues through a proactive approach.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Enhanced office efficiency by streamlining administrative processes and implementing time-saving tools.
  • Maintained electronic and paper filing systems for easy retrieval of information.
  • Tracked office supplies and restocked low items to keep team members on-task and productive.
  • Reconciled account files and produced monthly reports.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Dental Insurance Billing.
  • Prepared Treatment Plans.
  • Collects Payments.
  • Maintained Office Schedule.
  • Maintained Social Media.
  • Electronic Office Communication and Records.

Education

Business Management - Business

Stratford Career Institute
Online
10-2008

California Registered Dental Auxiliaries - Dental

Committee On Dental Auxiliaries
Sacramento, CA
08-2007

Certified Dental Assistant - Dental

Western Career College
Citrus Heights, CA
11-2006

High School Diploma -

Placer High School
Auburn, CA
05-2001

Skills

  • Customer service
  • Bank reconciliation
  • Microsoft Excel
  • Invoicing and collections
  • Bookkeeping
  • Accounts payable and receivable
  • Strong communication skills
  • Data inputting
  • Invoicing and billing
  • Data entry
  • Administrative support
  • Quickbooks
  • Attention to detail
  • Data processing
  • File and database management
  • Business correspondence

Over 35 Hours of Completed Placer Learns Classes and/or Courses

  • Certificate in Beginner and Intermediate MicroSoft 365 Excel
  • Certificate in Beginner and Intermediate MicroSoft Word
  • Communication
  • Customer Service - Dealing with Difficult People
  • OSHA
  • Ergonomics
  • Stress Relief
  • Sexual Harassment


Timeline

Accounting Assistant - Journey Deputy

Placer County Treasurer-Tax Collector Office
11.2022 - Current

Accounting Assistant Journey - Temporary Extra Hel

Placer County Health and Human Services
03.2022 - 10.2022

Front Office Receptionist - Seasonal Extra Help

Robert C Gilpin, CPA
01.2022 - 03.2022

Front Office Administrator

Gary R. Ackerman, D.D.S.
10.2007 - 06.2020

Business Management - Business

Stratford Career Institute

California Registered Dental Auxiliaries - Dental

Committee On Dental Auxiliaries

Certified Dental Assistant - Dental

Western Career College

High School Diploma -

Placer High School

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