Tracey Donnelly Email and Phone Number

• Currently working as an Administrative Assistant for the City of San Marcos in the Environmental Health Department. Responsibilities include answering phones, Data entry, processing payments, check request, receiving against purchase orders, time sheets, preparing deposits, faxing, scanning, mailing, emailing clients.• Prior assignment was working as an Office Manager for a furniture company duties included processing sales orders, entering in finance applications, process funding, accounts receivable, spreadsheets, daily reports, processing and balancing cash, credit cards, checks, preparing deposits, scheduling deliveries, any other duties assigned.

• Responsible for processing daily reports for several Cabelas locations throughout the United States to ensure accurate balancing. Resolving and correcting outages. Recording all cash, check, credit, and rewards transactions into software. Store and employee expense transactions, Record all layaway transactions and update customer balances. End of the year reports, filing and faxing documents. Any other duties as assigned.

• Locating doctors and scheduling appointments for clients filing for disability throughout the state of Texas. Contacting doctors to follow up and ensure if clients kept their appointments and recording data into system. Printing paperwork to mailed to clients, doctors and legal reps.• Scan and review cases for disability claims, Prepare documents and mail out to clients, legal reps, doctors, schools.• Research information and update spreadsheets.• Clear and file all paperwork from printers and fax machine

• Assist customers with transactions including check cashing, Western Union transfers, and money orders.• Enter returned checks into collection database. Prepare affidavits to be filed for prosecution, Contact customers to recover funds caused by returned checks.• Responsible for opening and /or closing of store daily.• Responsible for balancing personal till and safe daily.

• Assist members with financial transactions including deposits, withdrawals, and loan payments.• Perform opening and/or closing procedures for branch each day.• Perform monthly audits for teller drawers and cash vaults, and verify money order and teller check inventory for the branch.• Train new tellers in credit union procedures and assist tellers when problems arise. Directly responsible for supervision of up to 10 employees.• Handle member complaints, answer member questions, and assist members with financial transactions through direct interaction.• Assist members in the loan process including completing applications and performing loan closings upon approval.• Responsible for opening new member accounts, explaining credit union rules and regulations, and answering members questions regarding credit unions products.• Assist members with opening and/or closing of safety deposits boxes, granting access to safety deposit boxes.• Process new Visa check card request and check orders.• Perform general office duties including: data entry, filing, and answering multi-line phones.