Jackie Murray
Milan,IN
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Secretary/Treasurer
Milan Elementary School
01.2024 - Current
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Entered data into system and updated customer contacts with information to keep records current.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
- Assisted coworkers and staff members with special tasks on daily basis.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Senior Member Service Representative
Honda Federal Credit Union
06.2023 - 01.2024
- Managed daily operations including balancing cash drawers, reconciling accounts, filing documents and maintaining security protocols.
- Processed cash,loan payments, and check deposits every day.
- Maintained accurate records of all transactions and interactions with members.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Assisted members with account opening and maintenance activities.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Completed day-to-day duties accurately and efficiently.
Finance Manager
Versailles IGA
11.2021 - 06.2023
- Weekly payroll, accounts receivable/payable
- Kept records and mailed statements on charge Accounts
- Calculated and prepared checks for utilities, taxes and other payments
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Reconciled Statements, made deposits and got cash needed for store to be able run efficiently.
Admissions,Dietary Director, Human Resources
The Waters of Batesville
04.2019 - 10.2021
- Collaborated with medical and program directors to establish and execute policies and procedures for the facility
- Made contact with prospective employees to set up face-to-face interviews
- Completed document faxing, bookkeeping and accurate filing
- Processed and conducted background checks for new employees.
Tax Preparer
Liberty Tax Service
12.2009 - 04.2016
- Advised clients to comply with IRS regulations and meet state and federal tax obligations
- Finalized and processed paperwork with local, state and federal government authorities
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns
- Represented clients under audit before IRS to prove compliance with federal tax laws
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Finance and Insurance Manager
Thornton's Motorcycle Sales
05.2011 - 02.2014
- Reviewed client documentation and contracts for discrepancies and mistakes
- Updated client account information and records in company databases
- Verified client financial information to determine creditworthiness and loan eligibility
- Informed customers of loan application requirements and deadlines
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies
- Reviewed credit histories from applicants and determined feasibility of granting requested loans
- Approved or denied loan applications and explained reasoning behind decisions
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Teller Associate
Vevay Deposit Bank
02.2000 - 02.2004
- Assisted customers by phone and in person by answering banking questions and recommending solutions
- Opened new accounts and served existing customers based on individual financial needs
- Processed sales transactions to prevent long customer wait times
- Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits and account services
- Gathered, reviewed and sent loan documents to customers by working closely with loan staff
- Built and maintained client relationships through quality, personalized interactions
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products
- Counted drawers and reconciled remaining cash to account for deposits and dispersals.
Education
Child Development
IUPUI
Indiana05-2008
Billing And Coding
University of Colorado At Boulder
05-2001
Skills
- Account Management
- Account Updating
- Calm and Professional Under Pressure
- Customer Relations
- Teamwork and Collaboration
- File management
- Calendar management
- Schedule management
- Accounts receivable and payable
- Office supply inventory
Accomplishments
I have had many accomplishments in my life, my family being the biggest. I have worked with children in many different settings over the course of the years as I was a Foster Parent for 18 years and a CASA for 5 years. My heart is helping people especially kids and seeing people succeed.
Certification
- I am an Indiana Notary
- I have a Level 3 Irs certification
Education and Training
other
Timeline
Secretary/Treasurer
Milan Elementary School
01.2024 - Current
Senior Member Service Representative
Honda Federal Credit Union
06.2023 - 01.2024
Finance Manager
Versailles IGA
11.2021 - 06.2023
Admissions,Dietary Director, Human Resources
The Waters of Batesville
04.2019 - 10.2021
Finance and Insurance Manager
Thornton's Motorcycle Sales
05.2011 - 02.2014
Tax Preparer
Liberty Tax Service
12.2009 - 04.2016
Teller Associate
Vevay Deposit Bank
02.2000 - 02.2004
- I am an Indiana Notary
- I have a Level 3 Irs certification
Child Development
IUPUI
Billing And Coding
University of Colorado At Boulder
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