Susan Ashley
Finance
Bermuda Run,NC
Summary
Dedicated professional with expertise in Accounting, Finance, Legal, Human Resources and Business Administration. Skilled in project management along with collaborating with teams to meet and exceed business and financial goals. Focused on creating strategies to overcome operational challenges and promote automation and process improvement. Strong interpersonal, communication, problem solving, negotiation, and computer skills. Proficient in Microsoft Office (i.e. Word, Excel, PowerPoint, Outlook). Office Management Benefits Management Solution Development Employee Relations Employee Retention Customer Relations Legal Compliance Strategic Negotiations Asset Management
Overview
35
35
years of professional experience
Work History
Customer Service Representative
Wachovia Brokerage Services
- Primary contact for brokerage customers
- Communicated brokerage products and services over a three-state area
- Resolved deductions and complaints as needed for brokerage and trust accounts
- Series 63 License.
Word Processing / Research Specialist
Wachovia Corporate Trust
- Primary contact for shareholders and trust officers
- Issued stock certificates
- Daily word processing and research to resolve account issues
- Corresponded with shareholders via telephone and written correspondence
- (type wpm: 90)
Finance
Salem / Forsyth County Schools
01.2013 - Current
- Financial Services, Accounts Payable, , Human Resources, Benefits, Audit, Benefits Administration, management for District of 9,000 employees’ (i.e
- Benefit payroll deductions, record maintenance, benefit enrollment, benefit renewal, 401K, flex benefits, retirement, annuity, tax deferment)
- Managed Payables -travel and reimbursement expenses for District
- Manage 30 Vendor Accounts
- Balance and issue payment to Vendors
- Manage payroll systems including payroll deductions
- Track Leave of Absence (FMLA), deduction, adjustments, onboarding, termination and LOA’s, COBRA, payout and tax deferrals
- Collaborate with administrators, benefit consultants, and vendors on benefit plans
- Large data analyzation
- Develops and implements new and innovative processes and procedures to improve flow and efficiency
- Educates and advises employees regarding benefits and retirement options.
Office Manager
D.O.E.S Institute
09.2005 - 06.2013
- Higher Education Media
- Managed U.S
- And international internet sales of higher education teaching and training materials to universities, medical facilities, physicians, and industry to include all facets of business management including negotiating pricing, logistics, marketing and business management
- Human Resources, Accounting, Client and Vendor Relations.
Asset Manager/ Lead Collector
Brock and Scott, PLLC
10.2008 - 01.2010
- Collection and resolution of uncollected accounts by utilizing discretion, judgment and integrity to negotiate and procure payments
- Recommended and prepared files for litigation
- Consistently exceeded performance goals for highest collected balances
- Trained new employees.
Collections Agent
Allegacy Federal Credit Union
01.2008 - 09.2008
- Managed Accounts Receivable for Mortgage loans and auto loans
- Direct customer contact to resolve unpaid balances
- Research and resolved disputes.
Merchandising Associate - Liaison/Arbitrator
Lowe’s Companies Inc
05.1995 - 12.2000
- Between vendors, merchandising, logistics, planogram, support groups and retail stores
- Facilitated and implemented various merchandising programs
- Primary contact for retail stores’ information regarding products and vendors.
Senior Collection Analyst / Commercial Accounts Receivables
Porter Law Firm
09.1993 - 05.1995
- Responsible for Commercial and Contract accounts for Lowe’s of North Carolina and Virginia
- Communicated with Store Management, District Managers, RVP, Attorneys and the Internal Legal department to resolve credit issues
- Directed Credit Managers regarding their delinquent accounts
- Specialist with resolution of disputed accounts
- Recognized as Division Top Collector
- Supervised other collectors and directed accordingly
- Dun & Bradstreet training.
Legal Assistant
Wachovia Corporation
12.1991 - 09.1993
- Managed office including Trusts, Payroll, Domestic, Civil, Personal Injury and Worker’s Compensation casework including detailed research, correspondence and data compilation through various medical providers and other law firms
- Composed legal documents including Filing documents, Deeds and Wills.
Wilkes Regional Medical Center
08.1986 - 12.1992
- Business Office – multiple departments: Medical Records, Insurance and Billing/Coding, Admitting Office, ER Administration, Switchboard / Dr.’s Paging System, Disaster Drill Leader, Cross-trained throughout all aforementioned departments
- Trained new employees
- Additional experience: Banking / Brokerage / Credit and Collections Management / Asset Management Merchandising / Inventory Management Legal Office Management/Paralegal Healthcare Administration
Education
Bachelor of Science - Social Science & Human Service
Gardner-Webb University
Associate - Applied Science in Business Administration, Studies
Wilkes Community College, Forsyth Technical Community College
FDCPA Certification - undefined
Skills
- Senior Leadership Support
- Fleet Dispatching
- Active Listening
- Report Transcription
- Credit Card Payment Processing
- Microsoft Word
- Report Preparation
- Lotus Notes
- Staff Training
- Customer Relations
- Microsoft Excel
- Report Creation
- Retail Sales Customer Service
- Order Fulfillment
- Business Development Understanding
- Account Management
- Professional Telephone Demeanor
- Customer Service
- Lead Generation
- Product Promotion
- Closing Sales
- Problem-Solving Ability
- Quality Assurance Controls
- Reading Comprehension
- Call Center Operations
- Team Development
- Data Evaluation
- Managing Multiple Tasks
- Quality Control
- Project Management Abilities
- Product Organization
- Process Optimization
- Customer Consulting
- Document Control
- Refund Processing
- Office Equipment Proficiency
- Order Processing
- Medical Terminology Knowledge
- Critical Thinking
- Clerical Support
- Administrative Support
- Typing Proficiency
- Executive Management Support
- Conflict Resolution
- Money Handling Abilities
- Conflict Mediation
- Customer Relationship Management
- Training Development Aptitude
- Computer Proficiency
- System Implementation
- Recordkeeping Strengths
- Records Preparation
- Customer Account Management
- Administrative and Office Support
- Policy and Procedure Adherence
- Invoice Preparation and Processing
- Membership Inquiries and Renewals
- Merchandise Orders and Exchanges
- Filing
- Grammar
- Prioritization
- Coordination
- Research
- Documentation
- Spreadsheets
- Proofreading
- Calendaring
- 10-Key
Timeline
Finance
Salem / Forsyth County Schools
01.2013 - Current
Asset Manager/ Lead Collector
Brock and Scott, PLLC
10.2008 - 01.2010
Collections Agent
Allegacy Federal Credit Union
01.2008 - 09.2008
Office Manager
D.O.E.S Institute
09.2005 - 06.2013
Merchandising Associate - Liaison/Arbitrator
Lowe’s Companies Inc
05.1995 - 12.2000
Senior Collection Analyst / Commercial Accounts Receivables
Porter Law Firm
09.1993 - 05.1995
Legal Assistant
Wachovia Corporation
12.1991 - 09.1993
Wilkes Regional Medical Center
08.1986 - 12.1992
Bachelor of Science - Social Science & Human Service
Gardner-Webb University
Associate - Applied Science in Business Administration, Studies
Wilkes Community College, Forsyth Technical Community College
FDCPA Certification - undefined
Customer Service Representative
Wachovia Brokerage Services
Word Processing / Research Specialist
Wachovia Corporate Trust
Similar Profiles
KELLY LEYFERTKELLY LEYFERT
Compliance Analyst at Wells Fargo (Wachovia Securities)Compliance Analyst at Wells Fargo (Wachovia Securities)
James CarinhasJames Carinhas
Assistant Branch Mgr. Personal and Business Banker at Wachovia Bank, later Wells FargoAssistant Branch Mgr. Personal and Business Banker at Wachovia Bank, later Wells Fargo
Christie BryanChristie Bryan
SR Project Coordinator/Learning Consultant/Operations Coordinator at Wachovia/Wells Fargo BankSR Project Coordinator/Learning Consultant/Operations Coordinator at Wachovia/Wells Fargo Bank
Tytus CarrierTytus Carrier
Waiter at Cracker BarrelWaiter at Cracker Barrel
LARISSA A. BRENNERLARISSA A. BRENNER
Sr. Merchandising Manager/Sr. Manager at Hanesbrands, Inc/Maidenform, IncSr. Merchandising Manager/Sr. Manager at Hanesbrands, Inc/Maidenform, Inc