Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients and customers. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
26
26
years of professional experience
Work History
Legal Administrative Specialist
Treasury Department/Bureau of the Fiscal Service
05.2016 - Current
Served as the primary liaison for customers including legal representatives or attorneys-in-fact for living estates, financial institutions and other third-party contacts, providing guidance on purchasing and redeeming securities, ensuring compliance with federal and state regulation, and facilitating the collection of necessary supporting documentation
Independently analyzed customer requests and supporting evidence to perform various securities transactions for Claims, Redemptions, Non-Administered, Administered Estates, Trust, TreasuryDirect and Marketable securities to establish entitlement and make payment
Conducted through analysis and reviews of assignments by applying Treasury and Fiscal Service policies and procedures, researching federal regulations in order to identify discrepancies and implement corrective measures to align with our policies and procedures
Accounts Receivable Manager
Ohio Valley University
08.2015 - 05.2016
Prepared and analyzed daily, monthly, and yearly reports and reconciliations.
Maintained accurate records of student accounts receivable.
Assisted students, parents, faculty, and staff with Business Office transactions.
Imported and posted Financial Aid disbursements to ensure timely processing.
Contacted delinquent student accounts and sent out letters for payment reminders.
Biometric Technician
Ideal Innovations
12.2013 - 09.2014
Case management analysis of biometric case files and databases for the Department of Defense and FBI
Reviewed and processed technical biometric analysis reports
Acted as the liaison with other agencies regarding biometric data and casework
Organized and prioritized large volumes of information and calls
Processed biometric images for entry, search and storage in multiple biometric databases
Managed submissions and responses of pre-processed biometric files in accordance with inter-agency data sharing
Coordinator of Gift Records Research and Technology
West Virginia Wesleyan College
07.2006 - 12.2013
Processed gifts (cash, checks, stock, credit cards) by maintaining data and fiscal records
Recorded outstanding matching gifts
Acted as liaison between Advancement and the Business office, including establishment of new gift funds, transfer of gifts between funds and monthly and yearly reconciliations
Compiled and prepared standardized and custom reports to analyze from our database, Raisers Edge
Sent out monthly 'Friends of' reports and prepared and sent gift receipts and reports
Maintained accurate and up-to-date constituent records including donor and fund history
Assisted donors with questions regarding their donations
Provided database and internet analysis to ensure financial integrity of current and potential donors
Assisted in training employees in the operation of our software and troubleshooting software problems
Administrative Assistant for Institutional Advancement
West Virginia Wesleyan College
03.2004 - 07.2006
Processed all mailings for the Institutional Advancement Office
Greeted and assisted all Institutional Advancement visitors
Created and ran queries, exports and reports from the Raiser’s Edge software to analyze data
Assisted with the coordination and staffing of donor events and programs
Maintained office supplies, received incoming calls and greeted and determined the needs of office visitors and routed each to appropriate staff members
Supervised and directed the work students and Phonathon callers
Receptionist/Word Processor
Elkins Mountain School
01.2000 - 03.2004
Ensured confidentiality of client records in compliance with regulations.
Conducted analysis of client charts for periodic audits to maintain accuracy.
Supported office manager with daily and monthly operational duties.
Education
Associate Degree -
WVUP
01.2016
Secretarial Associate Certificate -
Salem University
01.1989
Skills
Good communication skills
Customer relations
Information security
Service standard compliance
Regulatory compliance
Research
Computer proficiency
Data entry
Administrative support
Timeline
Legal Administrative Specialist
Treasury Department/Bureau of the Fiscal Service
05.2016 - Current
Accounts Receivable Manager
Ohio Valley University
08.2015 - 05.2016
Biometric Technician
Ideal Innovations
12.2013 - 09.2014
Coordinator of Gift Records Research and Technology
West Virginia Wesleyan College
07.2006 - 12.2013
Administrative Assistant for Institutional Advancement
Director, Office of External Affairs, Office of Customer Experience Management (OCEM) at DEPARTMENT OF TREASURY, BUREAU OF FISCAL SERVICE (FISCAL)Director, Office of External Affairs, Office of Customer Experience Management (OCEM) at DEPARTMENT OF TREASURY, BUREAU OF FISCAL SERVICE (FISCAL)
Program Manager / Division Director/ Project Manager at Bureau of the Fiscal Service, U.S. Department of the TreasuryProgram Manager / Division Director/ Project Manager at Bureau of the Fiscal Service, U.S. Department of the Treasury