Shannon Schmitt
Laporte,USA
Summary
Detail-oriented professional with exceptional communication and adept at navigating fast-paced environments while effectively managing multiple tasks. Recognized for a proactive approach to identifying and resolving issues, with a strong emphasis on optimizing processes to enhance team performance. Proven leadership in developing efficient workflows that align with organizational goals, fostering collaboration, and ensuring high standards of excellence. Committed to continuous learning and growth, bringing a positive attitude and a results-oriented mindset to drive meaningful contributions and advance team success.
Overview
20
20
years of professional experience
Work History
Student Accounts & Collections Specialist
Bemidji State University
12.2021 - Current
- Nelnet Payment & Past Due Payment Plans Administrator
- Student Collections & Payments Administrator
- Utilize ISRS to process student payments & access additional information to help student understand billing & remaining balance
- Interim student payroll processor and trained New Hire
- Assist in developing collection procedures & processes to improve departmental efficiency
- Generate Workday invoices upon receipt of billing information and tracked collection progress.
- Process debtor payments and updated accounts to reflect new balance.
- Monitor student accounts for payment delinquency and initiate collection efforts.
- Enter notes into ISRS for interdepartmental access and review.
- Respond to student & customer inquiries and provide detailed account information.
- Enhanced student trust and retention with empathetic and solution-focused interactions.
- Foster positive relationships with students, resolving disputes and clarifying financial obligations.
Accounts Payable Clerk
Bemidji State University
03.2019 - 12.2021
- Review & Process checks for BSU & NTC student payroll, BSU athletic travel advances & student/student club expense reimbursements utilizing the ISRS system
- Manage & analyze incoming BSU & NTC invoices & enter in Marketplace for payment & distribute a copy to the appropriate department for receipting
- Utilizing the SWIFT System to assist BSU & NTC vendors with invoice payment questions
- Follow up on BSU & NTC outstanding invoices with departments & vendors
- Interpret & explain the receipting procedures & documentation required in completing receipts to BSU & NTC employees
- Analyze & return or approve US Bank Travel Card Expenses
- Utilize multiple Microsoft Office programs for scheduling, spreadsheet tracking, sending emails
- Participate in the Search Committee process while utilizing Zoom technology and Microsoft Teams
- Processed financial transactions accurately and efficiently.
- Worked with vendors and management to resolve issues quickly.
- Reduced invoice errors with meticulous data entry and thorough verification procedures.
Member Advisor I
Affinity Plus Federal Credit Union
01.2016 - 03.2019
- Utilize multiple Microsoft Office programs for scheduling appointments, sending emails & preparing spreadsheets for different projects
- Collect, analyze & electronically file member documents needed for disputes, payment deductions, and membership requirements
- Provided exceptional member service, addressing inquiries and resolving issues efficiently.
- Educated members on financial products and services, enhancing their understanding and engagement.
- Developed and maintained relationships with a diverse membership to foster trust and loyalty.
- Utilized CRM software to track member interactions and improve service quality.
- Contributed to a positive work environment by fostering collaboration between colleagues and promoting open communication channels within the team.
- Provided ongoing support to members, ensuring prompt resolution of issues and concerns.
- Delivered exceptional customer service through active listening, empathy, and timely communication with members.
- Participated in community events to build brand awareness and strengthen connections with local organizations.
- Independently investigate & resolve account issues while collaborating with a variety of different departments
Owner & Tax Professional
Shannon’s Tax & Consulting Services
08.2005 - 12.2014
- Review & process client payrolls including monthly / quarterly payroll tax deposits, quarterly & annual tax form filings
- Collect appropriate payroll forms from employers & employees
- Managed & provided timely annual tax service preparation & filing for a diverse clientele including businesses
- Independently monitored office processes & procedures, making sure they met GAAP regulations
- Designed internal procedures & processes to monitor the progress of payrolls, tax returns & financial statements for timely processing & filing
- Maintain complete & confidential records of client files & supporting documentation
Education
Bachelor of Science - Accounting
Bemidji State University
Bemidji, MN05.1996
Skills
- Proficient in effective interpersonal communication with students and families
- Skilled in conveying technical details to diverse audiences
- Experienced in utilizing various technology systems with minimal oversight
- Commitment to diversity, equity & inclusion
- Experience analyzing data and using results to inform/create policies and procedures for administration of aid programs
- Detail-oriented analysis
Timeline
Student Accounts & Collections Specialist
Bemidji State University
12.2021 - Current
Accounts Payable Clerk
Bemidji State University
03.2019 - 12.2021
Member Advisor I
Affinity Plus Federal Credit Union
01.2016 - 03.2019
Owner & Tax Professional
Shannon’s Tax & Consulting Services
08.2005 - 12.2014
Bachelor of Science - Accounting
Bemidji State University