Sarah Mcadam Email & Phone Number

Circle Pines, Mn, Us

Bayport, Minnesota, Us

Process daily expense reports out of SAP for accounts payable.Audit expense reports in SAP Concur for accuracy and compliance with policy.Set up card holders with compliance training and accounts.Perform account maintenance daily, increase/decrease lines of credit, add/remove merchant coding.Collaborate with team members to develop better processes.Complete additional tasks as asked, revamped training material, aged transactions notifications.Reconcile credit accounts.Review and submit invoices to accounts payable.

Perform bi- weekly payroll for employees through Paychex.Review weekly schedules in Sling and input hours worked into Paychex.Adjust employees pay depending on type of job worked, armed vs. non-armed.Comply with all government issued garnishments and child support documents.Input all garnishments into Paychex, as soon as they are received.Process monthly bank reconciliations.Create monthly and yearly income statements to track progress.Responsible for yearly budget and financial goals.

• Conducted field inspections and surveys on properties under an insurance claim.• Responsible for taking accurate and effective photos of each property.• Communicate with homeowners about project completion and complete e-Sign documents.• Uploaded photos to Dropbox for final quality assurance review before submitting to insurance company.• Analyze all photos from field crew for accuracy.• Review each e-Sign document from field crew for accuracy.• Re-assign work orders if pictures or e-Sign documents are incorrect.• Generate invoices for insurance companies with foreclosure requests.

• Review contractor permits and compare them to city/county guidelines for compliance.• Educate the contractors on permit issues as they arise.• Review contractor financials to determine viability of current renovations being made.• Input contractor financials and tax information into database.• Resolve any issues with the contractors and clients.• Maintain a high level of customer support and communication between contractors and clients.• Respond to all correspondence within a 24-hour window.• Collaborate with the Renovations Team to improve efficiency in the review process.• Submit renovation loans for funding once all documents have been reviewed.

Houston, Texas, Us

• Schedule Bagster pickups for clients.• Update drivers schedules as new pickups are assigned.• Develop invoices for clients and submit billing payments.• Input paid invoices into QuickBooks and address any outstanding payments with clients.• Create a new client account when new clients call to schedule a pickup.• Maintain excellent customer service and data entry accuracy.• Resolve conflicts as they arise with drivers, clients, and pickup location issues.• Collaborate with the Bagster Team to improve the current marketing strategy.

• Perform audits of new loan packages based on loan type and review guidelines.• Coordinate with loan officers to ensure package meets required guidelines.• Manage loan package queue to ensure each package is reviewed promptly.• Input new loan packages into central database for review while maintaining 100% accuracy.• Update current loan packages as new documentation comes in.• Ensure compliance for all local and federal laws are being met on each loan.• Approve completed loan packages for funding.

San Francisco, California, Us

• Develop and deliver training material for new hires.• Assist new hires on how to set sales and customer service goals.• Perform live-call training with new hires in the classroom.• Monitor new hires phone calls for quality assurance and customer service.• Address any quality assurance issues with new hires as it arises.• Perform maintenance on clients’ accounts as requested.• Exceeded sales, quality assurance, and customer service standards during calls.