Data Entry Customer Service

DONNA DAVISON

Raleigh, NC 919-***-**** ****************@*****.***

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PROFESSIONAL SUMMARY

Data entry and programming specialist with 10+ years in information systems. Able to multitask and focus. Enthusiastic, collaborative, responsible and conscientious team player able to provide friendly internal and external customer service. Motivated and proactive. Results oriented and skilled in conflict resolution.

PROFESSIONAL EXPERIENCE

Rose International, Inc.: Remote 7/2021 – 4/2022

Loan Processor (at Enact Mortgage Insurance)

Transferred mortgage loans and customer service phone calls – very proprietary

Paving Professionals, Inc.: Raleigh, NC 10/2019 – 4/2020

Bookkeeper/Office Manager

Managed/performed bookkeeping using Quick Books, Progressive Invoicing, AP/AR, Payroll, Reconciliations and P&L. Received/deposited payments. Supported sales team with job cost reporting/accounting (journal entries of all jobs, costs, billing, payments, change orders and ongoing activity) to files and proprietary Excel Job Bid Log. Monitored Certificates of Insurance for subcontractors, vendors and customers. Set up new vendors with W9s and credit applications. Onboarding: managed forms, applications, and drug testing for new hires. Handled employee changes/records, company benefit enrollments and terminations. Processed child support and unemployment requests. Managed Diesel and gas fuel expenditures, equipment assets/reconciliation, vehicle registrations and insurance. Received trucking and material tickets. Communicated with Operations to determine, order and contract material quantities. Tracked all equipment (owned and rental), tool costs and expenditures. Provided weekly, monthly, quarterly, yearly and impromptu reports to management. Provided ongoing accurate data entry, record storage and audit compliance.

Capital Promotions: Raleigh, NC 3/2018 – 4/2019

Bookkeeper

Performed bookkeeping including invoicing, AR/AP/PR and reconciliations, and provided weekly financial reporting. Discovered and presented data to owner that unsupported order management software was deleting payments and unlinking payments to invoices and bills in QuickBooks Online. Received approval and purchased QB Desktop to replace Online and order management software for more accurate accounting. Performed collections. Tracked and reconciled banking and credit cards functions. Negotiated with vendors to extend payment terms. Assisted with ordering as needed. Improved customer service via telephone and in person.

Five Star Staffing: Raleigh, NC 9/2016 – 2/2017

Bookkeeper (at Timely Text, Inc.)

Performed invoicing/payables/timekeeping/AP/AR/PR and HR duties such as onboarding and new hire packets. Managed A/R in amount of $1.5M. Used progressive billing for contract employees. Updated budgets/forecasting in a complex Excel spreadsheet which converted 13 fiscal periods into 12. Performed electronic banking, wire transfers and ACH/bank deposits. Converted Euros from Amsterdam and France to USD. Maintained copies of checks and supporting documentation. Used and queried online banking sites.

J&S Heating And Air: Raleigh, NC 3/2014 – 10/2014

Office Manager

Entered checks and bills received by mail into QuickBooks to produce invoices. Maintained all bookkeeping including cost accounting, timekeeping and AR/AP/PR in QuickBooks. Reorganized by establishing a document filing system to more easily access information. Updated mileage and maintenance and scheduling payment/insurance vehicle fleet logs weekly. Negotiated purchase of additional trucks and trailers. Tracked and reconciled credit cards. Performed billing and collections.

Five Star Staffing: Raleigh, NC 10/2012 – 10/2013

Office Manager/Bookkeeper

Performed filing, copying, faxing, scanning, mail procedures, package receipt and shipping. Reconciled checking, savings and petty cash for employee credit card accounts. Transferred cash and credit between accounts. Managed invoicing and collections. Shipped scientific chemical measuring equipment used in labs, hospitals and restaurants to field technicians for recertification of exhaust hoods. Tracked all travel expenses and equipment shipments, delivery and receipts. Coordinated travel plans for service technicians. Entered AP/AR and field service commission-based PR in QuickBooks. Created human resource documents, job descriptions and policies. Answered and processed customer service calls.

Administrative Business Solutions, LLC: Raleigh, NC 8/2007 – 10/2012

Bookkeeper

Provided administrative, data entry and QuickBooks consulting services for Environmental Stoneworks, Automotive Management Solutions, Vadum, Star Transmission, etc.; clientele included real estate brokers, construction contractors, service companies and wholesale/retail businesses. Coded and matched incoming bills to contracts. Processed up to 250 AP transactions/week for Apex Steel. Collected $1.5M in 2 months in AR while processing certified PR for 30+ employees for Turner Asphalt. Analyzed and reviewed current business practices and provided solutions for improvement and enhancement. Performed accounting services including AR/AP/PR, collections, data entry, and inventory control.

KEY SKILLS

QuickBooks, Peachtree and Reconciliation

MS Word/Excel/Outlook

ADP and ACT

Research and reporting

Invoicing and process documentation

Collections, fund transfers and transaction verification

Purchase orders, logs and shipping

Inventory Control

Customer Service

Bookkeeping: AR and AP

10 Key

EDUCATION

Notary Public, State of NC 04/2024

BS Information Systems – Almeda University

QuickBooks ProAdvisor Certification

Dale Carnegie Sales Training

Business Administration and Management

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