Allison Romeo

Responsible for the oversight of all aspects of Accounts Receivable and cash management.

• Manage all aspects of student billing including entering semester charges, maintaining the accuracy of 200 student accounts, communicating with students and families.
• Collaborate with Admissions Department to ensure accurate tuition levels are entered into financial software for returning and new students.
• Prepare and process bank deposits.
• Record deposits into accounting system.
• Facilitate collection of outstanding receivables.
• Assist in preparation for, and participates in, annual financial audit and other reporting as assigned.
• Provide support and reconciliations of General Ledger for monthly and quarterly reports.
• Enter Journal Entries into accounting system.
• Initiate ACH and Wire payments.
• Manage and reconcile staff credit cards.
• Work with Director of Finance to prepare preliminary and final operating budgets for Board of Trustee Review.
• Deliver clear and concise budget reports, allowing stakeholders to make informed decisions regarding resource allocation.
• Provided ongoing support to department managers in understanding their budgets, resolving discrepancies, and ensuring compliance with company policies.

Responsible for customer service and delivery of deposit account and electronic banking functions in banks call center including online banking, mobile banking, debit cards, remote deposit capture, ACH and bill pay systems.

• As Manager, plan and direct the daily activities of 7 assigned staff members.
• Analyze and monitor key risks associated with e-banking products and services and ensure service quality.

Recruited to establish the bank's first customer support call center.

• Responsible for daily operations and management of the bank's call center.
• Generate and analyze metric reports.
• Create and implement customer satisfaction surveys.
• Improved customer satisfaction by streamlining processes and implementing new strategies.
• Developed and maintained strong relationships with customers, resulting in increased business opportunities.
• Enhanced team productivity by motivating, coaching and leading 3 staff members to achieve sales goals.

Responsible for managing proof of deposit and E-banking operations.

• Management of debit card and online banking products.
• Error resolution for POS debit, ACH and ATM customers.
• Ensure accuracy of customer account maintenance.
• Generate monthly customer bank statements.
• Served as Compliance training coordinator.
• Customer relations contact for all payment inquiries.
• Run proof of deposit and review transactions for accuracy.
• Identified as key staff member to assist with successful bank acquisition.