A GMS CompanyIdentify potential new customers within the Northeast territoryEstablish new distribution partners Develop and cultivate relationships and offer solutions with our lines of automatic taping and finishing tools- among many other productsMaintain CRM customer database and all related activities with the CRM customer databaseMeet or exceed sales targets and goalsDrive incremental revenue Ability to understand how to profitably grow a business; the relationship between driving revenue and building a profitable businessAbility to create financial presentations, read financial reports and interpret the most impactful opportunitiesQuickly create, build and maintain customer relationships

Assisted in overall operation of the retail storeInside/Outside Sales- We always want to increase business!Daily Functions: Greeting customers, processing sales transactions, customer service, order processing, merchandising, inventory audits, collections, housekeeping, database development, cash handling, bank deposits, & loss prevention.

Drywall Finishing CompanyCommercial and ResidentialQuickBooks, Paychex, Ohio Business Gateway, MS OfficeMaintain all business aspects of small business, including employee management and all payroll finance processesComply with federal, state, and local legal requirements by studying existing and new legislation; enforcing adherence to requirements; advising management on needed actionsPrepare reports by compiling summaries of earnings, taxes, deductions, leave of absence, disability, and nontaxable wagesControl all forms of professional correspondenceManage the company’s human resources function Produce all financial statements for tax preparation, county bond requests, and all documentation of this natureMaintain client assurance by keeping financial operations confidential

QuickBooks, Salesforce, EdExpress, ADP, MS OfficeConducted all college regulatory auditsAssisted in the retrieval of documentation for internal/external auditsReconciled AR and AP accounts for Corporate Cash ManagementProvided support to general ledger reconciliation with AR and APPosted journal entriesEstablished metrics for the college: Admissions and financial aid staffsRoutinely conducted analysis of stats and metricsReassigned hundreds of Federal Perkins loans to US Dept of EducationCreated/presented numerous financial business proposalsProvided leadership, accountability, and daily management of the financial aid office Created and maintained an attitude of quality customer service to students, families, and loan partners Maintained regulatory compliance and protected the integrity of the financial aid services of the collegeParticipated in all loan forgiveness programs: Defaults, Deferments, Forbearances, and ConsolidationsOversaw Financial Aid staff to build efficiencies and scalability for financial aid functions and services provided to students and partnersTrained the department on all aspects of the financial aid processWorked directly with Veteran’s Affairs to obtain military benefits for our student service members Performed multiple IRS communications for tax transcript and amendment purposes Oversaw the critical flow of all grant, loan, and scholarship dollars to proper entities as required Provided input for strategic decisions that affected the functional area of financial responsibility Successfully managed to correct and reconcile year end AR balances for audit purposesCapable of resolving escalated issues arising from operations and requiring coordination with other departmentsPresented material related to financial aid and/or Ohio Technical College to various audiences Completed annual, quarterly, and monthly reconciliations

Kronos, CampusVue, DocuSign, MS OfficeIncreased, decreased, and cancelled loans as a result of the school closureSettled all accounts: Previous, current, and continuing studentsHelped FA department collect almost $1.8 million in unpaid aid, as a result of a change in managementCarried out the department’s mission of packaging, approving, and disbursing Title IV Federal Financial AidAssisted and supported South University in the transformation from ‘for-profit’ to ‘nonprofit’ Created new processes and procedures to transition from private to public US GAAP reportingCash application of EFT and check payments from bank portalsProfessionally communicated all financial aid information and announcements to the staff and study bodyIntegrated efforts to maximize Financial Aid’s role in recruiting and retentionCounseled students and parents regarding financial needs, problems, academic progress, eligibility, procedures, and recommended financial aid opportunities Maintained current knowledge of policies, procedures, and programs Attended training/conferences as necessary to keep knowledge currentWorked effectively with colleagues and students by practicing punctuality, respect for deadlines, collaborative problem solving, and honest communicationEnsured timely completion and collection of documentation, and ensured accuracy of paperwork and financial aid files to ensure compliancePerformed verification of student data on FAFSAPerformed Return of Title IV calculations as needed

Mortgage Title CompanyArcher, MS OfficeWorked with multiple bank lenders to get mortgages, deeds, trusts, etc., recorded within U.S. countiesWas promoted to rejections, completing all resolutions for proper recordingUsed various customer service/communication techniques to resolve all issues related to lender’s legal documentationPrepared reports describing any title encumbrances encountered during searching activities, and outlining actions needed to clear titlesCopied or summarized recorded documents, such as mortgages, trust deeds, and contracts, that affect property titlesVerified accuracy and completeness of land-related documents accepted for registration, prepared rejection notices when documents were not acceptableWorked individually, but results had a large team impact

Building Materials SalesQuickBooks, BidClerk, MS OfficeAssisted small to medium-sized business owner with financial servicesPrepared bank reconciliation using client dataPosted appropriate journal entries for month end closingReconciled financial discrepancies by collecting and analyzing account informationProvided national support to 23 outside representatives for two building materials companiesNetworked daily, engaging in new business, while also promoting the product linesDeveloped social media marketing campaign, further expanding company marketSupported owner in new Web site development

Health Insurance BrokerageMS Office, Multiple insurance carrier sitesSpecialist in risk managementObtained license for state of OhioMet face to face with clients regarding their health, life, and long-term care insurance needsWorked with multiple insurance carriers to provide clients with more healthcare coverage for the best and most affordable cost, developing over 100 different plansRan business independently: Coordination, organization, and management of HQ, local broker firm, insurance carriers, other business professionals, and clients/referrals

Met face to face with clients regarding their health, life, and long-term care insurance needs. Worked with multiple insurance carriers to provide clients with more healthcare coverage for the best and most affordable cost, developing over 100 different plans.Ran my business independently: Coordination, organization, and management of HQ, local broker firm, insurance carriers, other business professionals, and clients / referrals.

Undergraduate CollegeOracle, CampusVue, Microsoft CRM, MS OfficeEnrolled prospective students into educational programs on a quarterly basis by calling inquiries to set appointments, conduct interviews, and perform career-planning sessionsExceeded annual goal by 30%, achieving a three-level promotionInvolved in the implementation of student referral programs to generate valid enrollmentsImplemented high school program: Free college tuition creditsHeld the highest retention rate within the department, in several enrollment quarters

Court Reporting CollegeOracle, MS OfficeEnrolled prospective students into educational programs on a quarterly basis by calling inquiries to set appointments, conduct interviews, and perform career-planning sessionsResponsible for gathering leads by participating in local industry events such as: Career fairs, high school presentations, and local organizationsConsistently met or exceeded yearly goals

Ran between 6-8 tables consistently throughout every shiftCollected all cash and credit card transactions from servers/bartendersGot deposits ready for the bank