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Jose Benavides

@josebenavides

Bilingual financial operations specialist skilled in account resolution, reconciliation, and process improvement.

United States
Message

What I'm looking for

I seek a mid-level financial operations role where I can apply bilingual communication, reconciliation, process improvement, and compliance skills in a collaborative, growth-oriented team.

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

Wells Fargo logoWF
Current

Account Resolution Representative

Sep 2022 - Present (3 years 4 months)

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%.

IP
Current

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.

Education

Degrees, certifications, and relevant coursework

Stella & Charles Guttman Community College logoSC

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.

Tech stack

Software and tools used professionally

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Jose Benavides - Account Resolution Representative - Wells Fargo | Himalayas