Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Chairman's Club Award for best Team Performance @ Regions Bank
Timeline
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Charlotte Jones

Charlotte Jones

Summary

Dynamic Accounts Receivable Coordinator at YMCA of Memphis & the Mid-South, adept at payment tracking and customer relations. Enhanced operational efficiency through process improvements and effective communication. Proven leadership in mentoring staff and streamlining onboarding, driving team performance and achieving departmental goals.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Accounts Receivable Coordinator

YMCA of Memphis & the Mid-South
09.2021 - Current
  • Supported daily accounts receivable operations by processing invoices and tracking payments.
  • Assisted in maintaining accurate customer records within financial software systems.
  • Coordinated communication with clients regarding outstanding balances and payment inquiries.
  • Contributed to month-end closing procedures by reconciling accounts receivable reports.
  • Resolve escalated parent issues concerning billing.

Department Manager/Cashier

Sprouts Farmers Market Inc.
01.2017 - Current
  • Oversaw daily operations to ensure efficient workflow and adherence to company policies.
  • Developed training programs that improved staff performance and operational efficiency.
  • Implemented process improvements that enhanced service delivery and customer satisfaction.
  • Coordinated resource allocation to optimize team productivity and meet departmental goals.
  • Streamlined communication channels between departments, improving collaboration and project outcomes.
  • Conducted regular performance evaluations, providing constructive feedback to drive employee development.
  • Cashiered and handled money exchanges as needed.

Human Resources Administrator

Owens Corning
09.2018 - 03.2019
  • Streamlined onboarding processes to enhance new employee integration and engagement.
  • Developed and maintained HR databases for accurate record-keeping and reporting.
  • Coordinated recruitment efforts, including job postings, candidate screening, and interview scheduling.
  • Implemented employee training programs to improve skills and compliance with policies.
  • Led initiatives to boost employee morale through recognition programs and team-building activities.
  • Managed benefits administration, ensuring employees received timely support and information regarding options.

Relationship Banker

Wells Fargo Bank
05.2014 - 05.2016
  • Cultivated strong client relationships to enhance customer loyalty and satisfaction.
  • Provided tailored financial solutions to meet diverse client needs effectively.
  • Leveraged CRM systems to track customer interactions and manage account information.
  • Mentored junior bankers on best practices for client engagement and service excellence.
  • Analyzed customer portfolios to identify opportunities for investment and growth strategies.
  • Streamlined account opening processes, reducing turnaround time for new clients.
  • Collaborated with cross-functional teams to implement promotional campaigns and product launches.

Department Manager

Regions Bank
09.2004 - 06.2014
  • Directed daily operations to optimize team performance and enhance departmental efficiency.
  • Mentored staff, fostering professional development and promoting a collaborative work environment.
  • Implemented process improvements, resulting in streamlined workflows and reduced operational delays.
  • Analyzed departmental performance metrics to identify trends and inform strategic decision-making.
  • Developed training programs to elevate team skills and ensure compliance with industry standards.
  • Coordinated cross-functional initiatives to align departmental goals with overall company objectives.
  • Established effective communication channels between departments, improving project collaboration and execution efficiency.

Education

MBA - Human Resources Development

Bethel University
McKenzie, TN
05-2019

Bachelor of Arts - Organizational Leadership, HR, And Accounting

Bethel University
McKenzie
04-2017

Skills

  • Payment tracking
  • Microsoft office
  • Invoice processing
  • Cash application
  • Talent Acquisition
  • Coaching/Mentoring/Development
  • Leadership Development
  • Onboarding
  • Employee Relations
  • Collections experience
  • Customer relations
  • Accounts receivable

Accomplishments

  • Supervised team of 20 staff members.
  • Achieved 95% collection rate on third party payments through effectively helping with posting, communicating and by daily management of the IRS third party accounts.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 20 in the development of processing third party payments.

Certification

  • Leadership Certification, YMCA of Memphis and Midsouth -
  • Licensed for Insurance in the State of Tennessee and Mississippi

Chairman's Club Award for best Team Performance @ Regions Bank

I was given this award for two years in a row for top team performance, team sales, and customer support. At that time, I managed a team of 25 to 35 people and in order to win this award the overall performance for the entire year had to be in the top 90% for team sales, team Gallup and customer support scores. The products that the team focused on primarily was new business which includes checking accounts, saving accounts, debit cards, credit cards, and saving accounts. We placed a special emphasis on finding solutions for Regions customers in the form of the many products we offered to meet all of their needs. In order to achieve team success, I worked to build relationships with all of them building on their strengths and by incorporating weekly team building activities. My focus was on always being a transformational leader which led to my winning this prestigious award and it catapulted my career as a sales leader that was focused on meeting and exceeding the team metrics and goals. The way I managed my team allowed me to work with other teams to impact their sales metrics and performance.


Timeline

Accounts Receivable Coordinator

YMCA of Memphis & the Mid-South
09.2021 - Current

Human Resources Administrator

Owens Corning
09.2018 - 03.2019

Department Manager/Cashier

Sprouts Farmers Market Inc.
01.2017 - Current

Relationship Banker

Wells Fargo Bank
05.2014 - 05.2016

Department Manager

Regions Bank
09.2004 - 06.2014

MBA - Human Resources Development

Bethel University

Bachelor of Arts - Organizational Leadership, HR, And Accounting

Bethel University