Quentin-Claire (Quent) Bonner
Jonesboro,GA
Summary
Experienced business professional with a strong background in account and portfolio management, process improvement, and financial analysis. Demonstrated success in completing business operations and achieving desired outcomes. Skilled at analyzing data to identify trends and implementing strategies to enhance efficiency. Committed to delivering results through meticulous attention to detail and a proactive approach to problem-solving.
Overview
11
11
years of professional experience
Work History
Investor Services Representative
Remote
08.2023 - Current
- Research complex queries from account owners utilizing available resources for mutual fund accounts
- Provide instructions for proper account owner document submission
- Analyze and report account financial data to account owners and brokerage firms upon request
- Provide fund information for positions held within client accounts
- Provide technical support to assist account owners in client website navigation
- Execute financial trades upon account owner request
- Participate in call quality scoring as directed by management.
Account Coordinator
D.H. Pace Company, Inc.
05.2022 - 05.2023
- Managed accounts payable and receivable processes, ensuring accurate and timely recording of financial transactions
- Prepared and analyzed financial statements, including balance sheets, income statements, and cash flow statements
- Collaborated with cross-functional teams to ensure compliance with accounting policies and procedures
- Reviewed vendor invoices for accuracy, resolved billing issues promptly, and ensured timely payment processing
- Resolved customer complaints professionally, finding appropriate solutions to ensure customer loyalty
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction.
Substitute Teacher
Morgan Hunter
04.2022 - 05.2022
- Managed classroom behavior and maintained a positive learning environment in the absence of the regular teacher
- Adapted teaching methods and materials to accommodate diverse learning styles and abilities
- Provided one-on-one assistance to students who required additional support or clarification
- Implemented lesson plans provided by the absent teacher, ensuring continuity in curriculum delivery
- Administered tests, quizzes, and assignments according to established guidelines
- Supported classroom management strategies outlined by the regular teacher for consistency in discipline procedures.
Legal Administrative Assistant
Polsinelli Law Firm
10.2021 - 03.2022
- Provided comprehensive administrative support to a team of attorneys, managing calendars, scheduling appointments, and coordinating meetings
- Prepared legal documents such as contracts, briefs, and pleadings with accuracy and attention to detail
- Maintained electronic and physical filing systems for easy retrieval of important legal documents
- Managed incoming and outgoing correspondence, ensuring timely delivery and appropriate distribution
- Drafted correspondence to clients, opposing counsel, and court personnel on behalf of attorneys
- Proofread legal documents for grammar, punctuation errors, and consistency in formatting according to established guidelines
- Coordinated travel arrangements including flights, accommodations, and transportation for attorneys attending out-of-town hearings or conferences.
Auto Property Damage Adjuster
Farmers Insurance
05.2018 - 10.2021
- Conducted thorough investigations of insurance claims to determine coverage, liability, and settlement options
- Evaluated property damage and assessed the extent of loss by analyzing policy terms and conditions
- Interviewed claimants, witnesses, and experts to gather relevant information for claim evaluation
- Negotiated settlements with policyholders or their representatives based on fair market value assessments
- Utilized computer software systems to document claims activities and maintain accurate records
- Provided exceptional customer service by promptly responding to inquiries from policyholders and agents
- Coordinated inspections with field adjusters or third-party vendors for property damage assessments.
Probation Assistant/Clerk
United States Probation Office
01.2017 - 05.2018
- Performed administrative tasks such as answering phone calls, responding to inquiries, and filing legal documents for probation officers as needed
- Prepared dockets for upcoming cases, organizing relevant information for easy reference during hearings
- Maintained confidentiality of sensitive information related to ongoing cases and personal data of individuals involved in legal matters
- Performed data entry tasks to update case information in electronic databases or case management systems
- Proofread and prepared pre-sentence reports for probation officers as needed
- Collaborated with law enforcement agencies on warrant requests or subpoenas related to ongoing presentence investigations
- Prepared correspondence, reports, memos, and presentations for executives using Microsoft Office Suite.
Financial Management Technician
United States Army
02.2014 - 11.2016
- Processed and recorded financial transactions, including accounts payable and receivable, ensuring accuracy and compliance with unit policies
- Assisted in the preparation of financial reports by gathering data, performing calculations, and organizing information for analysis
- Maintained accurate records of financial transactions using Department of Defense accounting software or spreadsheets
- Provided training and guidance to new unit members on financial procedures, software usage, and unit/battalion policies
- Supported the Department of Defense and Garrison finance teams during the annual budgeting process by providing accurate/timely data for forecasting/planning purposes
- Participated in continuous improvement initiatives aimed at enhancing efficiency/effectiveness within various finance departments such as Debt Management, Customer Service, and Budgeting
- Assisted in the preparation of annual budgets by analyzing historical data, identifying trends/patterns, and making recommendations for future spending.
Education
Master of Arts in Communications -
Southern New Hampshire University
05.2018
Skills
- DoD Experience
- Financial Report Interpretation
- Financial Statement Preparation
- Customer service
- Legal administrative experience
- Microsoft Office
- Data entry
- Filing
- Proofreading
- Risk analysis
- Appointment scheduling
- Editing
- Data Interpretation
- Portfolio Management
- Customer Service
- Teamwork and Collaboration
- Investment knowledge
- Technical aptitude
Timeline
Investor Services Representative
Remote
08.2023 - Current
Account Coordinator
D.H. Pace Company, Inc.
05.2022 - 05.2023
Substitute Teacher
Morgan Hunter
04.2022 - 05.2022
Legal Administrative Assistant
Polsinelli Law Firm
10.2021 - 03.2022
Auto Property Damage Adjuster
Farmers Insurance
05.2018 - 10.2021
Probation Assistant/Clerk
United States Probation Office
01.2017 - 05.2018
Financial Management Technician
United States Army
02.2014 - 11.2016
Master of Arts in Communications -
Southern New Hampshire University
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