Jamie M. Carlson
138 Elmwood Dr. Helena,MT
Summary
Experienced individual providing high-quality and responsive customer service to various departments, students and families. Highly organized and detail-oriented with great multitasking and task prioritization skills. Results-driven candidate with successful track record of providing administrative support in busy office environments. Adept at handling multiple projects and prioritizing tasks. Also, able to implement policies and systems while adhering to regulations. Accounts receivable, account reconciliation and extensive financial knowledge through several years of financial experience.
Overview
36
36
years of professional experience
Work History
Assistant Registrar
Carroll College
2012.03 - Current
- Responsible for transfer and non-course credit evaluations and management of credit postings for all incoming and currently enrolled Carroll College student
- Makes discretionary decisions about transfer equivalencies within the bounds of institutional, Core Curriculum, and departmental policies and with limited guidance from the Registrar
- Collaborates with other units across the institution to coordinate intake processes for the academic records of incoming transfer, postbac, and graduate students managing waivers and overrides when allowed by Policy
- Flags potential advising issues for follow-up during scheduling and registration
- Manage e-transcripts and work with National Student Clearinghouse for Degree and Enrollment Verifications
- Administrator of IB
- Manages Graduate Programs with registering and program set up and sits on ACNU Approval Committee
- Process Notifications of Academic Dishonesty
- Evaluate and post AP, IB and CLEP credits
- Assist with the preparation and conducting of the Graduation Ceremony
Account Manager Supervisor
First Interstate Bank Holding Company
1994.01 - 1999.01
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Educated clients on new products or services to increase customer engagement with brand.
- Developed and implemented strategies to increase client retention.
- Liaised with marketing and sales teams to develop targeted campaigns.
- Resolved customer card and billing problems.
- Responsible for monthly billing and invoicing remittance for the Montana Independent Banks.
- Researched and solved data programming issues.
- Presented at potential customer bank locations and seminars.
- Coordinated the Annual Users' Conference for the Network.
- Created the monthly newsletter.
- Worked closely with advertising agencies for ongoing media.
- Supervised the coordination of training videos and material.
- Resolved customer complaints
- Coordinated Annual Operations Seminars in North Dakota, Wyoming and Montana.
- Oversee the Account Management Customer Relations Staff,
Accounting Department/Accounting Assistant
First Interstate Bank Commerce
1989.01 - 1994.01
- Reconciled FIB Denver Corresponding Bank Accounts and made appropriate GL entries
- Reconciled official checks, initiated wire transfers, entered and balanced federal funds and maintained ledgers
- Provided support to Accounts Payable, Federal Funds Daily Balancing
Operations Assistant
First Interstate Bank Commerce
1988.01 - 1991.01
- Processed daily deposits, entered appropriate write-off amounts to GL, balanced fed cash letter and deposits, balancing of proof blocks, NSF check processing, statement processing and provided service to other Departments such as the Trust, Marketing and Real Estate Departments to name a few
Education
Bachelor of Science - Business Administration-Accounting Option
Montana State University
Billings MT08.2024
Skills
- Excellence in customer Service with students, families, members of the Carroll organization including Administration
- Detailed and multi tasking individual
- Meets deadlines and can work in a fast paced environment
- Experience with many areas of Accounting including correspondent bank accounts, A/R, A/P, financial and number analysis
Accomplishments
Staff Advisory - Chairperson, Academic Year 2022-2023
Staff elected member for two terms, 2019-2021 and 2021-2024
References
Cassie E. Hall, former Registrar, Carroll College
406-431-1832
Brandy Keely, Veteran Education and Training Specialist for the State Approving Agency, Department of Labor
406-461-6000
Dayle Williams, Associate Registrar, Carroll College
406-459-7691
Timeline
Assistant Registrar
Carroll College
2012.03 - Current
Account Manager Supervisor
First Interstate Bank Holding Company
1994.01 - 1999.01
Accounting Department/Accounting Assistant
First Interstate Bank Commerce
1989.01 - 1994.01
Operations Assistant
First Interstate Bank Commerce
1988.01 - 1991.01
Bachelor of Science - Business Administration-Accounting Option
Montana State University
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