CharLee Bausch
Stuart,FL
Summary
I am an organized and dependable candidate successful at managing multiple priorities with a positive attitude. I have the willingness to take on added responsibilities to meet team goals, who is hardworking and passionate with strong organizational skills.
Overview
12
12
years of professional experience
Work History
Cash Applications Specialist
NuCo2
10.2017 - Current
- Researched and rectified unapplied cash items, NSF checks and credit card declines.
- Research of customer short pays during cash application process.
- Maintenance of all cash receipt documents and all incoming cash reporting.
- Process Customer receipts daily – Wire, ACH, Check and Credit Card.
- Review and resolve payment issues like duplicate payments or other variances.
- Work closely with accounts receivable department on past due accounts
- Processed incoming cash receipts in such forms as check, ACH and wire to customer accounts.
- Applied cash and wires to corresponding customer accounts based on remittance details provided by customers.
- Worked in paperless environment to accomplish assignments electronically.
- Maintained accurate records of customer payments.
- Utilized various software programs to process customer payments.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Maintained strict client confidentiality in personal, telephone and email interactions to comply with preset standards and regulations.
- Used JDE to keep track of all data.
- Accessing multiple online software applications to acquire and process customer payment activity.
- Address payment issues like double payments or other discrepancies.
- Train new employees.
- Task with ensuring that all lockboxes, correlations, G/L and checks are clear and balance on a monthly basis.
Administrative Assistant
American Custom Yachts
09.2012 - 10.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Perform general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff, greeting the public, typing, proofreading, filing, sorting and handling incoming and outgoing mail.
- Answer telephone inquiries from clients, vendors and the public.
- Answer and manage incoming and outgoing calls while recording accurate messages.
- Screen and sort incoming mail, faxes, and deliveries and route them to the appropriate personnel.
- Correspond with clients through email, telephone, or postal mail.
- Provide clerical support to company employees and customers, including copying, faxing and file management.
- Greet incoming customers, visitors, vendors, and interview candidates in a professional manner and provide friendly, knowledgeable assistance.
- Screen all visitors and direct/escort them to the correct employee or office.
- Open and properly distribute incoming mail.
- Prepare packages for shipment, pickup or courier delivery to employees and customers.
- Work daily with DocMaster. Entering data, creating estimates, keeping up with inquiries, inputting technician notes, closing work orders, and time card entries.
- Scan invoices, paperwork, and reports into digital records.
- Send out invoices monthly via email or USPS.
- Manage office supplies, organization and upkeep.
- Place orders for all office supplies.
- Maintain a clean reception area, including lounge, restrooms, and associated areas.
- Restock communal fridge, maintained break room and took out trash.
Bank Teller
TD Bank
01.2012 - 09.2012
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Placed orders for customer checks and verified starting numbers.
- Sold and cross-sold bank products to new and existing customers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Monitored and verified suspicious activity on customer accounts.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Calculated fees due, interest and change for customer transactions.
- Handled all duties and responsibilities while in detached Drive-Thru
Education
High School Diploma -
South Fork Highschool
Stuart, FL 3499706.2011
Skills
- Personable and outgoing
- Accurate and detailed
- Customer service-oriented
- Managing office operations
- Microsoft Excel and Word
- Dependable
- Problem-solving
- Administrative Support
- Data Entry
- Maintrail records
Timeline
Cash Applications Specialist
NuCo2
10.2017 - Current
Administrative Assistant
American Custom Yachts
09.2012 - 10.2017
Bank Teller
TD Bank
01.2012 - 09.2012
High School Diploma -
South Fork Highschool
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