Diana Davidson
Office Manager
Fort Worth,TX
"Blessed are the flexible, for they shall never be bent out of shape."
Unknown
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
25
25
years of professional experience
1
1
Certification
1
1
year of post-secondary education
Work History
Office Manager
PLT Massage And Wellness
North Richland Hills, TX
03.2022 - Current
- Maintained computer and hardcopy filing systems.
- Optimized organizational systems for payment, collections, AP/AR, deposits and recordkeeping.
- Communicated regularly with customers regarding account questions and issues.
- Reviewed figures, postings and documents for correct entry, completeness and accuracy.
- Completed weekly check runs and maintained accounting ledgers by verifying and posting account transactions into accounting system.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Compiled, organized, input and balanced, three years of unreconciled financial information to bring bring business up to date on financial health and wellness.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
Head Teller
SouthTrust Bank
Arlington, Texas
09.1998 - 06.2020
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Identified potential needs through observation, questioning, and listening.
- Introduced customers to other bank team members to help meet financial needs.
- Replenished ATM funds in empty canisters prior to validation process.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Answered inquiries regarding checking and savings accounts and other related products.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Executed wire transfers, stop payments and account transfers.
- Cross-sold credit cards, loans and other bank products.
- Handled various accounting transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Investigated and promptly resolved issues with patron accounts.
Education
No Degree - Accounting And Business Management
01.2023 - Current
Certificate - Business
2022.03 - 2022.12
- Awarded BYU Pathway Certificate of Completion
- Received Heber C Kimball Scholarship
Skills
- Sorting and Labeling
- Information Protection
- Account Reconciliation
- Workflow Planning
- Business Administration
- Customer Relations
- Organizational Skills
- Written Communication
- Report Writing
- Project Management
- Conflict Management
- File and Data Retrieval Systems
- Financial Tracking
- Banking Operations
- Client Correspondence
- Financial Accounting
- Clerical Support
- Calendar Management
- Microsoft Office
- Excellent Multitasking Abilities
- Email Correspondence
- Microsoft Publisher
- Report Preparation and Analysis
- Customer Service Management
- Research and Analysis
- Reading Comprehension
- Deposit Collection
- Meeting Coordination and Support
- Scheduling
- Documentation
Writing
I have written and published six works of fiction with several other books currently in progress. I enjoy writing, it is my creative outlet and gives me a sense of accomplishment.
Languages
Spanish
Limited Working
Certification
- Financial Statement Analysis Training -Coursera10/1/22
- Bookkeeping Basics Training - Coursera 7/29/22
- Liabilities and Equity in Accounting - Coursera 8/22/22
- Assets in Accounting - Coursera 8/13/22
- Bookkeeping Basics Quickbooks Desktop Fundamantals - NASBA 8/18/22
- Bookkeeping Basics Understanding the Mechanics - NASBA 8/12/22
- Bookkeeping Basics Understanding Fundamentals - NASBA 8/6/22
Additional Information
I homeschooled for thirteen years. This required yearly organization and utilization of curriculum for four different grade levels, detailed record keeping of subject mastery and academic grades, flexibility and attention to detail, the ability to manage multiple projects, time management skills, self motivation and ability to work under pressure. I also learned greater listening and creative problem solving skills. I created reports and maintained transcripts for three graduates. The records I maintained for the fourth student were accepted by the public school, and he was given full credit for all the classes he had taken as a homeschool freshman.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Ensign College - No Degree, Accounting And Business Management
01.2023 - Current
Office Manager - PLT Massage And Wellness
03.2022 - Current
BYU Pathways - Certificate, Business
2022.03 - 2022.12
Head Teller - SouthTrust Bank
09.1998 - 06.2020
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