Charise Leigh Sharp
McIntosh,MN
Summary
Results-driven professional experienced in delivering quality work and contributing to team success. Achieved company goals through effective communication and teamwork while providing exceptional service. Committed to continuous learning and professional development.
Overview
15
15
years of professional experience
Work History
Personal Banker/Accounting
The First National Bank
McIntosh, MN
12.2018 - Current
- Assisted clients with account openings and service inquiries.
- Guided clients in selecting loan products and credit options to meet their financial needs.
- Provided customer service to clients, including answering questions and resolving issues.
- Followed operational standards, promoting security, risk management and compliance.
- Facilitated fair resolution of customer disputes, ensuring compliance with bank policies and safeguarding client relationships.
- Accounts Payable - Quickbooks
- Process Levy and Garnishments
- Report Unclaimed Property to MN Department of Commerce
- Reconciliation of bank internal accounts
- Prepare Tax forms 1099/5498
- Process IRA transactions
Legal Assistant
Sannes Law Office
Erskine, Minnesota
04.2017 - 01.2019
- Drafted legal documents and correspondence for attorney review and filing.
- Managed case files and maintained organized electronic databases for easy access.
- Assisted clients with legal inquiries, providing information on procedures and policies.
- Coordinated court dates and appointments, ensuring timely attendance and preparation.
- Conducted research on legal precedents to support case strategies and arguments.
- Prepared trial materials, including exhibits and witness lists, for attorney use.
- Maintained confidentiality of sensitive client information in compliance with regulations.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Proofread drafts of legal documents for accuracy in grammar and punctuation.
- Ensured that all paperwork was properly filed according to established procedures.
- Performed basic bookkeeping duties including tracking payments received from clients.
- Prepared and processed expense reports for reimbursing attorneys.
- Compiled financial records related to specific cases.
Administrative Assistant
Am-Phil Lasa Inc.
Manila, Philippines
09.2011 - 09.2016
- Coordinated office activities to ensure smooth day-to-day operations.
- Managed schedules and appointments for executives and staff members.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Processed incoming correspondence and directed it to appropriate departments.
- Assisted in preparing reports and presentations for internal meetings.
- Processed payroll and wages
- Administrative Assistant Trainer - trained newly hired administrative assistants
Education
Nursing
The Fishervalley College
Taguig, Philippines05-2009
Skills
- Account management
- Risk management
- Compliance auditing
- Social media manager
- Strong work ethic
- Organization
- Team player
Softwares
- Microsoft Excel
- Microsoft Office
- QuickBooks
- Suntell
- ComplianceOne Deposit
Awards and Recognition
- Employee of the Month of May 2015, AmPhil Lasa Inc.
- Employee of the Month of August 2014, Amphil Lasa Inc.
- Employee of the Month November 2013, Amphil Lasa Inc.
Timeline
Personal Banker/Accounting
The First National Bank
12.2018 - Current
Legal Assistant
Sannes Law Office
04.2017 - 01.2019
Administrative Assistant
Am-Phil Lasa Inc.
09.2011 - 09.2016
Nursing
The Fishervalley College