Customer Service Data Entry
Resume:
Terry S. Thompson
Edgewater, Maryland 21037
************@*****.***
CAREER SUMMARY
Experienced professional skills in Administrative duties for over twenty-six years. Loan Processor, Account Payable, Account Receivable and Assistant Payroll clerk on Data Entry of hours, accruals, and status changes and along with preparing spreadsheets for reports, vendors and General Ledgers accounts.
I have excellent follow through skills ensuring all details are completed on a timely matter and a hardworking and team player.
OFFICE EXPERIENCE
Microsoft Word, Corel, Microsoft Excel, WordPerfect, Cleartouch, Power Lender software, Avay Switchboard system, DocStar 3.5 Nautilus, VIP teller and Remote Deposit machine.
Mas90, Peachtree System, ADP, Paycheck and Benefit Mall system regarding Payroll
CERTIFICATE IN TRAINING
Sage Mas90 – Account Payable and Account Receivable
PROFESSIONAL EXPERIENCE
Bay Community Services, Inc. – Edgewater, MD
March 10, 2008 – April 7, 2017 Jr Staff Accountant
This position has General Accounting and Payroll responsibilities within the Finance Department.
Duties are varied and include General Ledger, Account Receivable, Account Payable, Cash Management and Reconciliation of Accounts.
Varied and include Accounts Receivables, Account Payable, cash management and reconciliation of accounts
Client funds and working with Controller in the preparation of Budget and analysis of the various revenue and expense accounts.
Performs Account Payable details such as, verifying and posting all invoices received.
Prepare all checks for signature from Director
Mail out all AP checks printed on a weekly basic
Prepare and mail out all 1099 forms each year
Make sure we had all W9 forms regarding all vendors serviced
Update spreadsheet regarding Fuel Tax Refund on a quarterly basis
Review and process all Client Request for funds submitted by coordinators
Responsible for recording and processing all agency bank deposit
Assist with the analysis and reporting of all client funds received
Assist with recording journal entries to General ledgers
Assist with Payroll function, including preparation of payroll journal entries, accruals and third party interfaces
Data Entry hours worked for all staff employed every two weeks.
Kept updated spreadsheet of vacation/sick leave accruals
Stuffed and mailed out invoices, checks and statements
Maintains and orderly filing system for all financial documents, payroll, Account Payable, Account Receivable and Client funds.
Updated reports daily.
United Cerebral Palsy of Southern Maryland. – Annapolis, MD
March 6, 2008 – March 10, 2008 Administrator Secretary
This position is to assist and support the administrative staff as necessary. On a regular basis I would assistant with greeting visitors, answer phones, take messages, fax out-going papers, and distribute in-coming mail and faxes to assigned staff as well as other duties assigned.
Answer phones, direct calls appropriately and take complete messages
Knowledge of Computer programs, Internet and E-mail
Able to run office machines
Be organized and work independently and unsupervised.
Assist with Fundraising projects as needed.
Type forms, letters, memo’s and charts
Assist with updating forms on system
Update monthly Internal reviews and distribute to staff, regarding changes to staff personal file on a weekly basis
Severn Savings Bank – Annapolis, MD
June 25, 2007 – February 1, 2008 Posting Administrator
Posting all payments/journals daily along with customer service and clerical duties
Variety of Administrative duties
Posting payments/payoff’s (interim and full)
Processing journal vouchers / draw checks and escrow disbursement checks
Prepared files for Law Firm on delinquency accounts over 30 days
Verified recorded documents on lien taxes owed for Real Estate loans
Contacted Title Companies for missing documents along with Title Policies
Updated system with current information regarding customers information
Balanced out all transactions posted daily.
Inventoried and ordered office supplies, re-ordered mortgage coupon books for customers
Mail out monthly statements to customers
Assist Loan Officers and President regarding customer files.
Severn Savings Bank – Annapolis, MD
March 1, 2004 – June 24, 2007 Loan File Examiner
Assisted others in making sure that loan files were updated with all correct forms and any missing documents needed in file.
Set up internal loan files (new loans) along with Date Entry into system
Review file documents and maintenance of files
Track any missing documents on spreadsheet daily
Assist walk in customers with advances on their loans along with making payments
Assist loan officers with any missing documents and customer files
General customer service assistant at switchboard.
Copier of Construction / Home Equity invoicing along with year-end interest information
Mail out documents when loans are paid off.
BB & T
F/k/a First Virginia Credit Services – Annapolis, MD
May 2003 – October 2003 Loan Processing IV / Title Clerk
As sole title clerk, I processed titles for customers in all states including overseas. I Generated up to 300 letters a month and releases, answered incoming calls from main switchboard and advised many customers daily.
Consistently met 48hours deadlines for clearing documentations
Established spreadsheets for documentation of all checks reviewed regarding title fee and ordering duplicate titles
Supervised one assistant and worked cooperative to expedite paperwork
Trained all new employees on title procedures and customer services
Maintained files and secured confidential accounts numbers on all items received
Assist branches with title processing for walk in customer
Farmers Bank of Maryland – Annapolis, MD
August 1995 – May 2003 Loan Processor III
I supervised Assistant Vice President along with Data Entry of New Loans.
Issued account number’s to all loans received before Data Entered to system
Update Installment Loan Exception Report and distributed to all branches
Processed a weekly and monthly insurance report on all Installment and Real Estate Loans
Typed all out going letters for Vice President along with many clerical duties and assisted with switchboard.
Reviewed loan processing documents to ensure accuracy of monetary amounts of customer information
Education
Graduated from Annapolis Senior High in 1985 – Annapolis Maryland
Classes taken – typing and Business Curriculum
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