Justine Gulkis Email and Phone Number

* Refined invoice processing workflows, accelerating payment disbursements * Swiftly addressed and resolved customer concerns and inquiries, improving client satisfaction* Identified and rectified billing inaccuracies, ensuring optimal accuracy* Led project to digitize paper receipts and documents, streamlining financial data management and enhancing practice efficiency * Managed bookkeeping tasks, including receipt reconciliation against statements, ensuring financial data accuracy and organization

* Supported investment operation activities, contributing to growth in processed orders * Assisted in maintaining required compliance records in accordance with securities industry rules* Improved data administration processes, augmenting investment operations team productivity* Acted as the go-to contact for trade corrections and inquiries, ensuring timely case resolutions

* Supervised unassigned client data during transitions, facilitating smooth client experiences * Managed incoming service requests for all Northwestern Mutual products, maintaining high client satisfaction rates* Proactively communicated with customers regarding account and payment matters, ensuring efficient resolutions* Applied company troubleshooting guidelines to assess technical challenges and determine appropriate solutions* Compiled quarterly reports, pinpointing trends and addressing programmatic issues

* Connected genuinely with guests, using open-ended questions to discern specific needs and provide tailored recommendations * Supported reception desk by handling phone calls and processing payments for services* Demonstrated area ownership and initiative by evaluating department sales trends, inventory management, guest shopping patterns, pricing, and promotional strategies* Leveraged store tools to analyze key metrics, store goals, top/bottom departments, top shortage categories, guest traffic, and peak shopping hours* Offered guest services backup when required, including cashier, order pick-up, and drive-up support

Assisted the HR department by maintaining les of current, past and prospective employees and assisting with payroll.Developed a 'New Hire' checklist in order to streamline the on- boarding and hiring process with great success, saving time and stress.Answered and triaged phone calls, answering questions, forwarding calls or taking notes as necessary.Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.Managed collections; Ran reports of delinquent and overdue accounts, processed said reports and sent records to collection agencies and patients in tandem in order to collect payments.Arrange for debt repayment or establish repayment schedules, based on customers' nancial situations.Accessed online insurance portals and input insurance payments, ensuring accurate and prompt entry.Assisted with office supply inventory.Compiled a spreadsheet of all o ce technology (2000+ items)including scanners, computers, phones and fax machines into a concise list of model/serial numbers and IP addresses.Created a company-wide phone and fax directory and updated it annually/as needed.

Designated point of contact for vendors as well as current and potential clients.Responsible for nding and scheduling appropriate venues for speaking engagements to promote products and education. Data entry tasks, as needed, such as entering results into and maintaining organized spreadsheets.