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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Hankey Farms DriveOakdale, PA Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEAuthorized to work in the US for any employer Work ExperienceFinancial Operations AssociateNetHealth Pittsburgh, PA. March 2022 Current (Contract)Work closely with 225 Accounts. Call on Accounts daily with a balances up to $240,000 past due. Ask for payment or non payment detail- how payment will be made. Try to get customer set up on direct payment or ACH or to process credit card payment that day to pay and make current. Update the account and date out to follow up the calls. Send statements and invoices as requested.Account RepresentativeThermo Fisher Scientific Coraopolis, PA. February 2021 February 2022 (Contract)Support Collectors in day to day such as invoice review and entry in customer portals and obtaining information such as invoices, packing slips and proof of delivery. Communicate both written and oral. Manage high volume of email communication and phone contact. Drive accountability by escalating delinquency issues within the customer and Thermo Fisher Scientific organizations.Originations Title ClosingServiceLink Moon Twp, PA. October 2020 to February 2021 (Contract)Review work in progress, report to ensure completion. Responsible for closing documents in accordance with state requirements and client instructions. Review of Title Commitment for clearance.Secure lender approval of loan closing documents. Address inquiries from clients, borrowers, agents and internal staff in a timely manner. Confirm closing dates, location, documents and funds due at closing with borrowers.Accounts Receivable RepresentativeCash Flow Enhancement - Allison Park, PA November 2017 to December 2020 (Contract)Work closely with 625 Accounts. Call on Accounts daily with a balance of over $10,000 past due. Ask for payment or non payment detail- how payment will be made. Update the account and date out to follow up the calls. Send statements and invoices monthly.Administrative Rental ManagementShowcase Homes - Robinson, PA July 2010 to November 2017Intake monthly rental payments for 72 properties. Log payments, daily bank deposits. Log and route maintenance calls. Update daily Excel documents, monthly reports, 1099s. File company taxes each year. Help Real Estate agents with proper paperwork to list a property on the market.Senior IRA Operations SpecialistInspIRA FS - Robinson, PA October 2008 to July 2009Handled and supported client requests for IRA product service and procedural information for various mutual funds. Process and distribute checks, wire or ach, at request. Record keeping of redemption and annual fees to be processed.Residential Development /AdministrativeCastle & Cooke, LLC - Kannapolis, NC July 2007 to July 2008Supported 7 builders in the Residential Development Builders program, worked close to oversee the Property Owners Association including, documents, architectural guidelines, policies and procedures. Created an Access Database to keep an organization of builders timeline. Administrative task of accounts, invoicing, scheduling. Opened communication between the builders and the VP of Residential Construction.STN / Expediter Customer Service RepresentativeSunGard Asset Management - Charlotte, NC January 2004 to July 2007Handled and supported client requests for product service and procedural information for various money market funds. Resolve client issues, research and troubleshoot discrepancies relating to transaction processing of mutual fund trades / tables on the trading platform.Administrative / Operations ManagerSeymour Investment Group of Wachovia Securities - Ebensburg, PA January 2001 to January 2004Performed administrative tasks related to customer accounts and trade transactions, as well as other related tasks to the operation of the branch office. Daily planning and preparing of activities, maintained calendar of appointments, processing messages, wires and reports from the Richmond home office, customer deposits, securities, trade transactions upon written request, daily accounting responsibilities of A/P and A/R. Supervise employees in maintaining high customer service standards. Train new staff in policies and procedures. Assist as needed.Sales AssistantUBS Paine Webber - Johnstown, PA January 1999 to January 2001Provided prompt and timely service to clients. Answering of the telephone, greeting visitors, responding to client inquiries and identifying and analyzing issues. Daily accounting responsibilities of A/P and A/R. Opened communication with weekly newsletters provided from the company fit for the clients.EducationCambria County Community College - Johnstown, PA1997 to 1998Data ProcessingJohnstown Area Vocational Technical School - Johnstown, PA1991 to 1992DiplomaRichland High School - Johnstown, PA1986 to 1990 Skills Excellent PC and Software skills to include Microsoft Windows and Office. Word, Excel, and Access; Windows 95, 97, 2000 and XP; Microsoft Schedule Plus; PowerPoint; ILX Workstation; Wisdom; WordPerfect 5.1 and 6.0; Lotus 1-2-3, version 2.3 for DOS; and 5.0 for Windows. Great Plains; Peachtree; Janna; XMS Expense Report; Bill Good; Expediter; and Switchboard. Use of Internet. CForia, Coupa Supplier Portal, Jagger Supplier, Taulia, Oracle, Demand IBM, Ariba, SAP, ERP Natural ability to work well without supervision, coupled with excellent organization and multi- tasking skills. Accuracy and attention to detail. Ability and willingness to learn. Excellent oral and written communication skill ACH Accounts Receivable General Ledger Accounting Accounts Payable Asset Management General Ledger Reconciliation Office Management Bank ReconciliationQuickbooks Business Analysis Financial Statement Preparation Account Reconciliation Tying Account Management Journal Entries Time Management ERP System Contracts Data Entries Pivots Vlook Up Collections CForia Oracle On Demand Ariba Taulia Jaggaer Coupa Supplier PortalOracle: Assisted with installation and maintenance of Oracle database software for Mac, Linux, and WindowsUpdated Oracle database storage structures to meet the growing needs of the companySet up and managed user accounts while training users on how to access information within the database |
