Elizabeth Morris
Hartselle,Al
Summary
- Seeking a position as a data entry specialist where I can maximize my accurate keyboard skills in a demanding work environment.
- Proven efficiency and compliance year after year through random internal audits
- Cash flow reports, debit/credits, general ledgers
- Management Experience
- Accurate Data Entry with logbooks and records of activities and tasks
- OJT / Staff Trainer
- Inside Sales / Proven Continuous Growth
- Accounts Payable / Accounts Receivable
- Cash Handling / Large Cash Flow / Petty Cash
- Detail Oriented / Consistent Accuracy
- QuickBooks / All Microsoft Office 365 Products / SAP
Overview
30
30
years of professional experience
Work History
Office Manager / Bookkeeper
Legacy Outdoor Services
08.2023 - Current
- Managed accounts receivable and accounts payable for multiple clients.
- Processed & reconciled invoices.
- Recorded daily financial transactions, ensuring complete accuracy of financial records.
- Prepared financial statements for review.
- Utilize QuickBooks to streamline and automate financial processes.
- Monthly reconciliation of bank statements and credit card accounts.
- Inventory tracking.
- Processed payroll and payroll, taxes, and QuickBooks.
- Organize and filed looseleaf paperwork and documentation.
- Reviewed and processed employee expense reports.
- Processed and distributed male from constituency daily.
Accounts Management Specialist
Professional Financial Services
01.2021 - 01.2023
- Ensure all branch actions are in compliance with state and federal regulations and Company policies regarding lending, collections, repossession, cash management and employment activities
- Assist with vehicle appraisals, acquisition/disposal
- Evaluating loan applications and determine proper loan structure (determining advance, term, rate &
- Dealer service calls for growth.
- Performs collection activities on delinquent accounts
- Performs Skip Tracking and other locate activities
- Assist in Repossession Management
- Assists in completing and maintaining credit insurance claims: entering data into designated database and forms
- Respond to requests for information and access relevant files complying with data integrity and security policies
- Performs welcome calls to create rapport with and educate new customers for future professional successful relationships.
- Acts as back up to Administrative Assistant to receive loan payments, post payments to customer accounts, maintain cash drawer accuracy and security, prepare and submit office bank deposits and checkbook transactions, funds loans, verification of insurance and employment
- Solicits, prepares, and processes personal loan applications and renewals, in applicable states
- Closes approved personal loans, in applicable states.
Branch Sales Specialist
W.W. Grainger, Inc.
01.2018 - 01.2021
- Capitalized on all sales opportunities: by exceeding the customer's experience I consistently created loyalty which ultimately led to new accounts for profit and growth
- One of only seven branches nationwide within Grainger to have successful growth and profit for 2020 amid COVID-19
- This was achieved in a branch of four employees: execution of team collaborations and dedication
- Monthly audit reporting on the branch's efficiency and compliance
- In house records keeper overseeing the compliance of data integrity
- Maintain own office equipment and stationery supplies
- All aspects of warehouse responsibilities: shipping, receiving, inventory counts, etc...
Senior Customer Service Representative
Verizon Wireless
01.2008 - 01.2010
- Followed up on clients' billing disputes
- Maintained 95% quality adherence every month through random call monitoring
- Addressed customer service inquiries in a timely and accurate fashion
- Marketing numerous different products and new services to current customers
- Technical Troubleshooting.
Customer Retention Specialist/Team Lead
Directv Inc.
01.2006 - 01.2008
- Built customer loyalty by placing follow-up calls for customers who reported product issues
- Addressing a wide spectrum of clients' Technical Troubleshooting
- De-escalated calls where irate customers had requested to speak with supervisor
- Provided training and cross-training support to new employees on effective quality call handling and business etiquette.
Loan and Collections Officer
American General Finance
01.2003 - 01.2005
- Kept company delinquency goals in line by setting up payment arrangements over the phone or out in the field
- Conducted industry analysis to access worthiness of debt rescheduling
- Recommended legal action or repossession requests when appropriate
- Inventory review of documents and supplies
- Executed loan origination process including ordering credit reports, appraisals and title reports
- Processed account payments and maintained cash drawer with accuracy.
Senior Customer Service Representative
CitiFinancial Corporation
01.2000 - 01.2003
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
- Review loan agreements to ensure that they are complete and accurate according to policy
- Approve loans within specified limits and refer loan applications outside those limits to management for approval
- Negotiate payment arrangements with customers who have delinquent loans.
Assistant Manager/Branch Manager
1st Franklin Financial
01.1995 - 01.2000
- Prepared month-end budget analysis, delinquency and loan production reports as needed
- Implemented a successful training program for my district
- Balanced General Ledger accounts daily
- Appeared in small claims and bankruptcy courts as required
- Processed skip tracing to locate charged off and 120+ accounts
- Performed desk reviews each week to ensure loan production/collection goals being met
- Prepared loans for charge off review
- Kept company delinquency goals in line by setting up payment arrangements over the phone or out in the field
- Approve loans within specified limits and refer loan applications outside those limits to management for approval.
Education
AAS - OFFICE ADMINISTRATION/ACCOUNTING SUPPORT SPECIALIST
JEFFERSON STATE
12.2019
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Payroll Processing
- Bookkeeping
- Account Reconciliation
- Credit and collections
- Training and Development
References
Professional and personal references available upon request.
Timeline
Office Manager / Bookkeeper
Legacy Outdoor Services
08.2023 - Current
Accounts Management Specialist
Professional Financial Services
01.2021 - 01.2023
Branch Sales Specialist
W.W. Grainger, Inc.
01.2018 - 01.2021
Senior Customer Service Representative
Verizon Wireless
01.2008 - 01.2010
Customer Retention Specialist/Team Lead
Directv Inc.
01.2006 - 01.2008
Loan and Collections Officer
American General Finance
01.2003 - 01.2005
Senior Customer Service Representative
CitiFinancial Corporation
01.2000 - 01.2003
Assistant Manager/Branch Manager
1st Franklin Financial
01.1995 - 01.2000
AAS - OFFICE ADMINISTRATION/ACCOUNTING SUPPORT SPECIALIST
JEFFERSON STATE
Similar Profiles
Michaela HillMichaela Hill
Office Manager at Outdoor LegacyOffice Manager at Outdoor Legacy
Tycho SwartTycho Swart
Wilderness Field Guide at Legacy Outdoor Adventures/ Juniper Canyon RecoveryWilderness Field Guide at Legacy Outdoor Adventures/ Juniper Canyon Recovery
Evan GraberEvan Graber
Landscaping Crew Leader at JnL Outdoor ServicesLandscaping Crew Leader at JnL Outdoor Services
VICTORIA NELSONVICTORIA NELSON
Registered Nurse at CHILDREN'S OF ALABAMARegistered Nurse at CHILDREN'S OF ALABAMA
Jasmin SchafferJasmin Schaffer
Leasing Consultant at Somerset at MadisonLeasing Consultant at Somerset at Madison