Summary
Overview
Work History
Education
Skills
Timeline
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SHELIA MCINTOSH

Sacramento,California

Summary

Caring Disability Transportation Specialist skilled at working with individuals living with behavioral and developmental issues. Versed in route scheduling, daily living support and mobility assistance. Offers excellent interpersonal and communication skills developed through field experience.

Overview

17
17
years of professional experience

Work History

Transportation Specialist

VJ’s Transportation
04.2017 - Current
  • Transport developmentally challenged and dependent adults to and from their pre-designated schedule and routes in a timely manner
  • Engage with Clients, Client Assistants, Aides, and others in a professional courteous manner, exemplifying excellent customer service to both internal and external customers
  • Assist Clients onto and out of the van and ensure their safety while transporting
  • Ensure vehicle is in proper working order by following pre-trip, post-trip, and maintenance schedules.

Financial Secretary/Trustee, Church Secretary, and Pastors Assistant

Macedonia Baptist Church
07.2013 - Current
  • Conduct the weekly offering count with the assistance of trustees
  • Make weekly bank deposits of offerings
  • Developed and maintained financial reports
  • Attend monthly meetings with the Executive and Trustee Boards while taking minutes
  • Maintain legal documents (exemption status updates with IRS and State, bank accounts, property taxes, etc.)
  • Operated computers programmed with accounting software to record, store, and analyze information
  • Report financial reports at quarterly and annual business meetings
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers
  • Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents
  • Receive, record, and bank cash, checks, and vouchers
  • Comply with federal, state, and company policies, procedures, and regulations
  • Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses
  • Reconcile or note and report discrepancies found in records
  • Access computerized financial information to answer general questions as well as those related to specific accounts
  • Perform general office duties such as filing, answering telephones, and handling routine correspondence
  • Prepare bank deposits by verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
  • Calculate and prepare checks for utilities, taxes, and other payments
  • Prepare and process payroll information
  • Reconcile records of bank transactions
  • Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents
  • Monitor status of loans and accounts to ensure that payments are up to date
  • Compile budget data and documents, based on estimated revenues and expenses and previous budgets
  • Maintain inventory records.
  • Maintained accurate records of organizational finances and generated reports as requested.
  • Maintained confidentiality of information related to receiving, recording and depositing of funds.
  • Collaborated with finance committee to establish procedures for money collection and recording.
  • Received dues, fees and payments and provided transaction receipts.
  • Maintained church calendar by collecting information about upcoming events and reserving appropriate spaces for regular meetings and special activities.
  • Published, printed and mailed informative, prayerful newsletters to church members and leadership team.
  • Created and updated membership rosters, church documents and basic reports.
  • Greeted visitors, callers and members of congregation courteously and promptly
  • Handled church correspondence, member database and building scheduling.
  • Directed administrative and secretarial support for pastors, program directors and volunteers at church.
  • Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
  • Monitored and ordered supplies and materials to keep office well stocked.
  • Developed and maintained filing systems to facilitate easy access to information.
  • Managed calendars and coordinated travel arrangements and accommodation for senior-level staff to optimize schedules.
  • Reviewed and edited documents for accuracy, grammar and clarity.

Business Manager/Administrator

Daughters Of Christ
05.2008 - Current
  • Developed Business Plans
  • Developed tour plans
  • Coordinated Listening Parties, Concerts, as well as Music and Women's Workshops
  • Booked engagements
  • Collect fees, commissions, or other payments, according to contract terms
  • Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf
  • Schedule promotional or performance engagements for clients
  • Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations
  • Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities
  • Arrange meetings concerning issues involving their clients
  • Manage staff, preparing work schedules and assigning specific duties
  • Direct and coordinate organization\'s financial and budget activities to fund operations, maximize investments, and increase efficiency
  • Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary
  • Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes
  • Develop or implement product-marketing strategies, including advertising campaigns or sales promotions
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.

Phone Bank Representative

Wells Fargo Bank
05.2006 - 01.2007
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs
  • Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs
  • Answer telephones, direct calls, and take messages
  • Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer
  • Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints
  • Compute, record, and proofread data and other information, such as records or reports
  • Review files, records, and other documents to obtain information to respond to requests
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
  • Check to ensure that appropriate changes were made to resolve customers' problems
  • Refer unresolved customer grievances to designated departments for further investigation
  • Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills
  • Solicit sales of new or additional services or products
  • Carry out special services for customers, such as ordering bank cards and checks
  • Identify transaction mistakes when debits and credits do not balance
  • Resolve problems or discrepancies concerning customers' accounts
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations
  • Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds
  • Process and maintain records of customer loans.

Education

B.A. - Accounting

University of Phoenix
Sacramento, CA

A.A - Business Fundamentals

University of Phoenix
Sacramento, CA

Skills

  • Passenger Assistance
  • Transportation Schedules
  • Active Listening
  • Patient Data Confidentiality
  • Direct Patient Care
  • Driver Communications
  • Patient Safety
  • Accident Reporting
  • Daily Logs
  • Elderly Care
  • Companionship and Emotional Support

Timeline

Transportation Specialist

VJ’s Transportation
04.2017 - Current

Financial Secretary/Trustee, Church Secretary, and Pastors Assistant

Macedonia Baptist Church
07.2013 - Current

Business Manager/Administrator

Daughters Of Christ
05.2008 - Current

Phone Bank Representative

Wells Fargo Bank
05.2006 - 01.2007

B.A. - Accounting

University of Phoenix

A.A - Business Fundamentals

University of Phoenix

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SHELIA MCINTOSH