Wanda Luna
Lynchburg
Summary
Organized and dependable work Professional. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
16
16
years of professional experience
Work History
Accounts Payable Specialist
Handy Distribution
01.2023 - 10.2025
- Effectively collaborated with Branch Management and Procurement teams to resolve issues in order to maintain consistent invoice pricing in regards to purchase orders.
- Developed and maintained strong relationships with vendors to facilitate timely and accurate payments.
- Facilitated dispute resolution between company departments and vendors regarding payment issues or discrepancies in invoicing.
- Contributed to year-end closing process by ensuring all outstanding payables were accurately recorded.
- Processed vendor invoices with attention to detail, ensuring compliance with company policies and procedures.
- Provided excellent customer service in handling company inbound calls and front desk duties.
Deposit Operations Specialist
Bank of the James
01.2018 - 01.2023
- Monitored daily Treasury business accounts ensuring accurate processing in order to maintain banking compliance standards and regulations.
- Assisted in debit card fraud claims and reconciling associated accounts.
- Reviewed and processed daily wire transfers, ensuring compliance with banking regulations.
- Managed daily deposit operations reconciliation, ensuring accurate completion of all transactions.
- Coordinated with IT department to improve automation of daily operations reporting, increasing productivity while minimizing manual errors within the department.
- Handled ATM service maintenance and disputes.
- Processed levies, leins, and garnishment requests.
Financial Services Rep.
Bank of the James
06.2015 - 12.2017
- Opened and closed consumer and business deposit accounts, ensuring compliance with bank policies.
- Provided assistance with teller operations, managing vault cash and Federal Reserve cash orders.
- Served as a backup to the Branch Manager during their absence, handling essential branch functions.
- Conducted monthly cash audits to ensure accuracy and integrity of cash handling procedures.
- Developed and maintained relationships with clients to enhance customer loyalty and retention.
- Resolved customer complaints and issues effectively, ensuring a positive banking experience.
Financial Services Rep.
Select Bank
06.2013 - 06.2015
- Assisted customers in opening and managing accounts, providing guidance on available financial products and services.
- Processed customer transactions with accuracy and efficiency, ensuring compliance with banking policies and procedures.
- Handled customer inquiries regarding account balances, transaction history, and bank policies.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Annuity Post Issue
Genworth Financial
09.2009 - 09.2012
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Adaptable and proficient in learning new concepts quickly to provide support in a fast paced environment.
- Excellent communication skills, both verbal and written.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Worked well in a team setting, providing customer support and guidance.
Education
Bookkeeping And Economics
Central VA Community College
Lynchburg, VASkills
- Financial services
- Customer relationship management
- Cash management
- Administrative support
- Report prep and generation
- Data entry
- MS Office (Excel, Word, Outlook, Teams)
- Critical thinking
- Problem resolution
- Detail oriented
- Team collaborator
Timeline
Accounts Payable Specialist
Handy Distribution
01.2023 - 10.2025
Deposit Operations Specialist
Bank of the James
01.2018 - 01.2023
Financial Services Rep.
Bank of the James
06.2015 - 12.2017
Financial Services Rep.
Select Bank
06.2013 - 06.2015
Annuity Post Issue
Genworth Financial
09.2009 - 09.2012
Bookkeeping And Economics
Central VA Community College