Lisa Belstner
Jefferson,WI
Summary
Seeking a job position in the financial area of my expertise. I enjoy working with numbers, balancing accounts and searching for discrepancies. I am highly motivated, hardworking and dependable. I strive to meet goals and expectations as an individual and a team. I have a high degree of accuracy and care about the work I produce.
Overview
21
21
years of professional experience
Work History
Title Specialist
Jefferson Midstate Auto Auction
01.2020 - 01.2024
- Review motor vehicle titles from various States for errors
- Reassign titles to purchaser
- Work with clients to collect proper documents in order to process titles
- Cashier-process payments for vehicle sales made via cash, check, wire transfer, or online check payment
- Created documents and procedures for title issues
- Processed checks for vehicle sales
- Used Wisconsin CVR system to issue replacement titles or full titles needing to be titled in dealership name
Assistant Controller
Kearns Motor Car Company, Inc
04.2017 - 12.2019
- Calculated payroll and payroll deductions for weekly, semi-monthly, and monthly payroll
- Calculated and paid payroll taxes, along with preparing quarterly reports, year end reports, and W2's
- Process payments for garnishments, wage assignments and child support payments
- Accounts Payable - balance statement, coding invoices, process checks and balance schedule
- Maintained vendor files including collecting W9's and processing 1099's at year end
- Print, review for accuracy, and mail monthly accounts receivable statements
- Contacted customers for accounts receivable balance. Payment plan agreements received written notice with the terms of the verbal agreement
- Process accounts receivable payments
- Print, code and key manual checks to the check register/journal
- Payment to auctions for purchase of vehicle inventory
- Maintain accounting inventory for vehicle purchases and sales
- Processed payments, interest payments and curtailment to floor plan companies via their website
- Reconcile bank statement
- Processed daily operating control reports (DOCS) for service, sales, and the finance department
- Provided financial statements to the Controller for review
- Point of contact for customer complaints received through DMV and The Better Business Bureau - Investigating facts and communicating though correspondence with the agencies
- Point of contact for insurance company regarding vehicle damage, accidents, & property damage/loss - collecting accident reports and working to resolve the claim with our insurance provider
Customer Service Representative-Advanced
Wisconsin Department Of Transportation
04.2012 - 04.2017
- Answered and assisted customers at an average of 100 phone calls per day
- Worked with individuals and auto dealerships regarding laws and statutes regarding vehicle titling and licensing
- Investigated errors made to titles in order to make the necessary corrections
- Processed title and registration applications at an advanced level in accordance with Wisconsin State laws and statutes
- Investigated vehicle records to determine the eligibility for title, registration or branding
- Processed open record vehicle requests for the public and law enforcement
- Involved in the creation and testing of eNotify program for vehicle renewals
- Processed applications for auto dealership license, buyers license, salvage license, etc.
- Regular audits of auto dealerships and 3rd party processors - Search for potential fraud, errors in processing, or missing documents
- Receive incoming requests from law enforcement to identify a vehicle and owner based on partial plate # or vehicle description.
- Maintain and create lien holder information in the Wisconsin DMV database
- Assisted with the clean up of duplicate consumer records in Wisconsin DMV database
- Research and update DMV records due to incorrect information entered by emission test centers
- Train new hires
Office Manager/Bookkeeper
Kearns Motor Car Company
01.2003 - 12.2011
- Interview and hiring of new office employees
- Meet with all new hires to review onboarding packet along with discussing employee benefits and company policies
- Maintain all employee files
- Managed an office staff of 4 employees
- Trained new hires
- Key timecards, updated employee deductions, and printed weekly payroll
- Calculate profit/loss & salesperson commission for vehicle sales
- Calculate and balance taxable sales. Submit documents and payment for monthly sales tax collected
- Answered multi-line phone system
- Entered and coded daily cash, credit card and wire transfer deposits
- Made travel arrangements for out of state travel to various auto auctions
- Accounts Payable - balance statement, account code, key journal entry, and process the check run
- Breakdown paperwork for vehicle sale to be submitted to financial institutions for funding
- Print, code and key journal entry for vehicle payoffs to various lending institutions.
- Month end balancing of books along with journal and/or GL adjustments
- Research and resolve title issues for vehicle purchased from multiple states
- Process paperwork for wholesale of motor vehicles - contract, titling, calculating profit/loss and receipt of payment
- Assist finance department to key the sale of a vehicle into the finance computer via the sales worksheet
- Assist finance department to disclose finance contract and sale documents to clients
- Calculate and issue check to consumer or financial institution for cancelled aftermarket products (warranty/tire protection, etc)
- Refund consumers or financial institutions for GAP cancellation
- Process dealer reserve payments and chargebacks from secondary lenders
Education
No Degree - General Studies
Colorado Technical University
Online2008
High School Diploma -
Fort Atkinson High School
Fort Atkinson, WI06.1985
Skills
- Cash Handling
- Payment Processing
- Payment Posting
- Cash Drawer Balancing
- Attention to Detail
- Expense Reporting
- Account Reconciliation
- Invoice Processing
- Financial Records and Reporting
- Data Entry Accuracy
- Financial Recordkeeping
- Bookkeeping
- Payment Tracking
- Multitasking
- Payment Scheduling
- Problem Solving
- Confidentiality
- Bank Reconciliation
References
Ann Adkins
Shareholder Service Manager
Wis-Pak Inc
Telephone: 920-390-9333
Mary Novak
Customer Client Representative
Jefferson Mid-state Auto Auction
920-723-4769
Gunner Green
Finance Manager
Kearns Motor Car Company
920-723-8557
Sarah Killerlain
Consumer Credit Examiner
Department of Financial Institutions
608-212-7597
Timeline
Title Specialist
Jefferson Midstate Auto Auction
01.2020 - 01.2024
Assistant Controller
Kearns Motor Car Company, Inc
04.2017 - 12.2019
Customer Service Representative-Advanced
Wisconsin Department Of Transportation
04.2012 - 04.2017
Office Manager/Bookkeeper
Kearns Motor Car Company
01.2003 - 12.2011
No Degree - General Studies
Colorado Technical University
High School Diploma -
Fort Atkinson High School