Mendy Collier Email & Phone Number

Tulsa, OK

Portland, Oregon Area

• Support Advisors in our 4 locations in Oregon and California
• Gather client information, prepare paperwork for signature, verify accounts are set up accurately and assets transfer correctly, set up clients in billing, tracking and reporting software
• Maintain close client relationships through consistent communication and account administration
• Import and balance cost basis once assets have transferred
• Handled several special projects to update client records, balance cost basis, and update client agreements.

• Executive Assistant, Operations May 2008 – March 2015
• Support 30 plus Officers and Customer Service Representatives by researching and resolving customer account issues
• Complete projects and research for executive officers and senior managers
• Prepare daily, weekly, and monthly reports for Chief Financial Officer, Retail Manager, and Operations Manager
• Balance tellers, track teller errors and outages, and communicate errors to supervisors daily; prepare monthly and annual reports for Teller Supervisors and Branch Managers to assist with coaching sessions and annual.
• Coordinate escheatment (Unclaimed Property) process

• Responsible for all financial aspects of the church including accounts payable, deposits, income and expense statements, budget preparation, monitoring budget expenditures and forecasts, payroll processing and tax.
• Performed various administrative tasks including coordinating and scheduling volunteers for various ministries, preparing weekly bulletins and correspondence, arranging travel for employees and volunteers, and other.

• Sales Assistant July 1994 – April 1999
• Provided administrative assistance to Sales Manager and approximately 50 Route Sales personnel including report preparation, special projects, presentations, preparation of bids, and taking dictation and preparing.
• Distributed sales and promotional information for the company
• Tracked incentive programs and provided pricing impact reports to Sales Manager and supervisors
• Provided quality customer servicePayroll Clerk November 1993 – July 1994
• Processed payroll for 250 employees including calculating time cards and payroll information, balancing payroll deduction accounts, and handling all employee benefits, garnishments, and payments made on deduction.

Business

Business