PROFESSIONAL SUMMARY

Experienced financial professional with broad experience and proven success in consistently and effectively, maximizing customer service opportunities and exceeding performance goals for the company's purpose and profitability. Strive for excellence and dedication, proactive approach and positive attitude towards work.

TECHNICAL SKILLS Microsoft Office Suite, SharePoint, People Soft, Oracle, AS400, SAP, Microsoft SL, Unanet, Great Plains, Sales Force, Carl X. Touch point. Ease, CMSE, Zelle, Fraud net, Honeycomb, EWS, LexusNexus, Govt Id tool

SUMMARY OF SKILLS & QUALIFICATIONS

· Customer driven professional with a wealth of experience in retail, sales, service and cash handling.

· Skilled relationship builder who is able to interact with customers, building trust and respect. Highly service –oriented individual who is responsive to need a through in follow-through.

· Organized, effective multitasker with excellent coordination skills and a keen attention to detail and complete project by deadline set date.

· Detected, managed and resolved work-related problems in an effective and prompt manner.

· Respect team player known for dependability and commitment in strategic development and execution of organizational goals

PROFESSIONAL EXPERIENCE

George Washington University, Ashburn, VA - Colonial Temp 2023 – Present

Purchasing Assistant, Finance Department

• Process large volume of purchasing requests for goods and services.

• Work closely with departments and respond to internal and external customer inquiries.

• Issue purchase requests to procurement into Oracle using appropriate account codes.

• Update various systems with requisition number, purchase order information, and order status.

• Identify and resolve requisition issues such as missing/expired backup, backup not matching request, missing receipt of goods, and incorrect coding Follow-up on outstanding purchase requests.

• Liquidate purchase requests.

• Tracking Purchase Order encumbrance and software expirations

• Collect, track and file certificates of insurance.

• Retrieve system reports Keep accurate records of purchasing documents, files and records.

• Respond to internal and external customer inquiries regarding purchasing procedures for the purpose of providing information, direction and/or referral for addressing inquiry.

Capital One Bank 2022 – 2023

Customer Protection Resolution Sr. Coordinator - Remote

• Super systems user working from many multiple systems for extended periods of time and multitasking, effective time management and organizational skills.

• Taking inbound calls from Capital One Bank customers and making outbound calls for follow up or as needed- reviewing, customer’s account: Identity Theft, Account Takeover, Scams, and other fraud related issues such as filing claims and disputes for refund, protecting the assets of our customers.

• Research and educate customers or victims about fraud, scams and provide them with a better way to resolve issues in a timely manner and making the best judgement to protect customer assets.

• Proactively listening to customer complaints, pay attention to detail, provide positive feedback, show empathy, protect, and care for our customers who experience fraud.

• Communicate effectively with peers, management, and customers, flexible and adapt to change immediately.

• Demonstrate exceptional listening, strong customer focus questioning, call control, and de-escalation calls by making independent decisions.

Capital One Bank 2018 – 2022

Branch Ambassador

• Connect with customers by helping with technology challenges and educating customers on some services and products.

• Evaluate and provide customers with both personal and business financial needs to guide customers to their financial decisions.

• Research and answer customer inquiries and resolving customer issues in a timely manner.

• Adhere to the policies and procedures of the company to achieve the company’s organizational goals.

Synopsys Inc., Sterling, VA - Pro-Unlimited Temp 2017 – 2018

Accountant

• Evaluate, analyze and reconcile Statement of Work document to make sure that the cost estimate of the project is within the targeted budget and compliance with the Federal, State Government and company policies and procedures.

• Research, analyze, reconcile and update projects and other financial documents in sales force.

• Prepare and update new projects and contracts in the Unanet system.

• Track, review, approved employees’ timesheets and export weekly travel expenses to the General Ledger for payroll processing.

• Responsible and accountable to manage the finance email system daily and responds to inquiries or resolve issues in a timely manner.

George Washington University, Ashburn, VA - Colonial Temp 2016 – 2017

Collections Coordinator, Student Account

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• Researched, analyzed and followed up with students or customers through emails or phone calls to remind them of past due balances and recommended the best financial options to pay past due balances or amount owed.

• Liaison with all the collection agencies.

• Processed the unapplied credit amounts to student’s account to generate a refund check.

• Tracked and updated internal financial reports and to evaluate student record for write off balances, negotiated settlements or monthly payment allowances with students to reduce write offs.

• Served as a point of contact for telephone calls (student account general phone line and customers) regarding inquiries, followed up on feedback in a timely manner.

George Washington University, Ashburn, VA - Colonial Temp 2016 – 2017 Student Account coordinator

• Researched, analyzed and followed up with students or customers through emails or phone calls to remind them of past due balances and recommended the best financial options to pay past due balances or amount owed.

• Liaison with all the collection agencies.

• Processed the unapplied credit amounts to student’s account to generate a refund check.

• Tracked and updated internal financial reports and to evaluate student record for write off balances, negotiated settlements or monthly payment allowances with students to reduce write offs.

• Served as a point of contact for telephone calls (student account general phone line and customers) regarding inquiries, followed up on feedback in a timely manner.

• Reconciled Grant Contract Accounting Services Clearing Account for cash and wires and other accounts using Excel functions (such as V-lookups, pivot tables, Formulas) for internal and external of financial accounting users.

• Prepared General Ledger account reconciliations related to sponsored research and Line of Credit AR reconciliations, researched account discrepancies.

Florida A&M University, Tallahassee, FL 2008 – 2013

Accountant – Supervisor

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• Oversaw and supervised the collection, recorded, balanced, deposited and safeguarding all monies received in the Cashier’s Treasury Office and monitored departmental inventory reports, data entry and reconciled end of day reporting.

• Performed automated control cash disbursement process, including cash flow and reducing bank fees and related costs.

• Researched, billed customers and followed up on invoice payments and University services accounts.

• Managed incoming calls, customer service inquiries such as billing and other general questions.

• Collected, reviewed, and analyzed customer data records for inconsistencies and errors in data base.

CERTIFICATION In Progress

• Certified Information Security Auditor In-view (ISACA)

• Certified Data Privacy Solution Engineer (ISACA)

ASSOCIATIONS

• CompTIA Membership

• ISACA

PROFESSIONAL TRAINING

• XCELTECH - Business Systems Analysis& Project Management

• JROCK TECHNOLOGY- Business Systems Analysis

• Domitech Systems – Cyber Security Systems and Risk Management

• H & R Block – Tax Course

Contact this candidate