Traci Gregory Email & Phone Number

Maitland, Florida, United States

Maitland, Fl

• Worked with Company Owners, Executive Management and IT to convert accounts from Quickbook to NetSuite Program for the development of a new corporate office.• Developed spreadsheet tracking for $1Mil to $2Mil weekly postings of account collections and balancing of Aging AR.• Ensure compliance review of 100+ contract agreements with federal and state regulations. • Assisted with programming annual rates, e-invoicing and updating customer information in Oracle CRM system.• Analyze, summarize, and report financial data to the leadership team, customers and regional managers• Conduct monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance• Located areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities• Responded to company management for questions regarding monthly and annual income statements and balance sheets• Assisted with audits • Handled incoming and outgoing client escalations and collection calls

SR. COMMISSION SPECIALIST • CNL INVESTOR SERVICES2006 – 2019• Worked with Human Capital, Executive Management and IT to ensure recruitment and release of associates met with security clearance requirements, system programming for BPS of yearly departmental budgets, and Ad Hoc tracking of business prospecting for commission rates.• Monitored and balanced spreadsheet AR and AP with escrow account of incoming sales data to confirm that sales were attributed to the right individual on the sales team in CRM software• Worked with IT to uncover sales figure discrepancies and document logic for importing incoming sales figures to company’s data warehouse • Served as subject matter expert with respect to data analysis for Broker Dealer and CNL compensation and reconciliation of rescinded investments.• Worked with transfer agent, company executives, and legal department to confirm systems met all SEC filings requirements• Posted and journaled over $4 million in commissions each month• Analyzed Excel spreadsheets to confirm revenue consistency2004-2006:• Led a team of 10 - 15 Associate Processing and Customer Service Professionals• Conducted interviews and evaluations of associates, arranged back ground checks, and submitted records for disciplinary actions, promotions and recruitment needs• Owned the identification, research, and resolution of escalated issues• Ensured proper training and orientation of job duties and responsibilities, establishing schedules and organized technology related to a candidate’s employment• Made process improvements for compliance, communication and customer service• Worked closely with cross-functional business partners

Orlando, Florida

Headed incoming/outgoing billing call center. • Managed the training, scheduling and evaluation of 20 billing associates. • Partnered with hospitals and insurance providers on contract discounts. • Assisted as liaison between patients, service providers, and attorneys reviewing medical coding.

Orlando, Florida

Magic Kingdom hospitality host. Operate and training of attractions. Super Greeter to provide superior guest experience.

Cinncinnati, Oh

Provide customer service in food industry: Hostess, cashier, food prep and bar back. Traveled to other sites to train restaurant opening crews and inspecting service.