Shannon Chaney Proctor
Iron Station,North Carolina
Summary
Detail-oriented accounting professional with expertise in strategic problem-solving and customer relationship management. Proven track record in financial reconciliations and maintaining accurate financial records. Strong technical skills enhance efficiency in data entry and recordkeeping. Committed to delivering high-quality results in collaborative team environments.
Overview
21
21
years of professional experience
Work History
Office Manager/Bookkeeping
Above Average Heating & Air Conditioning, LLC
Iron Station, North Carolina
06.2013 - Current
- Handled payroll using Quickbooks Payroll Center for all employees, set up direct deposits, managed payroll tax deductions, and provided annual W-2s.
- Paid and filed monthly, quarterly, and annual payroll taxes, including Federal and State Income Withholding Tax, Sales and Use Tax, and annual tax reports.
- Pay and file quarterly and annual state unemployment insurance to North Carolina Department of Commerce Employment Security.
- Created invoices in Quickbooks for all customer transactions, received payments, and managed collection of past due accounts through certified mail notifications, lien filings, and cancellations.
- Record and make deposits and reconcile two business accounts and two credit card accounts.
- Pay all vendor statements after matching all invoices to ensure all charges are applicable.
- Intake all new employees, complete and file tax forms with state and federal government.
- Registered all new customer equipment to secure warranty benefits.
Accounting Assistant
Main Line Brands, LLC
Charlotte, North Carolina
06.2021 - 03.2024
- Followed Franchise Law requirements to send and receive Franchise Disclosure Documents, renewals and agreements to existing and potential franchisees.
- Processed invoices for national accounts, coordinated payment collection from customers, and facilitated timely payments to franchisees.
- Processed check payments from franchisees and customers, ensuring accurate and timely transactions.
- Performed monthly reconciliations of bank accounts and credit card statements to maintain financial accuracy.
- Coded and posted monthly credit card activity.
- Processed state-specific tax filings.
Paralegal
McMillan & Terry, PA Law Office
Charlotte, North Carolina
05.2006 - 06.2013
- Provided mortgage lender with comprehensive information for loan documentation, including title insurance, homeowner’s insurance, attorney fee details, government recording information, property tax data, bank wire instructions, and loan package delivery instructions.
- Prepared HUD Statement for real estate transactions, ensuring accuracy and compliance.
- Ordered information for loan closing, including mortgage loan payoffs, homeowner’s association details, hazard insurance, and preliminary title opinion.
- Conducted residential closings primarily in North Carolina, with occasional involvement in South Carolina transactions.
- Reconciled the trust account on a monthly basis.
Paralegal
Jones, Childers, McLurkin & Donaldson, PLLC
Mooresville, North Carolina
12.2009 - 05.2012
- Assisted attorney in conducting real property title searches and resolving title issues prior to loan closing.
- Search the Court House Computer (AOC) for claims of liens, judgments and special proceedings that may attach to real property.
- Scheduled residential loan closings and coordinated with real estate agents and clients to collect essential information for successful loan processing.
- Ordered all information pertinent to the loan closing, including mortgage loan payoffs, homeowner’s association information, hazard insurance, and preliminary title opinion.
- Provided the mortgage lender with all information necessary to complete loan documentation (title insurance, homeowner’s insurance, attorney fee information, government recording information, property tax information, bank wire instructions and instructions for loan package delivery).
Board President
Prosperity Village Homeowner’s Association
Charlotte, North Carolina
06.2006 - 07.2009
- Developed annual budget to ensure fiscal responsibility and resource allocation.
- Conducted meetings to discuss community changes and assessment increases.
- Assisted in collection of dues and issuance of delinquent notifications.
- Interviewed and hired all contract workers for community projects.
- Communicated resident grievances to management company for prompt resolution.
- Collaborated with management to address and resolve resident concerns effectively.
Inside Sales Account Manager
Logistics Supply Corporation
Charlotte, North Carolina
02.2005 - 05.2006
- Managed 976 accounts characterized as current active customers and prospective customers.
- Pursued new business generated through leads provided from outside sales representatives, manufacturers, industry associations, industry periodicals and customer referrals.
- Negotiated pricing and quality with vendors and manufacturers, securing better deals for customer offerings.
- Instructed customers and coworkers on current and new products, enhancing product knowledge and support.
- Developed Quarterly Sales Presentations for sales team meetings, effectively communicating strategies and performance.
- Informed customers of new industry-related legislation and industry current events.
Education
Bachelor of Science - Business Administration-Business Management
University of North Carolina-Charlotte
Charlotte, NC07-2003
Skills
- Office management
- Bookkeeping
- Payroll processing
- QuickBooks proficiency
- Vendor and inventory accounts
- Client interface management
- Account management
- Residential property management
- Employee management
- SoftPro software expertise
- Customer relationship management software
- Inside sales account management
- Real estate paralegal
- Title and land research
- Court research proficiency
- HOA board leadership
- Office suite expertise
References
- The Terry Law Firm, PLLC, Daniel A. Terry, 980-265-1300, dterry@theterrylawoffice.com
- Ally, Catherine Walker, 704-941-0981, carriewalker512@gmail.com
Timeline
Accounting Assistant
Main Line Brands, LLC
06.2021 - 03.2024
Office Manager/Bookkeeping
Above Average Heating & Air Conditioning, LLC
06.2013 - Current
Paralegal
Jones, Childers, McLurkin & Donaldson, PLLC
12.2009 - 05.2012
Board President
Prosperity Village Homeowner’s Association
06.2006 - 07.2009
Paralegal
McMillan & Terry, PA Law Office
05.2006 - 06.2013
Inside Sales Account Manager
Logistics Supply Corporation
02.2005 - 05.2006
Bachelor of Science - Business Administration-Business Management
University of North Carolina-Charlotte