Shelley Logan
Lake Forest,CA
Summary
Enthusiastic customer service specialist, eager to contribute to team success through hard work, attention to detail, willingness to learn and excellent organizational and communication skills. Willing and able to be flexible in all fields and always motivated to learn, grow, and excel.
Overview
26
26
years of professional experience
Work History
Banking Coordinator
Keystone Pacific Property Management
2020.04 - 2023.01
- Opened and closed bank accounts, CDs and brokerage accounts.
- Managed filing systems for electronic and hard copy documents to keep organized records.
- Interpreted management and Board directives
- Developed revisions for systems and procedures by evaluating operational practices and identifying improvement opportunities.
- Managed banking department activities by maintaining communication between associations and bankers, tracking records and filing all documents.
- Aided colleagues, managers, Board members and bankers/brokers through regular communication and assistance.
- Drove workflow improvements by streamlining processes.
- Entered data, generated reports and forms and maintained tracking documents.
- Assisted with ACH processing and maintenance. Assisted with Accounting Coordinator's as need, with making deposits, etc. Assisted Escrow as needed.
- Received and responded to customer requests via letters, emails, telephone calls and in-person interactions.
- Opened, closed and updated accounts for customers.
Accounts Recievable and Escrow
Progressive Community Management/Keystone
1996.09 - 2020.04
- Worked with homeowners and escrow agents to understand requirements and provide exceptional customer service.
- Applied more than 500 payments per week, via lockbox, PayLease and in-house processing.
- Processed and managed ACH payments.
- Handled high volume of in-bound homeowner and escrow calls and emails.
- Prepared and mailed invoices to customers, processed payments and submitted bank deposits via remote deposit.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds. Reviewed any discrepancies and errors and made necessary adjustments.
- Prepared accounts for collection review by association Boards of Directors. Sent to collection attorney upon Board approval to do so.
- Provided updated accounting information to collection attorneys.
- Applied and removed penalties and other charges to homeowner accounts, per management direction.
- Kept homeowner contact information updated.
- Processed escrow demand requests via Condo Certs. Kept site updated with most current documents and association information
- Updated homeowner accounts at close of escrow. Insured management fees and association dues were paid accordingly before closing escrow files.
Education
Associate of Arts - Undecided
Saddleback College
Mission Viejo, CASkills
- Customer Service
- Attention to detail
- Data Security and Validation
- Information Processing
- Relationship Building
- Quality Control
- Signature Verification
- Recordkeeping and Documentation
- Verbal and Written Communication
- Conflict Resolution
- Problem-Solving Ability
- Administrative Support
Timeline
Banking Coordinator
Keystone Pacific Property Management
2020.04 - 2023.01
Accounts Recievable and Escrow
Progressive Community Management/Keystone
1996.09 - 2020.04
Associate of Arts - Undecided
Saddleback College
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