Wendy B. Gilliam
Lexington, VA **450 540-***-**** *********@*****.***
Capabilities
●Proficient in Microsoft Office 2000, 2003, 2007 & Suite, Word, Vista and Windows 7
●A/P-A/R, Bookkeeping, Banking, Payroll
●Fluent in oral & written communications
●Customer service experience working with diverse clientele with goal of complete customer/client satisfaction.
●Management & Sales experience, Solid database & analyst skills
●PowerPoint, Excel, Outlook and Adobe Acrobat, Spreadsheets, Ads
●HR Services training, (2019) Quickbooks, Pro Systems, Kronos, Chrome, Internet explorer, enterprise
●Professional, confident, multi-tasker, independent, detail-oriented, organized
●Preparing for all Meetings: paperwork, lunches, ordering, set up and take down
●Typing and all computer work, Bulk mailings
●Maintenance on some machines: copier, printers, postage machine, phones & headsets, cell phones
●Faxes, emails and social media (Facebook, Twitter, LinkedIn)
●Insurance license 2015 (inactive)
●Real Estate license 2005 (inactive)
●Notary Republic
Clubs and Organizations
Boy Scout Troop 29, Committee Chair for 6 Years and Volunteer of the Year in 2008
LBVR Member since 2005, Treasurer in 2007
Member of Oxford Presbyterian Church
Professional Experience
Kroger 9/18 to present
Administrative and HR:
Interviewing, orientations, training, all medical and insurance questions and forms, filing, weekly Excel reports and record keeping, compensation for all different department, vacation schedules, customer service, phone calls, Outlook emails, calendar and computer data entry and letters, time clocks and management for associates, ordering supplies and inventory, scanning and making copies and collating, I have done some copy machine maintenance when needed. Preparing for Meetings, ordering lunches, setting up and clean up.
Morrison & Agnor Inc a division of Hammond Insurance 4/16-6/18
Robert Agnor 540-***-****
Office-Manager/Bookkeeping/
Agent/Receptionist/Quality Control, correspondence, customer service – in office/by phone, phones – answer and screening 3 lines, transfer calls, computers – 3 screens used at all times, process mail, printers scanners and faxes, Quickbooks Bookkeeping and record keeping, excel - tracking, up keep of databases, reports and presentations, spreadsheets, ensuring information is accurate (proof reading is very important), compose correspondence, collecting, compiling and analyzing gathered information and data, researching and consolidating information into spreadsheet for reports, review reports, analyze and verifying the information in both systems. (EPIC and Vertafore 360) Perform data entry and reconcile any inconsistencies that appear, assist with timely and accurate submission of reports. 20 different insurance sites and companies, quotes, deposits, payroll, filing, emails. Travel arrangements. Maintain office supplies, process expense reports/invoices, tracking support and handle confidential records and information. Perform customer resource distribution, acquisition and human resources support.
I am a professional, confidential and courteous person and can work independently or as a team, I can interpret and follow written and verbal instructions as well as using correct grammar, very fast learner. I am very detail–oriented and can multitask well. I work with confidential information all the time and have to complete continuing education every two years including ethics.
VMI Athletics part time 9/15 - Present
Jamie Severens 540-***-****
Ticket Seller/Greeter
Sell tickets, make change, balance drawers, use credit card machines, answer phones, greet spectators and assist with any questions or concerns. Bag checks and information about VMI and where things are located, selling programs and just talking and helping in any way needed.
Raetz and Hawkins, PC’s/Lexington, VA 1/14-10/14
Accounting/Bookkeeping/Assistant
Phones, customer service, filing, appointments, troubleshooting problems, typing inputs (computer). Payroll & Bookkeeping for lots of clients, gathering information and organize it and make any modifications to documents, including correspondence, reports, drafted and tracking supports, memos and emails, some are done monthly/quarterly. Maintain hard copy and electronic filing system, vehicle reports, attendance reports, trip records, logs, etc. Mailings, faxes, e-mails, FedEx, ups, certified, mail runs, copiers & maintenance, reports, used electronic filing system for taxes and bookkeeping. Proofreading is a priority with taxes. Keep information confidential and be very professional with clients.
People Link Temp Service 4/13-12/13
Debbie Ruley 261-2816
Wells Fargo Bank, NA 5/11-4/12
Plantation Road, Roanoke, VA
Loan Doc Specialist/BSG/Quality Control/Data Analyst
Research, scan, e-image and enter data into large banking system verified titles, POA’s
And Trust and ensure that all information is accurate for loans, projects and presentations. Assist with timely and accurate submission of required reports. Also IT and cyber security (a high priority in the banking system). Had to be very professional and keep everything confidential.
Fresh Estates & Country Properties/Prudential Real Estate 2/05-05/12
Real Estate Professional/Rental Management (100+) and Office Manager.
All HR services, Open Houses, Ads, Marketing and Flyers. Rental management and maintenance of over 100 rentals including HUD/VHDA, interviewing, credit checks, inspections, A/R, A/P for Tenants, Owners & Vendors. All Sales, listings. Have to keep up with CE classes and new rules and regulations every two years. Research of titles and deeds. Help with home closings.
Sure-Flow Plumbing/Lexington, VA-1991-Present part time
Brian Gilliam 463-4700 (Husband’s business)
Accounting/Bookkeeping
Payroll/Office Management
All office duties, phones, type reports, correspondence, billing, payments, customer service, setting appointments, lunches and meetings, follow up calls. A/P, A/R. Ads & Marketing, internet, faxes, emails, filing, Business cards & flyers. OSHA, all HR services, (interviewing, recruiting, orientation), company compliance risk & quality control. Keep up with all Federal, State & Local regulations for contractors. Perform routine audits of database and files. Maintain Physical files, review reports, analyze and verify information. Verify tracking systems and reconcile any inconsistencies that may appear in records. Maintain monthly vehicle reports, logs, attendance/appointment reports, drafts, memos, and emails, ensuring that everything is accurate.
Virginia Horse Center 4/87-7/96 John Scott 540-***-**** Executive Assistant
I started in the Fundraising department for all major gift projects, bulk mailings, plan all parties and functions for donors, keep up with all data of a large donor list and records. All Front Office & HR services: Typing, Phones, Machines, Computers, Mail, Marketing/Development, Written & oral communications with show
Managers, exhibitors, vendors & spectators, Responsible for A/R & A/P of 15 accounts, facilitated all Board meetings & luncheons, Developed & coordinated Press
Releases. Training of new & existing employees. Facilitated the Rodeo ticket sales, personnel H/R, money etc. for 7 years. Quality Control of company cars, etc.
Education
Graduate of Lexington High School, Lexington, VA
DSLCC computer classes, excel and word Mosley-Dickinson School of Real Estate
Pearson Veu, School of Insurance
Bookkeeping on-line
Pearson Veu, P&C Insurance lic Kroger HR training 2019
I also do continuing Ed (refresher courses) every two years on Ethics and rules and regulations for Federal, State and Local Jurisdictions for Insurance and contractors.