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Accountant Assistant Data Entry

Location:
Charlotte, NC
Posted:
May 26, 2023

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Resume:

Stefanie Sterling

Service Specialist

Lake Wylie, SC 29710

********@*****.***

+1-803-***-****

Seeking opportunities in customer service and office administrative fields. Eager to learn and put my experience to work a new dynamic organization or company. Customer service professional with 12+ years in call centers and hospitality services Adept at handling various calls on a daily basis, while consistently resolving client issues in a short time span.

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Service Support Specialist

LPL Financial - Fort Mill, SC

March 2021 to Present

• As a Service Experience Professional my job is to support financial advisors by offering an extraordinary quality service experience. My main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities was my main key to be successful in this position.

• I handled inbound phone calls (30-50/day) that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions. My most important goal is providing our clients with timely, correct, and relevant information, when and where they need it so that they in turn can help their clients achieve their own financial dreams.

• I demonstrated exceptional service and professionalism, and I enjoy engaging our clients with the mission to provide positive results.

• Review the customer applications for the New Accounts department. Loan Documentation Specialist 2/Temp

Wells Fargo - Fort Mill, SC

January 2021 to March 2021

• Performing a variety of documentation duties on Paycheck Protection Program loan applications.

• Reviews loan application for completeness and accuracy.

• Interpreting policies and procedures in regulation with federal and state guidelines.

• Meeting service level standards on a consistent basis as assigned.

• LoanIQ

• Strong analytical skills

• High attention to detail and accuracy

Census Field Supervisor/Seasonal

United States Census Bureau-Dept Of Commerce - Clover, SC July 2020 to October 2020

• Used automated devices (e.g. tablets, smartphones, or laptop computers) to conduct job activities. Supervised Census Takers (Enumerators), including reviewing their work.

• Facilitated group training sessions using Census Bureau training guides and materials. Conducted personal observations of Census Takers (Enumerators) as they worked in the field and conducted on- the-job training.

• Submitted requests for replacement workers and ensured operations were staffed to maintain workflow.

• Monitored the progress and performance of assigned staff and ensured assignments were completed on schedule and within quality standards.

• Monitored and resolved alerts (notices of potential issues) by following up with assigned staff. Provided instructions to Census Takers (Enumerators) for improving production and performance to meet deadlines and quality standards. Ensured Census Takers (Enumerators) performed as expected.

• Conducted retraining of Census Takers (Enumerators), as necessary.

• Recommended and documented termination of poor performing employees.

• Applied Equal Employment Opportunity principles in training and employee supervision.

• Passed federal government background check.

Human Resources Coordinator

Wal-mart Global - Charlotte, NC

July 2019 to August 2020

• Handling incoming phone calls from candidates inquiring about the status of their application.

• Accurately giving them result to drug screening,background checks and assessment

• Working closely with store managers to ensure that all lateral, demotions and promotions are done properly.

• If any issues with our Workday systems. I work closely with Wal-Mart and Sam's Club to troubleshoot the issues.

• All and any issues with the recruiting and hiring process was handled by me

• onboarding/human resources.

Fax Reviewer

LASH GROUP/Seasonal

October 2018 to December 2019

• Work closely with project management team to verify data and paperwork while conducting research to provide the best coverage and benefits to clients.

• Assist coworkers with training to ensure that the number of data errors remains low.

• Conduct a variety of quality reviews of the final product before sending to providers. Accountant Assistant

Ymca - Clover, SC

April 2017 to January 2019

• Set up the nursery appropriately.

• Signing kids in and out as well as talk with their parents and easily answer any questions they may have

• changing dirty diapers, comfort crying babies, and even tend to any problems or accidents that may happen.

• mop, sweep, and disinfect all the toys and cabinets.

• tending to children properly and safely

Clerical/Personnel Counselor

WILL OF GOD MINISTRIES

December 2013 to July 2017

• Work closely with clients to take payments while operating a multi-line switchboard.

• Assist employees with budget operations and ensure the effectiveness of office duties.

• Organize and file paperwork while preparing clients for interviews and skillset training.

• Scanned documents for billing, Accounts Payable, HR, Cash Receipts

• Handled multi-line switchboard

• Arranged office schedules

• Ensure that purchase of office supplies and office equipment are suitable for budgetary restriction

• Made sure that all paperwork processed effectively and efficiently

• Prepared clients for job interviews

• Demonstrated leadership skills

• Prepared meals for campers

• Assist with camp operations while creating strategic lesson plans for kids over the summer

• Lead excursions during the day for 10+ children aged 4-12 every

• coordinated a range of activities such as skating, movies, swimming, and going to the zoo. Mortgage Analyst

RoundPoint Mortgage Servicing Corporation

November 2010 to December 2013

• Assist new home buyers with the approval or denial of home loan size, terms and documentation.

• Help customers with credit suggestions while preparing and educating them on the home buying process.

• Thoroughly investigate credit ratings and loan consumption while working with management to assist customers.

Education

H. S. Diploma

Clover High School - Clover, SC

2007 to 2010

Skills

• Quickbooks

• Accounting

• credit

• Accounts Payable

• Payroll

• Sales

• Accounts Receivable

• Bookkeeping

• Data Entry

• Filing

• Excel

• Outlook

• Human Resources

• benefits

• Microsoft Excel

• ADP

• HR (2 years)

• Mortgage Servicing

• Technical Support

• Workday

• Field Service (1 year)

• Interviewing

• Recruiting (5 years)

• Microsoft Office

• Windows

• Call Center (10+ years)

• Customer Service (10+ years)

• Help Desk

• Linux

Certifications and Licenses

FINRA License



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