Julie Haag
Delaware,OH
Summary
Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value.
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
25
25
years of professional experience
Work History
TRAILER SALES ADMINISTRATOR
TEN LEASING
03.2024 - Current
- Supported sales representatives with timely generation of accurate quotes, proposals, and contracts to close deals faster.
- Collaborated with cross-functional teams to ensure seamless order fulfillment, liaising between production, shipping, and finance departments.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to products and services.
- Established strong relationships with clients through regular communication, fostering trust and loyalty in our brand.
- Analyzed sales data to identify trends and areas of improvement, providing insightful reports to the sales team for strategic planning.
- Enhanced team productivity by providing training and support to new sales administrators, ensuring a smooth integration into their roles.
- Provided exceptional administrative support for high-performing sales teams, enabling them to focus on selling and meeting revenue goals.
- Recorded accurate and efficient records in customer database.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Contributed to team objectives in fast-paced environment.
- Maintained current knowledge of evolving changes in marketplace.
Staff Accountant
Ohio Farm Bureau
03.2022 - 12.2022
- Prepared journal entries and general ledger account reconciliations
- Prepared general ledger entries by maintaining records and files and reconciling accounts
- Reconciled bank statements and balance sheet accounts on a monthly basis
- Reviewed accounts payable invoices for accuracy prior to payment processing
- Investigated discrepancies between balances reported in the general ledger and sub ledgers
- Researched and responded to customer inquiries
- Managed cash flow by monitoring accounts receivable collections, preparing customer invoices
- Audited and processed employee expense reports and corporate credit cards with job-related accounting software
- Implemented new processes and procedures within the accounting department for increased efficiency and accuracy
- Determined payroll liabilities by approving calculations of employee federal and state income, federal and state unemployment, and social security taxes
Trust/Fund Relationship Manager
Huntington Bank
10.2016 - 12.2021
- Manage IRA and ROTH accounts
- Process contributions, distributions, make changes, and close the accounts when requested
- Participated in special projects, training and meetings as directed by management
- Monitor and post activities of alternative assets held in accounts, verifying transactions were posted correctly, as well as identifying and resolving issues
Claims Adjuster
Nationwide Insurance
09.2015 - 10.2016
- Investigate, evaluate, and settle claims, applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio
- Pay and process claims within designated authority level
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments
- Enter claim payments, reserves and new claims on computer system, inputting concise yet sufficient file documentation
- Contact or interview claimants, doctors, medical specialists, or employers to get additional information
Underwriter
Grange Insurance
04.2014 - 05.2015
- Decline excessive risks
- Evaluate possibility of losses due to catastrophe or excessive insurance
- Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe profitable distribution of risks, using reference materials
Fund Accountant
JPMorgan Corporate & Investment Bank
01.2007 - 12.2014
- Analyzed investment statements used within allocation and unitized reporting products, with 99% accuracy
- Performed allocation accounting of client investment holdings, entering & auditing transactions across multiple relationships to thousands of participants in multiple accounting systems
- Utilized allocation accounting to distribute income proceeds
- Performed analysis of departmental procedures/processes to identify & implement efficiency solutions, revising the processes and eliminating redundancies
- Settled trades of the participant owners of the unitized funds
- Facilitate cash needs
- Audited investment transaction entries, pricing of assets, and asset accrual calculations on a monthly, quarterly, annual, and off-cycle basis to ensure statement information accuracy
Fee Specialist/Workflow Coordinator
JPMorgan Corporate & Investment Bank
01.2000 - 01.2007
- Coordinated and monitored workflow daily processing activities to ensure accuracy and timeliness
- Communicated workflow trends on work received to management
- Provided production support to associates during times of absence and escalated volumes
- Participated in interviewing applicants for open position and provided feedback to management
- Participated in special projects, training and meetings as directed by management
Education
COLORADO TECH UNIVERSITY
Skills
- Customer Relationships
- Excellent Communication
- Customer Service
- Risk Mitigation
- Risk Management
- Wealth Management
- Account Set Up
- General Ledger
- Account Reconciliation
- Payroll Processing
- Expense Tracking
- Bank Reconciliation
- Accounts Receivable
- Administrative Support
- Accounts Payable Management
- Financial Statement Preparation
- Microsoft Excel Proficiency
- Accounts Receivable Management
- Month-End Closing
- Audit Support
- Time Management
- Results Orientation
- Microsoft Office
- Clear Communication
- Sales Tracking
- Sales Reporting
- Goal Setting
- Processing payments
- Sales process
- Teamwork and Collaboration
- Attention to Detail
- Problem-solving abilities
- Organizational Skills
- Effective Communication
- Self Motivation
- Professionalism
- Microsoft Excel Proficiency
- Accounts Receivable Management
- Month-End Closing
- Audit Support
- Time Management
- Results Orientation
- Microsoft Office
- Clear Communication
- Sales Support
References
References available upon request
Timeline
TRAILER SALES ADMINISTRATOR
TEN LEASING
03.2024 - Current
Staff Accountant
Ohio Farm Bureau
03.2022 - 12.2022
Trust/Fund Relationship Manager
Huntington Bank
10.2016 - 12.2021
Claims Adjuster
Nationwide Insurance
09.2015 - 10.2016
Underwriter
Grange Insurance
04.2014 - 05.2015
Fund Accountant
JPMorgan Corporate & Investment Bank
01.2007 - 12.2014
Fee Specialist/Workflow Coordinator
JPMorgan Corporate & Investment Bank
01.2000 - 01.2007
COLORADO TECH UNIVERSITY
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