Beverly Wallwork
******@*****.*** 585-***-**** (phone/text)
www.linkedin.com/bwallwork
____________________________________________________________________________
_________
Summary of Qualifications
Organized professional with cross-functional experience in Accounting,
Customer Service and Operations. Effectively establishes and maintains
solid trusted relationships by using developed interpersonal skills.
Incorporates company vision and mission statement professionally and
ethically.
Accounting - Expertise with government and corporate financial reporting.
Assured compliance with complex regulations and audits, managed loan
guaranty fee payables and receivables including resolving discrepancies and
implementing efficiencies.
Customer Service - Extensive experience supporting the needs of external
and internal customers. Collaborated with cross-functional areas for issue
resolution and to monitor existing processes for effectiveness. Direct
contact with customers to resolve issues or re-direct calls appropriately
for the best outcome.
Operations - Effectively defined and developed processes and procedures.
Provided training and created tools to monitor and measure process
effectiveness. Subject matter expert resource for new products and services
projects. Able to leverage functional and business knowledge to deliver
results.
Relevant Skills
Effectively Organizes Priorities Quick Books Solution
Oriented
Develop/Customize Personal Budgets Microsoft office 2007
Interpersonal Skills
Professional Experience
Eye for Organizing, Rochester NY 8/2010
-
Owner/Organizing Consultant (part-time)
Work with clients to teach organizing skills within the home.
Provides personal assistance for set up of financial budget, bill paying
and appointment scheduling.
Hands on bookkeeping for self-owned proprietary business.
. Successfully defines objectives to achieve client goals.
. Manage all aspects of financial reporting for proprietary business.
. Developed presentations focused on specific audiences and topics.
Browncroft Community Church, Rochester NY 9/2010
- 7/2011
Office Assistant
Provided administrative support for directors of various ministries.
. Developed procedures for internal member data base.
. Participated on the Emergency Response Team.
Literacy Volunteers of Rochester, NY 4/2010
- 6/2010
Tutor
Under short term contract, Assisted BOCES adult students preparing for
their GED test.
. Prepared lesson plans to help students with math and computer skills.
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Beverly Wallwork
******@*****.*** 585-***-**** (phone/text)
www.linkedin.com/bwallwork
____________________________________________________________________________
____________
Citi, The Student Loan Corporation, Pittsford NY 11/1989
- 10/2008
Finance/External Relations 2002-2008
Liaison between the student loan lender and guaranty agencies for loan
procedure and process updates.
Successfully built and maintained strong collaborative relationships.
Facilitated the review and execution of legal agreements and communicated
regulation changes timely.
. Navigated a project team to implement a government re-instated loan
fee process.
. Negotiated processes to deliver positive results for the business as
well as external agencies.
. Annual Customer Satisfaction survey results showed a year over year
increase by at least 10%.
Financial Operations Manager 1995 - 2002
Managed the reporting of federal required financial and non-financial data
during the life cycle of each student loan. Accountable for reconciling
loan insurance fee payments and refunds.
. Maintained error rate under 2% when industry standard was 10%.
. Successfully passed audits and implemented improvements to processes
and procedures.
. Participated as a subject matter expert on multiple projects.
. Formally recognized as a key contributor after the implementation of a
new loan origination system.
Accounting Specialist 1989 - 1995
Posted and reconciled general ledger transactions. Produced appropriate
reports to support financial activity.
Practiced strict accounting policies as well as participated with internal
audits.
. Consistently met standards by applying experience and knowledge in
accounts payable.
. Produced and provided financial reports to higher level management.
. Proven ability resulted in a role expansion to include guarantor
reporting activity.
Education
B.S. Organizational Management, Robert Wesleyan College, Rochester NY
(2007)
A.A.S. Accounting, Monroe Community College, Rochester NY (1995)
Professional Organizers Training Program - Certification (2010)
Professional Affiliation
Rochester Women's Network
National Association of Professional Organizer
National Association of Women Business Owners
Recognition
> Received peer nominated business recognition for integrity, work ethic
and customer focus.
> Presented with 2 corporate People's Choice Awards for outstanding
performance.
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