Multi-talented business generalist with 10 years of financial management and customer service experience. Prepares and organizes materials, solves problems with minimal input and satisfies diverse daily needs. Adept at switching roles smoothly, completing simultaneous tasks with attention to detail and quality, and passionate about technology and software.
Overview
12
12
years of professional experience
Work History
Financial Analyst II
Copmutershare
12.2023 - Current
Monitored and analyzed of pooled loans to determine non-compliance, communication of information to investors.
Managed daily cash reconciliation in Excel for Collateralized Loan Obligations, meticulously allocating funds to respective accounts.
Facilitated weekly transfers of millions of dollars with precision and accuracy.
Engaged in client discussions & meetings to meet their reporting and cash reconciliation needs, ensuring prompt and tailored solutions.
Collaborated within cross-functional teams, contributing to seamless operations and client satisfaction.
Applied advanced Excel skills to organize extensive datasets, priming them for streamlined reporting processes.
Partnered with colleagues across departments to effectively address client requirements and enhance service delivery.
Provided remittance and correction information to servicer.
Bank Teller
Queenstown Bank
01.2023 - Current
Responsible for processing financial transactions for over 70+ customer daily including check cashing, withdrawals, deposits, and loan payments, utility payments, savings bonds, cash advances, change orders, and issue official checks
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches to distribute and receive cash from customers, balance cash drawer daily, and verify cash is being received and returned to vault
Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Supply Chain Generalist
Green Product Enterprises
01.2018 - 01.2023
Proficiently managed company finances through Online QuickBooks including accounts receivable and payable, created invoices, chart of accounts, record day-to-day transaction, online banking reconciliation, and billing
Prepared month-end balance sheet reconciliations including but not limited to recording transaction, creating reports, tracking income, and checking expense figures for accuracy and legitimacy
Created daily bank deposits of checks and credit cards as well as assisting with cash payments, maintaining financial accuracy and security
Developed and maintained payroll processes and procedures, resulting in 30% reduction in processing time
Effectively liaised with external stakeholders to promptly and accurately reconcile account discrepancies
Forecasted supply needs, ensuring optimal inventory management and financial security
Customer Service Specialist
Green Product Enterprises
01.2016 - 01.2018
Managed 50+ customer calls and emails per day troubleshooting issues for consumer with product creating step-by-step solutions to their problems which increased sales by 10%
Conducted regular audits of shipping documentation and invoices, identifying and rectifying discrepancies to prevent financial losses
Efficiently solved shipping discrepancies and consumer dilemmas and insured payments were processed
Offered internal and external customers first-rate customer service to maximize satisfaction and business success
Clinical Medical Assistant
Dr. Lanway Ling, M.D, Family Medicine
01.2015 - 01.2016
Managed full day-to-day clinical and administrative functions, encompassing vital sign assessments, prescription coordination, pharmacy refill management, scheduling, inventory management, and electronic medical record software data management for 500+ patients
Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment while upholding highest standards of privacy and confidentiality inv strict adherence to HIPAA regulations
Enhanced patient outcomes by providing knowledgeable education on procedures, medications, and other physician instructions
Showcased outstanding proficiency throughout160-hour externship, resulting in selection for permanent employment
Mobile Barista
Waterman Joe’s
01.2012 - 01.2013
Managed cash only coffee truck running daily activities including open and close, cash balancing, machine maintenance, and inventory management
Handled over $600 in cash and maintained awareness of cash flow during high volume customer hours
Pleasantly interacted with customers during hectic periods to promote fun, positive environment
Built rapport with customer by listening carefully to requests and created personalized, delicious beverages, which improved sales
HM&E Configuration Program Manager at Ships Forces Logistics Center - US. Coast GuardHM&E Configuration Program Manager at Ships Forces Logistics Center - US. Coast Guard