Summary
Overview
Work History
Education
Skills
Certification
Timeline

Shawn Renee Legare

Accounting
North Charleston,SC

Summary

Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about compliance, quality control reviews, project management and scaling operations. Hardworking, passionate and ready to help team achieve company goals.

Overview

30
30
years of professional experience
1
1
Certificate

Work History

Tenant Account Specialist

Housing Authority City Of Charleston
11.2022 - Current
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Completed routine and complex account updates to resolve problems.
  • Gained tenant trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Adhered to standards of quality and service as well as all compliance requirements.
  • Prepared and submitted timely invoices, statements and payment reminders for customers.
  • Recorded accurate and efficient records in customer database.

Project Specialist

Bonitz Inc.
03.2022 - 10.2022
  • Participated in project budget and cost control measures, tracking progress and making necessary financial adjustments to meet company goals.
  • Monitored project milestones and adjusted scheduling to meet deadlines.
  • Developed and maintained relationships with contractors, sub-contractors and stakeholders to support successful project completion.
  • Compiled daily reports, detailing all key activities and outlining project progress for stakeholders.

Accounting Specialist

ARS/Rescue Rooter
08.2020 - 03.2022
  • Provided accounting and clerical support to accounting department for effective handling of financial records and operations.
  • Researched and monitored accounts receivables and collection activities to ensure that information was processed accurately and timely Generates and reviews weekly aging reports and distribute to departmental personnel.
  • Performed collection activities, investigates outstanding invoices and processes liens for collections.
  • Communicated with customers, vendors and departmental personnel to answer inquiries, provide information, and resolve discrepancies.
  • Reconciles and audits accounts for accuracy, makes journal entries, completes schedules, and performs other month-end duties.
  • Observes all Federal, State, Local and company safety rules and regulations Order and maintain office supplies and ensures office equipment is operational; responsible for requesting Certificate of Insurance for multiple companies.

Housing Stability Program Coordinator

Origin SC
06.2018 - 05.2020
  • Assist individuals and counselors in applying for benefits through SC Thrive Hub. Responsible for timely processing, submission and completion of Medicaid reviews and applications, Representative Payee reports, Disability Reports, and all other SSA reports.
  • Prepared approximately 800 client tax files for CPA yearly
  • Onboarded new clients by entering into Charity Tracker & HMIS and setting up for various services.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns. Offered friendly and efficient service to clients, handled challenging situations with ease.

Homeless Prevention ESG

Origin SC
09.2017 - 06.2018
  • LOL, Shelter Plus Care Provide Superior Customer Service to Clients and referral partners throughout each transaction Worked with landlords in placing homeless individuals into homes Case managed clients with weekly home visits to ensure self-sustainability Set up new clients in various programs Intake for Emergency Solutions Grant, Lease on Life, and Shelter Plus Care
  • Self-motivated, with a strong sense of personal responsibility
  • Proven ability to learn quickly and adapt to new situations
  • Managed time efficiently in order to complete all tasks within deadlines
  • Proved successful working within tight deadlines and a fast-paced environment

Rep Payee Case Manager

Origin, SC
06.2010 - 09.2017
  • Managed case load of approximately 360 clients with various government agencies, social workers, and other professionals in pursuit of advocating client needs and resolve roadblocks. i.e SNAP, Medicaid, and Medicare
  • Advocated on behalf of clients to obtain housing
  • Developed and implemented comprehensive case management plans to address client needs and goals.
  • Coordinated individual referrals to obtain community services, advocate

Housing Intake and Receptionist

OriginSC
09.2009 - 06.2010
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Performed various administrative tasks by filing, copying and faxing documents.
  • Confirmed appointments, communicated with clients, and updated client records
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance

Education

High School Diploma -

Waipahu High School, Waipahu, HI
1988

Skills

  • MS Word, Excel, Outlook, HMIS (ServicePoint), Charity Tracker, SC Thrive HUD
  • QuickBooks, HIPAA Trained, Internet Research, Scheduling, Financial Management, Budgeting
  • Money Handling, Accounts Receivable, Account Auditing, Licensed Credit Counselor, PCI Compliant
  • Counselor, Client Intake, Facilitate classes, Bill Payment and Record Keeping
  • Proactive and Self-Motivated, Relationship Building, Customer Relations, Attention to Detail, Time Management, Precision and Accuracy,
  • Handling Confidential Materials, Research Proficiency, Document Management, Customer Relationship Development
  • Account Updating, Documentation Skills, Management Support
  • Billing Resolutions, Financial Transactions
  • Special Projects, Confidential Records Management, Maintaining Privacy, Professional Relationships

Certification

Committee member and facilitator of Money Rocks, Youth Financial Literacy Summit ▪ Trident United Way events ▪ Day of Caring annual event ▪ Committee member of Trident VOAD, Volunteer Organizations Assisting in Disaster.

Timeline

Tenant Account Specialist - Housing Authority City Of Charleston
11.2022 - Current
Project Specialist - Bonitz Inc.
03.2022 - 10.2022
Accounting Specialist - ARS/Rescue Rooter
08.2020 - 03.2022
Housing Stability Program Coordinator - Origin SC
06.2018 - 05.2020
Homeless Prevention ESG - Origin SC
09.2017 - 06.2018
Rep Payee Case Manager - Origin, SC
06.2010 - 09.2017
Housing Intake and Receptionist - OriginSC
09.2009 - 06.2010
Waipahu High School - High School Diploma,

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Shawn Renee LegareAccounting