Daisy Lucas Email & Phone Number

• ⭐ Key Responsibilities:
• Process invoices for payment, including matching with receipt documents, verifying against purchase orders, obtaining proper management approvals for payment, coding to the correct account number, keying into iSuite.
• Prepare quarterly North Carolina Sales and Use Tax reports and annual IRS 1099/1096 forms as needed.
• Maintain Operating Fund asset depreciation schedule and supporting worksheets and post related… Show more ⭐ Key Responsibilities:
• Maintain Operating Fund asset depreciation schedule and supporting worksheets and post related journal entries.
• Maintain Operating Fund account analysis worksheets to ensure proper classification, timing and valuation of transactions. Post adjusting journal entries as needed.

• ⭐ Key Responsibilities:
• Review and respond to standard letters, emails, and faxes concerning accounts serviced by the foundation.
• Review, analyze, and update accounts for education awards. Respond to credit bureau disputes
• Set up auto-draft payments for borrowers, respond to 100+ borrow requests sent by email, fax, a day.
• Complete In-house requests to provide information to borrowers make credit corrections, review an account for incentives or to resolve an issue, and… Show more ⭐ Key Responsibilities:
• Complete In-house requests to provide information to borrowers make credit corrections, review an account for incentives or to resolve an issue, and respond to request to reactivate or temporarily suspend and auto draft.

• ⭐ Key Responsibilities & Achievements
• Received Loan payments from borrowers
• Completed Loan Verification Certificates (LVC) from other lenders within the federally mandated ten-day deadline, document actions in borrower history.
• Assisted with data entry for school services
• Updated address information on borrower's record for return mail Promptly and effectively dealt with guest concerns or issues and checked all are met to satisfaction promptly
• Responded quickly to… Show more ⭐ Key Responsibilities & Achievements

• ⭐ Key Responsibilities & Achievements
• Research, organize and verify the accuracy of electronic documents.
• Successfully analyze and input over 300 tax documents for verification per day.
• Engage in effective teamwork by communicating and volunteering to assist others

Raleigh-Durham, North Carolina Area

• ⭐ Key Responsibilities & Acheivements
• Served as lead customer advocate which involved resolving 25+ escalations daily while building brand loyalty
• Provided customers with superior service through validating warranty information and governing problems through completion. Through my interaction with customers, my ratings ranked among the top in the company.

Cary NC

• ⭐ Key Responsibilities & Achievements
• Managed a $100M portfolio which spanned across 11 stores and over 2000 accounts.
• Developed financial metrics/reports for the leadership team to manage overall store performance against KPIs.
• Responsible for ensuring strong communication channels internally which led to improved A/R tracking and reduced billing discrepancies.

Raleigh, NC

• ⭐ Key Responsibilities & Achievements
• Analyzed and input more than 100 financial contracts a day.
• Partnered with Controller to verify rebate documentation was submitted in a timely manner.
• Liaised between Sales/Finance to ensure all contracts compliance with company industry standards.
• Created employee initiative program to increase cohesiveness between departments.

Raleigh, NC

• ⭐ Key Responsibilities & Achievements
• Worked with projects scaled from $100 up to over $500k annually.
• Established clear communication and relationships with clients to guarantee project satisfaction.
• Created financial reports to be presented to investors and senior management team.
• Worked closely with Engineers and factories to ensure timely delivery of orders.

Master Of Business Administration - Mba, Business Management

Bachelor'S Degree, Business Administration & Finance