Heidi Swanson Email & Phone Number

Summerville, Sc, Us

South Carolina, United States

Minnesota, United States

• Ensured compliance with internal and regulatory standards and procedures• Monitored and evaluated the quality of work of Cash Applications, Disbursements Control, and Payment Adjustments to identify inaccuracies and control deviations• Wrote and updated QA test scripts to align with controls and procedures• Analyzed reports in Excel using VLOOKUP and PivotTables• Meticulously reviewed each test prior to publishing to business leaders to ensure all QA communication includes correct grammar, spelling, and consistent formatting• Collaborated with QA team members to cross-train and assist with testing and ad hoc projects to ensure deadlines are met

Minnesota, United States

• Reviewed over 325 customer ACH authorization forms per month at 99.75% accuracy• Collaborated with a team of 8 Accounting Specialists to research payments • Created batches to post checks, wires, and ACH payments to lease and loan contracts• Ran and validated payments-collected reports and wired money to syndicated parties• Researched and replied timely and professionally to a variety of internal and external emails related to Cash Applications• Analyzed payment and batch reports along with deposit reports to complete end-of-day balancing • Cross trained in Disbursements Control and assisted in initiating wire payments

Marshall, Mn

• Founded successful wedding and portrait photography business• Scheduled, planned, and executed photo sessions and events for clients• Created competitively priced photo packages to meet client needs, and to generate profit• Cultivated relationships with clients to ensure repeat business and referrals• Marketed business with traditional and social media

Minnesota, United States

• Prepared, filed, and paid 15 different state and local sales tax returns each month• Reviewed and maintained sales tax exemption certificates for all taxing jurisdictions• Completed business license filings • Researched state and local tax laws to update our internal tax matrix• Provided support to Sales, Documentation, Customer Service, and Collections for all sales and use tax questions• Developed procedures to review leases for tax application and trained team members to execute these procedures • Trained team members how to prepare and file taxes and to analyze internal audit reports• Developed worksheets in Excel to calculate sales tax in multiple tax scenarios to minimize booking errors and enable other functional teams to automate their processes

• Assisted internal and external customers by calculating lease payoffs, resolving invoicing concerns, and clarifying lease agreement details• Developed strong relationships with clients, brokers, and other functional teams within the business

Minnesota, United States

• Inbound and outbound telephone sales and customer service • Utilized upselling, cross-selling to overcome objections and increase sales• Assisted with call monitoring for quality and training