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
2976 Richardson Drive Auburn CA 95603
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
3091 County Center Drive Auburn CA 95603
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
3265 Fortune Court Auburn CA 95602
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.
6600 Madison Avenue, Suite 8 Carmichael CA 95608
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
Online10-2008
California Registered Dental Auxiliaries - Dental
Committee On Dental Auxiliaries
Sacramento, CA08-2007
Certified Dental Assistant - Dental
Western Career College
Citrus Heights, CA11-2006
High School Diploma -
Placer High School
Auburn, CA05-2001
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