- Music
- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Exploring various forms of art, such as Museums, Craft Shows, and , to nurture creativity and personal growth
- Crafting and DIY Projects
- Interior Design
- Drawing and Painting
- Participate in local theater productions, enhancing my public speaking and teamwork skills
- Creative Writing
Patricia (Patte) Plount
Palm Harbor
Summary
Versatile and results-driven professional with a proven track record at DICO Lawn Maintenance, excelling in regulatory compliance and statement reconciliation. Demonstrated leadership in managing financial operations and fostering stakeholder relationships. Skilled in accounting management and adept at driving process improvements, achieving significant enhancements in productivity and operational efficiency.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Controller - Private Contractor (PT)
DICO Lawn Maintenance
09.2022 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Fostered relationships with external stakeholders, including investors, and regulatory agencies, to support business objectives.
- Ensured compliance with federal, state, and local regulatory requirements by staying updated on changes in the standards.
- Negotiated favorable terms with financial institutions, securing loans and lines of credit that supported business growth.
- Oversaw accounts payable and receivable operations in monthly expenses.
Private Contractor (PT) Professional
Redneck Moonshine Jerky, Inc
02.2010 - Current
- Continuously improved processes by identifying inefficiencies and implementing best practices for increased productivity.
- Managed multiple projects simultaneously, ensuring timely completion and consistent quality.
- Implemented innovative solutions to complex problems, improving overall project efficiency.
- Mentored junior team members, providing guidance and support for professional growth.
- Identified new business opportunities through market research and networking efforts.
- Reduced operating costs by streamlining processes and implementing cost-saving measures.
- Negotiated contracts with vendors, securing favorable terms that benefited both parties.
- Demonstrated adaptability by successfully managing projects across various industries and sectors.
- Enhanced company reputation by maintaining a high level of professionalism in all interactions with clients and colleagues.
- Proactively addressed client concerns, resolving issues quickly to maintain positive working relationships.
- Acted as a liaison between internal teams and external stakeholders to ensure seamless communication throughout project lifecycle.
- Built a robust network of industry contacts that facilitated smooth collaborations on future projects.
- Developed effective improvement plans in alignment with goals and specifications.
- Collected, arranged, and input information into database system.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Devised and implemented processes and procedures to streamline operations.
Paralegal PT/FT
Youngblood Law Firm
03.2020 - 09.2024
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Conferred with clients and other involved parties to gather and track case information.
- Conducted detailed client intakes and entered information into company database.
- Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
- Communicated pertinent information to clients via phone, email, and mail.
- Interviewed clients to obtain information relevant to cases.
Private Sector Construction/Real Estate Developmen
David and Terrie Limric
04.2006 - 01.2019
- Self-motivated, with a strong sense of personal responsibility.
- Project Managed multiple construction projects, from Drawings to CO
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Proved successful working within tight deadlines and a fast-paced environment.
President
Positive Reflections
03.2001 - 01.2017
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
- Managed crisis situations effectively while minimizing disruption to daily operations.
- Inspired innovation by creating an environment that encouraged creative thinking and problem-solving capabilities.
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Delivered operational excellence by optimizing resources, processes, and overall cost structure.
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
- Streamlined organizational processes by evaluating current systems and implementing improvements.
Licensed Mortgage Broker
Service First Mortgage
02.2004 - 03.2006
- Maintained accurate records of client interactions using CRM software to ensure smooth communication throughout the lending process.
- Negotiated favorable terms for clients by leveraging strong relationships with lenders and advocating for borrower needs.
- Increased loan approval rates by efficiently processing mortgage applications and providing tailored financial solutions.
- Managed a diverse portfolio of loans, consistently meeting monthly sales targets and quotas.
Education
High School Diploma -
Southgate High School
Southgate, MIAssociate of Science - Paralegal
South University
Savannah, GASkills
- Accounting management
- Statement reconciliation
- Bookkeeping
- Account reconciliation
- General ledger accounting
- General ledger management
- Accounts receivable management
- Regulatory compliance
- AP/AR invoicing
- Processing payments
- Construction- Bookkeeping to Project Management
- Auto Parts and Body Work
Accomplishments
- Supervised team of staff members.
- Achieved results by implimenting tasks.
- Achieved completing multiple tasks with accuracy and efficiency.
Affiliations
- JCI International. Scottish American Society of Dunedin
Certification
- FL Driver's License
- Bookkeeping
- Identity Theft Restoration
- Credit and Financing
- Certified Equine Specialist
- Certified GM Parts
Interests
Timeline
Controller - Private Contractor (PT)
DICO Lawn Maintenance
09.2022 - Current
Paralegal PT/FT
Youngblood Law Firm
03.2020 - 09.2024
Private Contractor (PT) Professional
Redneck Moonshine Jerky, Inc
02.2010 - Current
Private Sector Construction/Real Estate Developmen
David and Terrie Limric
04.2006 - 01.2019
Licensed Mortgage Broker
Service First Mortgage
02.2004 - 03.2006
President
Positive Reflections
03.2001 - 01.2017
High School Diploma -
Southgate High School
Associate of Science - Paralegal
South University
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