WHITNEY MATTHEWS
Arvada,CO
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Flood Account Administrator
Lockton Companies
01.2023 - 08.2024
- Assisted associates with national account flood requests and endorsements, ensuring accuracy and timely processing
- Managed invoicing and sent weekly renewal notices to client teams, handling follow-up tasks as needed
- Distributed daily paid flood declarations to assigned account teams and updated relevant systems
- Coordinated client team correspondence for flood documents and liaised with carriers to address any issues
- Ensured accurate application of producer commissions and entered policy data into Nexsure
- Handled email, mail, and notarized document distribution; provided support for special projects as required
Office Services Assistant
Lockton Companies
12.2021 - 12.2022
- Conducted mailing operations, including processing and distributing internal and external correspondence.
- Managed inventory and ordered office supplies to ensure uninterrupted workflow.
- Assisted employees across multiple offices with print requests, ensuring timely and accurate fulfillment.
- Handled email distribution and mail indexing to streamline communication and documentation.
- Supported special projects, providing administrative and logistical assistance as needed.
Client Service Attendant
Lockton Companies
07.2021 - 12.2021
- Assisted callers by providing accurate information and directing inquiries to the appropriate departments
- Greeted visitors with professionalism and warmth, ensuring a positive first impression of the organization
- Notified relevant parties of visitor arrivals and scheduled appointments, facilitating smooth communication and timely service
- Issued and logged access badges, maintaining security protocols and ensuring authorized entry
Project Assistant
Brinkmann Constructors
02.2018 - 03.2021
- Managed office and field operations, ensuring all needs were met efficiently and effectively
- Tracked and monitored construction documentation, maintaining accurate records and ensuring compliance with project requirements
- Assisted on multiple projects simultaneously, delivering high-quality work and meeting deadlines
Office Manager
Matthews & Associates
01.2015 - 09.2017
- Managed front office operations, including scheduling meetings and ordering annual tax supplies
- Prepared tax returns and ensured accurate and timely filing while working efficiently under pressure to meet sensitive deadlines
- Updated client tracking logs, maintaining strict client confidentiality
- Maintained records of accounts receivable and handled collection responsibilities to ensure financial accuracy
Education
Bachelor of Science Degree - Business Administration
Ottawa University
Ottawa, KS05.2016
Skills
- Proficient in Microsoft Office
- Accounts Receivable Management
- Customer Communication
- Expense Tracking
- Contract Management
Certification
Certified Public Notary in the State of Colorado
Timeline
Flood Account Administrator
Lockton Companies
01.2023 - 08.2024
Office Services Assistant
Lockton Companies
12.2021 - 12.2022
Client Service Attendant
Lockton Companies
07.2021 - 12.2021
Project Assistant
Brinkmann Constructors
02.2018 - 03.2021
Office Manager
Matthews & Associates
01.2015 - 09.2017
Bachelor of Science Degree - Business Administration
Ottawa University
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