Customer Service Manager
Resume:
Winnie Morehead
***** *. ******** **** **** 765-***-**** Cell
Brookston, IN 47923 ******.********@*****.***
Experienced, goal oriented team player and results driven financial professional with proven successes in managing overseeing and implementing accounting processes and systems for large non-profits, service industry and private businesses.
Financial professional experienced in multiple accounting processes including general ledger, accounts receivable and payable, business and employee insurance, implementing payroll and accounting systems, cost analysis, investments reconciliation, budgeting, auditing, financial reporting and human resource. Notary. Thrives on seeking challenges and improving/implementing new processes.
PROFFESIONAL EXPERIENCE
The Fountain Trust Company (formerly The Farmers State Bank), Brookston, IN
Bank with thirteen branches.
Mortgage Loan Processor / Customer Service Representative. 2016 to Present
Implemented system for a quick turnaround for residential mortgages from processing application, loan approval. closing documents, recording mortgages and reporting to state agencies.
YMCA Camp Tecumseh Inc., Brookston, IN
Non-profit year-round conference center, over night and day camp serving over 33,000 visitors each year ($6 million operating budget).
Controller 2004 to 2016
Implemented two new payroll systems and an accounting system
Led successful annual audits by 3rd party accounting firm
Initiated the creation of new reports to assist in historical analysis of donations receipts, scholarships and budgets
Negotiated annual health insurance and employee benefits to insure minimal increases for cost controls
H.L. Mohler and Associations PC- Lafayette, IN
Multiple company organization including Architectural firm, Property Management (5 apartment complexes) and Construction Company ($3 million operating budget)
Bookkeeper 2002 to 2004
Implemented new process to ensure more efficient accounts payable
Responsible for the bookkeeping of each company along with company payrolls, receivables, payable, financial reporting and analysis.
Managed financial documents to ensure timely approvals for building projects
North American Sintered Metal Corp - Kenosha, WI
Metal fabricating company
Office Manager/Bookkeeper 2001 to 2002
Implemented new accounting system along with establishing new accounting procedures
Led improvements to payroll system that identified tax opportunities that were addressed
Lead person to handle and resolve customer service issues
Implemented improvements to the inventory system
M. A. Mortenson Company - Racine, WI
International Construction Company focused on government, cultural, energy, healthcare, corporate and real estate development ($10 million job site)
Administrative Assistant 2000 to 2001
Established and managed a job site office for $10 million office building for S.C. Johnson
Organized the construction document process to ensure construction project was on time
Winnie Morehead, Resume page 2
First Presbyterian Church - Racine, WI
Church with a membership of 1,000 and a budget of $250,000.
Financial Secretary 1996 to 2000
Implemented new accounting system
Improved record keeping process for donations and membership
Assisted in the organized fund drive for $ 1 million for new construction project
P. L. Builders - Waterford, WI
Large custom Home builder (One-million-dollar multiple home projects)
Office Manager / Expeditor 1991 to 1996
Implemented new process to improve scheduling of subcontractors
Accountable for contracts, customer service, payroll, collections, materials procurement, personnel hiring and training
Kwik Kar Kare - Denton, TX
Oil Change Company
Office Manager 1989 to 1991
Accountable for accounts payable, bank deposits, advertising, hiring, training and customer service
Associates in Mental Health - Muncie, IN
Out-patient mental health facility with 5 therapists.
Insurance Supervisor 1986 to 1989
Implemented new claims and billing system that improved receivables processing time by 50%
Established new collections process that decreased past due accounts by 50%
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Quality Care Nursing - Muncie, IN
In-home nursing care company.
Field Staff Supervisor 1985 to 1986
Improved recruitment process by organizing advertising efforts, resume collection, review process, background checks and interviewing efforts
Established monthly newsletter to improve communications to customers and employees.
Responsible for 50 employee schedules
L. L. McCallister, MD - Muncie, IN
Family physician’s office.
Insurance Clerk 1983 to 1985
Accountable for filing insurance claims, billing and client appointments.
Established health insurance system for the office
EDUCATION
Indiana University, Bloomington, IN Two year undergraduate studies with emphasis in education Gateway Technical, Racine, WI & Ivy Tech, Bloomington, IN Accounting, payroll and general administrative classes Additional Training Attended numerous workshops and webinars for Human Resources, ACA regulations, Customer Service and Accounting
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