Detail-oriented Account specialist with a strong background in account management, accurate processing, reconciliation, and enhancing operational efficiency. Demonstrates effective problem-solving and multitasking abilities to drive project success while communicating and delivering accurate financial insights.
Overview
1
1
Certification
32
32
years of professional experience
Work History
Consumer Banking Relationship Specilist
Bank OZK
01.2026 - Current
Provide timely and accurate information to clients regarding their accounts, transactions, and financial goals.
Cultivate a strong client relationship to enhance customer satisfaction and retention.
Process transactions accurately, ensuring compliance with banking regulations and policies.
Provide expert guidance on banking products and services, ensuring informed decision-making for clients.
Assist clients in understanding financial products, enhancing their banking experience.
Office Manager
Advanced Restoration Inc (1-800-Dry-Me-Out)
10.2023 - 12.2025
Managed customer communications, including emails and correspondence with clients, vendors, and insurance companies, ensuring timely responses to inquiries and fostering positive relationships.
Streamlined office operations to enhance workflow efficiency and team productivity.
Manage invoicing, billing payment processing, collections and issue resolution, as well as the preparation and organization of reports using required software and platforms.
Oversaw inventory management, optimizing supply levels for operational readiness and deadline adherence
Managed scheduling and logistics for restoration projects, ensuring timely resource allocation.
Real Estate Agent
SandPeak Realty
01.2016 - Current
Serve as a licensed Real Estate Agent, facilitating both buying and selling transactions for clients, including referrals from personal networks.
Utilize expertise in the Florida real estate market to guide clients through property transactions, ensuring a seamless and informed experience.
Developed comprehensive marketing strategies to promote properties and attract potential buyers.
Various Roles
Publix Supermarkets
01.1995 - Current
Serve in various roles, including Cashier, Customer Service Manager, and Assistant Customer Service Manager, demonstrating adaptability and a comprehensive understanding of store operations with the supervisor role of all money handling. (Check cashing, Western Union, Money Orders, Lotto sales, Daily reconcile of cashier & office balancing)
Train new hires as a Welcome to the Publix Family New Hire Trainer for the Western Region, fostering a strong customer service culture and facilitating smooth onboarding processes.
Support pharmacy operations as a Florida Registered & Certified Pharmacy Technician, ensuring compliance with regulations and delivering high-quality service.
Provide premier customer service in all positions, leveraging extensive experience to maintain high standards of customer satisfaction and operational efficiency
Title Office Manager
First Title Source
01.2020 - 01.2024
Managed daily office operations, including data entry, sales contract processing, escrow handling, and communication with clients, vendors, lenders, and realtors to ensure seamless workflow.
Coordinated scheduling and execution of closings, ensuring timely completion and adherence to deadlines.
Oversaw office supply orders and maintained office efficiency through effective resource management.
Oversaw office supply orders and optimized resource management to enhance overall office efficiency.
Performed notarization services for legal documents
Education
Business Associates Degree - Business
Pasco Hernando State College
01-1999
Skills
Account reconciliation
Collections
Customer service
Invoice processing
Detail oriented
Meet deadlines
Problem solving
Effective communication
Team collaboration
Ability to multitask
Integrity
Confidentiality
Certification
Licensed and Registered Pharmacy Technician, Florida, Licensed Real Estate Agent, Florida