Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Hi, I’m

Tracey Arp

Account Manager
Sebastian,Florida
Tracey Arp

Summary

Financial administrative professional experienced in leading, supporting and collaborating with a remote team. Robust background in client relationship management. Demonstrated skill devising successful strategies, establishing processes and to align with business goals,. Detail-oriented team player with strong organizational, planning and problem-solving skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Ready to pursue new professional challenges and career advancement with a growing company. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

25
years of professional experience

Work History

Total Office, Inc

Account Manager
8 2018 - Current

Job overview

  • Maximized business opportunities to help the company achieve a milestone of one million dollars in annual sales.
  • Utilized proven client retention techniques to drive business growth by greater than 50 percent.
  • Identified and recommended continuous improvement initiatives that enabled increased company revenue year over year.
  • Selected, trained and developed efficient and effective teams. Participated in team-building activities to enhance working relationships.
  • Successfully managed task and project completion by proactively monitoring productivity and adjusting as needed to meet tight client deadlines.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Educated clients on services to increase customer engagement with brand.
  • Improved company operations through the creation and development of organizational structures and workflows. Navigated and leveraged internal resources to get things done.
  • Delivered an operations environment that met client agreements.
  • Served as single point of contact for as many as 16 firms; quickly responded to requests and strived to identify issues/challenges before client.
  • Empowered clients with top-notch client service and results-driven solutions to facilitate growth in their businesses.
  • Actively listened to client concerns and provided suggestions and solutions. Aligned resources around client goals. Developed plans to capture goals and ensure progress.
  • Communicated with clients via mail, email, text, chat, calls, and video meetings.
  • Adhered to financial regulations protocol/compliance.
  • Followed-up on custodian processing/issues.
  • Reconciled account transfers and reported discrepancies.
  • Maintained multiple CRM databases.
  • Troubleshot software issues.
  • Worked to maintain outstanding attendance record, consistently arriving to work early and ready to start immediately.

Details Auto Reconditioning

Partner/Business Owner
8 2013 - 6 2018

Job overview

  • Oversaw administration, accounting functions, purchasing and weekly payroll to handle financial needs.
  • Established and maintained client and vendor relationships.
  • Compared vendor prices and negotiated for optimal savings.
  • Developed standard operating procedures for administrative employees.
  • Created and maintained efficient and user-friendly, cloud-based and traditional filing systems.

FirstEnergy Corporation

Senior Customer Accounting Associate/Remittance
03.1998 - 07.2013

Job overview

  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Identified issues, analyzed information, and provided solutions to problems.
  • Performed payment application via SAP system
  • Verified, corrected, balanced, and uploaded electronic payment files.
  • Verified and posted incoming wires and ACH/EFT payments.
  • Verified and processed bank corrections and returned payments.
  • Researched and corrected general ledger discrepancies.
  • Communicated with business contacts via email, calls, and fax, to resolve issues.
  • Created electronic bank statement records for corporate accounts.
  • Balanced corporate bank accounts to general ledgers.
  • Created spreadsheets for daily, weekly and monthly reporting.
  • Provided outstanding customer service to both internal and external customers.
  • Utilized internet and SAP system to research and verify private and corporate customer information.
  • Responded and provided resolution to private and corporate customer payment issues, utilizing various internal research and information systems.
  • Created monthly department schedule.
  • Demonstrated respect, friendliness, and willingness to help wherever needed.

Education

Ashford University
Clinton, IA

University Overview

  • Member of Golden Key International Honour Society
  • Continuing education in Environmental Studies

University of Phoenix
Tempe, AZ

University Overview

  • Continuing education in Finance

Skills

  • Business process development and optimization
  • Client relations
  • Issue resolution
  • Time management/Simultaneously manage multiple tasks & projects under tight deadlines
  • Relationship building and management
  • Team leadership, collaboration and training
  • Multiple CRM software systems (Redtail, Wealthbox, Salesforce, Advyzon)
  • Microsoft Office and Adobe expertise
  • Verbal and written communication
  • Documentation
  • Accounting systems and software

Additional Information

Additional Information
  • Willing to relocate to: Gulf Coast, FL, Gold Coast, FL
  • Authorized to work in the US for any employer

Timeline

Senior Customer Accounting Associate/Remittance
FirstEnergy Corporation
03.1998 - 07.2013
Account Manager
Total Office, Inc
8 2018 - Current
Partner/Business Owner
Details Auto Reconditioning
8 2013 - 6 2018
Ashford University
University of Phoenix

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Tracey ArpAccount Manager