Customer Service Sales

Mary Butler

**** *. **** **** ******, Tulsa, OK *4133

Cell: 918-***-****

QUALIFICATIONS SUMMARY

. Administrative and Accounting

. Well organized and detail oriented

. Collaborate easily with co-workers and work well independently

. Energetic and motivated to work until the job is done

WORK HISTORY

. January 2008 to Present - Mapleoak Investments, Inc. Commercial Property

Investment Company- Office Manager/Bookkeeper for multiple entities:

Accurate double-entry accounting, accrual, general ledger, journal

entries accounts receivable, accounts payable, booking assets, billing,

collections, audit reconciliation, payroll, payroll tax, sales tax, cam

reporting and employee benefits.

. November 2006 to December 2007 - Bank of New York Trust Company:

Administrative Assistant assisted with bond closings, debt service,

accounts receivable, accounts payable, sweep entries; booking assets,

billing, collections.

. February 2005 to November 2006 - Bank of Oklahoma: Trust Administrator

and Officer, customer service and relationship activities of assigned

portfolio of accounts. Respond to all customer requests and inquiries,

investigate and resolve routine and complex complaints, errors and

misunderstandings. Establish and maintain accurate trust account

records, research and compliance.

. October 1994 to January 2005 - JPMorgan Trust Company: Administrative

Assistant assisted with bond closings, debt service, accounts receivable,

accounts payable, sweep entries; booking assets, billing, collections.

Customer service and relationship activities of assigned portfolio of

accounts. Respond to all customer requests and inquiries, investigate

and resolve routine and complex complaints, errors and misunderstandings.

Establish and maintain accurate trust account records, research and

compliance.

RELEVANT SKILLS AND EXPERIENCE

. Computer: Windows, Microsoft Word, Excel, Sage Business Works and

QuickBooks Accounting Programs.

. Computer - Banking: NCS, SBS DDA System, SEI Trust 3000, Bondmaster,

Account Control, Global Plus, Metavante, 3270, One Point, Sales Force,

TAS, Regis, Net Connect, BBI, Synergy, i.e., retail and commercial

banking, trust accounting and operations, tickler, call, pipeline and

sales, wire entry and archive computer systems

. Administrative: Trust administrator, customer service and relationship

activities of assigned portfolio of accounts. Respond to all customer

requests and inquiries, investigate and resolve routine and complex

complaints, errors and misunderstandings. Establish and maintain

accurate trust account records, research and compliance.

. Accounting: Accurate double-entry, accrual, general ledger, debt

service, receivable/payable, journal and sweep entries; booking assets,

billing, collections, audit reconciliation, payroll, payroll tax, sales

tax and employee benefits.

General and Job-Related:

. Familiar with asset classes and stock, bond and securities procedures

and movement

. Basic knowledge of escrow, municipal bond and lease financing

transactions and associated agreements and contracts

. Familiar with account audit requirements and support documents

. Maintaining current internal policies and procedures

. Ensuring account compliance with governing documents

. Funds evaluations and cash flow spreadsheets

. Analysis of account data and research into discrepancies

. In-person customer calling and service-related issues including sales,

resolving routine and complex complaints, errors and misunderstandings

. Tickler monitoring and execution of associated responsibilities and

duties

. Preparation of special reports for internal and external interested

parties

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