Carla Joyner
Office Manager and Bookkeeper
Palm Beach Gardens
Summary
Dynamic office manager and bookkeeper with proven expertise at Church in the Gardens, excelling in account reconciliation and payroll processing. Recognized for enhancing operational efficiency and maintaining confidentiality. Strong communicator and customer service advocate, adept at training and supporting teams to achieve organizational goals.
Overview
36
36
years of professional experience
Work History
Office Manager and Bookkeeper
Church in the Gardens
09.2023 - Current
- Managed scheduling and calendar for meetings, coordinating logistics effectively.
- Created office filing systems to enhance accessibility and information retrieval.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Input financial data and produced reports using QuickBooks.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained organized records of invoices, receipts, and payments to facilitate efficient audits.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Conducted basic bookkeeping tasks, maintaining accurate financial records.
Case IV Language Reader
Conduent
03.2020 - 01.2022
- Review third-party, general liability, and worker's compensation subrogation cases and provide appropriate policy language information
- Knowledge of nationwide, state-specific anti-subrogation limitations
- Case research
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
Credit Card Customer Service Representative
Wells Fargo
09.2018 - 03.2020
- Assisted customers with inquiries regarding credit card accounts and transactions.
- Resolved billing discrepancies through detailed investigation and communication with relevant departments.
- Educated clients on credit card features, benefits, and usage to enhance customer satisfaction.
- Processed account modifications and disputes efficiently while ensuring compliance with company policies.
- Fraud and dispute resolution
- Exceeding Customer Experience Metrics goals
Administrative Assistant III
Providence Health & Services Sleep Disorder Clinic
01.2013 - 01.2016
- Insurance authorization review
- Review confidential medical records for proper coding and approval
- Submit pre-authorization requests, monitor responses, and update patient accounts
Executive Assistant to the Director of Chaplaincy
Presbyterian Health & Services
01.2011 - 01.2013
- Executive support for Director of Chaplaincy services
- Department payroll
- Schedule department meetings and events
- manage confidential CPE resident files
Bank Center Support/Technical Trainer
First Bank of Florida
01.1990 - 01.2000
- Support for 36 regional branches
- Classroom educator for new hires, lenders, and managers
- Technical writing
- Regional Service Counselor
- Branch CSR
- Branch Teller
Education
Psychology
Oregon State University
Corvalis, OR06-2025
Skills
- Customer service
- Office management
- Customer relations
- Clear oral/written communication
- Scheduling and calendar management
- Administrative support
- Payroll processing
- Bookkeeping
- Account reconciliation
- Employee training
- Training and coaching
Timeline
Office Manager and Bookkeeper
Church in the Gardens
09.2023 - Current
Case IV Language Reader
Conduent
03.2020 - 01.2022
Credit Card Customer Service Representative
Wells Fargo
09.2018 - 03.2020
Administrative Assistant III
Providence Health & Services Sleep Disorder Clinic
01.2013 - 01.2016
Executive Assistant to the Director of Chaplaincy
Presbyterian Health & Services
01.2011 - 01.2013
Bank Center Support/Technical Trainer
First Bank of Florida
01.1990 - 01.2000
Psychology
Oregon State University
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