Sales Property Management

Yvette Buchanan

843-***-**** • *.*****@*****.***

• Knowledge of administrative and clerical procedures and systems such as Microsoft Word, Excel, Outlook, Yardi Enterprise Property Management, QuickBooks, Cash Management, Managing files and records, Accounts Payable/Receivable, Payroll for 120 employees, Notary Services, Operation of Hasler In-700 series postage machine, Work Center 7556 copier.

• Understanding and compliance with all applicable Federal, State, and Local laws and regulations relating to job duties.

• Experience in principles and processes for providing customer and personal services. Addressing customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Understands principles and methods for showing, promoting, and selling products or services. Including marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

PROFESSIONALBACKGROUND

8/2017 – 11/2017 Southeastern Property Management for Accounttemps Charleston, SC

Accounting Assistant

• Post invoices into Yardi, sort bills to be paid, prepare bills to be mailed, add postage on the Hasler In-700 series postage

machine.

• Reconcile bank statements, scan statements into electronic file, post to correct file.

• Assist Accountant with reviewing, sorting and preparing various reports.

4/2012 -- 6/2016 R K & Group Inc./ Subway Goose Creek, SC

Bookkeeper/Office Manager

• Assure daily information is received, input, checked for accuracy and maintained.

• Post all incoming and outgoing items into QuickBooks

• All aspects of accounts receivable and payable

• Figure and post Sales and Hospitality Taxes, as well as property taxes and Business license renewals

• All aspects of payroll, including E-verify for all new hires, maintain Employee review log, and payroll taxes

• Answer all request of employment verifications and unemployment request from SCDEW

• Collect all mail and phone calls, handle correspondence or distribute appropriately

12/2001 – 8/2010 Wachovia Bank Charleston, SC

Loan Specialist/Account Representive

• Conducted daily and weekly team meetings, assuring new and updated information are distributed to team members in timely

• Greeted customers entering financial center or phoning in and directed them to correct person.

• Excelled in exceeding weekly account and credit card application goals.

• Built long-term customer relationships and advised customers of any product promotions.

• Explained to customers the difference types of checking, savings, certificate of deposit, individual retirement accounts, as well as loan and credit options.

• Met with applicants to obtain information for accounts or loan applications and to answer questions about the process.

• Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.

• Reviewed loan agreements to ensure that they are complete and accurate according to policy.

• Approved loans within specified limits, and refer loan applications outside those limits to management for approval.

• Handled customer complaints and take appropriate action to resolve them.

• Stayed updated of new types of loans and other financial services and products to better meet customers' needs.

• Reviewed and updated credit and loan files.

• Submitted applications to credit analysts for verification and recommendation.

• Entered customers’ transactions into the system to record transactions and issued computer-generated receipts.

• Balanced currency, coin, and checks in cash drawers at end of shifts and calculated daily transactions.

• Examined checks for endorsements and verified other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.

• Prepared and verified cashier’s checks and traveler’s checks.

• Assured all safety, opening and closing procedures were followed.

EDUCATION:

High School Diploma - St. Augustine VoTech St. Augustine, FL

Microsoft Office – PST, Charleston, S. C

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