Rosanna Wallace
Cheraw,SC
Summary
Dynamic financial services professional with extensive experience at World Finance Company, excelling in client relationship management and financial advising. Proven ability to negotiate payment plans and implement process improvements, enhancing customer satisfaction. Skilled in accounts receivable management and effective communication, driving operational efficiency and minimizing bad debt write-offs.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Services Representative
World Finance Company of South Carolina, LLC
Cheraw, US
01.2025 - Current
- Built and maintained strong client relationships through regular communication, ensuring high levels of customer satisfaction
- Provided comprehensive financial advice and guidance to clients
- Managed administrative tasks related to client accounts including opening new accounts, processing withdrawals/deposits etc
- Negotiated payment plans with customers experiencing financial difficulties while minimizing bad debt write-offs
- Performed regular credit checks on new customers to assess creditworthiness and mitigate risk of nonpayment
Manager
Cabin Creek
Cheraw, US
05.2024 - 04.2025
- Managed daily operations, including scheduling, inventory management, and customer service
- Maintained high standards of quality control to ensure customer satisfaction
- Managed and resolved escalated customer issues, maintaining high levels of customer satisfaction
- Increased team productivity by implementing new workflow processes and tools
- Served as a liaison between upper management and front-line employees, ensuring effective communication of company goals and objectives
- Led daily team meetings to communicate goals, address challenges, and motivate staff.
- Conducted performance evaluations and provided constructive feedback to team members.
- Streamlined processes to improve service delivery and reduce wait times for customers.
Accounts Receivable
PEE DEE FUEL INC.
Cheraw, US
03.2022 - 01.2025
- Managed accounts receivable process, including invoicing, payment tracking, and collections
- Analyzed aging reports to identify delinquent accounts and implemented strategies for debt recovery
- Maintained accurate records of all transactions, adjustments, and communications related to accounts receivable activities
- Tracked payment schedules and followed up with customers on overdue accounts.
- Maintained detailed records of customer communications regarding billing inquiries.
- Collaborated with the sales team to resolve discrepancies between sales orders and invoices.
- Processed customer invoices and ensured accuracy before distribution.
- Conducted regular reviews of customer accounts to assess credit limits and payment history.
- Developed and implemented efficient collection strategies to reduce outstanding debts.
Crew Member/Cashier
Wendy's
Cheraw, US
05.2020 - 03.2022
- Worked well in a fast-paced, high-pressure environment
- Greeted and served customers
- Answered customer questions
- Maintained a positive relationship with coworkers
- Maintained area cleanliness
- Took cash and credit card payments
- Provided customer service with a smile
Administrative Assistant
St David's School and Daycare
Cheraw, US
01.2019 - 08.2020
- Managed day-to-day operations of The school
- Performed administrative duties such as filing, scheduling, placing orders, and faxing
- Greeted visitors and students, directed phone calls, and set up appointments
- Served as point of contact for All parents and deliveries
- Assisted in answering Parent questions
- Maintained the reception area
- Maintained Student and staff records
- Reviewed, sorted, and distributed incoming mail
- Ordered and distributed work orders
- Scheduled meetings
- Processed invoices
- Processed timecards
- Managed daily scheduling for staff and students, ensuring optimal use of resources and time.
- Prepared and edited documents, reports, and correspondence for school administration.
- Coordinated travel arrangements for staff, including transportation and accommodation bookings.
- Maintained accurate student and staff records, ensuring confidentiality and compliance.
- Provided administrative support to teachers and staff, enhancing operational efficiency.
- Organized and scheduled meetings, including room bookings and agenda preparation.
Manager
Sandtrap Sports Bar
Cheraw, US
04.2012 - 06.2014
- Handled drawer cashouts
- Made daily deposits
- Created schedule
- Handled opening and closing of Bar
- Handled day-to-day operations
- Kept Bar and Restrooms clean
- Handled inventory management, customer relations, sales, and advertising
- Handled all payroll, sales, and revenue reporting
- Responsible for customer relations
- Developed and implemented operational strategies to enhance team efficiency and productivity.
- Managed inventory and supply chain logistics to ensure product availability and reduce costs.
- Established and maintained positive relationships with vendors and suppliers to negotiate favorable terms.
- Conducted performance evaluations and provided constructive feedback to team members.
- Streamlined processes to improve service delivery and reduce wait times for customers.
Education
Associate in Science (AS) - Business Administration and Accounting
Northeastern Technical College
Cheraw, SC12.2022
Associate's degree - Business Management
Northeastern Technical College
Cheraw, SCSkills
- Event Planning
- Administrative Experience
- Guest services
- Accounts Payable
- Account reconciliation
- Financial report writing
- Front desk
- Accounting
- Customer service
- Inventory Control
- Bank Reconciliation
- QuickBooks
- Laboratory experience
- Analysis skills
- Retail management
- Windows
- Office management
- Retail Sales
- Organizational skills
- Office Management
- CRM software
- Microsoft Outlook
- Supervising experience
- Financial Statement Preparation
- Cash register
- Leadership
- Lead generation
- Management
- Time management
- Accounting software
- Budgeting
- ERP systems
- Accounts receivable
- Data entry
- Sales
- Marketing
- 10 key typing
- General Ledger Reconciliation
- Accounts payable
- Microsoft Powerpoint
- Door-to-door
- Heavy lifting
- Financial statement preparation
- Microsoft Excel
- Communication skills
- Payroll
- General ledger reconciliation
- Administrative experience
- Customer Service
- Account Reconciliation
- Outbound sales
- Hotel experience
- Microsoft Word
- Financial Report Writing
- Bookkeeping
- Microsoft Office
- Cash handling
- General Ledger Accounting
- Accounts receivable management
- Payment negotiation
- Customer relationship management
- Financial advising
- Process improvement
- Performance evaluation
- Data analysis
- Inventory management
- Risk assessment
- Account performance reviews
- Certificates of deposit
- Conflict resolution
- Problem solving
- Effective communication
- Retirement planning
- Financial services
- Regulatory compliance
- Sales goals
- Account documentation
- Credit analysis
- Cost-benefit analysis
- Loan applications
- Debt management
Certification
Driver's License, 102050737, 03/22, 03/30
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Financial Services Representative
World Finance Company of South Carolina, LLC
01.2025 - Current
Manager
Cabin Creek
05.2024 - 04.2025
Accounts Receivable
PEE DEE FUEL INC.
03.2022 - 01.2025
Crew Member/Cashier
Wendy's
05.2020 - 03.2022
Administrative Assistant
St David's School and Daycare
01.2019 - 08.2020
Manager
Sandtrap Sports Bar
04.2012 - 06.2014
Associate in Science (AS) - Business Administration and Accounting
Northeastern Technical College
Associate's degree - Business Management
Northeastern Technical College