Chelsea E. Lee
Woodland,USA
Summary
Highly qualified professional with a focus on client satisfaction in fast-paced environments. Exceptional communication skills in both oral and written formats. Demonstrated ability to effectively liaise with clients, co-workers, and management. Ambitious self-starter who thrives on new challenges. Proficient in MS Office (Word, Excel, Outlook, PowerPoint), QuickBooks, Adobe Pro, and Access.
Overview
13
13
years of professional experience
Work History
Financial Assistant
Victorium Legal
Davis, CA
07.2023 - 03.2024
- Analyzed data to identify discrepancies and errors in financial documents.
- Prepared bank reconciliations to ensure accuracy of accounts payable and receivable ledgers.
- Responded promptly to inquiries from clients regarding billing or payment issues.
- Performed account analysis and reconciliation tasks to ensure accuracy of balances.
- Generated reports supporting senior leadership in making adjustments to business policies and plans.
- Managed financial forms and permanent records.
OFFICE ADMINISTRATOR
Solved Tax & Accounting
Woodland, CA
10.2022 - 07.2023
- Greeted visitors warmly, handled inquiries, and provided general information about the company.
- Scheduled and managed appointments for senior management team members through the use of Outlook calendar system.
- Provided professional customer service by answering questions and responding to inquiries via phone and email.
- Reviewed documents thoroughly to ensure accuracy in paperwork and prevent delays.
- Handled data processing and bookkeeping responsibilities.
- Efficiently scanned and filed tax and accounting documents for clients.
- Managed supplies inventory by monitoring stock levels, proactively placing orders and ensuring timely receipt of supplies.
OFFICE MANAGER
WOODLAND ELECTRICAL INC.
Woodland, CA
08.2021 - 09.2022
- Handled accounts receivable/payable and reconciled credit card statements
- Coordinated initial meetings with clients to review job requirements and accurately estimated project pricing
- Managed fleet maintenance responsibilities
- Managed customer inquiries and facilitated effective solutions
- Managed and organized inventory for break rooms, restrooms, and office products.
- Facilitated communication between vendors to efficiently resolve billing and payment inquiries
- Received and directed incoming calls, messages, mail, and packages to the appropriate recipient with a focus on providing excellent customer service.
- Collected and reviewed employee timecards, submitting them to the owner for review and payroll processing.
Member Service Specialist III
Golden 1 Credit Union
Sacramento, CA
02.2021 - 06.2021
- Opened various types of personal accounts, such as savings, checking, CDs, service IRA, and others.
- Processed various financial transactions for members including cashier’s checks, money orders, savings bonds, wire transfers, additional sub-shares, and debit card issuance
- Generated leads and increased business opportunities by proactively initiating contact with prospects via outbound calls
- Implemented effective stage-directing techniques.
- Monitored compliance with the morning open procedures checklist.
- Balanced vault and TCR machines, reviewed the closing checklist, and completed nightly work for closing procedures.
- Generated profitable partnerships by referring potential clients for specialized services
Personal Banker
Wells Fargo Bank
Woodland, CA
07.2018 - 01.2021
- Acquired various personal and business accounts such as checking, savings, CDs, loans, credit cards, and lines of credit while assuming the role of ATM custodian.
- Opened procedures including vault operations, TCD loading, and mini-loading to streamline daily operations
- Ensured closure of procedures including maintenance of empty mini, balanced TCD, balanced shared cash line, and vault. Verified completion of sign-offs by reviewing close checklist and adherence to other standard procedures.
- Conducted outbound calls and scheduled appointments for CRV.
- Collaborated with business partners to refer clients for mortgages and investment services.
- Demonstrated exceptional skills in stage directing and coaching
- Orchestrated volunteer initiatives including United Way and Yolo Food Bank.
- Enhanced customer experience by enhancing various components.
Teller
Wells Fargo Bank
Woodland, CA
12.2016 - 07.2018
- Navigate multiple computer systems, applications, and utilize search tools to find information
- Receive deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, selling cashier’s checks, traveler’s checks, and series e bonds
- Reconcile cash drawer by proving cash transactions, counting, and packaging currency and coins
- Comply with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof
- Maintains customer confidence and protects bank operations by keeping information confidential
Clerk-Office/Retail
Safeway
Davis, CA
05.2012 - 12.2016
- Delivers top-notch customer service in a demanding, fast-paced setting.
- Processed cash and credit card transactions efficiently.
- Performed various bookkeeping tasks, such as cashing checks, issuing refunds, preparing bank deposits, setting up cash registers, and reconciling daily and weekly sales reports.
- Procured necessary supplies in a timely manner.
- Printed payment master, tender listing, over/short, and 5/10 reports for analysis.
- Optimized Veribalance and a CC Controller technology resulting in increased efficiency.
HR Clerical Support
Lawrence Berkeley National Laboratory
Berkeley, CA
06.2011 - 09.2011
- Delivered excellent customer service to support multiple HR divisions.
- Maintained compliance with employee personnel file requirements by regularly reviewing and making requested copies.
- Prepared and submitted salary notice changes for promotions.
- Managed phone calls and handled various administrative tasks including photocopying, data entry, scanning confidential documents, delivering mail, and running errands.
- Managed procurement of supplies effectively via eBUY system.
Education
Associate Degree in Business Administration | Social Science | Psychology -
Woodland Community College
Woodland, CA07.2023
Skills
- Organizational Skills
- Credit and collections
- Meet Critical Deadlines
- Quality Control
- Problem-Solving Skills
- Bookkeeping
- Customer Service
- Employee Training
- Banking operations
Timeline
Financial Assistant
Victorium Legal
07.2023 - 03.2024
OFFICE ADMINISTRATOR
Solved Tax & Accounting
10.2022 - 07.2023
OFFICE MANAGER
WOODLAND ELECTRICAL INC.
08.2021 - 09.2022
Member Service Specialist III
Golden 1 Credit Union
02.2021 - 06.2021
Personal Banker
Wells Fargo Bank
07.2018 - 01.2021
Teller
Wells Fargo Bank
12.2016 - 07.2018
Clerk-Office/Retail
Safeway
05.2012 - 12.2016
HR Clerical Support
Lawrence Berkeley National Laboratory
06.2011 - 09.2011
Associate Degree in Business Administration | Social Science | Psychology -
Woodland Community College
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