Morgan Grizzle

• Handle all AR and AP entries in the bank including posting all AR funds received
• Prepared financial statements and reports.
• Reviewed and reconciled monthly bank statements.
• Maintained general ledger accounts by verifying, allocating, posting transactions; reconciling entries.
• Processed payables and receivables while ensuring accuracy in calculations.
• Reconciled intercompany accounts across multiple entities.
• Analyzed balance sheets for mistakes and inaccuracies.
• Delivered superior level of customer service to business clients.
• Work with multiple clients for invoicing, credits, collections, account reconciliation and work closely with operations teams
• Work closely with concur, handling reimbursable expenses and corporate american express charges
• Worked mainly in NetSuite, as well as multiple other systems including Concur, Paymode, hubspot, pivot payables, Coupa, Netvendor, Nexus and Vendor Cafe.

Experienced loan officer with four years of experience with personal finances and business needs. Reputation for the accurate and prompt management processing of loan applications. Currently maintain a book of business of over 200 members and produce over 7 million in production yearly, exceeded sales target by over 200% monthly and yearly.

• Established, developed and maintained client referral relationships with potential and existing customers to establish and maintain business
• Discuss possible loan products and options to meet client needs and advise clients on risks and benefits of each option
• Collect and analyze client's financials information to assess eligibility
• Verify accuracy and completeness of each loan application and input information into meridian link
• A list of computer applications I use at work include Excel, Word, Fiserv DNA, Meridian Link, Nautilus utility client, Q2 central, E desk 50, Visa cats and PSCU.
• Ensure that loans meet federal and state standards and requirements

• Complete setup, breakdown and product preparation for promotional displays
• Answered customer questions regarding training and pricing
• Used consultative sales approach to understand customer needs and recommend relevant offerings and classes
• Assisted customers with selecting and customizing available classes based on individual requirements
• Provided excellent customer service to cultivate loyalty and satisfaction
• Engaged customers warmly and provided immediate and dedicated assistance
• Assisted customers with prompt and polite support in-person and via telephone
• Taught and assisted with classes, camps and training
• Assisted with invoicing for customers
• Helped create lesson plans

• Analyzed customer feedback data to develop action plans for improving services offered.
• Served as a primary point of contact for customers both in person and on the phone
• Assist customers in a professional, efficient, and friendly manner
• Cashier duties, operate cash register and computers, utilize basic math skills and general accounting functions
• Opening/closing procedures
• Acting store manager when current manager is off duty
• Reporting daily sales
• Managing accounts
• Bulk feed orders
• Receive inventory, stock shelves and maintain a full selection of inventory throughout the store