Customer Service Assistant

Rae Scott PO BOX ******, Snellville GA ***** ***********@*****.***

Skilled administrator with over ten years of diversified experience in executive administration, management, client relations, and finance/accounting. Proficient in business logistics, organizational development, innovative concepts, and building quality relationships.

Computer Skills

Microsoft Office, Outlook, Novell, Apple, Lotus Notes, Adobe, Pegasus, OSI, Interface Once, Calyx, People Soft, Stremlend, Kronos, One Degree, Banc Pac, Fidelity Systems, Fidelity Systems, FIS, Service Now, and Synergy.

2013-Present Synovus Financial Corp. Suwanee, GA

Commercial Assistant II

•Independently supporting Commercial Bankers in large and complex loan portfolios with clients whose accounts

and loans ranged from $100M to over a 1MM. YTD production $10 MM.

•Managing client relationships by processing transactions, renewing loans, resolved account/customer issues,

including, but not limited to, wires, treasury/cash management, and various other administrative support tasks.

•Executing reports for regulatory & compliance exceptions, resulting in a decrease in errors from 13% to 0%

in financials and 19% to 4.78% in collateral.

• Performed a combination of routine calculating, posting business transactions, reconciling errors, processing

invoices and verifying financial data regarding invoice payments to current and outstanding accounts.

• Posts, balances, and records entries to the general ledger.

• Reconciles all bank statements to maintain accuracy and assist clients with their accounts

• Monitors daily bank positive pay exceptions and makes determinations to ensure there is no fraudulent activity

or overdrawn accounts

• Prepares wires to fund domestic and international accounts for clients

• Prepares journal entries for daily cash transaction activity including transfers and payments due to reconciling iterms on clients’ accounts to ensure accuracy on financial statements

2009 – 2013 RGPA Services Snellville, GA

Office Manager/Executive Assistant

•Managed the daily operations of business such as calendaring, customer service, scheduling, compliance, and meeting year end tax deadlines.

•Compared reports against source documents and journal entries to verify accuracy and to reconcile errors.

•Implemented spreadsheets to calculate business expenses to formulate month and year end totals for accuracy

for accounting and reporting revenue for IRS.

•Prepared vouchers per accounting policies of the business.

•Designed and implemented system to track criteria for new and existing employees to assess productivity.

Rae Scott continued

2007- 2008 RBC Bank Atlanta, GA

Commercial Sales Assistant/Accounts Payable

•Independently supported Account Managers in large and complex loan portfolios with clients who accounts and

loans ranged from $500M to over a 1MM.

•Managed clients relationships by processing transactions, renewing loans, resolved account/customer issues,

included but not limited to, wires, treasury/cash management, and various other administrative support.

•Performed any combination of routine calculating, positing business transactions, reconciling errors, processing

invoices and verifying financial data regarding invoice payments to current and outstanding accounts.

•Executed procedures for the preparation and maintenance of financial and business transaction data.

•By implementing the process to ensure proper coding, completed payments and timely submission of expenses

were decreased.

2006 – 2007 PB of Buckhead Atlanta, GA

Administrative Assistant

•Managed the administrative policies and procedures of the SVP office and assisted in retaining clients with assets

at or above $1 million.

•Trained staff on policy and procedure, banking systems and customer service to increase productivity with in bank.

•Increased loan generation by ensuring proper structure of all consumer and commercial loans to obtain loan

approval and funding.

•Resolved escalated customer service issues that increased customer satisfaction by 55%.

•Collaborated with the Loan Officers and Loan Operations department to ensure that loans are compliant via

pulling credit bureaus, flood searches, UCC searches, as well as, submitting adjustment and refunds to clients.

2005- 2006 CDC Credit Union Atlanta, GA

Loan Officer/ Team Leader

•Analyzed and process consumer loans, wires, and open business and personal accounts. Counsel clients on how

to effectively manage their money and set financial goals.

•Facilitated training on banking systems, policy and procedure and how to enhance customer service skills to

increase productivity by 45%.

•Extended service to clients by acquiring solid leads in order to offer additional banking products and increase client

satisfaction, allowing our branch to hold the highest ranking for client satisfaction for a consecutive six month.

• Served as a Client Resolution Specialist, resolved escalated clients’ issues passed on to me directly from

within various branches with in the financial institution.

Rae Scott continued

2002- 2005 Wachovia Bank Atlanta, GA

Financial Service Specialist

•Served as interim Assistant Branch Manager; responsible for resolving client issues, & emphasizing the

development of building business/client relationships.

•Effectively administeried personal and business products to our clients via marketing initiatives

increasing sales by 45%.

•Assessed the client financial portfolio in order to educate the client and provide banking products that will

accommodate them in planning financially for their future.

1999- 2002 Sears Lithonia, GA

Store Trainer/HR Specialist Sears Retail Store

•Managed recruiting of employees in HR Department for over a 100 key positions within the store.

•Facilitated informational training programs: new hire orientation, on the job training, policies & procedures

Including FMLA.

•Processed Payroll for all employees (75 to 100 employees) using People Soft and Kronos Systems.

•Constructed and generated department schedules to ensure accurate coverage for all employees.

Supervisor-Sears Human Resource Department Call Center/ Tax Specialist

•Supervised 65 associates in a HR call center; interviewing and training associates to handle calls from over 300K Sears’s employees pertaining to payroll and benefits in high volume Call Center.

•Handled escalated calls from RM’s, DM’s & Managers related to policy/procedure, payroll and benefits.

•Participated on the PeopleSoft implementation team for our department during conversion.

•Conducted performance evaluations on direct employees.

•Completed garnishments payments by receiving, processing, verifying, reconciling invoices & mail request.

Education

Georgia Perimeter College - Communications major – completed 60 hours

Dean’s List 2003 & 2005

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