Lisa Wesberry
Lyman,SC
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Accounting/Office Support
First Bank/CarBucks
04.2023 - Current
- Process Financial Transactions/Reporting for Accounts
- Process various forms of Payment-Check, ACH, Wires, Cash, Stop Payments
- Daily Balancing
- Process Auction Returns
- Process Invoices
- Process NSF's
- Extend Payments and Change Payment Dates
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Created customized financial reports as needed by senior management to support strategic planning initiatives.
- Prepared accurate month-end closing entries to ensure timely financial reporting for executive review.
- Reduced errors in financial reporting by implementing strict quality control measures for data entry.
Executive Secretary
Pentecostals Of The Upstate
02.2017 - Current
- Coordinated events and worked on ad hoc projects.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Filed paperwork and organized computer-based information.
- Took notes and dictation at meetings.Created and managed oce systems to eciently deal with documentation.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Updated and maintained confidential databases and records.
- Handled confidential information in a professional manner.
- Responded to emails and other correspondence to facilitate communication and enhance business processes
- Organized and updated schedules for executives
Loan Support Specialist (Promoted to CA Manager)
Southern Management Corp. (Aka Heights Finance)
10.2018 - 03.2023
- Proactively identified solutions for branches experiencing issues.
- Accurately reversed loan payments
- Assisted with reversing loans
- Researched accounts for accurately applied payments
- Assisted branches with Daily Deposits
- Assisted branches company wide (Covington Credit
- Southern Finance, Quick Credit) over 270 oces with daily close-out issues
- Applied refunds to customers debit cards in Repay
- Processed account adjustments in ABS
- Applied NSF fees to accounts with returned checks
Customer Advocacy Manager
Heights Finance- Formerly Southern Management Corp
04.2017 - 03.2023
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Followed through with client requests to resolve problems.
- Completed special projects by using eective decision making, critical thinking and time management skills.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Consistently managed 14 person sta, eectively resolving issues, which resulted in top ranking out of 2 teams.
- Monitored customer service operations to assess agent performance and provide feedback.
- Aided senior leadership during executive decision-making
Consumer Loan Specialist
Southern Management Corp. (AkaHeights Finance)
04.2017 - 03.2023
- Analyzed financial status, credit and property to determine feasibility of granting loans.
- Completed loan contracts by explaining provisions to applicant, obtaining signatures and notarizations and collecting fees.
- Evaluated loan applications to confirm financial status and credit worthiness.
- Educated customers on terms and conditions of loans to provide clear understanding.
- Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
Guest Service Lead/Cash Oce Clerk
Lowes Foods-Greer
08.2016 - 04.2017
- Perform sales, cash and invoice accounting
- Processed payments and weekly cash reports
- Process bank deposit, order money, cashier loans and money pickups.
- Daily Cash Balancing
- Managed daily operations of oce clerk
- Paid attention to detail while completing assignments
- Demonstrated leadership skills in managing projects from concept to completion
- Adaptable and proficient in learning new concepts quickly and eciently
- Proven ability to develop and implement creative solutions to complex problems
- Applied eective time management techniques to meet tight deadlines
- Passionate about learning and committed to continual improvement
- Organized and detail-oriented with strong work ethic
- Self-motivated, with strong sense of personal responsibility
- Excellent communication skills, both verbal and written
Education
High School Diploma -
Monterey High School
05.2000
Skills
- Cash Handling
- Effective Workflow Management
- Exceptional Telephone Etiquette
- Staff Management
- Performance Tracking and Evaluations
- Customer Service
- Staff Training
- Leading Team Meetings/One on One's
- New Hire Training/Onboarding
- Exceptional Interpersonal Communication
- Microsoft Excel
- Bank Reconciliation
- Accounting Software Proficiency
- Payment Processing
- Cash Flow Management
- Nonprofit Accounting
- Confidentiality and Ethics
Timeline
Accounting/Office Support
First Bank/CarBucks
04.2023 - Current
Loan Support Specialist (Promoted to CA Manager)
Southern Management Corp. (Aka Heights Finance)
10.2018 - 03.2023
Customer Advocacy Manager
Heights Finance- Formerly Southern Management Corp
04.2017 - 03.2023
Consumer Loan Specialist
Southern Management Corp. (AkaHeights Finance)
04.2017 - 03.2023
Executive Secretary
Pentecostals Of The Upstate
02.2017 - Current
Guest Service Lead/Cash Oce Clerk
Lowes Foods-Greer
08.2016 - 04.2017
High School Diploma -
Monterey High School