Carla Nelms

• Reconciled monthly statements and transactions to keep records accurate and current.
• Coded invoices and other records to maintain organized and accurate records.
• Analyzed financial data to identify discrepancies or trends.
• Reviewed invoices for accuracy and completeness prior to payment processing.
• Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.

• Assisted in recruiting, training, and scheduling staff members.
• Planned menus, adjusted prices, monitored food quality, and portion sizes.
• Interacted with customers to gauge responsiveness to hospitality and menus.

Front Office Leadership

• Expert with hospitality systems OPERA (PMS), BirchStreet, and Teams.
• Provided assistance with general inquiries from guests and employees.
• Maintained accurate records of visitors' check-in and check-out times in logbook system.
• Prepared meeting agendas, minutes and other necessary paperwork for meetings.

• Provided outstanding selling and service to Bloomindale’s clients through an Omnichannel experience including telephone, email and live chat; exercise judgment to resolve client issues.
• Provide an exceptional customer experience by ensuring the client is always the priority.
• Develop repeat-business through knowledge of products and services to build sales and loyalty.
• Develop expert product knowledge, understand features and benefits, and share with clients.
• Received, prioritized and responded to multiple points of customer communication.

• Called 40 prospects daily, received 3 new leads daily through referral, scheduled 3 new appointments daily for the following week.
• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Managed all client communications regarding scheduling and re-scheduled meetings via phone/text, and email.
• Attended many financial advisor company training opportunities and continued education to increase knowledge on products, solutions, services, and compliance.
• Delivered presentations to key decision makers and offered financial recommendations.
• Worked successfully with diverse group of co-workers to accomplish goals and address issues related to our products and services.