-Daily and monthly cash reconciliations Process all owner/portfolio cancellations-Process all property transfers for sold homes within PropertyWare accounting for rental prorations and management fees as needed-Process all Statements of Security Deposit Account (SODAs) and cut refund checks-Process all owner and tenant adjustments provided by Property Management-Process monthly journal entries for income received from outside collection agencies-Process monthly bank fees from Wells Fargo for Propertyware credit card charges-Document owner’s contributions that are flagged for specific jobs-Create and communicate negative balance report to portfolio managers to facilitate the collection of funds-Check accuracy of check requests and issue checks accordingly-Maintain a spreadsheet of utility bills to ensure timely payment and prevent shutoffs-Respond to inquiries from other departments-Interpret and clear owner balance sheets to close out accounts

- Post physical payments from tenants or vendors to their ledger in Propertyware or Quickbooks- Deposit payments to various accounts- Create invoices in Quickbooks- Enter all credit card charges into Quickbooks and follow up with employees for receipts- Process leasing fee and lease renewal reports- Assist team members as needed

- Personally handle specialized accounts to ensure customer satisfaction- Respond to customer inquiries such as sample orders, freight damage, parts orders, or customer’s dissatisfaction with orders - Obtain and verify account information to ensure proper resolutions of problems based on account terms- File appropriate emails in folder and subfolders within Gmail- Receive, interpret, and enter orders via email or fax in various forms from customers- Communicate with customers when a product is not available as ordered and help to find a possible solution or alternative - Utilize multiple computer systems, applications, and search tools to ensure the proper delivery of orders- Escalate problems as needed to the appropriate persons- Update spreadsheets to improve quality control

- Printed, processed, and distributed order tickets to various departments to be manufactured- Controlled the flow of orders to departments to maximize efficiency - Received, documented and inspected returned products for repair or credit- Performed troubleshooting on all sales orders and assisted in identifying and executing various enhancements to return credit processes- Communicated with customer service regarding credit decisions, the return of products, and the needs of the production team

- Organized and prioritized necessary tasks while providing excellent customer service via phone or email- Prepared and processed return claims and order forms in a timely manner- Determined repair costs by interpreting spreadsheets- Remained current on changes in product pricing, procedures, order entry process, and sale promotions- Developed and maintained good relationships with dealers - Toggled between internal and client-facing systems while continuously engaging customer - Communicated with other businesses to assist customers in resolving their problems

- Facilitated the notification of employees of prescription cost changes due to provider changes- Increased employee knowledge of their available benefits and wellness program- Created a wellness newsletter to educate and inform employees of general health tips, healthy recipes, and upcoming wellness events- Developed a plan for delivery of health education: stress management - Assessed needs, resources, and capacity for health education and promotion- Collected, managed, and analyzed data related to benefits and wellness and interpreted results- Engaged in advocacy for overall health through various promotions

- Facilitated financial transactions while providing excellent customer service- Trained new cashiers as needed- Received and processed POs using inventory software- Tagged and arranged merchandise using the FIFO method