Karin Beach-Jackson
Grants Pass,OR
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Owner/Operator
Jackson Mobile Notary
Grants Pass , Oregon
2023.11 - Current
- Identified new avenues for growth through comprehensive market research.
- Built strong relationships with suppliers and vendors, negotiating terms to benefit the company.
- Ensured compliance with all local laws and regulations related to the business operations.
- Monitored and managed cash flow to maintain efficient resource budgeting.
- Analyze financial statements to monitor fiscal well-being on a monthly basis
- Managed financial records with precision while maintaining an organized ledger system.
- Processed accounts receivable and payable and handled bank reconciliations.
- Performed month-end closing activities: Prepared accruals and adjusting entries.
Owner/Operator
Fern’s Market & Deli
Monte Rio , CA
2016.07 - 2019.09
- Developed business plan and budget to maximize profitability.
- Maintained relationships with vendors and suppliers in order to secure favorable terms on materials/services.
- Effectively handled all aspects of the business on a daily basis, from managing staff to tracking sales and maintaining accurate inventory records.
- Executed daily bank account reconciliations.
- Maintained accurate records of incoming and outgoing payments, ensuring the accuracy of accounts receivable ledger.
- Conducted regular audits to identify areas for improvement in the cash applications process.
- Conducted regular research on unapplied cash items to promptly resolve outstanding issues.
- Effectively handled and addressed customer concerns related to payment matters and account balances, both over the phone and via email.
- Ensured the integrity of accounting records by consistently verifying and posting account transactions.
Collections Supervisor
Wells Fargo Dealer Services
Santa Rosa , California
2003.03 - 2014.08
- Guided/directed employees on effective collection techniques aligned with company policy.
- Ensured accuracy of financial statements for credit evaluation purposes.
- Monitored collection staff's daily work flow and offered necessary feedback and coaching.
- Created monthly reports to track account activity to measure progress towards given goals.
- Investigated escalated customer inquiries or disputes concerning billing errors or discrepancies.
- Ensured compliance with all applicable laws, regulations, policies and procedures related to collections activities.
- Received and submitted payments and applied amounts to customer balances.
Education
QuickBooks Certification - Accounting/Bookkeeping
Intuit
Online2024-02
Skills
- Documentation And Reporting
- Negotiation
- Relationship Management
- Customer Relations
- Financial statement preparation
- Account Reconciliation
- Dispute Resolution
- Cash Management
- Payment Processing
- All Microsoft Applications
- SQL Management
- Team Collaboration
- Self Motivation
- Effective Communication
- Teamwork/Collaberation
- Telephone and email etiquette
- Report Preparation
- Multitasking
- Spreadsheet tracking
- Financial Documentation
- Bookkeeping
- CRM Software
- Quickbooks expertise
- Payment Transactions
- Payment Collection
- Problem-solving aptitude
Accomplishments
- Wells Fargo President Cup Award for exceptional customer service
Certification
- State of Oregon Notary/Signing Agent
Timeline
Owner/Operator
Jackson Mobile Notary
2023.11 - Current
Owner/Operator
Fern’s Market & Deli
2016.07 - 2019.09
Collections Supervisor
Wells Fargo Dealer Services
2003.03 - 2014.08
QuickBooks Certification - Accounting/Bookkeeping
Intuit
- State of Oregon Notary/Signing Agent
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