Lisa Thomas
Accounts Payable And Receivable
Eden,US
Summary
Dedicated and highly efficient Accounts Payable and Receivable Professional with a history in administration and a track record of maintaining accuracy in high volume positions, while managing multiple systems and tasks consistently meeting deadlines.
Overview
21
21
years of professional experience
3
3
Certifications
Work History
Sr. Service Processor
Lincoln Financial Group
03.2023 - Current
- Analyze, verify, deposit and report account transactions, ensuring efficient, accurate and timely processing of all payments and reports.
- Consistently meets or exceeds performance goals set by management, reflecting a commitment to excellence in the Service Processor role.
- Manages high-volume service requests, maintaining accuracy and timely completion of tasks.
- Effectively manages multiple priorities in fast paced environments without compromising quality.
- Trained new employees on service processing procedures and best practices, fostering a positive work environment.
- Review's files, records and other documents to obtain information to respond to requests.
- Handles sensitive client information with discretion, adhering to strict confidentiality policies at all times.
Service Processor II
Lincoln Financial Group
12.2019 - 03.2023
- Receive, analyze, prepare and record account transactions, ensuring efficient and accurate deposits of all payments.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
Payment Processing Administrator, Corporate Tax
Lincoln Financial Group
05.2013 - 12.2019
- Open, assessed, organized, and distribute incoming mail to ensure efficient internal distribution and timely handling.
- Process filings to be mailed for all operational tax types.
- Request payments (check requests and ACH Credit Requests) for various tax types.
- Monitored office supplies and coordinated timely reordering to ensure operational efficiency.
Imaging Professional (Records Servicing)
Lincoln Financial Group
12.2004 - 05.2013
- Handled preparation and digital imaging of all incoming customer cash-related documents, maintaining compliance and data integrity.
- Accurately calculated and recoded cash receipts for Treasury.
- Supported leadership by compiling and analyzing data to inform strategic decisions.
Education
High School Diploma -
John Motley Morehead High School
Eden, NC 05.2001 -
Skills
Compliance Awareness
Operational Efficiency
Multitasking and Prioritzation
Cross-functional Teamwork
Certification
Certified Associate Customer Service (ACS)
Timeline
Sr. Service Processor
Lincoln Financial Group
03.2023 - Current
Certified Associate Life Management Institute (ALMI)
01-2023
Certified Associate Customer Service (ACS)
07-2022
Service Processor II
Lincoln Financial Group
12.2019 - 03.2023
Payment Processing Administrator, Corporate Tax
Lincoln Financial Group
05.2013 - 12.2019
Imaging Professional (Records Servicing)
Lincoln Financial Group
12.2004 - 05.2013
High School Diploma -
John Motley Morehead High School
05.2001 -
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