Tabitha Monroe Email & Phone Number

United States

600 Washington Ave

• Perform administrative functions of the Property Management Team
• Provide full administrative support, including phone support, typing reports, filing and distribution of correspondence
• Prepare and coordinates bid proposals, service contracts and approved invoices
• Ensure office and building inventory is stocked for daily operations
• Monitor and maintain property maintenance work order system and prepare monthly status reports
• Maintain the purchase order system

Greater St. Louis Area

• Managed H&R Block’s portfolios by abstracting, auditing, & reviewing lease documents
• Evaluated, investigated, & approved expenditures
• Processed invoices in conjunction with lease requirements & ensured all calculations were accurate with proper documentation
• Maintained and updated lease and vendor information in data systems
• Communicated with field on real estate policies, critical dates, savings, & cost reports
• Prioritized high volume of tasks & document requests in short turnaround time

Urbana-Champaign, Illinois Area

• Provided administrative support to three Wealth Advisors
• Prepared new account paperwork for prospective clients
• Created and customized client review presentations and financial reports
• Reviewed and researched client transactions on daily basis such as distributions, purchases and sales of securities, mutual funds, and bonds
• Processed transactions for several hundred clients via ACH, wires, and checks

Greater St. Louis Area

• Provided all accounting functions including accounts receivable, accounts payable, daily deposits, and bank reconciliations
• Preformed all administrative, human resource, and marketing functions
• Managed office inventory to properly maintain office operations

Greater St. Louis Area

• Provided administrative support at all levels of the Social Security Disability (SSDI) application process to clients, as well as obtained detailed medical information, work history, and thoroughly documented all.
• Increased new client referrals by introducing lead generation practices
• Maintained customer service support portal by assisting customers with online registration, activation, inquiries, and medical updates

Woodriver, IL

• Assisted accounting department with verification of requests to ensure that payment and refunds were issued correctly
• Responsible for daily deposits, check reissue requests, and chargeback functions including online disputes with MasterCard, Visa, Amex, and Echo
• Performed payment functions such as ACH, Wire, Transfers, and Paper Checks