VIRIDIANA CHAVEZ

• Processed lump-sum distributions, Traditional and Roth IRA rollovers, hardship withdrawals, and retirement plan loans to ensure timely and compliant disbursement.
• Prepared loan amortization schedules, Truth in Lending disclosures, and promissory notes to facilitate clear communication of loan terms and obligations.
• Explained IRS tax withholding requirements to clients, ensuring understanding and compliance during distribution processing.

• Supervised office assistants while coordinating schedules and daily operations for team of 40 employees to ensure efficient workflow.
• Managed weekly payroll, office budgets, and inventory while processing invoices and estimates to maintain financial accuracy.
• Hired and trained employees, maintained human resources files, and developed company policies to enhance organizational structure.
• Monitored workers’ compensation, general liability, and subcontractor compliance requirements.

• Assisted customers by resolving complaints, answering calls, and providing cashier support to enhance service experience.
• Managed accounts receivable and payable, entered data, and updated or closed customer accounts to ensure accurate financial records.
• Received and dispatched materials while maintaining accurate system records to support efficient operations.

• Managed invoices and provided customers with accurate pricing and timely delivery information to enhance satisfaction.
• Coordinated store hours, trained new employees to ensure seamless operations, and addressed customer service needs to improve customer experience.
• Attended sales expositions to gather insights on industry trends and foster connections with other bakeries for collaboration opportunities.

Attended