Experience

Carleton, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Office Manager

  • Sep 2018 - Present

  OFFICE MANAGER, CARLETON, INC Full time employee Transfer telephone calls Greeter Over sees 30 employees Accounting Accounts Receivable: I keep track a monthly spreadsheet of any bank transactions. I apply payments to different invoices from customers. I complete monthly invoices in Dynamics and send them to via email, mail. I run monthly journal entries. I keep OneNote for any outstanding invoices that are 60-120 days past due. Run accounts receivable outstanding report in SAGE. Add new customers to our SAGE accounting system. Accounts Payable’s I pay weekly and monthly invoices to different vendors. I complete this task in SAGE I process payments for invoices and mail them out. I keep a spreadsheet of any payments are made. I create new vendor maintenance information. Human Resources Process new employee paperwork and assist in resolving payroll issues related for on boarding, existing, and terminated employee’s. Assist with employee benefits management issues related to plan and renewal and open enrollment. Assist in development and implementation of policies and procedures. In HRConnection I process/update any medical, dental vision insurance. Assist employees in open enrollmentI complete a monthly spreadsheet of any medical bills and enter in SAGE. I create any new employee folders. I create their profile in ADP Process payroll biweekly, bonus, and raises. Complete any orders of any supplies the office may need Complete yearly review packets for employee’s. I email managers any raises for their employees. Attend all department monthly meetings. Show less



1st Source Bank

• United States
• Banking
• 700 & Above Employee

• Post Closing Auditor

  • Jul 2015 - Sep 2018

  Post-Closing Auditor • Review Closing Package for Conventional, Construction Perm, FHA, VA, 2nd Term, USDA loans • Check for any errors and missing documents from the closing package. • Correct the audits • Communicate via email to title company, borrowers, and loan officers for missing documents or any incorrect documents. • Manage a daily Excel spreadsheet for audits that need corrected or are missing. Mortgage Closer • Managed and closed all assigned loans, enabling fast closings that were free from errors and issues. • Process closings for Refinance, Purchase, Bi-Weekly, FHA'S. • Request updated payoffs with title companies or loan officers, and different companies. • Front Desk Receptionists • Mentor for future canidates Show less



Farm Journal

• United States
• Farming
• 100 - 200 Employee

• Office Manager/Accounting Coordinator

  • Jun 2014 - Jul 2015

  • Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. • Accurately and professionally manage the procurement of material and services that support production and office operations¸ but not limited to office supplies, production supplies, tapes, apparel, etc. • Distribution of buyback insertion orders as needed. • Complete log sheets preparation, including maintenance of active commercial inventory log and new spot entry. Show less



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Insurance Assistant

  • Jul 2003 - Jan 2004

  • Processed automobile insurance cards. • Managed home declaration and auto policy. • Administrated photo inspections. • Ran payments. • Processed automobile insurance cards. • Managed home declaration and auto policy. • Administrated photo inspections. • Ran payments.