Summary
Overview
Work History
Skills
Timeline
Generic

LeAnn Allen

Bartlesville

Summary

Seasoned administrative assistant with over 20 years of experience in the loan industry, gaining valuable transferable skills in relationship building, strategic planning, and project management. Strong track record of quickly learning and adapting in new and complex situations. Eager to leverage a diverse range of talents in a new and engaging professional setting.

Overview

6
6
years of professional experience

Work History

Accounts Receivable Clerk- Front Office

A1 Sheetmetal
07.2024 - Current
  • 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.
  • Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
  • Prepared orders and submitted orders for production.

Administrative Assistant

Jim Butler Construction
06.2022 - 07.2024
  • Provided administrative support to maintain efficient operation of the office and assisted with basic accounting tasks related to construction projects.
  • Create project in construct connect, upload all project documents, details and create subcontractor list.
  • Document control by ensuring documents such as drawings, rfi, submittal, Co and OCO are filled in the appropriate folders and latest drawings are transmitted to the construction team.

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.
  • Provide customers with information about products and services to generate additional revenue through cross-sell/up-sell opportunities.

Skills

  • Oklahoma Notary
  • Dixie Finance - Office Manager - 3/2013 - 2/2020

Timeline

Accounts Receivable Clerk- Front Office

A1 Sheetmetal
07.2024 - Current

Administrative Assistant

Jim Butler Construction
06.2022 - 07.2024

Assistant Manager

Regional Finance
02.2020 - 06.2022

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LeAnn Allen