Experience

Tassi and Company

• United States
• Accounting
• 1 - 100 Employee

• Accounts Payable Supervisor

  • Jan 2023 - Present

• Senior Accounts Payable Coordinator

  • Jun 2022 - Jan 2023

• Accounts Payable Coordinator

  • Nov 2020 - Jun 2022



Vermillion Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Staff Accountant- AR/AP

  • Jan 2019 - Nov 2020

  Prepared monthly invoices for investment and hourly time charges. Entered daily time charges for monthly client invoices. Prepared quarterly management fee calculations. Organized and submitted sales commission reports for 6 advisors on a monthly basis. Generated monthly Total Market Value/Capital Raised reports. Created client list by fee schedule for 6 advisors for Financial Planning Agreements and Investment Agreements. Established relationships with clients and colleagues through communication, consistency and follow up. Entered accounts receivable checks towards client invoice balances. Entered vendor invoices into Peach Tree/Sage 50 accounting software. Balanced company credit cards and entered charges into reconciliation software. Submitted client fee pulls to custodian’s TD Ameritrade, Schwab, Aspire and financial institutions for ACH client invoice payments. Scanned and filed accounts payable and receivable documentation to Worldox. Show less



Coldwell Banker Realty

• United States
• Real Estate
• 700 & Above Employee

• Commissions Processor

  • May 2017 - Aug 2018

  Awarded a Handshake Award, in recognition of providing strong customer service and support of the Utah offices. Hand-picked to join a new escrow paid metro team to play a key-part in the pilot phase when transitioning Utah to Centralized Services, after only 5 months of time on the job. Took part in the Daily Utah call for the first 6 weeks of the pilot and go live date. Worked with the pilot leadership team to make suggestions on how to improve the Utah Sales Information sheet, before being rolled out to all agents in the Utah metro. Top closer of Utah for the 2-month period of November to December with 486 transactions having been pended, and CDA’s created, as well as closing 293 metro deals. Within the Minnesota non-paid metro, was able to train at an accelerated speed allowing me to go from taking on my own offices with supervision to being on my own, with 4 offices, in only 90 days of employment with the company. Worked at an accelerated training, on escrow paid region procedures, and within 1 week was managing workload independent with minimal errors in the Utah Metro. Helped to create an online spreadsheet, allowing team members and leadership for the Utah and DWF regions, to provide an update to the field on any transaction being processed, to the minute. Created an additional non-verbal communication tool, a team-shared OneNote, that encompasses all the knowledge obtained while processing for Utah complete with deal numbers, examples and interactive spreadsheets with calculations. Established relationships with the field through communication, consistency and follow up. During high-volume months, on both Minnesota and Utah teams, provided exceptional customer service through time management, organization, while staying calm under the pressures of sensitive deadlines. Established a team-focused environment by taking on our mentoring-buddy-program for 6 employees within a few weeks of each other, within 2 metros. Show less



First Midwest Bank

• United States
• Banking
• 700 & Above Employee

• Teller Supervisor/Universal Banking Supervisor

  • Feb 2013 - May 2017

  Previously Standard Bank and Trust Co. (Acquired by First Midwest Feb 2017) Promoted from Universal Banker III to Universal Banking Supervisor within 1 year for exceptional leadership skills. Earned promotion from Universal Banker II to Universal Banker III within 1.5 years following superior performance and demonstrated ability to quickly learn and master complex concepts. Responsible for the supervision of 6 tellers and 2 temporary employees at multiple locations. Completed Branch schedule for all branch staff using transactional volume data and established staff baselines. Train, coach and support staff by communicating goals and assess development. Created tools for use in training new employees, including a procedures manual and a power point presentation on product knowledge. Regional Manager distributed product knowledge tool to entire 12 branch region for their use. Sought out innovative ways to encourage staff in bank wide marketing initiatives. Assisted customers with personal banking needs to include opening accounts, debit card maintenance and business deposits. Review Customer Information Program report of 12 branches for accuracy, and follow up to assure compliance. Responsible for contacting customers to reduce exposure to overdrafts. Conducted and documented monthly branch audits of all teller drawers, vaults, coin machines and ATM’s, while verifying amounts against audit checklist. Reviewed past branch audits to address deficiencies and improve scores. Skilled at developing a strong customer rapport in order to identify additional banking needs. Show less



First Hawaiian Bank

• United States
• Banking
• 700 & Above Employee

• Teller II

  • Feb 2010 - Aug 2010

  Responsible for the accuracy of personal banking needs of commercial and retail customers. Ensured customer deposits were documented and verified in accordance with internal banking legislations. Safeguarded cash within established procedures to minimize fraud. Full service teller responsibilities including updating customer records. Advised customers on appropriate account types while meeting monthly referral goals. Responsible for the accuracy of personal banking needs of commercial and retail customers. Ensured customer deposits were documented and verified in accordance with internal banking legislations. Safeguarded cash within established procedures to minimize fraud. Full service teller responsibilities including updating customer records. Advised customers on appropriate account types while meeting monthly referral goals.



Peoples Bank

• United States
• Banking
• 1 - 100 Employee

• Teller I/II

  • Jan 2008 - Jan 2010

  Promoted from Teller I to Teller II within 6 months following demonstration of ability to quickly learn and master concepts of teller responsibilities. Responsible for managing commercial deposits and withdrawal activity. Minimized working capital by analyzing customer activity over weekly time periods. Provided customers copies of financial statements and documents while maintaining confidentiality and protecting secured information. Performed daily vault balancing audits and balanced debits and credits while preparing cash for Federal Reserve shipments. Show less



The Kenneth Company

• Bolingbrook, IL

• Administrative Assistant/Office Clerk

  • Jun 2007 - Jan 2008

  Preparing bid packets, organizing a new filing system, serving as third person liaison between the park departments/architects and the subcontractors, copied, scanned, filed, faxed and mailed documents, answered phone calls and e-mails. Preparing bid packets, organizing a new filing system, serving as third person liaison between the park departments/architects and the subcontractors, copied, scanned, filed, faxed and mailed documents, answered phone calls and e-mails.



Old Navy

• United States
• Retail
• 700 & Above Employee

• Logistics Associate

  • Aug 2006 - Jun 2007

  Generating sales through conducting floorsets, merchandise replenishment, organizing merchandise, and customer servicing, processing shipment for the floor, conducting price changes, handling returns and exchanges, and styling mannequins. Generating sales through conducting floorsets, merchandise replenishment, organizing merchandise, and customer servicing, processing shipment for the floor, conducting price changes, handling returns and exchanges, and styling mannequins.



The Children's Place

• United States
• Retail
• 700 & Above Employee

• Manager in Training/Sales Associate

  • Aug 2005 - Aug 2006

  Conducting floorsets, stocking merchandise, organizing merchandise, customer servicing, processing merchandise for the floor, handling returns and exchanges, conducting markdowns, performing transfers and transfer outs, making deposits, obtaining change, styling mannequins, conducting inventory and assisting with a new store opening. Conducting floorsets, stocking merchandise, organizing merchandise, customer servicing, processing merchandise for the floor, handling returns and exchanges, conducting markdowns, performing transfers and transfer outs, making deposits, obtaining change, styling mannequins, conducting inventory and assisting with a new store opening.