Michelle Wilcox
West End,NC
Summary
Dynamic professional with a proven track record of enhancing financial accuracy and client satisfaction at Moore County Schools. Excelled in reconciling financial records and streamlining processes, demonstrating exceptional attention to detail and adaptability. Skilled in customer service and financial management, consistently delivering results that exceed employer expectations.
Overview
21
21
years of professional experience
Work History
Bookkeeper/Admin Asst/Receptionist
Moore County Schools
05.2019 - Current
- Completed payroll for employees and maintained detailed records of procedures.
- Utilized accounting system to reflect accurate financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Completed tax forms in compliance with legal regulations.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Matched purchase orders with invoices and recorded necessary information.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Patient Accounts/Scheduling
First Health Moore Regional Hospital
03.2018 - 05.2019
- Answered phone calls from patients to help them with understanding their bill
- Provided assistance with bill by helping patients to see if they were qualified for medicaid, financial assistance, payment plans etc.
Insurance Agent
Jim Leach Insurance Agency
01.2017 - 05.2018
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Identified and solicited sales prospects in agency databases.
Teller/Banker
BB&T
08.2016 - 01.2017
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Branch Manager
Wells Fargo
05.2006 - 08.2016
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Maintained friendly and professional customer interactions.
- Consulted customers to boost product sales and services.
Customer Service
Water Dept of Whispering Pines
05.2005 - 05.2006
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
- Described product and service details to customers to provide information on benefits and advantages.
- Explained online self-help options to customers to promote additional and after-hours support choices.
- Developed working relationships with internal and external customers while assisting with account management duties.
- Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems.
- Assessed customer service trends and evaluated complaints to determine areas in need of enhancement.
- Escalated critical customer issues to supervisor to avoid lost revenue and canceled policies.
- Implemented and developed customer service training processes.
Funeral Director Apprentice
Cox Memorial Funeral Home
01.2004 - 12.2005
- Arranged funeral/memorial services for grieving families to meet budget and memorialized instructions.
- Liaised between hospitals, physicians, county coroner and members of clergy to coordinate final arrangements.
- Arranged transportation between sites for remains, mourners, pallbearers and members of clergy.
- Closed and secured caskets and led funeral corteges to churches and burial sites.
- Performed embalming procedures and updated case study reports.
- Drafted and published 10 obituaries per week on behalf of families served.
- Discussed nature of funeral service, disposition of remains and funeral costs with family members.
- Communicated with insurance companies to secure death benefits for payment of services.
- Promoted funeral service merchandise such as caskets, urns, outer burial containers and flowers.
- Displayed highest level of professionalism and sensitivity when dealing with grieving family members.
Education
Associate of Science - Funeral Service
Fayetteville Technical Community College
Fayetteville, NC06.2005
Skills
- Flexible and Adaptable
- Attention to Detail
- Dependable and Responsible
- Friendly, Positive Attitude
Timeline
Bookkeeper/Admin Asst/Receptionist
Moore County Schools
05.2019 - Current
Patient Accounts/Scheduling
First Health Moore Regional Hospital
03.2018 - 05.2019
Insurance Agent
Jim Leach Insurance Agency
01.2017 - 05.2018
Teller/Banker
BB&T
08.2016 - 01.2017
Branch Manager
Wells Fargo
05.2006 - 08.2016
Customer Service
Water Dept of Whispering Pines
05.2005 - 05.2006
Funeral Director Apprentice
Cox Memorial Funeral Home
01.2004 - 12.2005
Associate of Science - Funeral Service
Fayetteville Technical Community College
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