LORRAINE RENEE LONG

P.O. Box **

Wyncote, PA ****5

267-***-****

acfh7r@r.postjobfree.com

PROFILE: Highly motivated professional with experience in financial

services and education industries in the areas of refunds & chargebacks,

annuities, bookkeeping procedures and providing support to Executives,

Board members, management and customers. Possess outstanding internal and

external customer service skills, strong computer skills (Word, Excel,

PowerPoint, Outlook & Social Media) along with extensive experience in

various facets of accounting. Leader and team player, with strong

interpersonal, multi-tasking and problem solving skills.

EXPERIENCE:

STAR OF HOPE BAPTIST CHURCH, Philadelphia, PA

Treasurer/ Volunteer 2012-present

. Manage incoming funds and bank deposits for entire organization.

. Maintain accurate bookkeeping records documenting and processing AP &

AR.

. Collect and review receipts and records for expense reporting and

produce such for gifts/ donations.

. Withdraw funds as needed for organization payments.

DELAWARE VALLEY CHARTER, Philadelphia, PA 2008

-2012

Bookkeeper/ Executive Assistant/HR Director (Reported directly to CEO)

. Processed accounts receivable and accounts payable; Set up invoices

and processed check requests.

. Analyzed accounts and produced monthly reports and assisted in monthly

closing of books.

. Handled sensitive documents such as student records, employee files,

and vendor files.

. Greeted visitors and acted as a liaison between staff, Executives and

student body.

. Managed making appointments & travel arrangements and registered CEO

for conferences/workshops.

. Established and maintained filing system for employee and customer

(student) files.

. Scheduled interviews and processed employment applications (accepted

or denied).

. Processed and created written correspondence.

. Prepared agendas and hand-outs for Professional Development and Staff

Meetings.

. Handled general office duties such as answering phones, sorting mail

and ordering supplies.

. Administered health and welfare plans, defined contribution plans and

defined benefits plan for staff.

. Handled benefit inquires and complaints and worked with providers to

resolve issues.

. Facilitated new hire orientation. Ensured benefit enrollment forms

were completed and entered.

. Maintained HR system and updated records. Maintained confidentiality

of information.

. Complied with federal and state regulations regarding nutritional

standards, reports and records.

Board Secretary (held in conjunction with above position)

2008 - 2012

. Held accountable to the Board of Trustees ensuring accurate and

sufficient documentation of Board meeting minutes to comply with legal

standards as well as managed correspondence.

. Recorded / distributed Board meeting minutes. Signed final copy and

filed with corporate records.

. Maintained membership records. Updated and made information and

bylaws available upon request

PRUDENTIAL FINANCIAL, Dresher, PA 2000 -

2008

Annuity Associate / Cross Functional Support

. Processed client annuity transactions and changes to existing annuity

accounts while building and maintaining strong relationships with

clients, brokers and financial planners.

. Assisted customers with issuing annuity checks, establishing maturity

dates, initiating death claims and setting up automated bank

withdrawals.

. Received Annuity Incentive Award for meeting and exceeding core

incentives

. Remained abreast of changes in guidelines and procedures, and

communicated appropriate and accurate information to clients, brokers

and other involved constituents

. Adhered to company goal of ensuring integrity in the annuity process

by personally monitoring client's annuity contracts from origination

through funding

. Recognized as one of the top processors with perfect monthly stats in

the Annuity Disbursement area, consistently exceeding production and

quality

. Received Certificate of Appreciation for contributions to Prudential's

Eastern Office Diversity Committee

. Developed procedures for the Cross Functional Support staff

. Served as liaison between the Annuity Call Center and the Disbursement

area

. Trained incoming employees on work procedures within the disbursement

department

. Assisted the Annuity Call Center during tax season. Handled Agent

calls referring to questions dealing with annuity products, services

and rates

HAYT, HAYT, and LANDAU, Philadelphia, PA

2000

Collector

. Made outbound collection calls to major clients such as Household

Finance and Ford Motor Company.

. Contacted clients to negotiate payment for delinquent bills. Met

weekly objective of collecting a minimum of $5,000.

PA CREDIT UNION LEAGUE (Now, PA Credit Union Association), Harrisburg, PA

1991 - 2000

Chargeback Representative

. Retrieved funds for clients charged falsely for merchandise purchases

as well as retrieved funds for defective services and merchandise.

. Served as one of 3 chargeback department associates to handle entire

chargeback department workload.

. Handled Visa credit card refunds primarily incurred under fraudulent

activity.

EDUCATION:

M.B.A., Business Administration Management, Capella University,

Minneapolis, MN

B.S. Business Administration Management, Delaware Valley College,

Doylestown, PA

Contact this candidate