Diane Stewart
ROK Mechanical & Refrigeration, LLC
Ocala,United States
8
years of professional experience
Experienced office manager with a strong background in customer service, billing, payroll processing, and document review. Skilled at keeping operations organized, accurate, and on schedule while handling sensitive information with care.
Work History
Office Manager
3 Years 1 Month- Managed daily office operations, coordinating scheduling, communications, and administrative workflows.
- Coordinated accounts payable and receivable processes to support timely billing and collections.
- Maintained accurate records for invoices, purchase orders, and service documentation.
- Streamlined dispatch support by organizing technician schedules and customer service requests.
- Supported payroll, onboarding, and employee documentation to ensure smooth administrative processing.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering requisitions and stocking and shipment receiving.
- Excellent communication skills, both verbal and written.
Bank Teller
2 Years 4 Months- Processed deposits, withdrawals, and loan payments while maintaining accurate cash drawer balances.
- Verified customer identification and completed transactions in accordance with banking policies and compliance procedures.
- Balanced daily cash activity and prepared end-of-day settlement records.
- Resolved account inquiries and directed customers to appropriate branch services.
- Promoted deposit products and account services through clear customer communication.
- Supported branch operations by handling night deposits, coin orders, and cash shipments.
- Identified transaction discrepancies and escalated issues for prompt resolution.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Office Manager
2 Years 4 Months- Improved office procedures by standardizing filing systems and strengthening internal communication.
- Monitored office supplies, vendor orders, and equipment needs to prevent workflow disruptions.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Prepared reports, correspondence, and job files with consistent accuracy and confidentiality.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Managed invoicing, payment posting, and account reconciliation across active receivables records.
- Resolved billing discrepancies by reviewing invoices, contracts, and customer account details.
- Processed credit memos, adjustments, and account updates while maintaining accurate ledger records.
- Monitored overdue accounts and coordinated collection efforts to support cash flow.
- Prepared billing statements and supporting documentation for internal review and customer inquiries.
Education
High School Diploma
Skills
Office management
Office coordination
Organizational management
Data management
Accounts reconciliation
Billing management
Payroll administration
Regulatory compliance
Customer service
Client verification
Timeline
Office Manager
ROK Mechanical & Refrigeration, LLC
08.2023 - 09.2026Read More
Bank Teller
Somerset Trust Company
04.2021 - 08.2023Read More
Office Manager
Ridgetop Orchards, LLC
01.2019 - 05.2021Read More
Hampshire High School
High School Diploma
Read More
Notary Public
PA Licensed Notary Public