Resume

Sign in

Admin

Location:
Montgomery, Alabama, United States
Posted:
October 04, 2016

Contact this candidate

Carla Donney

Montgomery, Alabama *****

acwwa2@r.postjobfree.com 561-***-****

Summary:

An experienced administrator who can direct and perform a variety of office and business functions. Plans, assigns, directs, and coordinates the activities of an office, and the staff directly or through subordinate supervisors; exercises delegated authority implementing all corporate decisions. Strong background in small business management and small business units within companies. Knowledge of legal processes as a Pro Se and with Property Damage Consultants.

Property Damage Consultants - January 2015 to August 2016

Office Manager Relocated to Montgomery, AL

Property Damage Consultants is a Licensed Public adjusting firm under the State of Florida, division of Department of Insurance and Agency Services and under the Department of Financial Services.

Fill our and File contracts on behalf of clients

File Letter of Representation with insurance companies

Handle the “Appraisal” process if needed for clients and adjusters. Issue Demand for Appraisal, Selection of Umpire and Declaration of Appraisals.

Oversee Mediation Requests for clients with the Florida Department of Financial Services

Send Attorney recommendation letters to clients

Send files to attorney’s for their review

Schedule all meetings for adjusters and clients

Prepare Proof of Loss forms, Personal Property Inventory Form, FEMA flood forms and Release of contracts.

Strong client communication with updates on their claim

Strong communication with the insurance adjuster from the insurance company to make sure our clients are being represented fairly and in compliance with Florida public adjusting statues.

Take incoming calls from new clients and explain the process of public adjusting

Notary Public (State of Florida)

Home Depot-Home Interiors August 2014 to January 2015

Customer Service

Extensive knowledge on all products provided under the Home Interiors banner

Incoming calls to discuss products and schedule appointments with clients and reps

Follow up calls with clients regarding services provided

Pilates of Boynton Beach 2010-May 2014 (Business sold)

Manager

Extensive client services & client support; answer questions on client accounts, classes descriptions, payment history and package purchases

Performed client retention techniques including follow up emails and phone calls to maintain class quality and studio reputation, and trouble shoot any complaints or address any areas that can be improved

Recorded and collected payments from all clients for all classes and exercise packages sold

Scheduled clients for group and private classes

Banking Duties – prepared daily deposits, managed petty cash, performed MindBody® software reconciliations, reconciled bank statements, and credit card statements each month

Maintained and controlled labor hours by scheduling the staff hours in accordance with their hiring status

Administered payroll for 11 employees on a weekly basis

Managed inventory replenishments, pricing, and store displays

Remedied issues to ensure expedited problem resolution for the company, employees and clients

Corporate Renewals – filed state and federal paper work to maintain the corporations status on a yearly basis, as well as renewing with the state of Florida for the tax resale status

Quarterly sales tax computations, and submissions to the state

Use MindBody® software as the primary software for the studio management of clients, classes, revenue, and teacher assignments

Marketing on Facebook as an administrator

Constant Contact Marketing

Performed all required bookkeeping: payroll, accounts payable and accounts receivable

Legal Assistant 2009-2010

General Assistant to a Pro Se representative in complex civil litigation

Case research assistance- provided support by collecting legal research and organizing it into easy to access formats for the legal representatives

Compiling and filing of pleadings, notices of hearings, and court orders

Coordination with other parties, and timely mailing/transmittal of documents and pleadings

Dostan LLC- Asset Management Firm 2008-2009

Administrative Manager at start-up venture

Filing of regulatory documents with the CFTC and other Federal Regulators

Compiled and distributed promotional material to prospective clients

Small business accounting including Accounts Payable & Accounts Receivable

Aqua Maestro, Inc. 2003-2007

Office Manager

Company was an Importer and Distributor of fine water brands from around the world; grown from a start-up venture to a strong business. Sold to a public company in 2007.

Client services manager – encompassing billing, order fulfillment, individual support, management of refunds and missing and broken product

Manage vendor credits for broken or missing product

Handled dispute resolution

Coordinated and recorded weekly sales meetings, and marketing and admin meetings

Bookkeeping coordination and financial reporting

Accounts Payable and Account Receivables

Maintenance of customer database, and inventory database

Analysis and participation in negotiating third-party vendors and services

Computation and submission of payroll, including benefits programs

HR functions, including vacation scheduling, benefits programs, employee concerns

Exhibitor at Trade Shows

Attended and recorded Minutes of Aqua Maestro Board Meetings

AudiTrack, Inc. & AudiTrade, Inc. 1995-2000

Administrator

Small group of companies in financial software and info-tech sectors; grown from start-ups to strong businesses Sold as part of US Virtual, Inc. to a Fortune 500 public company in 2000.

Regulatory Compliance

Client Services

Responsible for the monthly customer billing for over 2000 clients

Processed all incoming and outgoing payments.

Managed reconciliation of E-Commerce and credit card transactions with operating account

Handled dispute resolution

Generated customized sales reports for S & M personnel

Accounts payable and accounts receivables

Pegasus Econometric Group 1990-1993

Office Manager

Economic research firm servicing major banks and energy companies with multiple daily products. Sold to Thompson Financial / Reuters in 1993.

Duties at Pegasus reasonably similar to those described above at US Virtual.

Professional experience prior to Pegasus included compliance preparation and document filing for CFTC and NFA regulated entities at a money management firm; and, retail banking, beginning as a teller, advancing to Note & Loan supervisor and recommended and accepted into the bank’s management trainee program.

Education

Florida Atlantic University – pre law

Fordham University – liberal arts

Software & Skills

Microsoft Office Suite (Word, Excel, Outlook) – Highly skilled

QuickBooks and Quicken – Highly Skilled

MindBody® Software – Highly Skilled

Proficient typist – 40 - 45 wpm

Facebook Page Administrator

Constant Contact Email

Community Involvement

St. Joan of Arc Foundation Office – Two years - Fund raising and administrative functions, recorded and diseminate the minutes to the appropriate parties from weekly meetings.

Secretary/Treasurer of Homeowner’s Association – Contract review, legal committee and budget planning



Contact this candidate