Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Proactive and goal-oriented with a willingness to take on added responsibilities to meet team goals. An over-achiever with proven ability to exceed targets and drive success in fast-paced environments. Experienced with managing both accounts payable and receivable efficiently. Utilizes strong organizational skills to streamline financial processes and ensure timely payments. Track record of accurate reporting and effective vendor communications.
Overview
12
12
years of professional experience
Work History
Office Manager/Sales Associate
Swim Time Pool and Spa of MS
03.2024 - Current
Coordinated daily office operations, ensuring efficient workflow and resource availability.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Maintained inventory levels, ensuring product availability for customer needs.
Educated clients on maintenance and care of pools and spas, fostering long-term customer relationships.
Resolved customer inquiries and complaints swiftly to maintain high satisfaction levels and loyalty.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Assisted customers in selecting pool and spa products, enhancing overall shopping experience.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Built customer loyalty and retention by delivering excellent shopping experiences.
Performed cash, card, and check transactions to complete customer purchases.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Provided positive first impressions to welcome existing, new, and potential customers.
Member Service Representative/loan Officer
MS PUBLIC EMPLOYEES CREDIT UNION
06.2014 - 03.2024
Assisted members with account management, including updating personal information and setting up automated payments.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
Processed account transactions accurately, ensuring proper documentation and timely processing.
Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
Opened customer accounts and provided deposit and withdrawal receipts.
Followed up with customers about resolved issues to maintain high standards of customer service.
Assisted members with account inquiries and transaction processing, ensuring high-quality service delivery.
Educated members on credit union products and services to enhance financial literacy and engagement.
Processed loan applications, verifying documentation for accuracy and compliance with internal policies.
Maintained high-quality service by adhering to company policies and standards in all member interactions.
Verified customer identification and documentation for compliant transactions.
Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Evaluated loan applications to determine eligibility and assess risk factors.
Conducted in-depth credit analysis to ensure accurate decision-making for loan approvals.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Monitored loan repayments and followed up on delinquent accounts, minimizing non-performing assets.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.
Evaluated loan requests and documents to verify accuracy and completeness.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.