Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
11
11
years of professional experience
Work History
Front Desk Coordinator
United Housing, Inc.
Memphis, TN
05.2016 - Current
Receive, sort, and distribute daily mail/deliveries
Perform other clerical receptionist duties such as filing, photocopying, transcribing, scanning, and faxing
Assist with AP, AR, and daily and weekly financial processes, as well as month end variance analysis
Assist in maintaining accurate electronic and physical filing system for accounting, finance, and HR related data
Record client payments/other deposits
Access computerized financial information to answer general questions as well as those related to specific accounts
Formulate and issue bills, invoices, and account and financial statements
Manage 2 computers programmed with accounting software to record, store, and analyze information
Check figures, postings, and documents monthly for correct entries, mathematical accuracy, and proper codes
Match order forms with invoices and recorded necessary information
Maintained office supplies by taking inventory and submitting orders for low-stock items
Greeted visitors and customers upon arrival, helped and answered questions to build rapport and retention
Kept accounts in balance and ran daily reports to verify totals
Checked paperwork for completeness and filed with appropriate staff member
Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel
Maintained transaction security by verifying payment cards against identification
Used Quick Base to maintain and update records of internal data.
Data Entry Specialist
Veraction
Memphis, TN
10.2014 - 05.2016
Entered data by inputting alphabetic and numeric information using established procedure and through detailed web-based interface.
Transfer Associate II
Raymond James & Associates
Memphis, TN
05.2014 - 10.2014
Scanned documentation and entered database
Obtained scanned records and uploaded them into database
Reviewed and approved client requests to transfer accounts which may also include request to change client registration at time of transfer
Screened incoming client requests and verified all necessary legal documentation that accompanies client signed documents
Requested various legal documents from branch personnel
Maintained accurate records/notes to ensure all client requests were completed within regulated time allotment
Answered clients' questions about purposes and details of financial plans and strategies
Always maintained friendly and professional client interactions.
Clerical Support
ResCare Workforce Services
Memphis, TN
07.2013 - 05.2014
Screened all visitors and directed them to correct employee or office
Answered and managed incoming and outgoing calls while recording accurate messages
Opened and properly distributed incoming mail
Developed standard operating procedures for all administrative employees
Assisted with receptionist duties, file organization and research and development.