Proven leader in office administration, adept in payroll processing and fostering strong employee relations. Excelled in enhancing efficiency through ADP Workforce Now and sophisticated software tools, demonstrating keen analytical thinking and attention to detail. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Finance and Human Resources Manager
Service Plus Heating, Cooling & Plumbing
01.2020 - 08.2024
Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.
Onboarded and offboarded employees company-wide.
Enhanced payroll processing systems for improved accuracy and efficiency through the use of sophisticated software tools.
Managed complex benefits administration, ensuring accurate enrollment.
Lead decision-maker in annual benefits evaluation and selection.
Successfully facilitated and executed implementation of ADP Workforce Now.
Conducted monthly bank account reconciliations and implemented corrective measures for any discrepancies.
Ensured timely completion of month-end closing procedures for accurate financial statements.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Utilized QuickBooks to prepare consolidated financial statements.
Effectively managed cash flow by closely monitoring incoming revenue streams and scheduling outgoing payments.
Office Manager
Service Plus Heating, Cooling & Plumbing
05.2014 - 01.2020
Managed accounts payable and receivables and payroll.
Supported human resources initiatives by assisting with recruitment, onboarding, and employee orientation processes.
Managed day-to-day employee related matters.
Oversaw ongoing benefits enrollment processes, in addition to annual enrollment periods.
Maintained Licensing and Bonding requirements for State of Indiana and several municipalities across Indiana.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Managed office inventory by overseeing ordering, requisitions, stocking, and receiving shipments.
Managed equipment and software access across organization, including computers, phones, tablets and building access.
Customer Service Representative
Service Plus Heating, Cooling & Plumbing
09.2013 - 05.2014
Answered phone with friendly greeting to create positive inbound calling experience for customers.
Utilized CRM systems effectively to log customer interactions accurately for future reference or follow-up actions.
Accurately booked appointments for customers requiring in-home services.
Trained new Customer Service Representatives on company policies, procedures, and best practices.
Business Development Specialist
Northwestern Mutual
10.2012 - 04.2013
Engaged with customers to build business relationships.
Secured customer referrals to expand potential customer base.
Set initial referall appointments.
Assistant Vice President
Chase Student Loans
05.2008 - 10.2012
Managed multi-million dollar student loan portfolios of third-party servicers.
Performed audits to ensure loan portfolio was managed to bank and federal regulations.
Direct liaison between servicer and bank on high-profile loan issues.
Effectively implemented changes to loan servicing policies and procedures based on legal analysis.
Business Systems Specialist
Sallie Mae
04.2001 - 10.2008
Collaborated with stakeholders to define business requirements, translating them into functional specifications for IT development teams.
Conducted thorough requirements analysis to develop customized solutions that addressed specific organizational needs.
Prepared documentation on policies and procedures for internal systems.
Established clear communication channels between IT teams and business units, fostering collaboration and mutual understanding of project goals.
Maintained profile settings in internal systems based on unique processing guidelines determined by lender specifications.
CollegeServ Representative
Sallie Mae
03.1999 - 04.2001
Served as direct point of contact between loan servicer and multiple colleges and universities to assist with borrower related issues/repayment counseling, enrollment updates.
Developed strong relationships with school representatives, facilitating better communication regarding borrower issues and concerns.
Records Management Specialist
Sallie Mae
10.1997 - 04.1999
Processed high volume of borrower loan servicing requests such as forbearances, address changes, payment date changes, and deferment applications.
Maintained detailed records of customer interactions in loan servicing system for future reference.
Participated in training programs to ensure processing knowledge and customer service skills.
Legal Receptionist
Harmon & Sloan P.A.
07.1995 - 10.1997
Assisted paralegals with document production tasks such as copying forms and filing.
Enhanced client satisfaction by providing exceptional front desk services and maintaining a professional atmosphere in the reception area.
Assisted with drafting legal correspondence, contributing to timely communication between attorneys and clients.
Filed documents with courts on behalf of attorney.
Education
Gulf Coast Community College
Panama City, FL
High School Diploma -
Mosley High School
Lynn Haven, FL
06.1993
Skills
Payroll Administration
Onboarding and Orientation
Recordkeeping
Benefits Administration
HR policies and procedures
Accounts Payable and Receivable
Verbal and written communication
Microsoft Office proficiency
QuickBooks
ADP Workforce Now
Attention to Detail
Analytical Thinking
Certification
Notary Public
Timeline
Finance and Human Resources Manager
Service Plus Heating, Cooling & Plumbing
01.2020 - 08.2024
Office Manager
Service Plus Heating, Cooling & Plumbing
05.2014 - 01.2020
Customer Service Representative
Service Plus Heating, Cooling & Plumbing
09.2013 - 05.2014
Business Development Specialist
Northwestern Mutual
10.2012 - 04.2013
Assistant Vice President
Chase Student Loans
05.2008 - 10.2012
Business Systems Specialist
Sallie Mae
04.2001 - 10.2008
CollegeServ Representative
Sallie Mae
03.1999 - 04.2001
Records Management Specialist
Sallie Mae
10.1997 - 04.1999
Legal Receptionist
Harmon & Sloan P.A.
07.1995 - 10.1997
Gulf Coast Community College
High School Diploma -
Mosley High School
Notary Public
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