Summary
Overview
Work History
Education
Skills
Training
References
Timeline
Generic

Juanita McCoy

Leadville,CO

Summary

* B.S. in Finance – Minor in Accounting - University of Wyoming, Laramie, Wyoming (2001 Graduate);

* Notary Public in the State of Colorado

* Customer Service experience (10+ Years) * Banking/Financial industry+ Customer Call Center (2 Years)

* Bookkeeping (A/P, A/R, Credit Card/Bank Reconciliation – 13+ Years)

* Supervisory experience (7 Years)

* Document Management/Examination (Real Estate contracts & Closing documents – 4 Years)


Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

21
21
years of professional experience

Work History

Administrative Assistant

Lake County Sheriff's Office
12.2022 - Current
  • Update, manage & maintain the expense budget for the Sheriff's operating budgets; includes Accounts payable, coding of transactions, uploading for finance to process; Apply and process deposits received; Check jail safe for booking & bond fees; Reconcile the inmate account; Order supplies; Arrange travel accommodations for deputies training; Process & update civil paperwork to be served; following up with a Return of service; Assist the citizens of Lake County with records requests (pulling dispatch notes, audio recordings and police reports); concealed carry permits; civil standbys; update teams calendar with events for the deputies and dispatch; attend budget meetings with county manager and BOCC.

Bookkeeper/Owner

Rocky Mountain BookWorks, LLC
01.2020 - Current
  • Provide bookkeeping services for clients; Responsibilities include posting/recording daily sales, reconciling bank & credit card accounts, accounts payable, accounts receivable, payroll, filing taxes, preparing, and printing financial reports.

Property Manager/Office Manager

Centennial Real Estate
09.2021 - 12.2022
  • Manage the office/work the front desk; manage phones; Update and maintain display/print advertising of real estate; accept and record rental payments from tenants; draft and execute rental leases for property management; record and prepare daily bank deposits; Inspect and document conditions of rental properties; arrange and coordinate maintenance work with contractors for rental properties; communicate with owners regarding maintenance issues and inspections on their properties.

Administrative Assistant

Lake County Department of Human Services
06.2021 - 09.2021
  • Provide customer service for the residents of Lake County to assist in applying for public assistance benefits – financial, medical, or food assistance by phone, email and fax; Issued EBT cards for food/medical assistance; submit PIN reset requests for EBT cards; check mail and document returned mail; answered phones and took messages for the Technicians;

Office/Billing Manager

Berkshire Hathaway HomeServices CO Properties
05.2017 - 05.2021
  • Provide customer service for walk-in inquiries; Invoice 100+ brokers monthly for in-house charges
  • Develop/create advertisement postcards, flyers, brochures, window displays, tv/monitor slideshows, email newsletters, and farm mailings
  • Order office supplies; schedule brokers; answer phones; check/deliver mail; process bank deposits, maintain cleanliness of the office
  • Utilize basic IT skills and troubleshoot IT issues, Proficient in Microsoft Office/Office365, conduct printer/internet set up and management; utilize various online programs and interfaces (not limited to, but listed below on page 2)
  • Data entry of property transactions; Verifies proper real estate documents are signed, collected, and archived.

Accountant II (HOA A/R & A/P)

East West Resorts
11.2016 - 03.2017
  • Invoiced 15+ condo associations for Quarterly, Reserve, Utility Usage and Special Assessments; Downloaded/applied owner payments from lockboxes with 3 different banks; Completed/submitted HOA status request forms for Title companies; Processed changes of ownership in the HOA records; Serviced HOA owners with their accounts; Processed bi-weekly A/P for HOAs; Processed A/R for HOAs; Monitored & reported Lien filings to HOA Property Managers; Notarized Notice of Liens/Lien Releases; Processed daily remote bank deposits;

Bookkeeper

Vail Resort Rentals, Inc.
07.2011 - 11.2016
  • Processed bookkeeping of over 6 HOAs, a Rental Pool and business operations for Vail Resort Rentals, Inc
  • Posted EFTs/Wire and cash/check payments; Invoiced owners for HOA dues; Processed A/P and A/R; reconciled credit card and 32 monthly bank statements; Invoiced for the rental program; created/applied invoices from employee timecards; prepared bank deposits; ordered office, maintenance, and housekeeping supplies; worked with outside contractors to resolve building, internet, and property issues; posted insurance certifications for all associations to their websites.

Customer Service Manager

Bank of the West
10.2010 - 05.2011
  • Supervised/scheduled employees; Approved/submitted time cards; handled customer complaints and account issues; filed/maintained customers' personal information in a confidential manner; Lead weekly staff meetings; Ordered/maintained cash levels for both branches; Performed monthly cash drawer audits on staff; cleared/reconciled GL accounts; monitored/reported monthly service charge reversals; approved/distributed weekly schedules for staff; Notary of Public for the State of Colorado; processed customer transactions; performed supervisor overrides for staff; ordered/maintained office supplies; performed as Security Officer; reported/initiated maintenance tickets; performed/conducted corrective action for employees; prepared/delivered Annual performance evaluations; conducted monthly operations certifications (audits)on a continual basis.

Branch Operations Manager

Pueblo Bank & Trust
09.2008 - 06.2010
  • Provided customer service to customers; Supervised/scheduled employees according to bank hours and operations
  • Reported/monitored the branch Security system; maintained/initiated facility repairs; approved supply orders; interviewed prospective employees; composed/conducted employee annual reviews and performed corrective action; submitted payroll; serviced customer accounts; replenished/balanced ATM machine on a weekly basis; processed teller transactions; prepared branch budget; managed, ordered and maintained cash levels for branch operations; approved customer refunds; prepared monthly/quarterly internal operation branch audits; received/submitted marketing requests for community sponsorship; planned/prepared community events; performed as a Colorado Notary; acquired photographs for commercial lenders for properties held by the bank; completed required Compliance training.

Branch Manager

Lake County Credit Union
05.2003 - 09.2008
  • Processed member transactions (deposits, withdrawals, loan payments); approved/rejected member loans; issued orders to repossess collateral; submitted charged-off accounts to collections; processed payroll/accounting transactions; prepared the annual budget for the credit union; prepared and mailed member statements accompanied by quarterly newsletters; revised and recommended policies to the Board of Directors; made daily deposits at correspondent bank; opened and closed accounts; opened and closed the credit union; prepared Employers Quarterly 941 Reports; prepared Quarterly Unemployment Tax forms; prepared monthly and annual meeting packets; processed Month/Quarter/Year end closing procedures; processed monthly Allowance for Loan Loss transfers; prepared for the Audit by the State of Colorado, Division of Financial Services; provided Notary service for members and non-members.

Education

Bachelor of Science - Finance; Minor in Accounting

University of Wyoming
Laramie, Wyoming
05.2001

Skills

  • Communication
  • Computer Savvy
  • Financial Programs Include: Quickbooks, Gold Teller,
  • Gold Platform,Deluxe Check Order System, Bond Pro,
  • Credit Commander, Cubics Plus, Wisdom General Ledger
  • True Checks,Ez Teller, Super View, ADP
  • Time Tracker, EVison
  • Touchpoint Teller
  • Touchpoint Sales and Service
  • Alpine Bank Remote Deposit
  • Union Bank Smart Street Scanner

Training

Teller Operations Self Study Course, BAI; Grade: A; October 2001 Deposit Accounts & Services Self Study Course, BAI; Grade, A-; April 2002 Leadership and Effectiveness Seminar - June 2002 Worker's Compensation Seminar - Credit Union Accounting Online Course -CUNA Center for Professional Development, October 19, 2004 Credit Union Financial Analysis - CUNA Center for Professional Development, October 28, 2004 Collections - CUNA Center for Professional Development, September 3, 2004 Western CUNA Management School - July 2004, 2005, 2006 - Graduate Delta Class Basic Notary Seminar - Fall 2005 - Center for Financial Training BSA & OFAC Compliance Training – Sun Corp CU Online Training; Completed May 2, 2006 Motor Vehicle Title and Liens Seminar - Colorado Credit Union Center; September 19, 2006 Western CUNA Management School Winter Alumni Conference – Phoenix, AZ; February 2007 Excelling as a First-Time Supervisor – Career Track April 30, 2009 Business Writing Basics for Professionals – Skill Path Seminar - April 2010 Coaching Skills for Managers – CD Rom/At home Study Tracks for Success Webinars VanEd Real Estate Education (2013 - 2016; to obtain Real Estate License)

References

Mike Budd, (970) 376-4511, Dale Bugby, (970) 390-0900, Amanda Buck, (303) 330-4458, Ellen Boettcher (719) 486-0102, Bob Hartzell (719) 486-0455

Timeline

Administrative Assistant

Lake County Sheriff's Office
12.2022 - Current

Property Manager/Office Manager

Centennial Real Estate
09.2021 - 12.2022

Administrative Assistant

Lake County Department of Human Services
06.2021 - 09.2021

Bookkeeper/Owner

Rocky Mountain BookWorks, LLC
01.2020 - Current

Office/Billing Manager

Berkshire Hathaway HomeServices CO Properties
05.2017 - 05.2021

Accountant II (HOA A/R & A/P)

East West Resorts
11.2016 - 03.2017

Bookkeeper

Vail Resort Rentals, Inc.
07.2011 - 11.2016

Customer Service Manager

Bank of the West
10.2010 - 05.2011

Branch Operations Manager

Pueblo Bank & Trust
09.2008 - 06.2010

Branch Manager

Lake County Credit Union
05.2003 - 09.2008

Bachelor of Science - Finance; Minor in Accounting

University of Wyoming

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