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Skills

  • Metric equipment
  • Business operations
  • Financial reporting and analysis
  • ACH and wire transfers
  • General ledger reconciliation
  • Team management
  • Documenting process workflows for efficiency gains
  • Waterway observation
  • Client inquiries resolution
  • Audit Trail Maintenance

Work Experiences

  • Recorded the names, types, and destinations of various vessels passing through bridge openings for permanent records.
  • Collaborated in a cross-departmental team environment to create a new lockbox training program to reduce training time by 56%.
  • Collaborated in a cross-departmental team.
  • Achieved a resolution rate of over 78%.
  • Collaborated with external partners.
  • Assisted with the onboarding of 7 new clients, ensuring the smooth transition of lockbox services and a high level of client satisfaction.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Balanced messaging accuracy and client communications volume while consistently processing and posting thousands of remittance payments monthly.
  • Assisted in the migration to a new lockbox system.
  • Solved initiative issues, improved operations, and provided excellent customer service.

Summaries

  • Analytically minded Lockbox Clerk.
  • Corrected errors in misapplied payments.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Collaborated with cross-functional teams to streamline processes.
  • Achieved a 73% reduction in processing delays.
  • Analyzed lockbox transaction activity.
  • Achieved a 19% reduction in errors.
  • Adept at preparing detailed financial summaries and reports.
  • Costs were consistently reduced while profits were increased.
  • Analytical expertise in monitoring lockbox operations.

Accomplishments

  • Collaborated with team of 4 in the development of framework.
  • Regularly audited and verified lockbox entries, ensuring consistent data integrity and reducing discrepancies by 82%.
  • Collaborated with client relations team to resolve lockbox processing errors for 18 major clients, preventing service disruptions.
  • Monitored daily cash flow and maintained accurate audit trails, supporting departmental responsibility for managing $18 in monthly payments.
  • Partnered with IT and finance teams to identify key areas for lockbox automation, securing approximately $7 in long-term savings.
  • Improved team performance by identifying bottlenecks in lockbox procedures and developing solutions that reduced processing times by 43%.
  • Efficiently processed up to 6 payments per shift, maintaining an error rate of below 44%, exceeding departmental goals.
  • Enhanced data entry speed and accuracy using Adobe Creative Suite, enabling the lockbox team to manage increased client volume with existing staff.
  • Achieved a 63% improvement in client satisfaction by providing accurate and timely remittance posting services.
  • Managed daily batching of lockbox transactions, posting over 11 payments within tight deadlines while maintaining audit compliance.

Affiliations

  • International Federation of Accountants (IFAC)
  • American Medical Informatics Association
  • International Association of Payment Professionals (IAPP)
  • Society of Women Engineers
  • Electronic Check Clearing House Organization (ECCHO)
  • American Accounting Association (AAA)
  • Institute of Financial Operations & Leadership (IFOL)
  • International Association of Administrative Professionals
  • American Banking Association (ABA)
  • Certified Treasury Professional (CTP) Preparation Program

Certifications

  • Quality Management System Auditor Certification (QMS)
  • Certified Payments Professional (CPP)
  • Certified Treasury Professional (CTP)
  • Microsoft Office Specialist (MOS) - Excel 2024 Expert
  • First Aid/CPR Certified
  • ServSafe
  • Cisco Certified Network Associate (CCNA)
  • Apple Certified Associate (ACA)
  • Certified Financial Services Security Professional (CFSSP)
  • Certified Public Accountant

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