Courtney Lappegard

**** *** *** **** *******, Iowa 51301 ad3txl@r.postjobfree.com 515-***-****

SKILLS:

●Proficiency in Microsoft Office

●Strong communication skills (written and verbal)

●Strong analytical and problem- solving skills

●Detailed documentation experience

●Experience with QuickBooks

EXPERIENCE:

Winther Stave & Co LLP Spencer, Iowa March 2023- present

Staff Accountant

Tax Preparation for individual and business tax returns

Perform public audits for clients.

Wells Fargo West Des Moines, Iowa November 2022 – March 2023

Operational Accounting Associate-

●Assisting in collaborative cross LOB projects to correct retail account entries

●In-depth account research and financial remediation

Wells Fargo West Des Moines, Iowa February 2021 – November 2022

Escalated Complaint Specialist-

●Assisting customers to remedy escalated complaints

●In-depth account research

Aerotek- Wells Fargo West Des Moines, Iowa September 2020 – February 2021

Research Remediation Associate

●Assisting customers to remedy escalated complaints

●In-depth account research

JY Power Johnston, Iowa April 2018 – January 2019

Contracted Bookkeeper

●Organizing company transactions

●Managing Accounts Receivable/Payable

●Assisting customers with invoices

●Managing Inventory

H&R Block Altoona, Iowa January 2017 – April 2017

Seasonal Tax Professional

●Preparing taxes per IRS standards

●Extensive training on tax codes and regulations

●Assisting customers via phone and walk-in

Wells Fargo Des Moines, Iowa February 2012 - August 2014

Customer Service Representative 3

●Assisting customers with account questions and changes and processing phone payments

●Promoted from Customer Service Representative 1 & 2

●Load Leveling: Assisting Billing Department with:

oGenerating and sending Disaster Relief forms

oGenerating and sending communication forms.

oPrinting and sending replacement/duplicate statements to customers as requested.

● Training and mentoring new employees on Customer Service calls.

ChildServe Johnston, Iowa November 2007 - March 2012

Resident Assistant/CMA

●Assisting children with special needs in day-to-day life and activities ● Obtained certificate as Certified Medication Aide.

●Obtained certification in AED, CPR, First Aid and G-tube.

EDUCATION:

Iowa State University Ames, Iowa Senior

Accounting/ Gerdin College of Business, GPA 2.92

Iowa Lakes Community College Estherville, Iowa Transfer

Accounting Specialist, GPA 3.654

Honors:

●Dean's list 4 consecutive semesters

●Accepted into Okoboji Entrepreneurship Institute

REFERENCES:

Amanda Schultz, Wells Fargo Financial, 319-***-****

Travis Young, JY Power, 319-***-****

Nicole Langel, Sammon’s Financial Group, 712-***-****

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