Rachel Warren Email and Phone Number

MS Office. Outlook, Excel, PowerPoint, Teams, Zoom, and CamtasiaCreate programs and provide training on the bank's policies and procedures.Ensure all training materials are updated with regulations, policies, and procedures.Online Learning System Administration includes assigning New Hire Training with all new employees in their assigned area(s) of responsibilities and creating, assigning, and tracking annual training per a schedule of courses to maintain and meet employee training requirements.Schedule and organize training sessions, which include setting up equipment and materials needed for training sessions.Assist employees over the phone with training needs and questions.Coordinate and implement all training programs and techniques that support company initiatives to drive sales, build customer loyalty, and develop the skills of all employees.Coordinate with management to determine training needs and schedule training sessions.Develop, produce, and deliver effective training programs and educational materials.Produce video presentations from live training sessions for virtual learning.Produce video presentations to facilitate training virtually.Partner with Retail, Operations, HR, Loans, and other functional departments with communication of learning, development initiatives, and expectationsInteract with all levels of leadership, and gather feedback to evaluate training programs to ascertain that requirements are met and that the programs are vigorous and are accomplishing the goals established for Company performance.Acts as a resource to provide coaching, developmental support, and guidance to all employees.Conduct seminars, workshops, individual training sessions, etc...

As/400, JDE, Lockbox, PayTrace, Excel, MS Office, OutlookInvoicing and Billing, ACH vendor setup, cash postingVerifying vendor's contracts, Pre-types, and Re-types of Invoices based on contractMaintained Bank Accounts, Posting Lock Boxes, Credit Cards, Tax Exempt documentation, and various banking reports...Researching Chargebacks and discrepanciesSetting up New Customers within the system, adding customer-specific notes with payment and billingDaily and End of Month Balancing and closing out, updating cash flow reportsSetting up a new filing system, various customer calls nationally and internationally,Reviewed and verified the accuracy of invoices and account balances.Processed payments, refunds, and adjustments to customer accounts.Prepared monthly statements for customers.Maintained organized records of all customer accounts receivable activity.Reconciled discrepancies between customer payments and invoices due.

AS/400, Lotus Notes, OutlookProcessed payments, refunds, and adjustments to customer accounts.Reviewed and verified the accuracy of invoices and account balances, checked the accuracy of coupon codesPrepared daily invoices, calculated freight costPrepared monthly statements for customers.Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports, and researched chargebacks and write-offs.Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.Received and recorded cash, checks, and transfers.Matched orders with invoices and recorded required information.Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.Reconciled discrepancies between customer payments and invoices due.Assisted in month-end closing process including preparation of journal entries related to Accounts Receivable activities.Generated weekly aging reports used to identify delinquent accounts requiring follow-up action.Monitored unapplied cash balances and identified potential write-offs or bad debt expense accruals.

I was responsible but not limited to: • Maintain daily function of the Teller Line, • Accurate handling of large cash amounts, balancing of the teller drawers • Assisting Customers with deposits and withdrawals and other banking transactions and products and verifying customers identities • Bank Reporting; CTR and Hold reports, knowledge of BSA and other banking regulations and acts, staying up-to-date on bank policy and procedures, and scanning of all bank transactions • Research Teller discrepancies, file management and assisting customers with routine and non-routine forms • Balancing General Ledger, assisting with audits, balancing of credit cards cash advances, processing utility payments, Training new employees as well as teaching them how to operate Silverlake transaction processing system and the drafting of administrative paperwork including reminders and warnings on financial matters