• Managed payments for the Managed Projects team by initiating transactions for customers and service providers via credit card, ACH, wire, check, and financing. • Improved the process of tracking financing information and unique customer payments by adding fields in Zendesk Sell.• Processed customer refunds via Stripe and by check.• Prepared reporting for the accounting team ahead of month-end• Analyzed outstanding payments to submit to collections.• Audited project documentation and phone calls or state/federal law compliance. • Managed a day-to-day relationship with our external financing partner.• Acted as a point of contact to the sales team for information about the company’s payments process.

• Initiated customer payments via credit card, ACH/wire and financing.• Analyzed outstanding customer and service professional payments for follow up.• Analyzed expenses charged to the department credit card.• Tracked and identified checks and wires received daily.

• Developed and edited copy and materials for all fundraising events (journals, invitations, signage, emails, websites).• Prepared and ensured accuracy of donor acknowledgment letters.• Secured and tracked auction in-kind donations and managed online auction software.• Learned donor software quickly and solved basic technical problems (Raiser’s Edge, OneCause, EveryAction, and Outlook).

Collaborated with others to find solutions to various problems, and created a welcoming environment for customers.Supported managers and wait staff in problem solving and decision making.Answered daily phone calls and in-person inquiries from customers in a friendly and polite manner.

Proposed ideas and collaborated with group to implement solutions, designed advertisements and websites for clients using WordPress and InDesign, and ran three social media accounts for the company throughout the summer.

Handled enrollment paperwork for healthcare professionals in affiliation with a hospital group, and prioritized projects and multi tasked efficiently to ensure deadlines were met.