Megan Wolfgang

• Managed financial operations, including bookkeeping, invoice processing, credit card reconciliation, and monthly account balancing in QuickBooks.
• Processed payroll and employee benefits.
• Ensured timely and accurate completion of insurance audits.
• Oversaw scheduling and coordination of training, on and off-site, for various courses offered to union members.
• Maintained records of student attendance and training progress.
• Prepared accurate and timely monthly reports.
• Direct point of contact regarding training via phone and email for union members and contractors.
• Calculated class and certification reimbursement checks.
• Entered data into spreadsheets using Microsoft Excel.
• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
• Maintained office and training supplies inventory.
• Transcribed meeting minutes.
• Reviewed and maintained annual agreements.
• Prepared and tracked purchase orders.
• Handled incoming calls and directed callers to appropriate department or employee.
• Sorted mail and prepared packages for shipment.

Provided administrative support in a fast-paced mortgage office, ensuring smooth daily operations. Collected, reviewed, and organized client documentation. Entered and managed data in the system while tracking the progress of loans to meet deadlines. Maintained constant communication with the lenders and clients.