Joanely Buettner
Richlands,NC
Summary
- Demonstrated strong analytical and problem-solving skills with a proven track record of managing multiple priorities and meeting deadlines. Achieved a 99% accuracy rate while completing an average of 600-700 cases monthly. Experienced in creating policies and procedures, contributing to improved reporting processes. Highly adaptable with excellent organizational and time management abilities, thriving in remote work environments.
Overview
2027
2027
years of professional experience
Work History
Financial Operations Specialist III
First Citizens Bank
01.2022 - Current
- Process complex equipment finance transactions while maintaining strict SLA requirements.
- Review and complete financial cases ensuring accuracy and compliance with internal procedures.
- Process LOC, I1, I2, and I3 transactions.
- Perform daily reporting including Gain/Loss Reviews, Disposition Reports, Deal Reviews, and Buyout-to-Return processing.
- Complete account modifications including ACH removals, tax adjustments, title fee updates, due date changes, asset modifications, and account restructures.
- Process disposition requests, zero tolerance reviews, lift/reapply transactions, and account merges.
- Serve as backup support across multiple operational functions.
- Assist with dealer payables and additional department responsibilities as needed.
- Maintain accuracy while managing high-volume workloads in a fully remote environment.
Relationship Specialist III
CIT Bank
01.2018 - 12.2021
- Reviewed financial data to identify account discrepancies and assess potential risks.
- Managed delinquent accounts and lease inquiries through comprehensive account analysis.
- Processed invoice corrections, reconciliations, end-of-lease requests, and account adjustments efficiently.
- Created manual invoices while ensuring compliance with accuracy standards.
- Collaborated with internal departments to resolve complex account issues effectively.
- Conducted user acceptance testing (UAT) for enhancements in Premier Pega system.
- Partnered with Learning & Development to create training materials for new employees.
- Maintained high standards of quality, accuracy, and customer satisfaction throughout processes.
Contracts Administrator
United Business Technologies
2017 - 2018
- Managed billing processes for government contract accounts to ensure compliance and accuracy.
- Reviewed contract renewals while analyzing data to confirm billing precision.
- Processed invoices and rectified discrepancies to maintain financial integrity.
- Coordinated efforts across departments to address contract and invoicing challenges.
- Oversaw collections and entered meter data into automated systems for efficiency.
- Supported contract sales representatives by addressing account-related inquiries.
Assistant Manager
Roy Rogers Restaurants
02.2014 - 03.2017
- Supervised and trained team members while managing daily operations.
- Conducted employee performance evaluations and provided coaching to enhance skills.
- Resolved customer concerns, ensuring exceptional service standards were maintained.
- Managed inventory budgets, scheduling, and overall operational performance.
- Ensured compliance with health and safety regulations across all operations.
Education
High School Diploma -
Walkersville High School
Walkersville, MDSkills
- Microsoft Excel, Word, and PowerPoint
- Outlook and Salesforce
- Pega and InfoLease
- Financial reporting
- Data entry and quality assurance
- Process documentation
- UAT testing
Timeline
Financial Operations Specialist III
First Citizens Bank
01.2022 - Current
Relationship Specialist III
CIT Bank
01.2018 - 12.2021
Assistant Manager
Roy Rogers Restaurants
02.2014 - 03.2017
Contracts Administrator
United Business Technologies
2017 - 2018
High School Diploma -
Walkersville High School