Data Entry or Customer Service Remote
Resume:
Jody Lotz
Grants Pass, OR *****
**********@*****.***
DL # 6589995 OR
Authorized to work in the US for any employer
Work Experience
Payroll and Accounts Payable Specialist
Jackson County Library Services-Medford, OR
May 2021 to May 2023
• Reconcile Vendor Statements
• New Hire Process
• Collect W-9's
• Maintain 180 Employee Files
• Benefit Reconciliation
• Pay Monthly Vendors
• Reconcile Bank
• Gather information on hours worked for each employee
• Calculate the correct amount incorporating overtime, deductions, bonuses etc. with assistance of a computer system
• Receive approval from upper management for payments when needed
• Taxes and payment of employee benefits
• Keep track of hour rates, wages, compensation benefit rates, new hire information etc.
• Address issues and questions regarding payroll from employees and superiors
• Prepare reports for upper management, finance department etc. Payroll Specialist
Rogue Retreat-Medford, OR
June 2020 to May 2021
• Gather information on hours worked for each employee
• Calculate the correct amount incorporating overtime, deductions, bonuses etc. with assistance of a computer system
• Receive approval from upper management for payments when needed
• Taxes and payment of employee benefits
• Keep track of hour rates, wages, compensation benefit rates, new hire information etc.
• Address issues and questions regarding payroll from employees and superiors
• Prepare reports for upper management, finance department etc. Accounting Clerk/Administrative Assistant
Kellenbeck LLC/Exit 24 Storage-Phoenix, OR
April 2018 to November 2020
• Lease-ups
• Managed Storage Units
• Working on property sites to assist property managers
• Proficient in QuickBooks
• Monthly Reconciliations of Numerous Accounts
• Account Payable & Receivable
• Daily Deposits of Rents
• Providing excellent customer service
• Administrative Assistance
Accounts Receivable Representative
OOGP-Grants Pass, OR
February 2020 to May 2020
Worked in Mas 500 accounting software, processed credit card payments, answered phones, worked with multiple customer accounts on hold for non payment, processed online payments, reconciled, processed and printed financial statements with excellent customer service. Site Manager
Viridian Management-Grants Pass, OR
May 2019 to October 2019
• Site Management Experience for 3 subsidized properties
• Lease-ups
• Office Manager
• Certifications for HUD
• Monthly Reporting on property A/R & A/P
• Administrative Assistance
Financial Service Representative
First Community Credit Union-Grants Pass, OR
2001 to 2014
• Responsible for processing loans and opening new accounts
• Processed sensitive and confidential member information
• Responsible for balancing daily cash drawer and vault
• Organized and maintained professional office equipment Education
Bachelor's degree in Concentration in Human Resources Colorado Technical University-Online - Remote
May 2023 to Present
AAS in Accounting
Rogue Community College - Grants Pass, OR
2014 to 2017
Skills
• Associates Degree in Business with focus in accounting
• Proven organizational skills in scheduling and communicating
• Experienced in sensitive and confidential documentation
• QuickBooks Proficient
• More than 10 years' experience in banking and auto loans
• HIPPA Certified, experience with confidential documents
• QuickBooks
• Osha
• Site Safety
• Microsoft Office, Quickbooks, Yardi, Outlook, Typing 60wpm, Management Experience, Adminstrative Assistance (10+ years)
• Property Management
• Property Leasing
• Accounts Receivable
• Financial Report Writing
• Journal Entries
• Sage
• Balance Sheet Reconciliation
• Account Reconciliation
• Bank Reconciliation
• Financial Statement Preparation
• Office Experience
• Sales Experience
• Telemarketing
• Typing
• Microsoft Excel
• Administrative Experience
• Microsoft Word
• General Ledger Reconciliation
• Word processing
• English
• Payroll (3 years)
• 10 key calculator
• Governmental accounting
• Benefits administration
• Front desk
• Phone etiquette
• Hospitality
• Accounts receivable
• Office management
• Accounts payable
• Supervising experience
• Clerical experience
• Typing
• Accounting
• Sales
• Balance sheet reconciliation
• Library services
• Banking
• GAAP
• Front desk (10+ years)
• Property management (2 years)
• Dishwashing
Certifications and Licenses
NCRC
June 2015 to June 2020
Driver's License
October 2022 to October 2030
Assessments
Office manager — Proficient
March 2023
Scheduling and budgeting
Full results: Proficient
Attention to detail — Proficient
March 2023
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Spreadsheets with Microsoft Excel — Proficient
March 2023
Knowledge of various Microsoft Excel features, functions, and formulas Full results: Proficient
Protecting patient privacy — Proficient
March 2023
Understanding privacy rules and regulations associated with patient records Full results: Proficient
Customer focus & orientation — Proficient
March 2023
Responding to customer situations with sensitivity Full results: Proficient
Data entry: Attention to detail — Proficient
April 2024
Maintaining data integrity by detecting errors
Full results: Proficient
Customer service — Proficient
March 2023
Identifying and resolving common customer issues
Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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