Melissa Peterson
Accounts Payable
Lindon,Colorado
Summary
Reliable professional with solid administrative background and good understanding of financial operations and practices. Independently handles accounts receivable tasks and billing while providing clerical office support. Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements, and business correspondence.
Overview
18
18
years of professional experience
3
3
years of post-secondary education
Work History
Grain Bookeeping & Accounts Management
Anton Cooperative Association
Anton, CO
7 2021 - Current
- Transfer incoming grain tickets; verify farm ID, grain grades, and weights are correct
- Determine if grain is contracted or open storage, create and apply tickets to assemblies documenting sections and legal land descriptions
- Create settlement sheets for farmers / crop adjusters verifying crop yields
- Transfer outgoing grain shipments; verify grades and weights are correct
- Apply shipments to appropriate contracts and invoice buyers
- Complete long short and daily market position reporting used for basis trading on the commodity market
- Process shipment settlements ensuring payment for each load is correct based on contract discounts and net bushels delivered
- Create Purchase Orders (PO) for incoming inventory based on description and internal product codes
- Process invoices from vendors verifying inventory items are listed and priced correctly
- Post internal use invoices to appropriate GL accounts
- Investigate discrepancies on invoices and statements and work directly with vendors to resolve
- Issue payment weekly / monthly to vendors determined by agreed terms and conditions
- Contact grain buyers regarding missing shipment settlements and past due payments
- Contact Coop customers regarding past due balances and make payment arrangements
- Process all incoming customer payments and apply to accounts.
Branch Manager II
Wells Fargo Bank N.A
Lakewood, CO
07.2016 - 05.2020
- Lead bi-weekly meetings with business specialists and advocates to discuss overall productivity and increase knowledge and business acumen
- Manage evolving initiatives by leading through change, effectively handling objections, and creating positive environments for team members to express and work through uncertainty
- Produce loyal and passionate employees by encouraging personal and professional development, recognizing strengths, future potential, and finding right career path for each individual
- Promote teamwork and synergy with external and internal partners
- Apply extensive experience working with multiple business lines to create well rounded knowledgeable employees who are capable of delivering truly exceptional service to clients.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Complied with regulatory guidelines and requirements.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Business Payroll Consultant
Wells Fargo Bank N.A
Denver, CO
04.2012 - 07.2016
- Utilize Sales Force to track sales progression, communicate with tax implementation team, and enrollment coordinators
- Network with other Wells Fargo business units and proactively self-source new payroll opportunities
- Train and educate Branch Managers, Business Specialists, Personal Bankers, Business Bankers and Business Development Officers on the benefits of Wells Fargo payroll services
- Develop and deliver formal presentations to prospective clients throughout the Denver Metro area and Montana, provide ongoing sales development support
- Effectively manage payroll referral performance for retail and business banking locations in multiple states
- Mentor and train new Business Payroll Representatives in Rocky Mountain Region
- Organize strategic planning meetings with Community Banking and Business Banking Management.
- Managed complex payroll projects for an average of 10 to 12 businesses a month, ensuring timely and accurate submission to an enrollment team
- Acquired new business and submitted payroll enrollments for multimillion dollar customers within 1 to 1,000 employees
- Worked 90% remote mixed with on site meetings and appointments
- Analyzed financial data to identify potential discrepancies or opportunities for improvement, leading to more accurate reporting.
Branch Manager
Wells Fargo Bank N.A
Lakewood, CO
12.2010 - 04.2012
- Develop team-members knowledge around Wells Fargo products and services
- Role play with team members to increase effectiveness during customer interactions
- Manage through situational leadership to have a greater impact on each individual team member
- Use coaching protocols to maximize performance of team members
- Post review of customer interaction, and one-one meetings with team-members
- Inspire team to be at breakthrough performance
- Coach Service Manager to effectively utilize staffing tools, development of team members, and customer satisfaction
- Effectively schedule staff to fit business needs
- Manage team of 36 to create an outstanding level of customer service and sales performance
- Maintain environment that retains and attracts high performers by living the Vision and Values of Wells Fargo.
Assistant Store Manager
Wells Fargo Bank N.A
Golden, CO
04.2010 - 12.2010
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Fostered a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.
- Delivered consistent sales growth by identifying opportunities for promotions and cross-selling products to customers.
- Coached bankers and tellers in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Resolved escalated customer issues effectively leading to improved customer satisfaction rates.
- Developed a loyal customer base through personalized interactions, increasing repeat business in-store visits.
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Manage team of 6 personal bankers
- Effectively schedule staff to fit business needs.
Personal Banker/ Loan Officer
Wells Fargo Bank N.A
Broomfield, CO
11.2006 - 04.2010
- Manage personal sales plan as well as mentoring junior employees for success in their position
- Profile existing/new customer to find financial solutions through effective use of MGF
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Reach out to community by visiting business’s conducting education seminars
- Built long-term relationships with customer by working efficiently and ethically, always keeping our vision and values in mind
- Act as a buddy banker to rookie bankers to coach and help develop product knowledge and sales skill
- Act as store leader when management is out.
Teller
Wells Fargo Bank N.A
Broomfield, CO
8 2006 - 11.2006
- Find financial solutions for existing/new customers
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Meet and exceed personal sales plan.
Education
Some College (No Degree) - Core Studies
University of Northern Colorado
Greeley, CO 01.2004 - 05.2005
High School Diploma -
Sterling High School
Sterling, CO 01.2002 - 05.2003
Skills
- Teamwork and Collaboration
- Goal-Oriented
- Client Relationship Building
- Documentation And Reporting
- Invoice balancing
- Account Management
- Prioritizing workflows
- Cross-Functional Collaboration
- Sales Reporting
- Staff Management
- Data-driven decision-making
- Risk Tolerance Reporting
Timeline
Branch Manager II
Wells Fargo Bank N.A
07.2016 - 05.2020
Business Payroll Consultant
Wells Fargo Bank N.A
04.2012 - 07.2016
Branch Manager
Wells Fargo Bank N.A
12.2010 - 04.2012
Assistant Store Manager
Wells Fargo Bank N.A
04.2010 - 12.2010
Personal Banker/ Loan Officer
Wells Fargo Bank N.A
11.2006 - 04.2010
Some College (No Degree) - Core Studies
University of Northern Colorado
01.2004 - 05.2005
High School Diploma -
Sterling High School
01.2002 - 05.2003
Grain Bookeeping & Accounts Management
Anton Cooperative Association
7 2021 - Current
Teller
Wells Fargo Bank N.A
8 2006 - 11.2006
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