Lisa Vinson
Coppell,TX
Summary
Talented Financial Coordinator proven successful in leading administrative team members in high-volume settings. Knowledgeable about data entry, mail processing, managing files and producing professional correspondence for diverse needs. Articulate communicator with strong attention to detail and superior work ethic.
Overview
25
25
years of professional experience
Work History
Pathway to Victory Financial Coordinator
First Baptist Church Dallas
Dallas, TX
07.2022 - Current
- Inputted data into various software programs accurately and efficiently.
- Assisted other team members with complex data entry tasks as needed.
- Researched and updated customer records in database system.
- Implemented appropriate security measures when handling confidential client information.
Bookkeeper
Watkins Investigations
Garland, TX
03.2021 - 03.2023
- Processed accounts payable and receivable transactions.
- Generated invoices for clients and tracked payments received from customers.
- Performed account analysis as required by management.
Benefits Administrator II
GuideStone Financial Resources
Dallas, TX
11.1998 - 09.2010
- Resolved customer inquiries promptly and accurately by providing clear explanations about available services or products.
- Maintained accurate records pertaining to customer accounts using specialized software applications.
- Drafted documents such as contracts, wills, trusts, beneficiary designations related to estate planning services.
- Conducted detailed research into pension plans and other investment options suitable for clients' needs.
Education
General Studies
Dallas Baptist University
Dallas, TXSome College (No Degree) - General Studies
Navarro College, Waxahachie
Waxahachie, TXSome College (No Degree) - General Studies
Collin College
McKinney, TXSkills
- Skilled in Aegis CRM and Rapid Entry
- Data Entry
- Microsoft Excel
- Verbal and written communication
References
References available upon request.
Timeline
Pathway to Victory Financial Coordinator
First Baptist Church Dallas
07.2022 - Current
Bookkeeper
Watkins Investigations
03.2021 - 03.2023
Benefits Administrator II
GuideStone Financial Resources
11.1998 - 09.2010
General Studies
Dallas Baptist University
Some College (No Degree) - General Studies
Navarro College, Waxahachie
Some College (No Degree) - General Studies
Collin College
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