Shawna Finley

• Managed client accounts and ensured accurate service delivery.
• Collaborated with teams to develop strategic account plans.
• Analyzed client needs to provide tailored insurance solutions.
• Resolved client inquiries promptly to maintain
• Used in house programs such as Imageright, Saggita, and Tinbu(Surpath)
• Resolved billing inquiries from customers in a timely manner.
• Kept detailed records of customer accounts, actions taken, issues resolved and information.
• Responded to customer emails, chat requests and telephone calls to answer questions, provide information and resolve problems.
• Checked postings and documents for correctness, accuracy and proper coding.
• Coordinated with underwriters to assess and finalize bond applications.
• Prepared comprehensive documentation for surety bond submissions and renewals.
• Educated clients on surety bonding requirements and processes effectively.
• Monitored the status of outstanding bonds throughout the life cycle of each project.
• Reviewed contract documents including bid bonds, performance bonds, payment bonds, maintenance bonds.
• Ensured all contractual requirements were met prior to issuing a bond.
• Maintained accurate records of all transactions including bond applications, underwriting notes, contracts and other related documents.
• Prepared and issued surety bonds for contractors, subcontractors, and suppliers in compliance with company policies and procedures.
• Interpreted state statutes and regulations pertaining to surety law in order provide advice or direction when needed.
• Participated in industry conferences and seminars in order to stay abreast of new developments within the surety field.
• Contacted underwriters and submitted forms to obtain binder coverage.
• Greatly improved office operations by reducing backtracking of work through creation of material movement process.

Coordinated schedules, administrative functions, quality assurance and process improvements to bolster operational output.

• Oversaw project planning tasks, collaborating with President of Company to provide optimal coverage across operations areas.
• Handled requests-for-information, delegating tasks to appropriate employee to optimize customer service.
• Recorded meeting minutes for documentation purposes and disseminated to Office Manager.
• Backed up human resources department in handling benefits paperwork, employee incident reports and data entry to maximize team productivity.
• Maintained company accounting records by entering accounts payable, accounts receivable, invoices and expense reimbursements.
• Made orders for new office supplies based on demand and budgetary restraints.
• Assisted Quickbooks migration support services for employees, including overseeing training and resolving inquiries.
• Updated databases with Customer. Vendor, employee data, verified changes in information and maintained 100% accuracy.
• Replenished office supplies, placing new orders for restocking to maintain inventory.
• Worked with vendors to obtain quotes, negotiate contracts and handle 5 - 10 shipments per week.
• Implemented full-scale training program to provided education on department tasks and processes.
• Processed financial documents, including contracts, expense reports and invoices.
• Disseminated reports and contracts to proper personnel, reviewing information prior to shipping to promote high-level accuracy.
• Furnished educational services to promote optimal office workflow.
• Communicated with customers regarding scheduling payment processes to maintain satisfaction.
• Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
• Monitored calendars and scheduled appointments based on President's availability and established load limits.
• Prepared packages for shipment by generating invoices and setting up courier deliveries.
• Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
• Processed, tracked and pursued resolutions for account payables/receivables actions to keep records and accounts current.
• Supported office needs including taking messages, scanning documents and routing business correspondence.
• Managed payroll for over 30 - 50 hourly and salaried employees.
• Administered payroll for over 30 - 50 employees per Week using quickbooks.
• Classified, sorted and filed correspondence, articles, records and other documents to maintain organized filing system.
• Prepared manual checks and initiated direct deposits for 30 - 50 employees.
• Analyzed accounts to discover discrepancies and resolve all issues promptly.
• Received, filed and processed paperwork and documents for on-boarding employees.
• Determined payroll liabilities by calculating employee federal and state income, social security taxes and employer's social security, unemployment and workers compensation payments.
• Established employee payroll files and updated existing files with new information.
• Prepared reports by compiling summaries of nontaxable wages, disability, leave, deductions, taxes and earnings.
• Changed employee tax status and withholding information as necessary.
• Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
• Tracked and applied tax liens, child support and other types of wage garnishments to paychecks.
• Annually supplied proper tax forms.
• Organized and maintained payroll information by entering data, deleting errors, calculating and collecting information.
• Verified available hours against listed amounts when calculating leave time.
• Efficiently handled any payroll discrepancies with employees.
• Identified, researched and resolved issues with hours worked.
• Managed weekly payroll duties and submitted data to President/Owner.
• Edited employee banking records when needed.
• Calculated accurate wages, including overtime, salary increases and bonuses.
• Protected payroll operations and maintained employee confidence by keeping information private.
• Prepared reports by compiling summaries of earnings, taxes, deductions, leave, disability and nontaxable wages.

• Counted as much as $300,000.00 in daily funds with manual and machine-assisted methods.
• Verified amounts and integrity of every check or funds transfer.
• Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
• Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
• Met or exceeded sales goals by promoting bank products and services in every interaction.
• Helped customers open and close accounts, apply for loans and make sound financial decisions.
• Maintained optimal financial controls by securing funds and making accurate transactions.
• Recommended bank products and services to current and prospective customers.
• Identified and reported suspicious behavior to security personnel as appropriate.
• Consistently met sales goals by employing Customer service and bank training in every interaction.
• Responded and assisted customers with account inquiries and updates.
• Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
• Explained bank services, financial products and applicable fees to customers.
• Prepared official checks for customer and internal bank needs.
• Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
• Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
• Reconciled cash and checks against computer records at end of shift.
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
• Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
• Entered transactions into computer and issued customer receipts.
• Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
• Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
• Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
• Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 100%.
• Served approximately hundred or more customers each shift, remaining composed and professional even in high-stress situations.
• Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
• Processed 10 - 15 customer transactions hourly while demonstrating extreme attention to detail.

• Developed and maintained training materials and benefits packets for new hires.
• Liaised with HR management to devise and update policies based on changing industry and social trends.
• Scheduled appointments, meetings and conferences with employees to discuss and mitigate personnel issues.
• Conducted employment verification and background investigation to facilitate hiring process.
• Supported [Number] employees at all levels, including executive leadership.
• Submitted monthly, quarterly and weekly reports to Human Resource Complex Manager to track mandatory requirements.
• Created, organized and maintained employee personnel files to keep sensitive data secure.
• Guided new hires through orientation and on-boarding and explained documentation requirements to facilitate HR process.
• Prepared and submitted final pay for exiting employees to comply with federal law.
• Assisted with employee termination process to drive consistency and reduce discrimination claims.
• Reviewed and processed payroll-related actions to drive data accuracy and comply with company policy and federal and state regulations.
• Filed documents, delivered mail and performed bookkeeping to facilitate office operations of HR department.
• Coordinated training schedules and filed crucial administrative paperwork.
• Reviewed all candidate documentation, including identification, references and background checks in alignment with hiring protocol.
• Verified previous employers and other references to determine applicants' employment acceptability.
• Examined employee files to answer inquiries for assistance with personnel actions.
• Processed business and identification cards, bank accounts and reference and medical checks to streamline hiring protocol.
• Juggled multiple projects and tasks to ensure high quality and timely delivery.