LeAnn Allen
Bartlesville,OK
Summary
Excellent time management skills, ability to multi-task, attention to detail, problem-solving skills, and Strong organizational skills.
Overview
16
16
years of professional experience
Work History
Accounts Receivable Clerk- Front Office
A1 Sheetmetal
07.2024 - Current
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Used accounting software Quickbooks to reconcile accounts, track income, and generate invoices.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
- Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
- Prepared and emailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Prepared orders and submitted orders for production.
- Created and maintained all office files for both physical and digital.
- Perform all clerical duties, including but not limited to, data entry, coping, scanning, mailing, and filing.
Administrative Assistant
Jim Butler Construction
06.2022 - Current
- Responsible for providing administrative support to ensure efficient operation of the office, as well as assisting with basic accounting tasks related to our construction projects.
- Create project in construct connect, upload all projects documents, details and create subcontractor list.
- Contact all subcontractors, collect bid proposals, and log bid amounts.
- Ensure documents such as drawings, rfi, submittal, Co and OCO are filled in the appropriate folders and latest drawings are transmitted to the construction team.
- Assist estimators with gathering documents, including but not limited to construction drawings.
- This includes all required documentation being sent to the field personnel as well.
- Create and maintain all office files, including but not limited to, subcontractors, accounts payable, taxes.
- Ensure all subcontractor contracts, W-9, insurance, and closeout items are returned to the office.
- Collect and Notarize lien waivers.
- Perform general clerical duties, including but not limited to, data entry, photocopying, scanning, mailing, and filing.
- Assist in maintaining office supplies inventory by checking stock to determine inventory levels, anticipating needed supplies, placing, and expediting orders for supplies, and verifying receipt of supplies.
- Greet and assist visitors to the office.
- Answer and direct phone calls in a polite and professional manner.
- Maintain confidentiality of sensitive information.
- Post customer payments by recording cash and checks.
Assistant Manager
Regional Finance
02.2020 - 06.2022
- Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
- Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
- Minimize delinquent debt through calling customers and collecting on past due accounts.
- Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
- Transport money and deposits to and from the bank.
- Input data and verify information to process electronic payments.
- Provide customers with information about products and services to generate additional revenue through cross-sell/up-sell opportunities.
- Sell Insurance protection plans.
Office Manager
Dixie Finance
02.2019 - 02.2020
- Manages and inspires team members to perform to their full potential, thus driving branch profitability.
- Exercises a degree of independent judgment in making decisions affecting employees and the work of the branch within company policy guidelines and District Supervisor oversight.
- Subject matter expert on our personal loan product offerings to present loan solutions to current and potential customers that help them achieve their financial goals.
- Creates and maintains branch operations solvency by the control of assets, proper credit extension, and proper follow-up and counseling of past-due customers.
- Establish and build customer relationships through delivering exceptional service.
- Assigns duties to employees and frequently examines their work for accuracy, neatness, timeliness and maintaining efficiency by training employees and adjusting errors.
- Trains and develops employees regarding current and new branch operations, company policies, procedures, and laws governing the consumer finance business.
- Cultivates new relationships with local retail businesses. Partners with Account Managers to maintain strong relationships with current retail businesses, handle customer complaints.
- Approves and closes loans, as necessary.
- Works with past-due customers by developing a plan for resolution.
- Delegates all collection activity daily and follows up to ensure completion.
- Telephones and sends collection material to past-due customers, as needed.
- Processes and reviews loan documentation for legal processing.
- Completes month-end reporting.
- Post customer payments by recording cash, checks, and credit card transactions.
- Verifies cash by balancing cash drawers and maintaining cash count record.
Driver/Self Employed
Star Fleet Trucking
11.2017 - 02.2019
- Dot certified driver of brand-new motorhomes.
- Drove motorhomes from the factory to dealerships across the country.
- DOT regulated logbook.
- Responsible for all permits, weight stations, and DOT inspections.
Office Manager
Dixie Finance
03.2013 - 05.2017
Office Manager
Your Credit
08.2009 - 03.2013
Education
High School Diploma -
Nowata High School
01-1996
Skills
- Oklahoma Notary
- Quickbooks
- Google Docs
- Microsoft Office
- Word
- Excel
- Outlook
- DocuSign
- Clerical skills
- Record keeping
- Multi-line phone systems
- 10 key
- Basic Accounting
- Management
- Inventory Control
- Scheduling
Timeline
Accounts Receivable Clerk- Front Office
A1 Sheetmetal
07.2024 - Current
Administrative Assistant
Jim Butler Construction
06.2022 - Current
Assistant Manager
Regional Finance
02.2020 - 06.2022
Office Manager
Dixie Finance
02.2019 - 02.2020
Driver/Self Employed
Star Fleet Trucking
11.2017 - 02.2019
Office Manager
Dixie Finance
03.2013 - 05.2017
Office Manager
Your Credit
08.2009 - 03.2013
High School Diploma -
Nowata High School
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