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Selena Jimenez

@selenajimenez

Office Administrator at Whitley Penn-WPWealth Dept, supporting retirement plans and coordinating client operations.

At Whitley Penn-WPWealth Dept, I supported financial advisors, clients, and wealth-management teams with client operations and retirement plan coordination. I handled client requests, meeting logistics, account servicing, and documentation.

At LILIS ENERGY, LLC, I worked across accounts payable and treasury, reviewing invoices, processing payments, and preparing journal entries. I reconciled cash entries against monthly statements for 11 bank accounts.

At LILIS ENERGY, LLC, I also supported the CEO with calendars, travel, itineraries, and expense reports. I served as an administrative liaison to the Board of Directors and maintained confidential files.

Earlier, at NEWARK E & P OPERATING LLC and Texas Bank, I handled accounting and banking operations, including vendor records, deposits, loan packages, and account openings. My experience also includes customer service and administrative support in banking.

Experience

Work history, roles, and key accomplishments

Operations Associate - Retirement Plan Coordinator

Whitley Penn-WPWealth Dept

Jun 2021 - Oct 2026 (5 years 4 months)

Provided comprehensive client operations and administrative support for financial advisors, clients, and wealth-management teams. Coordinated retirement plan administration, client meetings, and operational tasks.

Client Operations Administrative Support Retirement Plan Administration CRM Scheduling Documentation Confidentiality

Accounting, Senior AP & Treasury Specialist/Executive Assistant

LILIS ENERGY, LLC

Jul 2017 - Oct 2020 (3 years 3 months)

Managed accounts payable, treasury, and executive support, including processing invoices, journal entries, and bank reconciliations. Assisted CEO with administrative duties and served as liaison to the Board of Directors.

Accounts Payable Treasury Journal Entries Bank Reconciliation Expense Reporting Executive Support Board Liaison ACH Wire Transfers Positive Pay

Accounting/administrative Assistant

NEWARK E & P OPERATING LLC

Jul 2008 - Jun 2017 (8 years 11 months)

Managed vendor setup, processed payments, and handled accounts receivable and general ledger entries. Prepared month-end entries and generated vendor invoicing.

Vendor Management Accounts Payable Accounts Receivable General Ledger Accountant ACH Month End Closing Invoicing

Administrative Assistant

NEWARK E & P OPERATING LLC

Feb 2007 - Jun 2008 (1 year 4 months)

Processed invoices, managed check printing, and prepared journal entries. Supported CEO with administrative tasks and coordinated meetings and travel.

Accounts Payable Journal Entries Expense Reporting Executive Support Calendar Management Travel Coordination

Senior Lending Assistant/Personal Banker

Texas Bank

Jul 2003 - Jul 2006 (3 years)

Supported branch manager and senior commercial lender, processed consumer and commercial loans, and coordinated loan closings. Generated new accounts and provided customer service.

Loan Processing Customer Service Account Opening Commercial Lending Compliance Branch Operations

Distributor Promoter - Home Business

ADVOCARE INT'L

Jul 1999 - Jun 2003 (3 years 11 months)

Promoted health, wellness, and nutrition products through a home-based business, building client relationships and supporting customer wellness goals.

Sales Customer Relationship Management Product Promotion