Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Lisa Frazier

Fort Worth,TX

Summary

Hardworking and passionate professional with strong organizational and research skills eager to secure entry-level Account Technician position. Ready to help the team achieve company goals and grow.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Technician

City of Fort Worth
07.2024 - Current
  • Audit & research vendor invoices for fleet services in property management division
  • Assist analyst workflow with inventory spreadsheets and other financial projects.
  • Scanning statements and filing invoices from Faster Web and Perceptive software.

Accounts Payable Manager

Deli Partners LLC
10.2023 - 02.2024
  • Oversee full cycle AP for 12 restaurant entities (high-volume workload), make daily deposits, create invoices, post payments and enter journal entries for all 3rd party merchant sales
  • Set up new hires in QB
  • 1099 vendor file w-9, Assisted payroll manager with special projects
  • Reviewed and tracked vendor past due accounts for discrepancies.

Accounts Payable Specialist

Ridglea Country Club
06.2023 - 08.2023
  • Process over 800 weekly vendor invoices including distribution to managers, coding and check run mailout
  • Receive member payments into Jonas software system, enter credit card and ACH transactions into system for tracking and research
  • Record liquor/beer/wine inventory sheets into EOM spreadsheets for budget optics
  • Special projects assigned by payroll manager and Controller as needed.

Accounting Assistant

Boot Ranch Golf Club
11.2020 - 02.2023
  • Manage Accounts payable and accounts receivable duties as well as all member billing for 500 resident club
  • Additional tasks assigned by the Controller and CFO as needed
  • Assists HR manager as needed
  • Analyze workflow processes to streamline and add value to department
  • Assist with EOM preparation and bank account reconciliations
  • Communicate with department heads on issues and resolved as needed.

Brand Ambassador

Becker Vineyards
12.2018 - 12.2019
  • Assist team members and management with daily business operations, opening/closing duties, cash handling, training, invoices, special events and wine education
  • Promote wine products and enter lavendar sales into point of sale system.

Mortgage Loan Originator

Randolph Brooks Federal Credit Union
06.2015 - 12.2018
  • Data entry and Phone Interviewed borrowers for new loans
  • Sent out pre-approvals, requested income documents, Trained new team members
  • Examined members financial profile pre-underwriting, provided fee estimates for conventional/home equity/construction mortgage loan products and recommended products
  • Assisted loan officers in all areas
  • Managed transfers and delegated referrals for phone team efficiency
  • Used MS Teams for weekly meetings.

Education

BFA in Photography -

Texas State University
San Marcos, TX

Skills

  • Microsoft Office (7 years)
  • Outlook (5 years)
  • Quickbooks (4 years)
  • Accounts Payable (3 years)
  • Accounts Receivable (3 years)
  • Data Entry (6 years)
  • Customer Service (10 years)
  • Credit Analysis (3 years)
  • Analysis Skills (8 years)
  • Excel (4 years)
  • Account Reconciliation
  • Client Communication
  • Payment Processing
  • Internal Controls

Certification

  • LinkedIn Certification - Strategic Thinking, 03/01/23
  • Navis Certified CRM Professional, 11/01/19 to Present

Timeline

Account Technician

City of Fort Worth
07.2024 - Current

Accounts Payable Manager

Deli Partners LLC
10.2023 - 02.2024

Accounts Payable Specialist

Ridglea Country Club
06.2023 - 08.2023

Accounting Assistant

Boot Ranch Golf Club
11.2020 - 02.2023

Brand Ambassador

Becker Vineyards
12.2018 - 12.2019

Mortgage Loan Originator

Randolph Brooks Federal Credit Union
06.2015 - 12.2018

BFA in Photography -

Texas State University

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Lisa Frazier