Account Specialist with 11 years of experience in financial services, adept at managing customer accounts and resolving payment issues. Expertise in data verification and account updates, ensuring accuracy and efficiency. Proven track record in enhancing customer satisfaction through effective problem-solving and sales support.
Overview
13
13
years of professional experience
Work History
Account Specialist Senior
Tempe Elementary School District No. 3
Tempe, AZ
03.2019 - Current
Provided exceptional customer service by responding promptly to phone calls and emails from customers.
Generated monthly reports detailing account activity such as new accounts opened, closed accounts, and delinquent payments.
Analyzed financial data to identify discrepancies in account balances and ensure accuracy of records.
Provided budget and finance training for new office staff and site administrators at school sites.
Maintained and oversaw five different district funds for all school sites, including Maintenance and Operations, and Capital accounts.
Reviewed and processed the districts' P-Card monthly statements.
Assisted in running the day-to-day calendar of a biannual company-wide physical inventory of capital assets.
Assisted with various quarterly and yearly state and federally required reports, including Medicaid and school tax credit reports.
Performed budget and general journal entries into the company finance software (MUNIS and School ERP Pro).
School Office Manager
Tempe Elementary School District No. 3
Tempe, AZ
03.2014 - 03.2019
Provided training to new hires to front office and developed office policies and procedures.
Ensured compliance with applicable laws regarding employment practices.
Maintained filing system for records, correspondence and other documents.
Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
Coordinated meetings, conferences, travel arrangements and department activities.
Bookkeeping for all site funds and accounts. Tracked inventory of supplies, and submitted all orders in finance software for the entire site to maintain inventory.
Prepared agendas for staff meetings, along with taking minutes during sessions.
Administered payroll accounting for site employees, and maintained proper documentation of employee personnel.
Maintained all student records, including sensitive legal documents, and oversaw their implementation.
Led and organized various school athletics, academic, and recreation events.
High School Ministry Director
Grace Community Church
Tempe , AZ
07.2012 - 02.2014
Developed and implemented a comprehensive ministry plan to expand outreach efforts.
Supervised and trained a team of volunteers, lay staff, and interns. Conducted regular meetings with the staff to ensure team care and goals were being met.
Planned and ran various events, including camps, service projects, and fun activities each year, including out-of-state and out-of-country events.
Oversaw the budget for the overall department, as well as several events and fundraisers.
Oversaw two youth programs every week for the entire year, and developed lesson plans in accordance with curricula and core church beliefs.
Created budget proposals for the ministry and presented them to the board of directors.
Collaborated with other faith-based organizations to create joint initiatives that would benefit both ministries.
Assistant Director of Nutrition Services at Tempe Elementary School District No. 3Assistant Director of Nutrition Services at Tempe Elementary School District No. 3