ELIZABETH WHITWELL
Prescott,Arizona
Summary
Motivated , enthusiastic working mom. Open minded and tactful with professionals and non-professionals at all levels. Flexible and versatile; able to maintain a sense of humor yet maintain professionalism. Poised and competent with demonstrated ability to easily transcend cultural differences. Seek challenges in whatever I do, to become a top performer. Excellent team-building skills; always eager to try something new to develop myself and improve the work environment, as well as co-worker relations. My past work experience has provided me with a diverse platform from which I have developed the necessary skills to succeed in a variety of environments.
Overview
27
27
years of professional experience
Work History
FULL CHARGE BOOKKEEPER
TRINITY PAYMENT SOLUTIONS
Prescott, AZ
02.2020 - Current
- Verified postings to ledgers to confirm accurate entry and account balances.
- Eliminated discrepancies in finances by documenting expenses, monitoring income, handling bank deposits and managing statements.
- Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
- Managed Residual Reporting: residual auditing for credit card processor. Paid partners and commissions.
- Communicated regularly with clients regarding billing inquiries, resolving disputes fairly and maintaining strong professional relationships.
- Monitored transaction data for anomalies through monthly audits and communications with banks to correct errors.
OFFICE MAINTAINANCE
PRESCOTT NATUROPATHIC GROUP
Prescott, AZ
04.2000 - 03.2020
- Inspected facility and grounds
- Maintain all office property
BOOKKEEPER AND DONOR PROCESSOR
WORLD MISSIONARY ASSISTANCE PLAN
Prescott, Arizona
09.2015 - 04.2019
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Recorded deposits into Quick Books, reconciled monthly bank accounts and tracked all expenses.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
- Researched and implemented a new Donor Software to organization
- Created proprietary procedures for each area of bookkeeping position.
- All Accounts Payable and Receivable
- Compiled all monthly and Bi-Weekly reports outlining financial information
- Reconciled account information and reported figures in general ledger by comparing to bank account statement.
- Processed all donations and incoming mail.
- Completed all entries and reports into Donor Perfect software.
SALES AND SERVICE SPECIALIST
BANK OF AMERICA
Prescott, AZ
09.2014 - 09.2015
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act
- Created strategies to develop and expand existing customer sales.
- Maintained confidentiality of bank records and client information.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
TELLER OPERATIONS SUPERVISOR
BANK OF AMERICA
Prescott, AZ
12.2009 - 09.2014
- Sole cash vault custodian
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Trained and directed new hires
- Led and educated tellers on all bank functions
- Maintained sales goals and coached to tellers goals
- Developed and maintained relationships with local businesses
- Maintained friendly and professional customer interactions.
- Oversaw inventory and office supply purchases.
- Maintained confidentiality of bank records and client information.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Counted cash drawers and made bank deposits.
- Identified sales opportunities and referred customers to branch partners in financial services.
ASSISTANT MANAGER
BUCKLE
Prescott, AZ
01.2008 - 12.2009
- Counted cash drawers and made bank deposits.
- Interviewed job candidates and made staffing decisions.
- Maintained sales goals for store
- Reordered inventory when it dropped below predetermined levels.
- Increased profits through effective sales training and troubleshooting profit loss areas.
- Reported to the district manager regarding all store and staff issues.
- Completed profit and loss performance reports.
- Trained and developed new associates on POS system and key sales tactics.
- Conducted store inventories once per quarter.
SENIOR BANK TELLER
ARIZONA STATE CREDIT UNION
Prescott, AZ
06.2003 - 08.2004
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Coordinated daily cash reconciliation at a high-volume location.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Sold cashier's checks, traveler's checks and money orders.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Advised clients on mortgage, educational and personal loans.
- Maintained friendly and professional customer interactions.
ASSISTANT MANAGER AND STORE MANAGER
ANCHOR BLUE
Prescott, AZ
04.1999 - 06.2003
- Developed a comprehensive training program for new sales associates.
- Planned and directed staff training and performance evaluations.
- Contacted customers by phone and email in response to inquiries.
- Trained and developed new associates on POS system and key sales tactics.
- Completed profit and loss performance reports.
- Reported to the district manager regarding all store and staff issues.
- Scheduled and led weekly store meetings for all employees.
- Examined merchandise to verify that it was correctly priced and displayed.
Education
High School Diploma -
PRESCOTT HIGH SCHOOL
Prescott, AZ2000
Skills
- Budgeting and finance
- Project management
- Strong verbal communication and team leadership
- Payroll Processing, 401K and benefits liaison
- Data entry and management
- Risk management processes and analysis
- 20 years in customer service
- Experience with Microsoft Office, Word, Excel, and multiple payment processing platforms
- Accounts Receivable and Payable
- Thrive in deadline-driven environment
- Cash handling expertise
- Ledger and balance sheet competency
- Payment processing: Transaction auditing, merchant services
Objective
To obtain a job in a comfortable atmosphere with friendly co-workers who acknowledge hard work and dedication- a job which welcomes my outgoing personality and allows me to utilize all my skills. An environment which also understands and respects the needs of a mother of three that attend school and have extracurricular activities that are important to their development.
Timeline
FULL CHARGE BOOKKEEPER
TRINITY PAYMENT SOLUTIONS
02.2020 - Current
BOOKKEEPER AND DONOR PROCESSOR
WORLD MISSIONARY ASSISTANCE PLAN
09.2015 - 04.2019
SALES AND SERVICE SPECIALIST
BANK OF AMERICA
09.2014 - 09.2015
TELLER OPERATIONS SUPERVISOR
BANK OF AMERICA
12.2009 - 09.2014
ASSISTANT MANAGER
BUCKLE
01.2008 - 12.2009
SENIOR BANK TELLER
ARIZONA STATE CREDIT UNION
06.2003 - 08.2004
OFFICE MAINTAINANCE
PRESCOTT NATUROPATHIC GROUP
04.2000 - 03.2020
ASSISTANT MANAGER AND STORE MANAGER
ANCHOR BLUE
04.1999 - 06.2003
High School Diploma -
PRESCOTT HIGH SCHOOL