Pamela Goodson
Wilmington,NC
Overview
17
17
years of professional experience
1
1
Certification
Work History
Office Manager/HR Coordinator
Serna Solutions Counseling and Coaching
Albuquerque
10.2022 - 10.2023
- Created a warm, welcoming, and professional environment for clients and staff.
- Performed general bookkeeping and money handling duties such as collecting payments, reconciling daily and monthly transactions, creating client payment plans, and monitoring office expenditures.
- Ensured client records were up to date and accurate to maintain company and government compliance requirements.
- Planned, marketed, and managed special events, meetings, and team-building activities.
- Performed human resource duties including reviewing and submitting timesheets for processing and managing all employee benefit programs.
- Maintained client waitlist, then completed client intakes and onboarding duties to prepare clients for appointments.
Program Coordinator/Administrative Assistant
Volunteers of America
Denver, CO
01.2018 - 01.2022
- Managed daily administrative operations while streamlining procedures to greatly increase efficiency and team productivity.
- Developed and maintained strong relationships with clients and volunteers.
- Maintained physical and electronic records to manage the confidential information of over 3,000 clients and 100 delivery routes.
- De-escalated client complaints and found creative solutions to bring about successful resolutions for all involved.
- Developed and monitored financial analysis reports to monitor budgets and grant spending.
- Created a comprehensive employee training program and manual to ensure procedural consistency, then provided continued mentoring and coaching for all team members.
- Planned, coordinated, and managed all stages of many successful projects and special events.
Retirement Resource Administrator
Empower Retirement
Greenwood Village, CO
01.2012 - 01.2017
- Developed strong relationships with customers and co-workers by providing personalized assistance and support.
- Performed extensive review of client paperwork and plan documents before accurately processing thousands of IRA, variable annuity, and 401(k) disbursements using Excel, SAP, and Oracle products.
- Managed and resolved all "not in good order" withdrawal requests for department by auditing client accounts and then working with internal and external clients to bring about a successful resolution.
- Standardized team correspondence by creating over one hundred customizable templates used for all written customer communications.
- Generated monthly broker commission payments, statements, and internal financial reports for upper management.
Front Desk Coordinator
Colorado Children's Medical Group
Parker, CO
01.2007 - 01.2011
- Maintained confidential patient and billing information using the Centricity Electronic Medical Records (EMR) system.
- Answered multiple phone lines and emails using friendly and professional business etiquette.
- Cultivated trusting relationships by providing compassionate and friendly reception and administrative services to thousands of patients and many team members.
- Collected credit card and cash payments, then reconciled receipts daily.
- Managed busy schedule for physicians, staff, and patients.
- Created and modernized office forms and signage and kept front office clean and inviting.
Accounting Intern
Amy Kozleski, CPA
Parker, CO
01.2011 - 01.2011
- Performed bookkeeping activities for several small businesses.
- Generated invoices and maintained accurate records of accounts receivable and payable transactions.
- Assisted with the completion of client income tax returns using specialized tax software.
- Delivered professional administrative support and friendly customer service
Education
Bachelor Of Science In Accounting
Regis University
Denver, CO01-2012
Colorado Real Estate - Real Estate Law And Real Estate Math
Kaplan Real Estate School
Denver, CO01-2006
Skills
- Real Estate Experience
- Data & Records Management
- Collections
- CRM & ERP Systems
- Human Resources
- Budget Management
- Conflict Resolution
- Verbal & Written Communication
- Customer Service Expertise
- Marketing
- Regulatory Compliance
- Event Planning
- Accounts Receivables
- Scheduling
- Staff Training & Development
- Office Administration
Certification
- First Aid CPR AED Certification, The American Heart Association, Denver, CO 2022
- Real Estate Associate Broker License, Colorado Division of Real Estate, Aurora, CO, 2007-2010
Early Professional Experience
Real Estate Associate Broker, SUNNY HOMES AND ASSOCIATES 2006-2007
Accounts Receivable Clerk and Receptionist, Hi-Performance Wash Systems, 2006
Bank Teller, First National Bank of Farmington, 1994-1995
Timeline
Office Manager/HR Coordinator
Serna Solutions Counseling and Coaching
10.2022 - 10.2023
Program Coordinator/Administrative Assistant
Volunteers of America
01.2018 - 01.2022
Retirement Resource Administrator
Empower Retirement
01.2012 - 01.2017
Accounting Intern
Amy Kozleski, CPA
01.2011 - 01.2011
Front Desk Coordinator
Colorado Children's Medical Group
01.2007 - 01.2011
Bachelor Of Science In Accounting
Regis University
Colorado Real Estate - Real Estate Law And Real Estate Math
Kaplan Real Estate School
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