Office Manager Accounts Receivable

Theodore R. Sherman

***Neighborhood Rd., Apt. **D, Lake Katrine, NY 12449 Email: **********@*******.*** Phone: 914-***-****

OBJECTIVE Loyal and dependable employee seeking banking/accounting position where my ten years of experience can be effectively utilized to my full potential.

EDUCATION

•June 2009: Saint Leo University- Bachelor’s in accounting

•May 1987: Ulster County Community College- Associate’s in Banking and Finance

LEADERSHIP EXPERIENCE

1987-2004: I have held many supervisory positions: office manager, head teller, shift-leader, VISA® coordinator, credit representative, and production leader. I supervised over 50 employees in that time.

PROFESSIONAL EXPERIENCE

1990- Present: I am the business consultant to a small record label NIKI Records, Inc. A record label with diverse artists, its own recording studio and a reputation for taking unknown artist to national awareness through radio play. My function is to look at the economy and relate it to the music industry, research tax implications in areas like new capital acquisition, and investments.

2000-2004: Partner in an internet company that built websites and mixed artist music. My area of responsibility was in revenue, accounts receivable/payable allocation of partnership equity.

TD Bank Kingston 2013-2021

Financial Services Representative NMLS #1097669 Insurance #LA-1304746 NPN 17052480

•Open Personal Checking/Savings accounts

•Open Business Checking/Savings/Money Market accounts •

•Ensure Business accounts have all necessary documents

•Advise personal customers on their lending needs.

•Advise business customers on their remote banking needs

•Advise business customers on their lending needs

•Advise personal customers on their retirement needs (Life Insurance/Annuities)

Glassberg & Mermer Fishkill, NY 2004-2005

Office Manager

•Handle client questions and concerns

•Manage 3 office staff & 3 accountants

•Apply for TIN for new businesses with state/federal governments

•Supervise outside audits of clients businesses

Key Bank Kingston, NY 2001-2004

Head Teller

•Process transactions; check, deposits loan payments.

•Maintain Reports; Cash Items, Teller Differences.

•Month end reports, prove Bank Checks, Money Orders

•Maintain $150,000 vault

Mid Hudson Valley FCU Kingston, NY 1996-1998

VISA Coordinator

•Supervise clerk

•Answer Customer inquires. Process New Accounts

•Prepare production reports for Senior Management

•Attend new product/ customer reward, & discount meetings

•Prove related accounts for CFO

1986-1990 Key Bank SE NA Kingston, NY

Credit Representative

•Review Installment Loan documents

•Send Adverse Action letters.

•Compile interest rate/credit scoring reports for Senior Management

•Investigate loan application

Non Financial positions

First Source 2008-2013

2022-Present

Medical claims mail e-sorter

•Paper sorter of medical claims from Doctors, Dentist, Chiropractors, Hospitals, and Hospices

•E-sorter of medical claims

Norman Personnel Kingston, NY 2005-2008

Temporary employee

•Gun Parts: inventory control clerk

•Iron Mountain: medical records data entry clerk

•Trailways Bus: inventory control clerk

•Astor Home: data entry clerk

•Empire Merchants: customer service telephone clerk

Hannaford Kingston, NY 1998-2001

Front end Shift leader

•Supervise cashiers and service clerks

•Maintain production reports

•Motivate and counsel cashiers and service clerks

•Ensure adherence to WIC and Food Stamps Policies

•Manage workflow customer service and inquires

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