Margaret Daugherty

• Processed and reconciled membership dues, applications, renewals, and resignations to maintain accurate financial and member records.
• Managed accounts payable/receivable and performed monthly bank and ledger reconciliations.
• Prepared financial reports, supported month-end/year-end closes, and assisted with audits and tax filings.
• Contributed to budgeting and forecasting through data analysis and variance review.
• Maintained up-to-date member databases and collaborated with teams to support recruitment and communications.
• Ensured compliance with accounting standards and tax regulations.

• Reviewed membership sales contracts and processed cancellations, refunds, and payment transfers.
• Responded to inquiries from field and membership specialists regarding contracts and enrollment systems.
• Generated and analyzed weekly reports on memberships, accounts, and compliance issues.
• Audited and maintained records for annual site lease agreements and prepared related commission reports.
• Processed deposits, credit card, ACH, and Lockbox transactions; prepared monthly bank reconciliations.
• Uploaded and maintained contract documentation within the company’s receivables system.
• Developed standardized departmental procedures and handled general administrative tasks.
• Partnered with the development team to resolve system issues, streamline processes, and train staff on new features.
• Assisted with vendor account setup, ad hoc reporting, and communication with field representatives to resolve audit discrepancies.

• Greeted and assisted customers and residents with professionalism and warmth.
• Managed home closings in alignment with company business plans and selling philosophy.
• Maintained consistent communication with customers from initial contact through post-closing.
• Monitored daily customer traffic, maintained records in tracking systems, and conducted follow-ups.
• Created sales agreements, calculated taxes and payment plans, and ran credit checks.
• Updated internal inventory systems to ensure accurate tracking of available and sold homes.
• Captured home photos and videos for marketing and audited all marketing materials for accuracy.
• Supported marketing efforts, including tracking home listings and coordinating new arrivals.
• Organized files, ordered supplies, and assisted with community events and resident communications.
• Attended meetings, trainings, and seminars to support sales and marketing strategies.
• Collaborated with community and regional teams to maintain effective communication.

• Curated monthly training programs in different areas within the restaurant.
• Ensured that all online training through workday was completed by all employees and offered additional learning for more challenging subjects.
• Acknowledge customer issues and resolved their problems quickly and efficiently.
• Accepted and processed customer payments in cash, credit cards and checks, checking for validity.
• Developed and implemented tailored service plans to the needs of particular guests.
• Effectively communicated with other employees and upper management to ensure complete care of customers.