Alison Fortner
Customer Service
Statesville,NC
Summary
Proven Office Administrator with a track record of enhancing operational efficiency at Monticello Methodist Church, adept in records management and donor relations. Excelled in streamlining office procedures, improving financial reporting accuracy, and maintaining high levels of confidentiality. Demonstrates exceptional phone etiquette and a commitment to customer service, significantly improving member satisfaction and engagement.
Professional church administration professional with strong background in office management, communication, and organizational skills. Known for fostering collaborative environments and delivering consistent results, adapting seamlessly to changing needs. Adept at managing schedules, coordinating events, and maintaining records with high degree of accuracy and confidentiality. Reliable team player who thrives on achieving goals and supporting community's mission.
Overview
26
26
years of professional experience
Work History
Church Secretary
Monticello Methodist Church
05.2022 - 09.2024
- Created and updated membership rosters, church documents and basic reports.
- Maintained church calendar by collecting information about upcoming events and reserving appropriate spaces for regular meetings and special activities.
- Greeted visitors, callers and members of congregation courteously and promptly
- Handled church correspondence, member database and building scheduling.b
- Handled church correspondence, member database and building scheduling.
- Supported the financial stability of the church by accurately tracking donations, pledges, and offerings on a weekly basis.
- Published, printed and mailed informative, prayerful newsletters to church members and leadership team.
- Enhanced guest experience by promptly responding to inquiries via phone calls or emails from both members and visitors seeking information about the church''s services or events.
- Improved office efficiency by maintaining adequate supplies inventory levels while staying within allocated budgets.
- Directed administrative and secretarial support for pastors, program directors and volunteers at church.
- Managed the church calendar effectively to accommodate various ministries'' activities without conflicts or overlaps.
- Supported efficient church operations with accurate record-keeping of membership information, baptisms, weddings, and funerals.
- Collaborated with pastoral staff to develop meaningful worship programs that enriched congregational spiritual growth.
- Ensured seamless worship services by preparing weekly bulletins that included hymns, readings, prayers, and announcements.
- Streamlined office procedures by organizing and maintaining an up-to-date filing system for important documents.
- Enhanced congregation communication by managing and distributing church newsletters, bulletins, and announcements.
- Maintained confidentiality of sensitive personal information related to congregants'' donations or requests for assistance.
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Financial Coordinator
Dr. Michael Simmons
08.1998 - 03.2018
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Explained insurance benefits, fees and procedures to patients.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Managed accounts payable and receivable functions, ensuring timely payments and accurate recordkeeping.
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Maintained a high level of confidentiality when handling sensitive financial information and employee records.
- Oversaw invoicing processes, ensuring prompt billing of clients/vendors while minimizing errors in calculations or account entries.
- Streamlined month-end closing procedures, reducing time spent on reconciliations and adjustments.
- Improved financial reporting accuracy by streamlining data entry processes and implementing automated systems.
- Reduced budget discrepancies with thorough analysis of expense reports and timely resolution of any issues.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Monitored front areas so that questions could be promptly addressed.
Education
No Degree - Business
Mitchell Community College
Statesville, NCSkills
- Office administration
- Phone etiquette
- Donor relations
- Document preparation
- Records management
- Bulletin preparation
- Email management
- Membership tracking
- Calendar maintenance
- Customer service
- Accounting and bookkeeping
- Reliability
Work Preference
Work Type
Part TimeTimeline
Church Secretary
Monticello Methodist Church
05.2022 - 09.2024
Financial Coordinator
Dr. Michael Simmons
08.1998 - 03.2018
No Degree - Business
Mitchell Community College
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