Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shontel Jones

Grovetown,GA

Summary

I am a professionally skilled Administrative Coordinator, with experience in business management, administrative support, accounting services, financial management, banking administration, customer service, medical administration, and scheduling and coordinating. My work history skills and experience include outstanding professional customer care, effective communication, administrative support, document tracking, team leadership, business office management, clerical support, banking financial advisor development, general accounting & bookkeeping. I am a 2001 College graduate in which I have earned my Associate's degree. I am also a recent graduate of Oconee fall line technical college. Highly efficient administrative professional offering several years of experience, including administrative support, project coordination, customer service and team leadership. Comfortable working with senior management to effectively define and achieve strategic operational and administrative objectives. Streamlines administrative processes, analyzes complex issues and develops solutions. Cultivates positive work culture focused on teamwork and idea-sharing while driving goal achievement.

Overview

18
18
years of professional experience

Work History

Administrative Specialist

RSC2
Augusta
08.2023 - Current
  • Perform general non-routine and routine administrative tasks
  • Administer, update, and retain all operational documents
  • Maintain, archive and file office documents
  • Properly coordinate meetings and other administrative events
  • Assist with special projects
  • Monitor and adjust schedules as needed to accommodate changes
  • Type, edit and distribute meeting minutes
  • Work directly with senior management providing administrative support
  • Perform general marketing research as needed to assist with projects.

Administrative Coordinator

GASTRO CONSULTANTS OF AUGUSTA
Augusta
01.2020 - 01.2022
  • Actively schedule appointments & manage calendars for various departments
  • Administer, update, and retain all operational documents
  • Maintain medical office orders and other documents
  • Properly coordinate patient appointments other administrative events
  • Obtain & maintain required patient documentation & authorizations
  • Monitor and adjust schedules as needed to accommodate changes
  • File and manage physician work orders
  • Collect patient medical information for database entry
  • Perform daily follow up calls with patient and hospital staff.
  • Responded to customer inquiries via phone or email in a professional manner.
  • Maintained calendars for multiple executives.
  • Greeted visitors upon arrival at the office and directed them accordingly.
  • Gathered, entered and updated data to maintain departmental records and databases.

Financial Banking Administrator

PEN FED CREDIT UNION
Augusta
01.2015 - 01.2020
  • Accurately process customer banking transactions
  • Maintain daily banking documents and manage files
  • Maintain in-depth knowledge of products and services to assist customers
  • Perform root cause investigations on customer concerns or account discrepancies
  • Accurately manage cash drawer & balance allocations
  • Train new employees on banking procedures and policies.
  • Performed data entry tasks into computer databases from paper documents.
  • Answered incoming calls and responded to customer inquiries.
  • Responded promptly to customer complaints in a professional manner.
  • Maintained filing system for important documents such as contracts and invoices.
  • Managed office supplies inventory and placed orders when necessary.
  • Prepared presentations using Microsoft Office Suite applications.
  • Performed basic bookkeeping tasks such as reconciling accounts receivable and payable.
  • Compiled statistical data from various sources for analysis.
  • Assisted with budget preparation and tracking of expenses.
  • Created presentations with Microsoft PowerPoint for management team members.
  • Developed spreadsheets to track project progress, budgets and other related data.
  • Provided technical assistance with computer hardware and software issues when needed.
  • Coordinated with IT department to resolve technical issues and maintain computer systems.
  • Administered benefits programs, including health insurance and retirement plans.
  • Oversaw inventory management, including ordering office supplies and equipment maintenance.
  • Conducted performance evaluations and recommended training programs for staff development.
  • Monitored payroll, credit card purchases and invoicing to prevent financial errors.
  • Managed day-to-day office operations, ensuring efficient workflow and adherence to policies.
  • Facilitated communication between departments to support project completion and goal achievement.
  • Served as the primary point of contact for external stakeholders, including clients and partners.

Sr Member Service Representative

Publix Employees Federal Credit Union
Norcross, GA
01.2007 - 08.2014
  • Conducted financial analysis of members' accounts to identify opportunities for additional services or products.
  • Provided excellent customer service to members, both in person and over the phone.
  • Trained new employees on job duties related to Member Service Representative position.
  • Resolved complex member inquiries and escalated issues as appropriate.
  • Answered incoming calls promptly and professionally.
  • Cross-sold additional products or services based on identified needs.
  • Assisted members with account opening and maintenance activities.
  • Developed a strong working knowledge of all credit union policies, procedures, products and services.
  • Reviewed applications for loans or other financial assistance programs.
  • Monitored compliance with applicable laws, regulations and internal policies.
  • Generated new business through referrals from existing members.
  • Identified areas of improvement within departmental processes.
  • Performed research on member requests using various online databases.
  • Provided guidance on the use of ATMs for cash withdrawals and deposits.
  • Handled escalated calls from customers requiring additional attention or assistance.
  • Managed daily operations including balancing cash drawers, reconciling accounts, filing documents and maintaining security protocols.
  • Participated in community outreach events to promote the credit union's services.
  • Advised members on the best banking options available to meet their individual needs.
  • Processed deposits, withdrawals, loan payments, transfers and other transactions accurately.
  • Helped members resolve account problems and navigate internal systems to handle routine needs.
  • Completed transactions for membership renewals and extensions.
  • Audited customer account information to identify issues and develop solutions.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
  • Consulted with customers regarding needs and addressed concerns.
  • Utilized job-related software to prepare change of address records and issue service discontinuance orders.
  • Oversaw warranty counseling process to manage expense controls.
  • Prepared and evaluated CRM reports to identify problems and areas for improvement.
  • Updated databases with new and modified customer data.
  • Provided top quality control and eliminated downtime to maximize revenue.
  • Determined accurate prices for customer services, consistently searching for deals and best prices.
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.
  • Contacted customers about potential service upgrades, new services and account changes.

Education

2022 -

Oconee Fall Line Tech.

2001 - A.A. Degree - Associates of Arts

Savannah State University

2003 - Early Childhood Education - Diploma

Savannah Technical College

Skills

  • Business Administration & Business Planning
  • Administration Support
  • Accounting & Bookkeeping
  • Financial Management & Budget Control
  • Business office management
  • Advanced Computer (MS Office, MS Word, Excel, AS400, Sage 100, PowerPoint, Viewpoint & Outlook)
  • Data entry, Typing & 10 key
  • Effective Communication
  • Professional Customer Service
  • Leadership & Team-building Networking
  • Document Tracking & File Management
  • Scheduling & Coordinating
  • Time Management
  • Detail Oriented Organizational
  • Marketing & Sales
  • Strong Interpersonal
  • Problem solving
  • Multi-Tasking
  • Document Management
  • Customer Relations
  • Account Reconciliation
  • Recruiting
  • Proficient in [Software]
  • Proofreading
  • Negotiation

Timeline

Administrative Specialist

RSC2
08.2023 - Current

Administrative Coordinator

GASTRO CONSULTANTS OF AUGUSTA
01.2020 - 01.2022

Financial Banking Administrator

PEN FED CREDIT UNION
01.2015 - 01.2020

Sr Member Service Representative

Publix Employees Federal Credit Union
01.2007 - 08.2014

2022 -

Oconee Fall Line Tech.

2001 - A.A. Degree - Associates of Arts

Savannah State University

2003 - Early Childhood Education - Diploma

Savannah Technical College

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Shontel Jones