Jose Benavides
@josebenavides
Bilingual financial operations specialist skilled in account resolution, reconciliation, and process improvement.
What I'm looking for
I am a detail-oriented bilingual financial operations professional with over six years of experience in accounts payable/receivable, account reconciliation, and compliance documentation. I excel at processing high-volume transactions, resolving discrepancies, and maintaining accurate records in fast-paced environments.
At Wells Fargo I managed a portfolio of accounts, partnered with compliance and legal teams for audits and hearings, and drafted correspondence and reports to support dispute resolution. I also trained and mentored new staff, improving onboarding efficiency and raising team productivity.
In volunteer and administrative roles I maintained confidential membership and financial records for 200+ individuals, prepared and translated documents, and supported audit processes with organized recordkeeping. Previously, I implemented an office management system that boosted productivity and reduced errors.
I am proficient in MS Office (Excel, Outlook, Word), experienced with Wells Fargo platforms and ACES, and adaptable to ERP systems such as Oracle and AS400. I bring strong organizational skills, customer and vendor communication in English and Spanish, and a focus on accuracy and compliance.
Experience
Work history, roles, and key accomplishments
Manage a portfolio of accounts by reviewing documentation, processing transactions, and reconciling balances; researched and resolved discrepancies and partnered with compliance and legal teams to support audits and hearings. Trained and mentored new staff, improving onboarding efficiency and increasing team productivity by 90%.
Volunteer Administrative Assistant
Iglesia Pentecostal El TabernĂ¡culo de Ponder
Jan 2022 - Present (4 years)
Maintained confidential membership and financial records for 200+ individuals, prepared and translated documents, and supported audits by organizing and reconciling files to meet reporting requirements. Coordinated meetings, managed correspondence, and tracked orders and expenses.
Administrative Assistant
Antonio's Company
Aug 2017 - Aug 2022 (5 years)
Processed invoices, expense reports, and vendor accounts to support daily operations and designed an office management system that improved productivity by 15% and reduced errors by 25%. Prepared business correspondence and provided scheduling and vendor communication support.
Education
Degrees, certifications, and relevant coursework
Stella & Charles Guttman Community College
Associate of Arts, Business Administration
Completed an Associate of Arts in Business Administration focused on foundational business and administrative skills.
Availability
Location
Authorized to work in
Job categories
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