Professional with demonstrated experience in financial transactions and customer service. Strong expertise in account management, billing, and resolving client inquiries. Known for collaborating effectively within teams and adapting to changing needs. Highly skilled in using accounting software, analyzing financial data, and ensuring compliance with regulations. Reliable and results-driven, contributing to organizational efficiency and client satisfaction.
Overview
15
15
years of professional experience
Work History
Accounts Representative
Portage Mutual Insurance
02.2025 - Current
Managed client accounts, ensuring accurate policy information and timely updates.
Developed strong relationships with clients, addressing inquiries and resolving issues efficiently.
Collaborated with cross-functional teams to streamline account management processes and improve service delivery.
Increased client satisfaction by promptly addressing inquiries and resolving issues related to billing and account management.
Kept detailed records of customer interactions for optimal traceability.
Administrative Assistant/Accounting Department
Complete Care Restoration
04.2022 - 11.2024
Accounts payable/receivable
Expenses, Monthly reconciliation
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
Resident Manager
Home Ed, Braden Equities, K. Hanson
01.2011 - 04.2022
Managed daily operations, ensuring smooth functioning of the residential complex.
Increased occupancy rates, reaching out to potential tenants through effective marketing and community networking.
Increased tenant satisfaction by promptly addressing maintenance requests and resolving issues in a timely manner.
Screened and reviewed resident applications by completing credit and criminal background checks and verifying employment and previous rental history.
Streamlined rent collection processes to minimize late payments and financial discrepancies.
Oversaw move-in/move-out processes to ensure seamless transitions while minimizing vacancy periods.
Enhanced property appearance and resident satisfaction with regular inspections and prompt attention to landscaping and common areas.
Collected, recorded and deposited monthly rents from over 100 tenants.
Coordinated vendors such as carpet cleaners, tilers, cable suppliers, and satellite and phone service providers.