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
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