Currently pursuing a degree in Finance and Healthcare Management, with an anticipated graduation date of December 2019. Business professional with 3+ years in a corporate environment. Outgoing, detailed-oriented, and a team player. Excellent track record of conferring with customers, both internally and externally, to provide information about products or services. Additional skills include:
Microsoft Word, PowerPoint, Excel, Publisher, Quickbooks, Paycor and other payroll systems
Client communication and retention
Reporting skills, thoroughness, organization, problem solving
RALLE HOMES JUN 2018 – PRESENT
Reviewing customer contracts alongside of invoices to ensure accuracy in a project-based system
Reviewing aging invoices to reach a resolution
Managing all accounts payable and processes, working closely with Project Managers for accurate cost allocation
Maintaining chart of accounts and classifications
Managing Home Owner’s Association financials including, but not limited to invoicing dues, processing invoices for subdivision and financial preparation
Maintaining and reconciling 10 checking accounts (3 different entities)
Organization of company files for easy access and storage
Preparing reports and financial statements for management and clients
ADVANCED BUSINESS SOLUTIONS JUL 2017 – MAY 2018
Managing all social media platforms and creating original blogs for the company website
Thinking critically about business policies, procedures and day to day actives.
Determine the needs of end users of technical documentation.
Construct photographs, drawings, diagrams, animation, and charts to co-exist with documentation to further add to the user’s understanding.
Revise all documentation when updates and changes arise.
Proficient complex understanding of information to be able to communicate the information within a company or industry, as well as communicate with others amongst diverse professional backgrounds.
Construct detailed documentation for Operations to document policy, processes, and work instructions in order to provide consistent procedure, training, and evaluation of workflow and necessary changes needed to improve turn-around time and profitability.
Develop business architecture using requirements such as scope, process, alternatives, and risks.
Communicate business requirements through easy to follow business data and process flow using a software such as Visio.
Provide input into developing and modifying current systems to meet needs of the company, while also developing specifications to meet modifications.
DONAN ENGINEERING, LOUISVILLE, KY JULY 2016 - 2017
Running and creating monthly/weekly reports to the sales supervisor detailing top sales and performance
Maintain the customer value in all communication
Project follow-up with clients
Responded to client and customer concerns, resolving to full satisfaction
Updated and managed contact management systems with up to date client information and leveraged various communication channels to keep in touch with clients.
CLIENT SERVICES REPRESENTATIVE JULY 2015 – JUNE 2016
Served as first point of contact to assist clients with all inbound inquiries via client portal, telephone and email including new project initiation, project status inquiry, determining scope and budget for projects and any general questions
Ensured continuous client satisfaction and retention by providing highest level of customer service and immediately acknowledging client needs with a personable and professional approach.
Supported all internal departments of DONAN by providing updates on relevant issues or trends in the field and partnering regularly with Regional Sales Managers to elevate issues that may impact sales and turnaround times.
Educated clients on account services and capabilities and resolved all client inquiries regarding current or future projects, and general product and/or service information.
Successfully built and maintained client relationships with timely follow-ups and turnaround times and making sure telephone calls and email inquiries were answered promptly.
Sullivan University, Louisville, KY
Bachelor of Science, in Finance and Healthcare Management, Expected Graduation Date, December 2019