Document Specialist Resume Example Company Name

DOCUMENT SPECIALIST

Skills

Microsoft and word processing classes
Advanced Microsoft Excel classes
Team leader
Excellent multi-tasking skills
Excellent problem solving skills
Excellent Organizational skills
Government Accounting (CGFOA)
General computer and software knowledge
Proficiency in customer support and satisfaction
Consistency in the development and accuracy of records
Ability to type 40-45 wpm
Proficient in Google Chrome
Cash handling experience
Ability to use Ten- Key
SAP expertise
Archiving skills
Workflow management
Data representation
File systems coordination
Document control
Project support
Electronic document preparation
Vendor invoicing
Problem Resolution
Relationship Development

Insurance Billing
Operational Improvement
Invoice Generation
Accounts Receivable
Project Organization
First Aid/CPR
Entry management
Planning and Coordination
Eligibility Verification
Team Building
Budgets
Team Management
Billing Adjustments
Supervision
Customer Service
Administrative support
Organization
Account Reconciliation
Bills of Lading
Inventory management
Business Operations
Safety inspections
Process Improvement
Communications

Education and Training

05/2010

High School Diploma

Fort Lupton High SchoolCity, State

Graduated an Active Member of DECA
Graduated an Active Member of FBLA
Graduated an Active Member of Spanish Club
Completed all College Entry Courses Senior Year

01/2010

Certified Nursing Assistant - Nursing

Aims Community CollegeCity, State

Completed the CNA program my Senior year as well, and successfully getting state certified as a CNA.

Bachelor of Arts - Accounting

Southern New Hampshire UniversityCity, State

Certifications

Microsoft Office Specialist (MOS)
First Aid/CPR

Summary

Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented with ability to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.

Experience

AccountantCompany Name | City, State07/2020 - Current

Created detailed financial models and applied analytical tools to facilitate variance analysis.
Assisted Finance Manager with month-end and year-end close activities, including annual reporting.
Assisted Finance Manager with month-end and year-end close activities, including annual reporting.
Investigated and resolved discrepancies in monthly bank accounts.
Collaborated extensively with auditors during preliminary and year-end audit processes.
Assessed accounting accuracy, performing daily cash functions, including A/P and A/R tracking, budgeting, payroll transactions, wage allocation, salary expenses, online donations and bank, credit card and petty cash reconciliations.
Prepared and reviewed financial statements, resolving discrepancies after careful analysis.
Mitigated annual audit risks and developed final certification reports for small businesses.
Secured staff payment traceability, accurately calculating deductions while preparing and processing payroll via Incode.
Supported asset transfers, lender and equity requests, and audit inquiries.
Identified operational process inefficiencies and recommended necessary improvements.

Document SpecialistCompany Name | City, State05/2019 - 03/2020

Invoice and bill customers, either directly or coordinated through centralized finance functions
-Assist with data entry for fuel reconciliation and customer-specific initiatives (e.g., rail yard fuel accounting)
--Maintain basic understanding of products and services offered and local warehouse inventory to provide an appropriate level of customer support
- maintain system for scheduling regular and as-needed vehicle maintenance
-In partnership human resources, provide HR-related support as required (e.g., scheduling interviews, greeting candidates, assisting with on-site completion of online applications, distributing/tracking/collecting HR paperwork, complete worker's compensation docs, complete drug screen process with new hires)
-Based on local business need, perform limited dispatch responsibilities, order/delivery ticket review and creation, and driver communication management
Set up master "keep full" order in ordering system (e.g., MAS or AS400)
- Worked with vendors and accounting to process A/P invoices by month end.
Complete Payroll weekly, and process safety bonus weekly
Every Wednesday completed Inventory and ordered all supplies, both offices and PPE for the drivers. Completed new account set-ups for new employees to complete FR purchases
Completed GRID and GEOTAB set-up and training with drivers.
Completed maintenance and update logs DOT per regulations.
-If Marine-based, coordinate deliveries with relevant port operations to schedule tugs/barges, transmit orders, coordinate with local product storage tanks, and schedule dock appointments
Filled out and stored transmittal logs for permanent records.
Uploaded documents to control sites, tracked transmittals and coordinated revisions.
Created and edited documents, mail merges and graphics using diverse programs.
Converted documents for specific personnel or project needs.
Scanned and cleaned up documents using (SAP, DOCLINK).
Completed documents and work requests according to company standards.
Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
Set up documents for individual projects based on specifications.
Filed accurate weekly, monthly, quarterly regulatory paperwork and maintained organization to support smooth audit processes.
Identified process gaps, determined solutions and implemented updates to drive efficiency improvements.
Verified accuracy and integrity of supplied data against established standards.
Organized, cleaned and maintained document control room to facilitate efficient document processing.

Accounting Technician IICompany Name | City, State12/2015 - 02/2019

Resolves and investigates any differences between the bank and internal divisions.
Develops and conducts training sessions Detailed project revenue entries from outlying areas Reconciliation of the City's bad checks and City Pay System Reconcile, post all internal division revenues Complete financial reporting and statements Receive, release and reconciles new escrow funds.
Maintains and updates subsidiary ledger and calculates and allocates interest Prepare yearly reports for external auditors Develops Accounting policies and procedures to present to City Council for Approval Performs Internal Auditing of Petty Cash for all departments Prepare and post GL journal entries into Oracle.
Assessed data and information to check entries, calculations and billing codes for accuracy.
Maintained current understanding of state and federal accounting procedures to prevent any legal or compliance issues.
Coordinated budget information by assessing estimated income and expenses as well as historical budgets.
Compiled general ledger entries on short schedule with near-perfect accuracy.
Calculated and verified all figures, calculations and documents.
Coded invoices and other records to maintain organized and accurate records.
Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger.
Compiled budget documents and monitored costs to maintain control systems.
Compiled financial data including compliant ledger and journal records.
Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
Operated Oracle to enter financial data and compile reports.
Mitigated annual audit risks, audited financial information utilizing QuickBooks to implement corrective action.
Minimized financial discrepancies by accurately managing bookkeeping, payroll and tax reporting procedures with zero errors.
Tracked expenses and entered deposits into Oracle while reconciling monthly bank accounts to verify accuracy.
Investigated and reconciled issues and discrepancies in automated supply accounting system.
Maintained accounts receivable documentation electronically and on paper.
Executed quarterly financial reporting on multiple properties.
Processed journal entries, online transfers and payments.
Streamlined financial efficiencies by accurately processing bank reconciliations and delivering financial reporting.
Reconciled monthly checks for accurate bank statement distribution.
Reconciled bank statements and credit cards monthly.
Improved accounting system efficiency and effectiveness by inspecting account books and recording transactions to optimize processes.
Organized and filed federal and state tax returns, paying close attention to deadline dates.
Analyzed account information and trends for financial estimation report preparation and adjustments.
Reviewed vendor invoices and expense reports, identifying discrepancies.
Verified vendor accounts by reviewing documentation, rectifying issues and contacting accountholders.
Answered office phone calls and emails to direct customers and answer questions.
Processed customer payments and set up payment plans.
Suggested key operational changes to improve performance such as extracting financial data from various reporting systems.
Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts payable data and reconciled daily totals to confirm proper accounting.
Prepared and mailed client invoices within expected timeframes to promote likelihood of on-time payments.
Processed bank reconciliations and financial reports to verify practice of proper due diligence.
Researched and resolved collections and billing disputes with tact and efficiency.

Payroll TechnicianCompany Name | City, State04/2015 - 12/2015

Send/Receive wires for funding Bank reconciliation, Complete Month End Reports Complete financial reports for CEO, CFO and Department Heads Balance Month end loan ledgers Train new employees Ship and sell loans to secondary market Process loans Review all closing packages.
Determined payroll liabilities by calculating employee federal and state income, social security taxes and employer's social security, unemployment and workers compensation payments.
Prepared reports by compiling summaries of nontaxable wages, disability, leave, deductions, taxes and earnings.
Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
Protected payroll operations and maintained employee confidence by keeping information private.
Constructed leave pay schedules, processed payroll garnishments and worked closely with managers to pay out bonuses, severances, service awards and special payments.
Received, filed and processed paperwork and documents for on-boarding employees.
Classified, sorted and filed correspondence, articles, records and other documents to maintain organized filing system.
Improved customer satisfaction by finding creative solutions to problems.
Improved operations by working with team members and customers to find workable solutions.
Performed site evaluations, customer surveys and team audits.
Collaborated with others to discuss new improvement opportunities.
Recognized by management for providing exceptional customer service.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Created agendas and communication materials for team meetings.
Provided excellent service and attention to customers when face-to-face or through phone conversations.

Assistant Branch ManagerCompany Name | City, State07/2011 - 12/2015

Developed strategy to achieve target sales goals.
Provided bank leadership in absence of branch manager.
Supervised 10 branch team members and provided management with suggestions regarding performance assessments.
Monitored daily operations and supported Branch Manager in necessary duties.
Worked with regulatory representatives to complete accurate filings and maintain compliance.
Built client rapport through frequent individualized recommendations for financial products and services.
Trained all new Tellers, new Branch Managers, New Loan officers
Completed all audits in the branch
Processed all loans when needed
Reviewed loan applications against established parameters to determine approval, rejection or modification requirements.
Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options.
Networked within communities to identify and capitalize on business opportunities.
Trained and mentored highly effective teams to meet corporate service standards.
Implemented operational improvements to increase efficiency and reduce labor costs.
Maximized sales potential by training new members in improved sales strategies.
Evaluated credit application to determine risk factors and financial feasibility.
Prepared operational and risk reports detailing financial metrics to help management make proactive decisions.
Supervised branch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
Developed annual branch business plan for maximum profitability and effectiveness.
Maximized branch revenue by optimizing daily operations.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Interviewed average of 60 loan applicants per month and provided expert financial advice on mortgage, educational and personal loans.
Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling, time and attendance and payroll.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.
Received personal sales awards for selling at least 100 loan products in a quarter with an 80% close rate.
Coordinated special update and conversion projects and monitored key performance metrics.
Planned and coordinated risk mitigation strategies to protect company assets.
Assessed employee performance and issued disciplinary notices.
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Managed largest branch in Northern region, achieving high customer satisfaction rates
Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions.
Performed regular audits of teller activities maintaining signed records.
Evaluated, documented, and provided on-going feedback to tellers to improve work performance.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Verified amounts and integrity of every check or funds transfer.
Maintained optimal financial controls by securing funds and making accurate transactions.
Met or exceeded sales goals by promoting bank products and services in every interaction.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Processed cash withdrawals.
Trained employees on cash drawer operation.
Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
Managed opening and closing times for main branch.
Adhered to regulatory and company security and audit procedures.
Maintained confidentiality of bank records and client information.
Supplied tellers with coin and currency as needed.
Processed all sales transactions accurately and promptly to prevent long customer wait times.
Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
Examined checks for identification and endorsement.
Acted as pivotal point of contact between bank branches regarding guidelines and practices.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Adhered to financial services security and audit procedures.
Balanced daily cash deposits and vault inventory with zero error rate.
Recommended additional products, services and benefits for customers.

Languages

Graduated an active member of the Spanish Club

Accomplishments

-Completed all entry college courses needed my senior year

-Completed the Certified Nursing Assistant Program- State Certification my senior year

-I have completed all necessary training and certification to obtain my Notary public

-Completed Microsoft Xcel Certification Courses

Resume Overview

School Attended

Fort Lupton High School
Aims Community College
Southern New Hampshire University

Job Titles Held:

Accountant
Document Specialist
Accounting Technician II
Payroll Technician
Assistant Branch Manager

Degrees

High School Diploma
Certified Nursing Assistant - Nursing
Bachelor of Arts - Accounting

Document Specialist Resume Example

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