Lori Davis
Palmyra,VA
Summary
I have worked and been trained in various types of Accounting. I am a fast learner who is dedicated to learn as much about every aspect of the job. I took 12 years off to raise my children and now I am looking to reestablish my career. I have extensive customer service skills and training. I am professional, fast and accurate in everything I do.
Overview
16
16
years of professional experience
Work History
Accounting Assistant/DMV Title Clerk
Umansky Auto Group
Charlottesville, VA
10.2020 - Current
- Prepared tax and title documents to submit legal transfer work to DMV.
- Organized and prepared tax and title documents to transfer ownership of property.
- Contacted VA and MD Motor Vehicle Department to determine status of pending titles.
- Communicated with customers to resolve common title issues.
- Used Xerox machines and reader and printer machines to make, file and distribute copies of recorded documents.
- Arranged payoff checks for trade-ins and new vehicles through CDK.
- Verified and analyzed free-and-clear title issues, odometer readings and VIN numbers to finalize multiple sales deals within 16 days.
- Calculated and remitted state sales tax, service and other charges.
- Maintained control log of vehicle certificates of origin and titles, using CDK and VADL.
- Posted titling transactions and monitored corresponding schedules, using VADL and CDK.
- Processed DMV and sales documents received by clients to complete title follow-ups.
- Coordinated price adjustment between buyers and sellers.
- Performed routine data entry or document management.
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Processed payments for fines and fees, maintained accurate drawers, issued receipts and updated account balances.
- Stayed up-to-date on VA and MD laws and licensing requirements to complete accurate and efficient reviews.
- Responded to inquiries from general public regarding court appearance, trial dates, judicial procedures and fines.
- Responded to requests for information from public, other municipalities or state and federal legislative offices.
- Maintained fiscal records and accounts.
- Informed customers by mail or telephone of additional steps needed to obtain licenses.
- Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.
- Updated operational records or licensing information using computer terminals.
- Worked closely with applicants to determine eligibility and verify accuracy and integrity of application data.
- Recorded and edited minutes of meetings and distributed to appropriate officials or staff members.
- Verified authenticity of foreign identification or immigration documents.
- Researched information in municipal archives upon request of public officials or private citizens.
- Issued public notification of official activities or meetings.
- Created documents with applicant information and verified data against DMV database information.
- Wrote, reviewed and submitted 10 reports per week for department records.
Bookkeeper
Acel, LLC
Charlottesville, VA
01.2022 - 05.2022
- Maintained and processed invoices, deposits and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Established QuickBooks accounting system to reflect accurate financial records.
- Organized and carried out proactive month-end, quarterly and year-end processes.
- Reported financial data and updated financial records in ledgers and journals.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Verified postings to ledgers to confirm accurate entry and account balances.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Verified accurate recordkeeping processes, reducing financial inconsistencies.
- Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
- Supported operations by communicating with customers, filing documents and managing data.
- Reviewed and processed employee expense reports and vendor invoices for payment.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
- Diminished financial discrepancies and managed monetary transactions.
- Identified accounting errors by developing cross-referencing databases.
- Created plans to remedy financial discrepancies and reconcile issues with records.
Warranty/Automotive Service Writer
Jim Price Chevrolet, Kia, And Hyundai
Charlottesville, VA
08.2007 - 07.2008
- Greeted and registered customers requiring service and directed automobiles to service garage.
- Accurately diagnosed and recorded service needs on work orders and provided details to technicians.
- Answered service department phone and responded promptly to questions and messages.
- Used ADP computer system to enter customer information, create service records, order parts and develop cost estimations.
- Advised management members on customer issues or mechanical repair problems.
- Provided customers with estimation of repair costs and reasonable timeline for completion of service.
- Verified warranty plans and coverage and uncovered hidden warranties.
- Produced accurate customer estimates and clearly articulated charges to customers to minimize complaints.
- Conferred with sales teams to schedule and price repair requirements for used and new vehicles.
- Presented different repair options to customers to help each person make appropriate choices.
- Worked effectively with repair staff and parts providers, staying current on availability and service processes.
- Logged work orders and change orders into ADP database to track job status.
- Consulted with customers to assess service requirements and produce accurate orders.
- Resolved concerns with products or services to help with retention and drive sales.
- Resolved issues by coordinating with all departments.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
Senior Loan Representative
Citifinancial
Charlottesville, VA
10.2001 - 07.2007
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Recommended loan approvals and denials based on customer loan application reviews.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Advised clients on mortgage, education and personal loans.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Successfully closed averagenumber of loans per month.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Assisted senior-level credit officers with complex loan applications.
- Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Compiled closing packages for drafting and presentation accuracy.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Assessed aging accounts and initiated collection strategies based on conditions.
- Developed prospects for new loans by conducting numerious cold calls weekly.
Head Teller
Guarantee Savings And Loans
Charlottesville, VA
10.2000 - 10.2001
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Replenished ATM funds in empty canisters prior to validation process.
- Mentored newly hired team members on appropriate responses to patron questions.
- Identified potential needs through observation, questioning and listening.
- Answered inquiries regarding checking and savings accounts and other related products.
- Provided customers with appropriate literature on banking products and services.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Introduced customers to other bank team members to help meet financial needs.
- Investigated and promptly resolved issues with patron accounts.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Received loan and utility payments, sending funds to correct destinations.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Calculated fees due, interest and change for customer transactions.
Billing Clerk
Whitlow Chevrolet
Richmond, VA
02.1994 - 10.2000
- Executed billing tasks and recorded information in company databases.
- Monitored outstanding invoices and performed collections duties.
- Managed invoicing and payment processing operations.
- Handled account payments and provided information regarding outstanding balances.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Created improved filing system to maintain secure client data.
- Developed rapport with clients and vendors to cultivate loyalty and satisfaction.
- Collected data to complete detailed financial reports for stakeholders and management.
- Assisted management with implementing new accounting software program.
- Used data entry skills to accurately document and input statements.
- Responded to customer concerns and questions on daily basis.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Received and sorted mail, prepared packages for delivery and scanned documents.
- Utilized talents and expertise to complete on-time and accurate monthly closing processes, journal entries and accruals.
- Generated financial statements and reports detailing accounts receivable status
- Posted data and kept other records concerning costs of goods or services or shipment of goods.
- Kept vendor files accurate and up-to-date to expedite payment processing.
- Monitored equipment to check for proper operation.
- Disbursed petty cash by recording entries and verifying documentation.
- Trained and mentored new team members and managers on accounts payable systems and policies to build cohesive groups and promote operational performance.
- Inserted mail with manual methods and automated equipment for optimal efficiency.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
- Generated accounts payable reports for management review to aid in financial and business decision making.
- Encoded and canceled checks using bank machines.
Education
No Degree - Loan, Collections, And Fair Housing Act
CitiUniversity
Charlottesville, VANo Degree - Accounting And Computer Science
Piedmont Virginia Community College
Charlottesville, VACertificate of Completion - Banking
American Banking Institute
Charlottesville, VA10.2001
Certificate of Completion - Dealership Accounting
John Tyler Community College
Chester, VA10.1994
High School Diploma -
Steilacoom High School
Steilacoom, WA02.1992
Skills
- Best Practices
- Office Support
- Administrative Support
- Registration Documents
- Credit Card Transaction Processing
- Security Measures
- Document Summarization
- Contract Review
- Office Cleaning
- Service Quality
- Outbound Calls
- Document Preparation
- Customer Needs Assessments
- Billing Codes
- Critical Thinking Skills
- Payment Collection
- Customer Experience
- Cash Register Operations
- Customer Accounts Management
- Processing Refunds
- Title I Knowledge
- Office Supplies and Inventory
- Data Communications
- Quality Production
- Business Correspondence
- Applicant Evaluations
- Information Updates
- Balance Sheets
- Expense Reports
- Customer Satisfaction
- Transfer Processes
- Licensing Requirements
- Closing Disclosures
- Creative Solutions
- Operational Efficiency
- Data Processing
- Purchase Orders
- Inventory Accuracy
- Professional Phone Etiquette
- Efficient Service
- Customer Inquiries
- Inventory Control
- Financial Documentation
- Monthly Closings
- Business Process
- Troubleshooting Issues
- Customer Service Process Improvement
- Personnel Management
- Distributing Files
- Accounts Payable and Accounts Receivable
- Bank Deposits
- Payment Plans
- New Product Information
- Real Estate
- Company Standards
- Bank Reconciliation
- Collection Calls
- Customer Retention
- Legal Requirements
- Training Junior Team Members
- Customer Care
- Production Standards
- Customer Relations
- Accounting Procedures
- Workload Prioritization
- Workflow Processes
- Administrative Office Operations
- Office Organization
- Legal Documentation
- Corrective Actions
- Microsoft Office Suite
- Organizational Systems
- Skilled in Finance
- Tagging Updates
- Paperwork Processing
- Payment Discrepancy Research
- Email Software
- Logging Paperwork
- Performance Review
- Correspondence Writing
- Work Assignments
- Accounting Assistance
- Accuracy
Timeline
Bookkeeper
Acel, LLC
01.2022 - 05.2022
Accounting Assistant/DMV Title Clerk
Umansky Auto Group
10.2020 - Current
Warranty/Automotive Service Writer
Jim Price Chevrolet, Kia, And Hyundai
08.2007 - 07.2008
Senior Loan Representative
Citifinancial
10.2001 - 07.2007
Head Teller
Guarantee Savings And Loans
10.2000 - 10.2001
Billing Clerk
Whitlow Chevrolet
02.1994 - 10.2000
No Degree - Loan, Collections, And Fair Housing Act
CitiUniversity
No Degree - Accounting And Computer Science
Piedmont Virginia Community College
Certificate of Completion - Banking
American Banking Institute
Certificate of Completion - Dealership Accounting
John Tyler Community College
High School Diploma -
Steilacoom High School