Shannon Roehl

Hybrid/Remote

• Reviewed and applied customer payments to accounts using Lockbox, ACH, checks and wire transfers.
• Review, correct and process cash logs prepared at the branch locations.
• Processed refunds when necessary following established procedures
• Administer and process programs associated with collecting customer payments via online bill payment and third party credit card processors
• Request and verify tax certifications for tax exemptions across multiple states
• Processed invoice payments and recorded information in account database.
• Answered customer questions to maintain high satisfaction levels.
• Participated in special projects as needed within the department.
• Worked closely with Accounts Receivable team to ensure timely resolution of any issues or discrepancies related to cash application process.
• Analyzed aged trial balances to identify unapplied credits and payments that require further investigation or research.
• Responded promptly to customer inquiries via phone or email regarding their account status.
• Identified ways to improve processes for more efficient workflow in Cash Application Department.
• Maintained accurate records of cash receipts and applications on a daily basis.
• Ensured accuracy of payments received by researching remittance information from customers' documents.
• Updated Cash Application procedures manual as required.
• Completed day-to-day duties accurately and efficiently.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service, promptly and professionally.
• Updated and maintained databases with current information.
• Worked effectively in team environments to make the workplace more productive.
• Contributed innovative ideas and solutions to enhance team performance and outcomes.
• Utilized various software and tools to streamline processes and optimize performance.
• Promoted use of paid volunteer time by creating a wall space dedicated to opportunities and ideas
• Participated in a Fun & Engagement committee encouraging a positive work environment and team building
• Prioritized and organized tasks to efficiently accomplish goals.
• Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Hybrid

• Processed incoming mail
• Verified and reconciled invoices with purchase orders.
• Created and distributed invoices for clients.
• Managed multiple client projects simultaneously, coordinating development efforts across various platforms
• Accurately tracked and recorded time for multiple projects, ensuring accurate billing and payroll reconciliation.
• Trained and Certified on Quickbooks Online
• Remotely handled client data and assisted with company needs
• Managed daily bookkeeping tasks, including journal entries and ledger maintenance.
• Reviewed accounting records to ensure accuracy in bookkeeping processes.
• Performed bank reconciliations and other bookkeeping tasks to maintain accurate financial records.
• Troubleshooting client data, finding and correcting errors.
• Investigated discrepancies between actual balances versus bookkeeping records.
• Assisted with basic bookkeeping, filing and maintaining clients' records.
• Inputted data into QuickBooks online and Peachtree software system for bookkeeping purposes.

• Collect and reconcile driver collections
• Manage new hires, including all paperwork and DOT regulations for new drivers
• Managed petty cash fund, ensuring accurate record-keeping, reconciliation of transactions, and adherence to company policies.
• Ensured receipt of DSD’s, organizing and maintaining records.
• Kept adequate records for
• Successfully processed and managed a high volume of purchase orders
• Managed office inventory and placed new supply orders.
• Provided administrative support to management team including preparing reports and presentations.
• Maintained filing system for records, correspondence and other documents.
• Maintain all employee files, ensuring strict adherence to all DOT regulations
• Sort and route incoming mail
• Greet all visitors and direct to appropriate locations
• Answer customer inquiries and assist national call center to ensure customer satisfaction
• Set up and maintain customer records in company software
• Set up and manage special event ice orders
• Improve efficiency by creating several spreadsheets and adopting various organizational methods
• Interpreted and communicated work procedures and company policies to staff.
• Maintained confidential records relating to personnel matters.
• Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
• Coordinated office activities and operations to secure efficiency and compliance with company policies.
• Responded to customer inquiries via phone or email in a professional manner.
• Scheduled and oversaw training to new hires on company policies and procedures.
• Reviewed applicants and aided in interviewing prospective employees
• Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
• Supported month-end and year-end close process.
• Developed procedures for efficient data entry processes to maintain accurate records.
• Tracked employee attendance records and maintained employee records for payroll purposes.
• Collaborated with clients to identify their goals and expectations for their events, understanding their needs then ensuring we had availability to accommodate. Organizing their orders for multiple scheduled events, ensuring delivery and satisfaction.
• Reviewed established procedures to assess areas in need of improvement, Improving methods and processes for better efficiency.

• Managed receptionist area including answering multi-line phone system, greeting all visitors, and responding to in-person requests for information
• Scheduled all client visits
• Opened and dispersed all incoming mail to sorting system, scanning and entering digital records
• Completed payroll
• Prepared Quarterly Wage Reports and Form 941
• Tracked all client time and billed appropriately, handling collection efforts and records
• Processed all incoming receivables
• Participated in client interviews, observed questioning process and documented information.
• Organized legal documents in company filing systems and databases.
• Coordinated the distribution of legal materials to other parties as required.
• Filed clients' legal documents in relevant courts for processing.
• Managed office scheduling and kept accurate notes on deadlines, motions, and other dates.
• Updated databases with new information received from attorneys or clients.
• Maintained inventory levels of office supplies necessary for day-to-day operations.
• Scanned physical documents into electronic format for storage in a secure database system.
• Filed pleadings and paperwork with court clerk to meet strict deadlines.
• Maintained client confidentiality in all matters.
• Drafted motions, briefs and other legal documents.
• Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
• Managed cleanup and destruction of confidential dated client records
• Performed daily financial duties for accounting and accounts payable.
• Assisted with tax preparation and filing, including sales tax and income tax returns for the business as well as multiple clients.

• Began as a cashier, recognized and awarded for going above and beyond
• Accepted offer to aid in a department where I was later promoted to Supervisor in the creation of a new location
• Responsible for supervision of 2 departments, including 9 associates
• Delegated work duties to individual associates
• Responsible for all staff scheduling including requests for time off
• Identified and executed all employee training required
• Maintained customer confidentiality as well as upholding federal guidelines
• Developed and managed upsell opportunities to increase revenue
• Handled customer complaints to resolution
• Assisted customers with purchase inquiries
• Managed inventory and ordering of multiple departments,
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• Maintained, cleaned and fixed equipment and coordinated with technicians when necessary
• Ensured compliance with safety regulations within each retail establishment.
• Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
• Monitored and maintained the cleanliness and organization of the sales floor and stock areas.
• Assisted customers with finding the right product for their needs.
• Created price tags and merchandise signs for items and layout changes.
• Managed frequent price changes and maintained accurate signing.
• Operated cash registers and processed transactions including sales, returns, and exchanges.
• Performed cashier duties such as ringing up sales, processing payments, and issuing receipts.