Overview
Work History
Education
Skills
References
Timeline
Generic

Lindsay Shafer

Waverly,WV

Overview

7
7
years of professional experience

Work History

Contractor for The Bureau of the Fiscal Service

NAI Personnel
09.2022 - Current
  • Serve as front line point of contact for payroll questions and discrepancies.
  • Daily use of WebTA, NFC, HRConnect, USA Staffing (Onboarding)and eOPF Systems
  • Introduced to and utilizing HRSM( Service Now) System
  • Provide operational oversight and serves as liaison with timekeepers and certifying officials to answer

questions, identify and resolve errors within WebTA.

  • Reconcile data between the webTA, or other time

and attendance program and the integrated payroll/personnel system (e.g., NFC).

  • Run and review daily NFC reports such as Missing Action and Missing Timesheet Reports.
  • Review and diagnose Error Analysis Reports
  • Review and complete any actions from the Work Assignments Log such as building a new employee profile, updating employee profiles, managing separation folders and splitting timesheets
  • Utilize self-management to meet required deadlines Respond to customer inquiries, complaints/problems, diagnosing and resolving problems
  • Dispatch emails from the Payroll Inbox
  • Dispatch HRSM ( ServiceNow ) System Payroll ticket inbox
  • Update customer leave balances within WebTA and NFC
  • Daily use of MS Word, MS Excel, Access, Adobe, Email applications and Internet browsers
  • Communicate verbally and in writing to provide detailed personnel policies
  • Research and resolve issues with payroll
  • Verify customer SF-1150 corresponds with current leave balances within WebTA
  • Assist Timekeepers and Supervisors with how to input different types of leave into the employee's

timecard. Show them how to validate or certify their employee's timecards. Also, assist with setting up

employee's default schedule and putting in leave requests.

  • Initiate reports for non-validated and non-certified timecards and send emails to the appropriate point of contact to ensure employees are paid timely
  • Refer customer inquiries to Specialists regarding Military Leave and Paid Parental Leave

Commercial Lending Portfolio Manager

Williamstown Bank Inc.
05.2021 - 09.2022
  • Assist customers with routine account-related requests such as funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, data inquiries about checking and savings accounts transactions regarding payments disbursed/received, inquiries about funds availability, and check verification requests by third parties

• Assist in maintaining accounting data, which may include balancing reports and researching discrepancies

• Participate in a project oriented development group

• Following reporting policies and procedures for day-to-day operations to ensure compliance with laws and regulations

• Assist customers

• Verified entry of data into records and accounts on a recurring basis

• Processed payments or collections transactions through auto loans, mortgage loans, home 3 Equity lines of credit, safety deposit boxes, etc.…

• Researched and resolved payment questions from customers •Assist customers with the opening and closing of checking and savings accounts

•Assist Supervisor in maintaining commercial customer relationships

• Working with customers by phone and in person explaining complex problems and finding a solution to satisfy both parties

• Analyze tax return and financial statements within the underwriting loan process using a Global, Debt to income and Debt Service Coverage Method

• Adjusted project plans as necessary while meeting objectives of other projects/acquisitions by placing the highest level of urgent work to complete first to ensure timely completion

• Perform various loan processing procedures such as loan booking, checking and filing

• Composed a written explanation containing potential solutions and recommendations to customer problems to ensure accurate customer requested research, including printing statement and check copies were completed in a timely manner

• Composed written negotiation related documents between commercial loan customers and Williamstown Bank

• Composed processes and procedures utilized by bank customers to explain the step by step directions on how to utilize Williamstown Banks online banking automated system and composed a written review of existing data, policies, procedures, and regulations regarding the existing online banking procedure

• Contact customers to notify them that check orders and/or debit cards are ready to pick up at the bank

• Assist the Commercial lender by obtaining completed loan documents and accurate customer information

• Independently composed emails or written correspondence on routine matters with customers, senior management, and peers to ensure excellent written communication

• Use automated systems to access, retrieve and generate various transaction data and reports.

• Operate, maintain, and monitor financial management systems according to established procedures and required schedules

• I have led and participated in a project using formal project management tools and techniques to ensure a new loan payment processing tool is successfully integrated into a software system

• Perform customer requested research, including printing statement and check copies

• Input, maintain and/or delete ATM and debit cards within system to ensure accurate record keeping is kept up to date following bank policies and procedures

• Experience processing routine modifications to data in an automated computer system by transferring funds between customer accounts to cover customer overdrafts as directed by bank operations

• Experience processing non-routine modifications by maintaining bank files such as signature cards and various account information

•Prepare Commercial loan collateral evaluations and calculations

Teller

Williamstown Bank Inc.
08.2019 - 05.2021

• Establish customer relationships and follow up with customers, as needed

• Provide prompt, accurate, and friendly customer service

• Train new hire employees

• Use a customer-focused, needs-based review process to educate customers about policy changes, transfers and billing

• Experience processing routine modifications to data in an automated computer system by 4 inputting and retrieving the data in the computer systems to ensure customer information was accurate and complete

• Research, compile, and retrieve correspondence and determine appropriate actions to ensure excellent customer service

• Screen incoming material, documents, and mail and determine appropriate actions

• Maintain individual files and processing routine modifications to data in an automated computer system by updating information on customer accounts to ensure accurate information is entered into the computer system

• Efficient with various computer application such as Microsoft Word and Microsoft Excel

• Identify customer needs then schedule appointments accordingly

• Receive and process deposits and loan payments

• Cash checks as well as prepare cashier checks

• Receive telephone calls and e-mail communications on a daily basis

• Personally resolve a variety of inquiries/questions/complaints from disgruntled customers

• Discuss and explain technical/sensitive information with customers

• Perform all general office tasks such as typing, filing, answering telephones, and other necessary and appropriate services requested by Williamstown Bank

• Communicate ideas with individuals or groups and collaborate with management

• Experience in oral communication, such as sharing knowledge and expertise with other team members

• Assist customers with check and debit card orders.

• Balance and maintain teller cash drawer

• Balance and replenish ATM funds

Manager

DiCarlo's Pizza
09.2017 - 03.2019
  • Collaborate with staff members to coordinate day-to-day activities
  • Assist chefs with customer orders
  • Interview Personnel
  • Train new hires on standard operating procedures, report generation and equipment.
  • Maintain quality control of all foods
  • Provide customer service by greeting and assisting customers
  • Respond to customer inquiries and complaints
  • Direct and supervise employees engaged in sales, reconciling cash receipts and performing services for customers
  • Receive food and beverage deliveries, check delivery contents to verify product quality and quantity
  • Maintain food and equipment inventories
  • Train new employees in food preparation, service, sanitation and safety procedures
  • Oversee delivery system ensuring that duties are being carried out according to standards
  • Maintain high standards of cleanliness and sanitation
  • Ensure the store is staffed with qualified employees who provide excellent customer service

Education

Bachelor of Science - Business Administration, Accounting

WVUP At Parkersburg
05.2021

Skills

  • Self-motivated, goal orientated candidate with strong desire to excel
  • Strong leadership skills with applied experience managing employees and operations
  • Proficient in WebTA, HRConnect, USA Staffing (Onboarding) and eOPF Systems
  • Ability to comprehend new information in a timely and effective manner
  • Demonstrated ability to handle substantial workload
  • Proven ability to collaborate with diverse groups and establish ongoing relationships
  • Ability to utilize time management and effectively meet deadlines
  • Exceptionally well organized
  • Ability to effectively communicate both orally and written communication demonstrated by work experience
  • Capable of quickly understanding how systems are used in order to provide efficient support
  • Excellent interpersonal skills
  • The ability to quickly and efficiently resolve customer questions by effectively communicating with other Assistants and Specialist
  • Work efficiently with a wide variety of people and provide quality customer service
  • Proven ability to effectively run office operations and work independently
  • Proficient in Microsoft PowerPoint, Microsoft Word and Microsoft Excel

References

  • Jim Leach, Attorney, Jim Leach, LC, 34 Bickel Mansion Drive, Parkersburg, WV, 26101, (304) 865-8530
  • Alexandra Logston, Bureau of the Fiscal Service, 320 Avery Street, Parkersburg, WV, 26101, (304) 482-4237
  • Debra Lucas, Reagle & Padden, Inc, 200 Star Avenue, Parkersburg, WV, 26101, (304) 615-2167

Timeline

Contractor for The Bureau of the Fiscal Service

NAI Personnel
09.2022 - Current

Commercial Lending Portfolio Manager

Williamstown Bank Inc.
05.2021 - 09.2022

Teller

Williamstown Bank Inc.
08.2019 - 05.2021

Manager

DiCarlo's Pizza
09.2017 - 03.2019

Bachelor of Science - Business Administration, Accounting

WVUP At Parkersburg
Lindsay Shafer