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Skills

  • Client relations and retention
  • Team building
  • Problem resolution
  • Project organization
  • Escalation management
  • Financial reporting
  • Supervision
  • Cost savings strategies
  • Operational improvement
  • Process implementation

Work Experiences

  • Acted as the lead in disaster recovery tests.
  • Achieved 100% error-free lockbox processing for high-priority client accounts by introducing system optimizations.
  • Achieved recognition in 2019.
  • Achieved a 84% boost in team knowledge on system.
  • Authored procedural improvements that reduced departmental expenses by $16 annually while maintaining top-tier service delivery.
  • Assessed quality and conformance, identified problems, and implemented corrective actions by validating existing accounting management and reporting systems.
  • Achieved daily transaction handling goals by 38%.
  • Brought project into compliance with policy and legal requirements.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Prepared and paid out sales commissions, monitored bi-weekly payroll, and generated sales tax reports for each operational jurisdiction.

Summaries

  • Collaborative team player, regularly partnering with cross-functional groups to streamline lockbox processes and improve overall departmental performance.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Adept at optimizing work schedules.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Within Miscellaneous, senior Lockbox Administrator and outstanding performer in vendor management and strategic planning.
  • Committed to delivering top-tier client service.
  • Advanced knowledge in lockbox data analysis.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Lockbox Administrator with 4 years of successful stakeholder engagement and quality assurance experience.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.

Accomplishments

  • Led disaster recovery plan testing, ensuring lockbox operations met compliance with SOX regulations, maintaining zero downtime during one year.
  • Directed the upgrade of lockbox software systems 2024, resulting in a 23% improvement in overall transaction processing speed.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Utilized workflow optimization methods to reduce redundant tasks in the lockbox process, saving the organization 5 hours per month.
  • Directed the transition of lockbox procedures to a new system, enhancing processing efficiency and reducing errors by 32%.
  • Supported clients by resolving lockbox discrepancies, leading to a 65% improvement in customer satisfaction and retention rates.
  • Introduced an error detection tool that decreased manual input errors by 29% and improved overall transaction quality.
  • Resolved product issue through consumer testing.
  • Drove an initiative to centralize lockbox activities, reducing processing costs by 75% and consolidating operations across 10 locations.
  • Identified and resolved operational inefficiencies in lockbox functions, resulting in meeting 61% of KPI targets over several months.

Affiliations

  • Affiliate of the Institute for Management Accountants (IMA)
  • Member of Payment Systems Task Force under Federal Reserve 2017
  • Registered practitioner with the Disaster Recovery Institute International (DRI)
  • Association of Information Technology Professionals
  • Member of Electronic Transactions Association (ETA)
  • Member of Association of Certified Treasury Professionals (ACTP)
  • American Marketing Association
  • Society of Women Engineers
  • Participant in the Association of Financial Professionals Technology Forum
  • Member of Business Continuity Institute North America

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Certified Payment Professional (CPP)
  • Certified Treasury Professional (CTP)
  • Certified Information Privacy Professional (CIPP)
  • Certified Fraud Examiner (CFE)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • Accredited ACH Professional (AAP)
  • Certified Analytics Professional (CAP)
  • Project Management Professional (PMP)

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