Detail-oriented and highly organized administrative professional with over 20 years of experience in customer service, operations support, and compliance-driven environments. Proven ability to manage high-volume workflows, coordinate client services, maintain accurate records, and ensure adherence to regulatory requirements. Strong background in scheduling, problem resolution, and supporting diverse populations. Recognized for professionalism, confidentiality, and delivering exceptional service in fast-paced settings.
Overview
23
23
years of professional experience
Work History
Client Advisory Support Specialist
Check and Balance Accounting Firm
Atlanta, GA
10.2025 - Current
Provided exceptional client support through effective communication and problem-solving skills.
Managed inquiries and resolved issues using accounting software and ticketing systems for over 200 customers.
Developed training materials for new hires, enhancing onboarding process efficiency.
Collaborated with teams to streamline workflows, improving service delivery time.
Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
Acted as a liaison between clients and development teams, ensuring timely communication during critical incidents.
Universal Banker
Ameris Bank
Fairburn, GA
02.2024 - 10.2025
Educated clients on financial products and services, driving informed decision-making.
Collaborated with team members to streamline banking processes, improving service delivery times.
Mentored junior bankers on operational best practices, fostering professional development within the team.
Opened 10 to 12 checking, savings, money market and certificates of deposit accounts per day and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Personal Assistant to the Owner
Technique Concrete
Atlanta, GA
01.2023 - 01.2024
Coordinated daily schedules and meetings for owner, optimizing time management and efficiency.
Managed communication between departments, ensuring clear information flow and collaboration.
Streamlined office processes, enhancing operational efficiency and reducing response times.
Assisted in project planning, contributing to successful execution of multiple initiatives.
Accounting Specialist
LRGISTICS, LLC
Atlanta, GA
02.2021 - 10.2022
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
Head Teller/ FCR / Loan Officer/ TM Support/ Bank Officer/ Notary
SouthCrest Bank N.A.
Fayetteville, GA
03.2012 - 01.2021
Processed high-volume transactions of 150 to 200 per day while maintaining strict adherence to regulatory and compliance standards.
Assisted clients with account setup, documentation, and service navigation—comparable to patient intake and registration processes.
Maintained detailed and accurate records, ensuring data integrity and confidentiality.
Trained and mentored new staff on procedures, systems, and customer service best practices.
Resolved client concerns promptly, improving overall satisfaction and operational efficiency.
Teller Supervisor/ Head Teller/ CSR Support
Neighborhood Community Bank
Newnan, GA
01.2006 - 12.2008
Provided front-line customer support in a fast-paced environment, managing multiple priorities simultaneously.
Maintained accurate records and documentation with strong attention to detail.
Built strong relationships with clients through effective communication and service follow-up.
Supported daily operations including account maintenance and service coordination.
Assistant Branch Supervisor / Head Teller/ Loan Officer
Pinnacle Credit Union
Atlanta, GA
02.2003 - 01.2005
Supervised daily operations and supported staff to ensure efficient workflow and service delivery.
Maintained secure and accurate recordkeeping in compliance with organizational policies.
Assisted clients with account services, documentation, and issue resolution.
Supported training and onboarding of new employees.
Senior Associate Specialist, Client Solutions at FACTSET Research System IncSenior Associate Specialist, Client Solutions at FACTSET Research System Inc