Kacy Stansberry
Albany,OR
Summary
Proven track record in enhancing financial management and customer relationships. Expert in data entry and client relationship building, I significantly improved operational efficiency and client satisfaction. Leveraged analytical thinking to streamline processes, achieving notable audit compliance and fostering a goal-oriented team environment.
Overview
2
2
years of professional experience
Work History
Representative Payee
Rise Services Inc
10.2023 - Current
- Assist Participant in setting agency up as payee per their choice.
- Assist Participant in setting up bank account.
- Assist operations with Participant benefits eligibility.
- Ensure all bills are paid in a timely manner.
- Ensure that participant does not exceed the amount limits, both minium and maximum (2,000) or (5,000 for EPD enrolled participants.
- Manage multiple financial accounts such as Checking, Savings, ABLE, Food stamps, Petty cash etc and understand the regulations of each account.
- Maintains accurate records of all deposits and expenses.
- Completes Social Security reports as requested.
- Initiates contact with the Social Security Administration when changes or concerns arise.
- Provides guardian and/or caseworkers with financial records as requested.
- Provides participant with spending money per budget allowance as stated in participants financial plan.
- Maintains, gathers and reconciles monthly ledgers, bank statements and receipts and submits for third party review.
Administrative Assistant
RISE Services INC
06.2023 - 10.2023
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Assisted development and implementation of new administrative procedures.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Developed strategies to streamline and improve office procedures.
- Volunteered to help with special projects of varying degrees of complexity.
Assistant Manager
New Seasons Market
08.2022 - 06.2023
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Mentored team members to enhance professional development and accountability in workplace.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
- Increased sales through effective merchandising strategies and targeted promotions.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
Education
High School Diploma -
Lebanon High School
Lebanon, OR06.2012
Skills
- Goal-oriented mindset
- Data entry proficiency
- Client Relationship Building
- Records Management
- Analytical Thinking
- Audit reporting
Timeline
Representative Payee
Rise Services Inc
10.2023 - Current
Administrative Assistant
RISE Services INC
06.2023 - 10.2023
Assistant Manager
New Seasons Market
08.2022 - 06.2023
High School Diploma -
Lebanon High School