Dawn Wisz

Accounting

Smithsburg, MD *****

adrlpf@r.postjobfree.com

+1-240-***-****

Eager to take on new role with long-term growth and advancement potential. Dynamic problem solver with first-rate skills in building relationships and resolving problems. Motivated professional offering proficiency in data entry combined with strong mathematical and analytical thinking skills. Personable team player with exceptional customer service abilities. Fast learner and committed to continuous, self-directed learning. Love problem solving and dealing with numbers. Hardworking Collections Specialist adept at persuading customers and obtaining payments. Strong researcher with top-notch follow-through and meticulous attention to detail.

Work Experience

Accounting Assistant

Blaine Window Hardware

Hagerstown, MD

Process bi-weekly Payroll/ file Quarterly tax with holdings

Process Monthly/Quarterly/Annual Sales Tax for Multiple States

Run morning Reports

Accounts Payable

Approves orders on hold for customer service

Applies payments to invoices using check and electronic remittances

Generate invoices and process debit/credit memos

Processes cash and credit card transactions

Handles all accounts receivable inquiries

Creates manual and/or proforma invoices as needed

Interacts with customers and customer service to resolve outstanding issues.

Reviews and mails invoices and statements

Process and complete credit applications for President approval

Makes weekly collection calls and documents results of calls

Monitors accounting email and takes necessary action

Conducts account research and analysis

Performs data entry in accounting system

Maintain and organize accounts receivable files, including sales tax exemption certificates

Reconciles accounts receivable to the general ledger

Accounting Assistant for Blaine Window Hardware

QPS- Hagerstown, MD

Nov 2022 to June 2022

Senior Associate for Donations

American Battlefield Trust - Hagerstown, MD

September 2013 to July 2021

Maintains donor lists for appeals; processes individual gifts, corporate donations, grant awards; and prepares acknowledgment letters following IRS reporting requirements.

Performs a variety of bookkeeping and accounting duties to include monitoring monthly donation activity.

Proactively identified all accounting errors by developing an across-referencing database

Organized and carried out efficient month-end, quarterly, and year-end processes.

Demonstrates ability to respond to complex requests and provide high-level patron service.

Built and maintained relationships with new and existing clients while providing a high level of expertise.

Approached each problem with an afresh mind and analytical strategies to quickly resolve concerns.

Offered each customer top-notch, personal service, and polite support to boost sales and customer satisfaction.

Developed junior team members and cultivated collaborative culture.

Promptly addressed concerns, complaints, and inquiries to meet customer satisfaction.

Led projects and analyzed data to identify opportunities for improvement.

Resolved problems, improved operations, and provided exceptional service.

Developed and maintained courteous and effective working relationships.

Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

Identified issues, analyzed information, and provide solutions to problems.

Increased customer satisfaction by resolving premium issues.

Received and processed stock/grants into an inventory management system.

Developed and implemented marketing campaigns targeting donors.

Collector 2

Aerotek - Hagerstown, MD

January 2012 to April 2013

Susquehanna Bank Temp work

Monitored accounts for compliance with established payment plans and flagged those in violation.

Achieved performance goals consistently.

Identified and analyzed rejection patterns, partial denials, and denials from third parties to improve existing processes.

Investigated accounts with balance errors using accounting software.

Directed day-to-day collections functions, including recruiting, training, and developing high-performing teams.

Reviewed accounts for compliance with repayment agreements.

Loan Servicing Specialist II

Wells Fargo Bank - Frederick, MD

January 2009 to January 2013

Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files, and tax histories.

Filed completed loan applications with underwriting and made approval or denial recommendations.

Assessed customer account histories to determine previous compliance with payment plans and loan terms.

Reviewed and validated details of loan applications and closing documentation.

Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Resolved conflicts and negotiated mutually beneficial agreements between parties.

Actively listen to customers' requests, confirming full understanding before addressing concerns.

Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

Evaluated customer's finical situations and negotiates terms of repayment.

Resolved complex problems and inquires.

Credit Recovery Specialist

Patriot Federal Credit Union - Chambersburg, PA

January 2005 to January 2008

Monitored accounts for compliance with established payment plans and flagged those in violation.

Contacted members as prescribed by procedure, maintain accurate member records initiated and effected repossession and foreclosure; advertise, negotiates prices for repairs, accepts bids, negotiates with actions, closes sales, and maintains records of actions taken.

Tracked down individuals and assets in the field and took possession of the vehicle and RV property.

Trained new team members on scripts, company services, and performance strategies and provided mentoring.

Reviewed accounts and provided recommendations to the manager of the collection department regarding repossession actions.

Delivered exceptional customer service on all calls while maintaining a calm and professional demeanor in challenging circumstances.

Set updrafts and processed immediate payments after conducting thorough research and analysis of the account.

Referred delinquent mortgages for foreclosure processing and confer with foreclosure attorneys.

Filed and monitored judgments and represented credit union for civil complaints.

Prepared suspicious accounts to the fraud department and periodically, police officials regarding fraudulent and counterfeit check returns.

Processed insurance claims related to repossession of vehicles

Liaison between the credit union, vendors, management, and attorneys knowledgeable of the collection laws, practices bankruptcy and foreclosure actions.

Pay all the bills regards to repossession or foreclosure.

Tax Prepared Part Time

Jackson Hewitt - Hagerstown, MD

September 2004 to June 2005

Supported operations by communicating with customers, filing documents, and managing data.

Prepared 2004 Federal and State Tax Return.

Long and Short form.

Certified Maryland and IRS Tax Preparer.

Processed over 300 returns in one season.

Financial Service Representative

Dobson Cellular One - Frederick, MD

January 2003 to January 2005

Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

Reviewed applicant's credit bureau reports to determine cellular service eligibility and payment histories of existing accounts to verify qualification additional lines.

Processed credit card and check payments through a secure system.

Produced and distribute reminders and past-due notices.

Handled billing inquires and escalated calls.

Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

Customer Services Representative

Debtworks - Germantown, MD

January 2002 to January 2003

Offered friendly and efficient service to all customers, handling challenging situations with ease.

Proved debt counseling to customers to avoid bankruptcy, negotiated payment plans, and help stop legal action against customers.

Place outbound calls to credit institutions and attorney offices on behalf of customers.

Worked with clients analyzing their financial situation; gathered budget information; financial obligations and goals with the purpose of counseling clients on specific actions they might wish to take to reduce and eventually eliminated debt through a Debt Management Program.

Carried out day-day-day duties accurately and efficiently.

Proved successful working within tight deadlines and a fast-paced atmosphere.

Identified issues, analyzed information, and provided solutions to problems.

Recovery Collector- Representative 7/Back -End Collector III/Customer Support Representative III/team Leader Collector/Contact Development/Task Force

Chevy Chase Bank/First USA - Frederick, MD

January 1994 to January 2002

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Provided primary customer support to internal and external customers in a fast-paced environment

Regularly exceeded daily sales and product add-on quotas.

Provided information to customers regarding charge accounts.

Offered advice and assistance to customers, paying attention to special needs or wants.

Consulted with outside parties to resolve discrepancies and create effective solutions.

Pre-legal preparations for lawsuits.

Placed accounts with 3rd party agencies.

Payment plan negotiation.

Performed skip -tracing and taught others to skip -tracing techniques.

Senior Reinsurance Technician

Banner Life Insurance - Rockville, MD

July 1986 to June 1998

Administered, bill, and paid all insurance reinsurance by company retention levels and reinsurance treaties.

Engage in general management of contract documentation including drafting slips, cover notes, binders, and reinsurance contracts.

Evaluate risks within a portfolio and potential liability to be reinsured from indemnifying n insurer.

Prepare credit and debit notes.

Process and record details of reinsurance claims.

Produce statistical reports on claims.

Gather evidence and form a view on how risk fits within the overall portfolio.

Support brokers, underwriters, account managers, and other team members.

Provide background analysis to allow underwriters to assess whether a contract is reasonable and the terms of acceptance for the contract.

Negotiate terms with insurance companies.

Help to draft policies and advise lawyers of appropriate exclusion clauses.

Keep meticulous records of claims that have been processed and those that have been finalized.

Senior Collection Officer

National Credit Service - Gaithersburg, MD

January 1990 to January 1994

Worked in call center environment handling manual and automatically dialed outbound calls.

Used scripted conversation prompts to convey current account information and obtain payments.

Achieved performance goals on consistent basis.

Maintained high volume of calls to meet demands of busy group.

Set up drafts and processed immediate payments after conducting thorough research and analysis of account.

Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances.

Trained new team members on scripts, company services and performance strategies and provided mentoring.

Used skip tracing and other techniques to locate debtors.

Monitored accounts for compliance with established payment plans and flagged those in violation.

Identified, researched, and resolved billing variances to maintain system accuracy and currency.

Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.

Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.

Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.

Promoted to Sr. Collection Officer in 12/1993 Achieved 100% commission quote for

3 years.

Bank Teller

Maryland National Bank - Chevy Chase, MD

January 1986 to June 1986

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Performed customer transactions for money orders, cashier's checks, deposits, and withdrawals.

Sold and cross-sold bank products to new and existing customers.

Reconciled cash drawer and resolved discrepancies.

Placed orders for customer checks and verified starting numbers.

Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Customer Service Representative

B & B Jiffy Printers

January 1984 to January 1986

Provided primary customer support to internal and external customers in a fast-paced environment.

Manage the production from point of order through delivery, including communication of customer specifications to the production staff.

Administered billing statements and invoices to business accounts.

Answered customer telephone calls promptly to avoid on-hold wait times.

Created invoices, letterheads, billing statements, business cards, wedding invitations, and baby showers.

Worked with production and sales staff to address and resolve customer service issues.

Fielded customer questions regarding available merchandise, sales, current prices, and upcoming company changes.

Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.

Assisted customers with setting appointments, shipping, and special-order requests, and arranging merchandise pick-up at other locations.

Education

Hagerstown Community College - Hagerstown, MD

High School Diploma

Poolesville High School - Poolesville, MD

Skills

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