JoAnna Bryant
Moselle,MS
Summary
Results-driven Bookkeeper and Title Clerk with a proven track record at Ramey Motors LLC, excelling in financial recordkeeping and customer relations. Expert in QuickBooks and bank reconciliation, I enhanced cash flow management and streamlined title processing, significantly reducing discrepancies and improving client satisfaction through proactive communication and relationship building.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Bookkeeper and Title Clerk
Ramey Motors LLC
Purvis
09.2021 - Current
- Maintained accurate financial records using QuickBooks and Excel.
- Processed accounts payable and receivable transactions efficiently.
- Reconciled bank statements to ensure accuracy of financial data.
- Assisted in preparing monthly financial reports for management review.
- Collaborated with team members to improve bookkeeping processes and accuracy.
- Implemented filing systems to enhance retrieval of financial documents.
- Monitored cash flow and identified discrepancies for timely resolution.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Completed tax forms in compliance with legal regulations.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Maintained compliance with tax laws, ensuring timely filing of all required documents.
- Reduced financial discrepancies by performing monthly reconciliations of bank accounts.
- Matched purchase orders with invoices and recorded necessary information.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Processed vehicle titles and registrations efficiently, ensuring compliance with state regulations.
- Verified accuracy of documentation for title transfers, reducing errors in processing.
- Collaborated with sales team to facilitate smooth vehicle delivery and title transfer procedures.
- Implemented improvements in title tracking systems, enhancing overall workflow efficiency.
- Communicated with customers to resolve common title issues.
- Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
- Assisted customers with complex title issues, providing guidance and support throughout the resolution process.
- Calculated and remitted state sales tax, service, and other charges.
- Contacted State Motor Vehicle Department to determine status of pending titles.
- Maintained compliance with state regulations by staying up-to-date on changes in laws pertaining to titles and registrations.
- Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
- Kept up-to-date with state and federal regulations to prevent errors and fraud.
- Collected taxes and fees, submitted payments and issued receipts.
- Tracked pending titles using spreadsheet software, ensuring timely follow-up with clients and other stakeholders.
- Increased team efficiency through cross-training initiatives, fostering a versatile workforce capable of handling multiple responsibilities within the department.
- Fostered positive relationships with customers, addressing concerns and guiding them through title transfer process with empathy and expertise.
- Improved customer satisfaction by providing detailed explanations of title transfer processes and requirements.
- Optimized customer experience, responding promptly and professionally to inquiries regarding title status and requirements.
- Analyzed title documents to identify potential issues and resolve any discrepancies.
Title Clerk
Lamar County Tax Office
Purvis
09.2014 - 09.2021
- Processed vehicle title applications, ensuring compliance with state regulations.
- Verified documentation accuracy to prevent processing delays and errors.
- Assisted customers in understanding title transfer procedures and requirements.
- Maintained organized filing system for titles and related documents.
- Collaborated with tax assessors to resolve discrepancies in ownership records.
- Trained new staff on title processing software and office protocols.
- Monitored updates to state title laws, ensuring office procedures remained compliant.
- Managed high-volume workload while maintaining strict attention to detail in verifying ownership documents and registration forms.
- Communicated with customers to resolve common title issues.
- Expedited the title transfer process, closely monitoring timelines and proactively addressing any potential delays.
- Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
- Enhanced customer satisfaction by providing timely and accurate title information for vehicle transactions.
- Calculated and remitted state sales tax, service, and other charges.
- Assisted customers with complex title issues, providing guidance and support throughout the resolution process.
- Conducted thorough research on lien releases, ensuring proper documentation was obtained for each transaction.
- Contacted State Motor Vehicle Department to determine status of pending titles.
- Maintained compliance with state regulations by staying up-to-date on changes in laws pertaining to titles and registrations.
- Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
- Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
- Streamlined title processing by efficiently managing documentation and maintaining accurate records.
- Kept up-to-date with state and federal regulations to prevent errors and fraud.
- Created a centralized filing system that allowed easy access to pertinent information about each client''s vehicle title status or history.
- Collected taxes and fees, submitted payments and issued receipts.
- Developed strong relationships with external partners such as banks, insurance companies, and government agencies to facilitate seamless transactions.
- Educated clients on the importance of title integrity by explaining the risks associated with incorrect or missing documentation.
- Increased team efficiency through cross-training initiatives, fostering a versatile workforce capable of handling multiple responsibilities within the department.
- Strengthened team collaboration, sharing insights and strategies with peers to collectively overcome challenges.
- Improved customer satisfaction by providing detailed explanations of title transfer processes and requirements.
- Enhanced accuracy of document processing by meticulously reviewing and verifying titles and registrations for errors.
- Optimized customer experience, responding promptly and professionally to inquiries regarding title status and requirements.
- Minimized risk of fraud, conducting in-depth verification of signatures and identification on title documents.
Education
No Degree -
Homeschooling
Lumberton, MSGED -
Pearl River Community College
Poplarville, MS2011
Skills
- Bookkeeping
- Accounts receivable
- Accounting and bookkeeping
- Quickbooks
- Bank statement reconciliation
- Accounts payable
- Account reconciliation
- Bank reconciliation
- Financial recordkeeping
- Data inputting
- Expense tracking
- General ledger entries
- Customer relations
- Record preparation
- Cash flow management
- Superior attention to detail
- Confidential document control
- Accounts payable management
- Payroll liability and deductions
- Tax statement preparation
- Bill payment and recordkeeping
- Proactive and Self-motivated
- Relationship building
Certification
I am certified through the State of MS via MSU as a Collector of Revenue I, II, III. And I’ve kept my certifications through continuing education, also through MSU.
I’ve completed Accounting Fundamentals Certification April of 2023, also through MSU.
Timeline
Bookkeeper and Title Clerk
Ramey Motors LLC
09.2021 - Current
Title Clerk
Lamar County Tax Office
09.2014 - 09.2021
No Degree -
Homeschooling
GED -
Pearl River Community College