Mckenzie Pace Email & Phone Number

Virginia, United States

United States

Research and determine proper resolution of issues, consulting with applicable management andstaff as necessary with minimal assistance from Manager, Financial Reporting and within thepredetermined deadline, where applicableServe as the project level liaison between CS Project Engagement Team and Finance & AccountingTroubleshoot project pricing and Internal Practice Consultants (IPC) time entry issuesMonitor/validate completeness of bill rates for IPCSupport Peoplesoft contract administrationResponsible for managing a portfolio of non-T&M contractsRecord bookings for Category 1 projects in Salesforce

Glen Allen, Virginia, United States

Sustain daily operations with branch Sales office. Including: Contractor set up, weekly time and expense verification, as well as management of unbilled items meeting set personal and team goals.Uphold company policies, procedures and standards implementing appropriate processes within sales and office to ensure compliance.Ensure compliance with client’s expectations around time and expense entries.Implement new company initiatives within Sales office insuring all customers are aware and prepared for company changes.Monitor compliance with policies, procedures and standards providing feedback and or recommendations to Field Accounting Supervisor and Managing Director regularly.Verify contractor record processing within internal system, Bullhorn to ensure compliance and accurate pay and bill set up.Ensure change requests to contractor records are handled timely.Manage and reconcile the Missing Time Report for each sales office.Manage the un billed report for the sales office making certain all outstanding items are researched and corrected efficiently to ensure invoices are released timely.Handle contractor orientation and maintain office records ensuring compliance with company policy as well as state and federal regulations.Monitor completion of contractor onboarding documents via electronic system, Talentwise.Work with contractors to complete tax credit documentation and provide additional documentation as needed.Provide superior customer service to internal and external customers in a professional and courteous manner.

Richmond, Virginia, United States

Execute effective mortgage marketing plans to meet or exceed agreed upon mortgage productiongoals.Maintain a complete and thorough knowledge of Mortgage Strategies, Policies and Procedures, aswell as secondary market investors guidelines utilized by the bank.Adhere to and comply fully with any and all policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law.Provide mortgage clients sound mortgage advice based on a full understanding of client needs aswell as mortgage products and their benefits.Consistently execute on referral process (IRM) by introducing mortgage clients to other bank services for cross sell opportunities.Assist Mortgage Loan Administration with client, attorney, or appraiser document follow-up asdetermined through quality control or post closing review.

Sr. Administrative Assistant (Administrative Assistant III)Dates Employed December 2018- January 2020Managing daily calendars for multiple executives, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changesArrange and reserve conference rooms, catering, audio/video and other essential services as needed for meetings and conferencesCoordinate travel arrangements and create expense reports in a timely mannerProcess supplier invoices for payment and create spend tracking reports as necessaryDrive key team activities and eventsPrepare professional business communication documents including memos, letters, and emailsParticipation in general administrative duties (copying and faxing), distributing mail, ad-hoc projects, committees and/or group eventsMultitask and demonstrate flexibility in a fast paced environmentAssist with onboarding and off boarding associates and customers Create RVA guide to connect clients to the Richmond community Senior Chat Advocacy Coordinator Dates Employed June 2015- December 2018Works with multiple customers concurrently to answer questions and assist with their banking and online needs. Senior Case Management Specialist, Lend Dates Employed June 2017- December 2018Handle digital escalation through case support, chat and phone follow up. Advanced Service CoordinatorDates Employed May 2013- June 2015Develop, manage and retain growing customer relationships of new and existing Small Business customers and consumers. Provide exceptional customer service and knowledge of products and services to meet client based needs. Senior Sales Representative Dates Employed May 2013- September 2014Develop, manage and retain growing customer relationships of new and existing customers and consumers. Provide exceptional customer service and knowledge of products and services to meet client based needs.

Handled calls and promptly forwards them to appropriate person among 65 employees. Maintains consumer contact management and scheduling with new and old clients. Secures child drop off and pick up. Manages client changes with scheduling issues. Maintained file system and emergency cards.Documents daily activities including payments, confidential information and attendance. Assists in billing, check writing and accounts payable. Conducts daily activities with class . Assisted with child development and socialization based on individual client expectations and requirements. Maintains daily schedule with supervision of outdoor activities and reading sessions.

Bachelor'S Degree, Multi-/Interdisciplinary Studies, General

Associate'S Degree, Social Sciences