Madeleine Vaughn

Operating as a personal producer and team leader, my tasks include but are not limited to:

• Creating workflows for incoming applicants for my own hiring process
• Conduct interviews
• Enroll new hires into Xcel Solutions
• Manage spreadsheets
• Manage new hire pipeline
• Scheduling meetings
• Conducting meetings
• Training individuals
• Assisting fellow managers with full team meetings.
• Properly handling legal contracts
• Answering phone calls
• Conducting emails
• Working with the underwriting department as needed
• Enrolling clients
• Maintaining professional client relationships
• Review reports and spreadsheets
• Effectively manage clients and trainees across all time zones in the US

• Designated trainer
• Create work schedule for up to 8 people
• Maintain effective communication with upper management
• Ensure smooth workflow in the office, especially during hectic times
• Answer incoming calls
• Send emails
• Handle legal contracts
• Assign tasks
• Create workorders
• Mail important documents
• Determine the need of each customer and upsell when appropriate

• Trainer
• Maintain an understanding of power tools, fasteners, paint and other hardware related products to assist customers most efficiently
• Customer service
• Program key fobs and cutting keys
• Manage inventory
• Fill propane
• Answer phones

• Compiled current budget data from estimated revenues, expenses and prior budgets.
• Maintained and reconciled general ledger accounts.
• Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
• Analyzed financial transactions, assigning to specific accounts.
• Ensured compliance with local, state, and federal government reporting requirements.

I was fortunate enough to learn bookkeeping from Ernie Verdugo of Frog Repair. He taught me how to manage and balance his books long-hand without technology.