Summary
Overview
Work History
Education
Skills
Timeline
Generic

RACHELLE CARLSON

GILBERT,AZ

Summary

Facilitate system and procedural training classes for merging companies. Develop and deliver advanced course work and job aide materials for new hire and existing employees. Payment Specialist III During my tenure as a Payment Specialist III, I have compiled and monitored monthly quality control data to ensure that all payments were processed accurately and timely. I have trained new staff and demonstrated proficiency in resolving complex customer issues. I have also partnered with upper management to publish procedural training materials that have aided in the growth and success of our department. Additionally, I have researched and processed payment adjustments to customer accounts, maintaining a high degree of accuracy and attention to detail. Human Resource Specialist III As a Human Resource Specialist III, I was responsible for ensuring specific education reimbursement guidelines were met. This included entering data into the PeopleSoft database to prepare for electronic files. I provided excellent customer service by addressing program inquiries and escalations of program guidelines to participants in the HR community. Furthermore, I demonstrated strong communication skills while working with colleagues across the organization. As an accomplished training professional, I possess a broad range of skills and qualifications that have proven essential in facilitating system and procedural training classes for merging companies. With extensive experience in developing and delivering advanced course work and job aide materials, I have effectively supported the training of new hire and existing employees. My ability to effectively educate individuals in complex concepts and processes is further evidenced by my recognition as the recipient of the 2010 Top Performers Award for my training efforts. Furthermore, my educational background in Human Communication has equipped me with advanced knowledge and skills in interpersonal communication, conflict resolution, presentation and facilitation techniques, and instructional design. With my strong aptitude for public speaking and excellent interpersonal skills, I am well-equipped to engage learners and create a participatory learning environment that fosters growth and development. Overall, my skills and qualifications position me to deliver exceptional training outcomes and drive organizational success. Focused Accounting professional with [Number] years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with [Software]. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs. Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Highly skilled in [Area of expertise] with eye for identifying and correcting errors. Dedicated with strong work ethic and resourceful nature.

Overview

35
35
years of professional experience

Work History

Accounting Specialist

Wells Fargo Bank, N.A.
01.1989 - Current
  • I provided performance evaluations and feedback to less senior staff
  • Acted as an escalation point for customer disputes and staff coaching, ensuring customer satisfaction
  • Coordinated, delivered, and developed training coursework to ensure staff was up to date with the latest practices and procedures and created reconcilement documentation and adjustment entries to customer accounts, minimizing errors and discrepancies.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Investigated daily variances and corrected errors to resolve discrepancies.

Payment Specialist III

Wells Fargo Bank, N.A.
01.1989 - Current
  • Compiled and monitored monthly quality control data
  • Trained new staff and resolved complex customer issues
  • Partnered with management to published procedural training materials
  • Researched and processed payment adjustments to customer accounts., During my tenure as a Payment Specialist III, I have compiled and monitored monthly quality control data to ensure that all payments were processed accurately and timely
  • I have trained new staff and demonstrated proficiency in resolving complex customer issues
  • I have also partnered with upper management to publish procedural training materials that have aided in the growth and success of our department
  • Additionally, I have researched and processed payment adjustments to customer accounts, maintaining high accuracy and attention to detail., Compiled and monitored monthly quality control data, identifying areas for improvement and implementing corrective actions
  • Trained new staff and resolving complex customer issues, ensuring the smooth operation of the department
  • Partnered with management to publish procedural training materials, ensuring staff followed company policies and procedures
  • Researched and processed payment adjustments to customer accounts accurately and promptly.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.

Human Resource Specialist III

Wells Fargo Bank, N.A.
01.1989 - Current
  • Ensured specific education reimbursement guidelines were met
  • Entered data into, database to prepare for electronic files
  • Provided customer service by addressing program inquiries and escalations of program guidelines to participants and HR community
  • Work Director I
  • Worked directly with senior management on staff performance reviews
  • Addressed scheduling issues including absences and tardiness
  • Reviewed and prioritized the distribution of work to meet deadlines and department goals
  • Addressed staff training issues while reviewing quality control standards., As a Human Resource Specialist III, I was responsible for meeting specific education reimbursement guidelines
  • This included entering data into the PeopleSoft database to prepare for electronic files
  • I provided excellent customer service by addressing program inquiries and escalations of program guidelines to participants in the HR community
  • Furthermore, I demonstrated strong communication skills while working with colleagues across the organization
  • Work Director I
  • In my role as a Work Director I, I worked directly with senior management to conduct staff performance reviews
  • I effectively addressed scheduling issues, including absences and tardiness, while prioritizing the distribution of work to meet department goals and deadlines
  • I also demonstrated strong coaching skills while addressing staff training issues and quality control standards., Ensured specific education reimbursement guidelines were met, ensuring compliance with federal regulations
  • Entered data into the PeopleSoft database to prepare for electronic files, minimizing errors and discrepancies
  • Provided customer service by addressing program inquiries and escalating program guidelines to participants and the HR community, ensuring smooth communication across departments.
  • Maintained personnel records and statistical data to establish accuracy and compliance with applicable regulations.
  • Fielded employee inquiries related to insurance, pension plan, vacation, sick leave and employee assistance.

Work Director

Wells Fargo Bank, N.A.
01.1989 - Current
  • Worked directly with senior management on staff performance reviews, promoting a culture of continuous learning and improvement
  • Addressed scheduling issues, ensuring that deadlines were met
  • Reviewed and prioritized the distribution of work to meet deadlines and department goals, ensuring that the department ran like a well-oiled machine
  • Addressed staff training issues while reviewing quality control standards, ensuring staff were trained and competent in their roles.
  • Developed membership and stakeholder confidence to add value to membership program.
  • Designed annual marketing plan and made high-level, long-term suggestions to board.

Customer Service Representative II

Wells Fargo Bank, N.A.
01.1989 - Current
  • Answered inbound calls regarding auto lease and loan information
  • Assisted customers with troubleshooting on their accounts while maintaining call center time standards
  • Prepared loan and lease documentation for payment and insurance requests., As a Customer Service Representative II, I answered inbound calls regarding auto lease and loan information
  • I assisted customers with troubleshooting their accounts while maintaining call center time standards
  • I also prepared loan and lease documentation for payment and insurance requests, demonstrating exceptional multitasking abilities while maintaining high customer satisfaction., Answered inbound calls regarding auto lease and loan information, providing accurate and timely information to customers
  • Assisted customers with troubleshooting on their accounts while maintaining call center time standards, ensuring customer satisfaction
  • Prepared loan and lease documentation for payment and insurance requests, ensuring accuracy and completeness of documentation., As a Customer Service Representative II, I answered inbound calls regarding auto lease and loan information
  • I assisted customers with troubleshooting on their accounts while maintaining call center time standards
  • I also prepared loan and lease documentation for payment and insurance requests, demonstrating exceptional multitasking abilities while maintaining a high level of customer satisfaction.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

Payment Specialist II

Wells Fargo Bank, N.A.
01.1989 - Current
  • Compiled and revised Auto Finance training and procedure manual
  • Trained new staff and resolved complex customer issues
  • Performed high volume reconciling and balancing duties
  • Researched and processed payment adjustments to customer accounts., I compiled and revised the Auto Finance training and procedure manual as a Payment Specialist II
  • I trained new staff and resolved complex customer issues effectively, continuously maintaining annual proficiency and production goals
  • I also performed high-volume reconciling and balancing duties and researched and processed payment adjustments to customer accounts., Compiled and revised Auto Finance training and procedure manual, ensuring staff had up-to-date resources
  • Trained new staff and resolved complex customer issues, ensuring the team operated effectively
  • Performed high volume reconciling and balancing duties, ensuring accuracy and completeness of financial data
  • Researched and processed payment adjustments to customer accounts, ensuring customer satisfaction was maintained., During my time as a Payment Specialist II, I compiled and revised the Auto Finance training and procedure manual
  • I trained new staff and effectively resolved complex customer issues, continuously maintaining annual proficiency and production goals
  • I also performed high volume reconciling and balancing duties and researched and processed payment adjustments to customer accounts.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.

Proof Operator I

Wells Fargo Bank, N.A.
01.1989 - Current
  • Performed reconciling duties in a high volume production environment, ensuring accuracy of financial data
  • Maintained strict quality and production standards, ensuring work was completed to a high standard
  • Assisted related areas with capturing and processing work through PC and CRT machinery, ensuring efficient processing of work., Throughout my tenure as a Proof Operator I, I performed reconciling duties in a high volume production environment
  • I maintained strict quality and production standards, efficiently processing work through PC and CRT machinery
  • I also demonstrated exceptional teamwork and collaboration in assisting related areas with capturing and processing work.
  • Detected out of balance transactions and followed implemented handling procedures.
  • Operated proof machine to list, sort and prove credits, debits and deposits.

Education

Bachelor degree - Human Communication

B.A. - Human Communication, Business Administration

Arizona State University
Tempe, AZ
2008

Skills

  • Revenue Tracking
  • Verbal and Written Communication
  • Data Collection
  • Outbound Calls
  • Microsoft Office
  • Data Entry and 10-Key
  • Accounting Support
  • Data Processing
  • Reconciling Charges
  • Monthly Reconciliations
  • GL and Journal Entries
  • Compliance Software
  • Account and Ledger Reconciliations
  • GL Reconciliation
  • Payment Processing
  • Audit Support
  • GL Accuracy
  • Month-End Documentation
  • Presentation Development
  • Handling Confidential Materials
  • Work Coordination
  • Instructional Techniques
  • Client Retention
  • Training Manuals and Materials
  • Customer Experience
  • Educational Materials
  • Providing Feedback
  • Curriculum Design
  • Resource Coordination

Timeline

Accounting Specialist

Wells Fargo Bank, N.A.
01.1989 - Current

Payment Specialist III

Wells Fargo Bank, N.A.
01.1989 - Current

Human Resource Specialist III

Wells Fargo Bank, N.A.
01.1989 - Current

Work Director

Wells Fargo Bank, N.A.
01.1989 - Current

Customer Service Representative II

Wells Fargo Bank, N.A.
01.1989 - Current

Payment Specialist II

Wells Fargo Bank, N.A.
01.1989 - Current

Proof Operator I

Wells Fargo Bank, N.A.
01.1989 - Current

Bachelor degree - Human Communication

B.A. - Human Communication, Business Administration

Arizona State University
RACHELLE CARLSON