Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Generic

G. Maylene Bennett

Gold Hill,OR

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Co-Owner/Office Manager

Centerfield, LLC
Gold Hill, OR
01.2024 - Current
  • Developed and implemented office policies and procedures.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Maintained accurate records of accounts payable and receivable transactions.
  • Processed payments to vendors via checks or electronic transfers.
  • Filed documents relating to Accounts Payable and Receivable activities accurately in an organized manner.
  • Posted customer payments by recording cash, checks and credit card transactions.
  • Used judgment and initiative in handling confidential matters and requests.
  • Maintained filing system for records, correspondence and other documents.
  • Ordered supplies and equipment to maintain adequate inventory levels.

Investment Processor

1031 Capital Solutions
Portland, OR
04.2022 - 09.2022
  • Received and reviewed incoming documents and materials
  • Prepared Broker Dealer and Sponsor documents for accredited investors seeking to conduct a 1031 Exchange; utilized DocuSign to facilitate investor signatures on documents
  • Created new WorkFlow and uploaded required Broker Dealer, Sponsor, and supporting documents; downloaded approved documents into client shared drive in OneDrive
  • Coordinated with Qualified Intermediary and Sponsor to ensure smooth and efficient closing
  • Entered investment details into RedTail and completed closing checklist in Trello.

Legal Operations Processor

Wells Fargo Bank
Portland, OR
09.2019 - 03.2022
  • Reviewed and interpreted various legal documents to determine (a) type of account to be opened, i.e
  • Guardianship, Conservatorship, Estate and (b) document met requirements per bank policy; advised bankers regarding reason for decline and action/correction/type of document required for approval
  • Brought forth the ability to work simultaneously in multiple complex computer programs/databases resulting in a productivity score of 100%
  • Applied strong attention to detail to ensure the highest level of data entry accuracy and adherence to bank security policies resulting in a consistent Quality Assurance score of 99%
  • Cross Trained in Level 2 responsibilities to support Department Lead.

Certified Alcohol and Drug Counselor

Volunteers Of America
Portland, OR
07.2017 - 04.2018
  • Worked in collaboration with Child Welfare Case Workers to screen clients for eligibility to FIT Program services; educated case workers and potential clients regarding FIT Program services and benefits
  • Utilized Microsoft Word to Created an ASAM assessment document from findings of client screening interview, court documents, and complex child welfare case notes
  • Understood and abide by federal regulation of Alcohol and Drug information, 42CFR Part 2 and HIPAA regulations for client confidentiality.

Certified Alcohol and Drug Counselor

Cascadia Behavorial Healthcare
Portland, OR
05.2016 - 06.2017
  • Supported the Addictions Team as the CADC for the DUI Program
  • Provided education on DUI Laws and other required curriculum Created monthly progress reports to County Evaluators and/or Judges
  • Maintained accurate and up-to-date documentation in client electronic medical record associated with billing, assessment, treatment, client progress, consultation, contacts, and other activities in a manner that assured compliance with agency policies and government regulations.

Education

High School Diploma -

Glencoe High School

Skills

  • Microsoft Outlook
  • MS Office
  • OneDrive
  • SharePoint
  • Adobe Acrobat
  • DocuSign
  • Business correspondence
  • Scheduling
  • Effective Time Management
  • Critical thinking and problem solving
  • Ability to work under pressure
  • Reading and interpreting legal documents and reports
  • Records Management
  • Customer Relations
  • Purchasing and planning
  • Quickbooks
  • Payment Scheduling
  • Account Reconciliation
  • Petty cash management
  • Invoice Processing
  • Payment Processing
  • General ledger maintenance
  • Accounts Receivable
  • Accounts Payable

Personal Information

Title: General Clerical/Office Specialist/Customer Service Specialist

Certification

  • Certified Alcohol and Drug Counselor

Timeline

Co-Owner/Office Manager

Centerfield, LLC
01.2024 - Current

Investment Processor

1031 Capital Solutions
04.2022 - 09.2022

Legal Operations Processor

Wells Fargo Bank
09.2019 - 03.2022

Certified Alcohol and Drug Counselor

Volunteers Of America
07.2017 - 04.2018

Certified Alcohol and Drug Counselor

Cascadia Behavorial Healthcare
05.2016 - 06.2017

High School Diploma -

Glencoe High School
  • Certified Alcohol and Drug Counselor
G. Maylene Bennett