Phyllis Welch
Raleigh,NC
Overview
26
26
years of professional experience
Work History
Pet Sittier/Owner
Paws Best Friend
09.2019 - Current
- Managed approximately 30 incoming calls, emails and text per day from clients and potential clients. Provided proposal for services to be provided.
- Oversaw daily operations, ensuring all tasks were completed accurately.
- Maintained strong relationships with clients that resulted in repeat business and referrals.
- Attended trade shows and special events to network my business
Accounts Payable Specialist
Verdesian Life Services U.S., LLC
09.2019 - 11.2019
- Processed 50+ invoices with accuracy resulting in decreased discrepancies.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Prepared and mailed invoices and processed payments
- Contacted vendors/customers to verify information and follow up on client issues.
Office Manager
Basnight & Sons, LLC
03.2019 - 07.2019
- Key support to President, Vice President, Sales Manager/Sales Team and Accounting staff
- Managed office operations while scheduling appointments, meetings for department managers, travel and monthly calendar.
- Sales support to 4+ by receiving and organizing 25+builders bid request daily
- AR/AP, online bank duties, petty cash, and bank deposit
Billing Assistant
Yates, McLamb & Weyher
10.2018 - 02.2019
- Assistant to Financial Officer with AP/AR, bank statements, HR benefits, and various accounting duties.
- Kept client and law firm records confidential
- Identified, researched and resolved billing issues
- Processed 50+ incoming invoices and payments each week via telephone, check, electronic transfer and in person bank deposits with accuracy and efficiency.
Allen Scazzero, CPA
Office Administrator
06.2018 - 09.2018
- Support to President of company, coordinating office operations to secure efficiency and compliance of company policy.
- Created and updated records/databases with personnel, financial, client and other data information.
- Managed travel arrangements, emails, calendar appointments, and events.
- AP/AR, prepare 30+ monthly and quarterly billing, statements, monitored collections and late payments.
Office Manager
Security Engineering
06.2017 - 07.2018
- Key support to President, Vice President of company, Operations Manager, Sales Team and IT Department. Managed office operations while scheduling appointments for departments managers.
- AP/AR, invoices/statements, bank deposits and recordkeeping for business in Clemmons and Raleigh. Cleaned up 3+ years unpaid invoices and kept maintained.
- HR onboarding of employee records and payroll for both businesses.
- Oversaw office inventory by ordering, stocking and shipment receiving for both offices.
- Handled sensitive information with confidentiality of company documents and personnel records.
Administrative Assistant
Davenport Engineering
10.2016 - 06.2017
- Assistant to President and Chief Financial Officer in screening calls, calendars, luncheons and emails.
- Coordinated travel arrangements for managers and employees in 11 offices and 7 states.
- Processed 30+ invoices and 20+ employee expenses daily/weekly
- Handled inventory in-house and 11 offices in 7 states.
Office Manager
Consolidated Waste Services, LLC/CWS Of Haywood Co
04.2005 - 07.2016
- Managed office operations on a daily basis
- Coordinated events and meetings onsite and out of office.
- Prepared bank deposits and performed outside bank and other errands
- Maintained a working relationship with in-house accountant.
- Handled sensitive vendor/builder contract information such as county, brokerage and contractor's bids with discretion and maintaining confidentiality.
- Provided exceptional customer service when addressing client inquiries.
- Assisted in recruitment process, conducting interviews, onboarding new employees and monitored for performance reviews.
- Developed strong administrative team of five by delivering ongoing training and coaching of in-house sales, proposals/estimates, invoice billing, and driver routes,
- Hired and scheduled Convenience Center Site employees for 11 sites in Haywood County.
- Maintained office inventory for 2 locations and 11 off site in Haywood County by ordering, stocking and shipment receiving.
Outside Sales Representative
Portamedic
09.2000 - 04.2005
- B2B outside marketing representative distributed information to financial advisors and insurance offices.
- Traveled 22 counties in Western NC 90% of time to promote service and medical examiners. Attended luncheons, trade shows, district meetings and golf tournaments.
- Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.
- Achieved or surpassed 80+ weekly marketing calls per week. Maintained and acquired new accounts.
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
Manager
Clemmons Self Storage
06.2017 - 07.2018
- Managed operations for the location, ran errands as needed for facility and worked independently.
- Develop customer relationships identifying storage needs.
- Maintained facility cleanliness through general maintenance duties
- Processed leases, payments, bank deposits and pursued collections as needed.
- Retained 90% of storage units leased at all times.
Leasing Agent/Administrative Assistant
Young Management
03.1999 - 03.2000
- Greeted 15+ clients daily, showed apartments, and prepared leases.
- Maintained relationships with property owners.
- Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners and emergency situations.
- Resolved conflicts between tenants as they arose
- Processed invoices and collected rent.
Skills
- B2B
- Relationship Building
- Attention to Detail/Time Management
- Customer Relations
- Lead prospecting
- Network development
- Inside and Outside Sales
- Customer Retention Abilities
Additional Information
Life Underwriters, Volunteer Committee Chair Asheville, NC 2000-2005
Red Cross Ball, Committee Member Raleigh, NC 2019-2020
The Flower Shuttle Raleigh, NC 2023
Timeline
Pet Sittier/Owner
Paws Best Friend
09.2019 - Current
Accounts Payable Specialist
Verdesian Life Services U.S., LLC
09.2019 - 11.2019
Office Manager
Basnight & Sons, LLC
03.2019 - 07.2019
Billing Assistant
Yates, McLamb & Weyher
10.2018 - 02.2019
Allen Scazzero, CPA
Office Administrator
06.2018 - 09.2018
Office Manager
Security Engineering
06.2017 - 07.2018
Manager
Clemmons Self Storage
06.2017 - 07.2018
Administrative Assistant
Davenport Engineering
10.2016 - 06.2017
Office Manager
Consolidated Waste Services, LLC/CWS Of Haywood Co
04.2005 - 07.2016
Outside Sales Representative
Portamedic
09.2000 - 04.2005
Leasing Agent/Administrative Assistant
Young Management
03.1999 - 03.2000
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