Shawna Coleman
Charleston,SC
Summary
Astute Accounting Manager offering to drive company development. Successfully utilize over 16 years of accounting and financial management expertise to effectively provide team leadership. Committed to fostering change management to support continuous improvement. Advanced knowledge of financial statement preparation and analysis, forecasting and cost control with strong analytical, quantitative and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Customer Service Representative
Harris Teeter
07.2024 - Current
- Answering questions
- Offering assistance
- Problem solving
- Ringing up purchases
- Promoting sale items
- Processing refunds & returns
- Making exchanges
Office Manager
AmeriCash Loans
09.2020 - Current
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Produced thorough, accurate and timely reports of project activities.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Analyzed business performance data and forecasted business results for upper management.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Proposed or approved modifications to project plans.
- Created and managed budgets for travel, training and teambuilding activities.
Office Manager
Edwards Loans
08.2019 - 09.2020
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Administered payroll and maintained proper documentation of employee personnel.
- Reviewed files and records to obtain information and respond to requests.
- Managed, scheduled and coordinated office functions and activities for employees.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Used judgment and initiative in handling confidential matters and requests.
- Coded and entered daily invoices with in-house accounting software.
- Managed office budget to handle inventory, postage and vendor services.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Assistant Loan Manager
Service Loan and Finance
09.2016 - 08.2019
- Prepared reports for customers with delinquent and irreconcilable accounts.
- Developed and recommended personal or commercial loan packages for clients.
- Set up debt payment plans based on client credit, income and assets.
- Located and suggested loan packages that met client needs and priorities.
- Developed loan contracts and explained contract terms to clients.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Approved or denied loan applications and explained reasoning behind decisions.
Assistant Loan Manager
Apex Finance
05.2007 - 07.2012
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Updated client account information and records in company databases.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Informed customers of loan application requirements and deadlines.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Identified valuable solutions for customers with credit problems.
- Stayed abreast of lending regulations, industry trends and market rates.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Approved or denied loan applications and explained reasoning behind decisions.
Education
CMA -
Everest Institute - Atlanta Downtown
Atlanta, GA05.2013
Diploma of Criminal Justice -
Augusta Technical College
Augusta, GA04.2004
High School Diploma -
Wrens High School
05.1988
Skills
- CRM and Office Management Software
- Budgetary Planning
- Problem Resolution
- Project Planning
- Verbal and Written Communication
- Cost Control
- Managing Operations and Efficiency
- Staff Training
- Complex Problem Solving
- Work Planning and Prioritization
- Hiring and Training
- Budget Management
- Team Building
- Scheduling and Coordinating
- Revenue Forecasting
- Documentation and Reporting
Timeline
Customer Service Representative
Harris Teeter
07.2024 - Current
Office Manager
AmeriCash Loans
09.2020 - Current
Office Manager
Edwards Loans
08.2019 - 09.2020
Assistant Loan Manager
Service Loan and Finance
09.2016 - 08.2019
Assistant Loan Manager
Apex Finance
05.2007 - 07.2012
High School Diploma -
Wrens High School
CMA -
Everest Institute - Atlanta Downtown
Diploma of Criminal Justice -
Augusta Technical College
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