Adept at bank reconciliation and fostering strong relationships, I significantly enhanced financial accuracy and efficiency at Edmond Public Schools/Russell Dougherty ES. My expertise in records management and dedication to service excellence streamlined operations, achieving a notable improvement in client and vendor communication.
I do have banking experience as a Teller Lobby and Drive thru, New Accounts Rep and assistant to Vice President.
City National Bank, Mineral Wells, TX
Navy Memphis FCU, Millington, TN
City National Bank, Corpus Christi, TX
Wells Fargo Bank, Corpus Christi, TX
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Secretary
Edmond Public Schools/Russell Dougherty ES
02.2017 - Current
Maintained confidentiality of information related to receiving, recording and depositing of funds.
Maintained accurate records of organizational finances and generated reports as requested.
Verified processing information and deposited received funds into organizational account.
Received dues, fees and payments and provided transaction receipts.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed filing system, entered data and completed other clerical tasks.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Answered multi-line phone system and transferred callers to appropriate department or staff member.
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Conducted invoicing and investigated accounts receivables discrepancies.
Maintained daily reports and advised executive leaders in decision-making processes.
Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Maintained clean reception area to promote positive, professional environment for clients.
Liaised between clients and vendors and maintained effective lines of communication.