Norma R. Allen

*** ****** ******

Coatesville, PA 19320

484-**-*-****

adzoxa@r.postjobfree.com

Objective

I’m seeking a full-time position that will allow me to utilize the skills that I have gained during my career at The Vanguard Group, the First Baptist Church of Passtown and other areas of employment. I have management experience, tax form knowledge, payroll knowledge, Money Movement experience. I expanded on several critical skills such as relationship management skills, prioritization skills, organizational skills, and communication skills.

Summary of Skills

Payroll Experience

Accounting Experience

Data Analysis

Excellent Project Management

Customer Service

Coaching

Extensive Problem Resolution Experience

Excellent time management skills

Proficient in Microsoft Applications, Teams, Outlook, SharePoint and SAGE

Event Planning and coordination of events

Professional Experience

First Baptist Church of Passtown, Coatesville, PA

Treasurer (Part-time) 7/2019 – Current

Pays all bills.

Handles expense reimbursements.

Handles payroll for employees.

Handles tax preparation for employees.

Reconciles bank accounts.

Reviews yearly budget and makes necessary recommendations for changes that are needed.

Creates financial reports and presents to the officers and congregation.

Foulk Funeral Home of West Grove, West Grove, PA

Office Manager (Part-time) 4/2023 - Current

Answers incoming calls and inquiries from families, internal and external clients

Prepares all memorial products for families.

Writes checks and adds/updates vendors information in the SAGE accounting system

Keeps the office organized.

Vanguard Group, Malvern, PA

7/1993 to 12/2021

Operational Solution Services – Quality Assurance Administrator 9/2019 –12/2021

Created training materials and trained new crewmembers/management.

Provided clients with data, trends and recommendations which improved their client experience.

Made suggestions for process improvements and worked on projects and initiatives that improved service levels, provided a better client experience and was cost effective for all parties.

Coordinated team and departmental events which was enjoyed by all who attended.

Financial Advisors Expedited Resolution Services - 8/2009 - 9/2019

Technical Administrator

Used my extensive problem resolution experience in the reviewing and approving of all levels of adjustments. I provided guidance to crewmembers/management on the review of their adjustments so they were adjusted correctly. This eliminated repeated adjustments.

Played an important role in resolving many sensitive issues and often handled elevated calls.

Managed the day-to-day volumes to guarantee that all work was completed accurately and in a timely manner.

Created training materials and trained new crewmembers/management.

Addressed crew related behavioral issues and coached crewmembers through their issues which eventually made for a better team environment.

Covered for my supervisor during his or her absence. Was recognized for flawlessly managing the team while we were without a manager.

Assisted with several administrative duties.

Managed teams in the following areas at Vanguard

Money Movement – Check writing

Processing – Manual Processing

Problem Resolution

Other areas of employment

Allstate Insurance Company – Medical Claims

Chester County Health Department and Adult Probation

Beneficial Bank

Education

Studied at Immaculata University in Malvern, PA and completed leadership and self-development courses

Studied at Goldey Beacom College in Wilmington, DE and completed credits towards a business administration degree

Awards and Recognitions

Received the Vanguard “Award of Excellence” for my leadership skills and for creating the Expedited Resolution Services team in the North Carolina site.

Received a Spot Award for flawlessly supervising the Expedited Resolution Services team while they were without a manager.

Volunteer Experience

First Baptist Church of Passtown, Coatesville, PA

On the staff of a Forever Young auxiliary that plans activities for seniors in the church and community. - Ongoing

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