Summary
Overview
Work History
Education
Skills
Referrals
Affiliations
Timeline
Generic

Ashley EwellMorey

Tulsa,Oklahoma

Summary

Dependable accounting and customer service professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in strategic planning with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.

Overview

15
15
years of professional experience

Work History

Accounting Clerk II

GMG Management Consulting, INC.
12.2022 - 01.2024
  • HUD subcontractor for CompuLink
  • Accounts Receivable
  • Accept, prep and post checks to HERMIT
  • Reconcile HERMIT postings, send to OTC depositors, release requests, refund check requests and process returns
  • Accounts Payable
  • Process: HUD Advances, scheduled disbursements (taxes and HOA) and unscheduled disbursements (attorney invoices, charges, etc.)
  • Team Lead Assistant for 10 employees
  • Updated procedures as needed, group and individual training
  • Process daily average is 180 but can up to 420 and experience with batch processing up to 50,000
  • Coordinated and maintained communication with other departments and vendors
  • Mailroom Clerk
  • Sort and separate incoming mail to be distributed to proper departments, stamping and organizing
  • Frequent usage of Excel, Quickbooks and other SAP and ERP software
  • Intermediate to Advance usage of Excel and was assigned AP Team Lead Assistant, where key areas of focus were high levels of attention to detail and routinely updating procedures to better aid business needs.
  • Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
  • Input high volume of monthly invoices with consistent accuracy.
  • Completed biweekly payroll for company personnel.
  • Increased processing efficiency by managing vendor relationships, negotiating favorable terms, and resolving disputes promptly.
  • Strengthened internal controls with regular reviews of financial policies, procedures, and adherence to company guidelines.

Freight and Receiving

The Home Depot
05.2022 - 12.2022
  • Loading and unloading trucks, moving material and performing critical functions to maintain proper safety procedures and pricing for customers
  • Optimized warehouse layout for efficient product flow from receiving to shipping areas, minimizing wasted time in transit between locations.
  • Prepared shipping documents and invoices, processed payments, and fielded client questions.
  • Created effective communication channels between warehouse staff, management, and customers to address concerns promptly and maintain smooth operations.

Project Manager

Insight Global
05.2022 - 10.2022
  • Temporary Contractor for Ardent Health Services, Hillcrest Hospital servicer
  • Verified medical supplies for Hillcrest Hospital Tulsa locations, scanned and organized for a new organizational ordering system.
  • Worked collaboratively and managed deadlines through project management.
  • Prepared project lifecycle documentation and project management plans.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.

Retirement Financial Specialist

CoreStaff
06.2022 - 09.2022
  • Temporary contractor for Empower Retirement, a retirement service provider
  • Process contribution changes, withdrawals, loans and communicate critical plan updates across multiple retirement savings accounts
  • Overviewed 401(k), 403(b), employee stock ownership and profit-sharing plans.
  • Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives.
  • Managed assets under advisement effectively by maintaining strict adherence to clients'' stated investment objectives through consistent portfolio rebalancing or reallocation when needed.
  • Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.

General Technician Assembly

Navistar INC.
06.2021 - 04.2022
  • Automotive Manufacturing for both American and International school buses
  • Lettering Department: Focus on analytics to ensure accuracy of safety information is installed onto all buses both interior and exterior
  • Weather Seal Installation of luggage compartments, doors, stairs and other areas throughout the bus.
  • Complied with all regulatory requirements pertaining to general technician work, avoiding potential fines or delays due to non-compliance issues.
  • Played a vital role in project planning stages, offering expertise in resource allocation and time management strategies for successful execution.
  • Stayed up-to-date with industry advancements, adapting new techniques into daily tasks for better results.

DHS Indexer

Robert Half
03.2021 - 04.2021
  • Temporary contractor for Oklahoma Department of Human Services
  • Administrative Clerk
  • Scanned and indexed Foster Care, Child Protective Services, Child Care Facilities, and government assistance (food stamps, medicaid, etc..) documents and case files for the state of Oklahoma to convert from paper to digital for easier access and faster processing.
  • Clarified ambiguous content during the indexing process, liaising directly with content creators for accurate information.
  • Developed comprehensive guidelines for accurate data entry, ensuring consistency among team members.
  • Increased accuracy in indexing by thoroughly reviewing and editing entries before final submission.
  • Optimized database functionality with thorough maintenance checks, ensuring seamless access to indexed materials.
  • Retrieved file information and made copies for authorized users.

Tier II Technical Support Consultant

PNC Bank
06.2019 - 03.2021
  • Reviewing and documenting suspicious calls and fraud
  • Answer banking questions and handle financial concerns, while holding their security at the highest standard
  • Advanced troubleshooting to resolve issues on the PNC website, mobile devices, Zelle and other third party financial services, and general in-branch services.
  • Ensured data security by implementing stringent backup protocols, safeguarding vital company information from loss or corruption.
  • Contributed to the successful launch of new products by thoroughly testing features and providing insightful feedback for improvements.
  • Maximized client satisfaction with prompt escalation of unresolved issues to relevant departments for swift resolution.

  • Documented all client interactions accurately in CRM system while maintaining strict confidentiality standards.

Internet Help Desk

TeleTec
11.2018 - 05.2019
  • Temporary contractor for BlueCross BlueShield, a health insurance company
  • Technical Support
  • Resolved internet issues such as suspensions, revoked accounts and general password resets for BCBS customers
  • Quality Assurance
  • Ensured technical issues were resolved to best satisfaction and no security violations had taken place.
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Managed high-volume ticket queue, prioritizing urgent issues and providing timely solutions.

Apple Home Advisor

TelePerformance
06.2018 - 11.2018
  • Temporary contractor for Apple, an electronic device company
  • Certified in Apple’s Hear to Help
  • Educated and troubleshooted all iOS products for customers in a high volume inbound/outbound environment
  • Aided with both screen sharing and over the phone explanations.
  • Improved customer satisfaction by addressing and resolving home improvement concerns promptly and professionally.

Customer Relationship Specialist & Retention

Prudential
01.2018 - 05.2018
  • Workforce Opportunity Services contractor to Prudential, a life insurance company
  • Texas Life Insurance & Series 63 Licensed
  • Inbound Call Center
  • Assisted clients, agents, brokers and third parties with life insurance policies by means of explanation of policy, issuance of loans/withdrawals, persuading individuals to keep their policy, aid in rollover accounts and navigate misrouted calls to proper channels.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.


Customer Service Specialist

Best Buy Inc.
09.2016 - 09.2017
  • Customer Service
  • Resolved both in-store and over the phone customer issues
  • Processed orders, returns, shipping arrangements, in-home consultations and assisted with technical concerns
  • Sales
  • Made thorough analytical recommendations for products, upsales, credit card applications and bulk sale purchases
  • Inventory
  • Verified counts, consumable rotations and product stocks.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Maintained clean sales floor and straightened and faced merchandise.
  • Used POS system to process sales, returns, online orders, and gift card activations.
  • Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Promoted special offers and events by engaging with customers on the sales floor, driving awareness of promotions and boosting sales conversion rates.
  • Collaborated with team members to meet and exceed monthly sales targets consistently.

Logistics Specialist

Target Inc.
08.2016 - 09.2016
  • Scan, handle and move merchandise efficiently and safely, including frequently lifting or moving merchandise up to 50 pounds.
  • Stock control, warehousing and monitoring the flow of goods.
  • Tracked supply, equipment and product inventory quantities to maintain necessary levels.
  • Coordinated incoming and outgoing shipments to maintain schedules.

Customer Representative

Sykes Enterprises
10.2015 - 03.2016
  • Temporary contractor for Bon-Ton, retail store
  • Inbound Call Center
  • Online/In-store order management, customer assistance, merchandise/gift card balance checks, order adjustments, gift registries, handling in-store complaints, subscription renewals/removal, general assistance for website malfunctions, price matches, order placements, personal shopper, resolving customer confrontations and overall customer satisfaction.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues with professionalism.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Inventory/Sales Associate

Pier 1 Imports
08.2015 - 10.2015
  • Inventory stocker
  • Unloading trucks, restocking and general stock room maintenance
  • Customer Service
  • Provided recommendations, provided structured advice in regards to color, pattern and furniture layout
  • Sales
  • Credit card applications, selling of product bundles and recommendations.
  • Assisted in the training of new team members by sharing best practices and providing guidance on store procedures and product knowledge.
  • Maintained assets inventory, completed inventory reports and escalated inventory discrepancies.
  • Oversaw inventory, controlled stock-outs and reduced excessive inventory.

Sportswear Associate

Burlington Coat Factory
07.2014 - 08.2015
  • Speedy recovery, backup cashiering, assisting customers in need in-store and over the phone, general phone operator and inventory.
  • Worked varied hours to meet seasonal and business needs.
  • Greeted customers and offered assistance for increased customer satisfaction.
  • Created solutions for customers to satisfy specific needs, quality and budget.
  • Trained and mentored junior staff on customer service strategies and techniques.

Customer Service/Photo Technician

Walgreens INC.
04.2014 - 07.2014
  • Customer Service Award
  • Customer Service
  • Cashier, product stocking and rotating out expired goods
  • Photo Technician
  • Handled photo orders, passport photo, troubleshooting kiosk and routine maintenance of the printing machine.
  • Assessed customer needs and examined order contents to identify processing requirements and timelines.

Basic Marine

US Marine Corps
08.2008 - 11.2009
  • Displayed exemplary personal and professional appearance, attracting local populace to inquire about military experience and opportunities.
  • DEP 08202008 - 08102009
  • Maintained recruits in Delayed Entry Program (DEP), educating on military customs and courtesies and administering PT exercises and tests.

Education

Bachelors of Science - Game Art/ Industrial Design

Full Sail University
Winter Park, Florida
10.2018

Vocational School - Cosmetology

Douglas J Aveda Institute Chicago
Chicago, Illinois
01.2013

Masters of Science - Business Analytics and Data Science

Oklahoma State University
Stillwater, Oklahoma

Skills

  • Invoice Processing
  • Administrative Support
  • Recordkeeping
  • Data Processing
  • Tech Savvy
  • Internal Communications
  • Microsoft Excel
  • Training and mentoring
  • Bank Reconciliation
  • Complex Problem Solving
  • Office Administration
  • Customer Service

Referrals

Available by request.

Affiliations

  • US Marine Corps

Timeline

Accounting Clerk II

GMG Management Consulting, INC.
12.2022 - 01.2024

Retirement Financial Specialist

CoreStaff
06.2022 - 09.2022

Freight and Receiving

The Home Depot
05.2022 - 12.2022

Project Manager

Insight Global
05.2022 - 10.2022

General Technician Assembly

Navistar INC.
06.2021 - 04.2022

DHS Indexer

Robert Half
03.2021 - 04.2021

Tier II Technical Support Consultant

PNC Bank
06.2019 - 03.2021

Internet Help Desk

TeleTec
11.2018 - 05.2019

Apple Home Advisor

TelePerformance
06.2018 - 11.2018

Customer Relationship Specialist & Retention

Prudential
01.2018 - 05.2018

Customer Service Specialist

Best Buy Inc.
09.2016 - 09.2017

Logistics Specialist

Target Inc.
08.2016 - 09.2016

Customer Representative

Sykes Enterprises
10.2015 - 03.2016

Inventory/Sales Associate

Pier 1 Imports
08.2015 - 10.2015

Sportswear Associate

Burlington Coat Factory
07.2014 - 08.2015

Customer Service/Photo Technician

Walgreens INC.
04.2014 - 07.2014

Basic Marine

US Marine Corps
08.2008 - 11.2009

Bachelors of Science - Game Art/ Industrial Design

Full Sail University

Vocational School - Cosmetology

Douglas J Aveda Institute Chicago

Masters of Science - Business Analytics and Data Science

Oklahoma State University

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Ashley EwellMorey