DIANA WILSON

• Managed day-to-day financial operations, including budgeting, cash flow, revenue, expenses, and financial recordkeeping.
• Managed accounts payable and receivable, customer invoicing, and payment tracking, ensuring financial records remained organized and accurate.
• Analyzed revenue, expenses, and profit margins to assess financial health and pinpoint cost control opportunities.
• Prepared and reviewed financial information, including invoices, receipts, expense reports, profit and loss statements, and balance sheets.
• Maintained relationships with customers, vendors, and suppliers and addressed questions or concerns promptly.
• Coordinated daily and weekly work schedules based on crew availability, equipment, customer needs, and job priorities.
• Adjusted schedules when weather, emergencies, or unexpected circumstances affected planned work.
• Oversaw compliance with business requirements, ensuring all necessary documentation was accurate and up to date. such as insurance, licensing, vehicle registration, permits, and operational records.
• Assisted with business planning and made day-to-day decisions to keep operations organized and financially stable.

• Assisted customers with questions and concerns related to their accounts, banking products, and services.
• Collaborated with Preferred Sales Agents and managers to identify and resolve customer needs, ensuring consistent service delivery.
• Provided customer service and financial support in a fast-paced inbound call center while maintaining accuracy and managing multiple responsibilities.
• Worked closely with Preferred Sales Agents and managers to address customer needs and provide consistent service.
• Resolved customer complaints by clearly articulating available options and next steps, contributing to improved customer satisfaction.
• Educated customers on financial products and services tailored to their individual banking needs, enhancing their understanding and engagement.
• Updated account information and maintained accurate customer records.
• Maintained professionalism and composure while working in a high-volume environment with changing priorities.
• Resolved customer concerns independently and collaborated with coworkers and management for support.

Relevant areas of study include cybersecurity, information systems, networking, computer hardware, data analysis, and technical communication.

• 4.0 GPA, University of Maryland Global Campus, 2026

Academic Honors & Memberships

• Alpha Sigma Lambda National Honor Society — Member
• The National Society of Leadership and Success (NSLS) — Member