Motivated and dependable with over 20 years experience in accounting, customer assistance, and record management. Eager learner known for accuracy, attention to detail, and organization skills. Valuable team member known for timely work completion with minimal supervision. Proven history of possessing a strong work ethic to meet team, individual, and management objectives.
Overview
30
30
years of professional experience
Work History
Investment Accounting Clerk
AG Financial
Springfield, MO
09.2024 - Current
Post incoming & outgoing wires
Post deposits and withdrawals
Process, print and mail maturity notices
Set up incoming ACH
Set up ACH interest paid out
Process ACH returns
Record debit, credit and account transactions in spreadsheets and databases
Receive and record payments made by check
Process new investments and online investments
ACH call-in to bank and upload on bank's website
Check/verify postings & documents daily for correctness, accuracy, and proper coding
Maintain investment and client account info: address/name changes, death, beneficiary changes, etc.
Set up and cancel recurring deposits or withdrawals into/from investments
Create confirmation letters for all new or reinvested investments
Principal Court Clerk
Greene County Probate, State of Missouri
Springfield, Missouri
06.2022 - 08.2024
Track cases, manage electronic records, enter filings, hearings, judgments and closing cases when complete
Examine legal documents and assure adherence to laws and court procedures
Assemble paperwork and relevant files for use by judge at hearings, using discretion to indicate key information relevant to judgment
Prepare documents necessary for daily courtroom operations
Make various docket entries, attach approved orders and/or any additional information
Ensure confidential/sensitive information is protected both online and in hard copy
Update and maintain court calendar
Fulfill document requests by judges and attorneys, keep records of documents provided
Assist the public both in-person and by phone inquiries or requests for information and other court documents or procedures
Advise supervisors, judges and other office members on records, case status and other developments, alerting of approaching deadlines and procedural requirements
Assess charges and receive payments for fines, bonds, and other court fees, accurately updating records, also recording details of payment, issuing receipts or notifications of missed deadlines or delinquency
Write error-free and professional correspondence on behalf of court system
Assist the general public and provide customer service both in-person and by phone or email with inquiries regarding court procedures or process document requests, keeping records of any documents provided
Prepare lists of overdue required documents
Calculate and provide final court costs, as requested
Process Annual Settlements, Final Settlements, and Statements of Account
Coordinate publication of Notice of Filing of Final Settlements in supervised decedent cases
Accept various documents: motions, petitions, release of claims, proposed orders, etc. from the queue
According to statute, ensuring certain documents are not approved until the designated waiting period is fulfilled
Staff Accountant
Plaza Realty & Management
Springfield, MO
04.2004 - 02.2021
Processed & posted A/R, A/P and daily reports
Entered payroll, printed checks, processed direct deposit remotely
Improved record management efficiency
Resolved/addressed billing inquiries, issues, made billing adjustments
Reconciled cash receipts & bank account
Assisted tenants, Tower Club employees and members, vendors, GMs, and associates
Reports produced include billing, occupant ledger, member, payroll, financial, vendor, delinquency/aging, month-end
Managed/maintained tenant accounts, member accounts, employee & vendor records
Ran monthly statements
Processed vacates, updated records accordingly
Provided customer service to vendors, GM's, Tower Club employees and members, and mini-storage tenants
Daily tasks included: data entry, 10 key, record maintenance, provide assistance on phone & in-person, create deposits, scan, copy, etc.
Promoted from Accounting Clerk to Staff Accountant
SAP FI System Analyst & Problem Coordinator at Volkswagen Financial Services AGSAP FI System Analyst & Problem Coordinator at Volkswagen Financial Services AG