Experience

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  Common Cents Solutions LLC

  • Montgomery, Alabama Area

  • Principal Consultant

    • Jan 2016 - Present
    • Montgomery, Alabama Area

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  Future Restored Financial LLC

  • Montgomery, Alabama Area

  • Consultant

    • Aug 2006 - Dec 2015
    • Montgomery, Alabama Area

    • Provide Virtual Assistant and Virtual Call Center Solutions to small businesses, entrepreneurs and non-profit agencies.•Providing consulting services to small businesses and non-profit agencies on matters related to starting a business, business structure and growth.• Contribute to short and long-term organizational planning and strategy.• Supervise, coach and develop work and professional development of the Administrative and Operational staff.• Implement and monitor the annual and medium term operational plans, program and projects to meet overall objectives and agreed timings.• Accountable for the effective financial management of the operations team; • Established clear organizational structures for the Operations Team, including responsibilities and accountabilities of individuals.• Ensure effective internal communications both within the operations team and across the organization.• Prepare and agree annual budgets for functional and support costs.• Responsible for managing the budgets for all projects, and related development activities. • Support day-to-day office activities and assist senior professionals in filing and following up on business correspondence. • Provide accurate, professional individual and small business tax preparation services adhering to all IRS standards and due diligence.

• 

  Montgomery Electronics & Communications services, LLC

  • Millbrook, AL

  • Director of Operations and Customer Relations

    • Nov 2011 - Jun 2014
    • Millbrook, AL

    •Under the direction of the CEO, ensure that the business policy and imperatives created by the CEO are being accomplished by the staff.•Coordinate with subordinate heads of various departments, to ensure that all goals are being met.•Set guidelines for personnel evaluations, recruitment and advancement.•Improve the operational systems, processes and policies in support of organizations mission -- specifically, support better management reporting, information flow and management, business process, monitor revenue margins, worker productivity and organizational planning. •Manage and increase the effectiveness and efficiency of Support Services (HR, IT and Finance), through improvements to each function as well as coordination and communication between support and business functions. •Play a significant role in long-term planning, including an initiative geared toward operational excellence and implement new directives for growth. •Address customer inquiries, identify, investigate and negotiate conflict resolution in project management.•Ensure continuous customer satisfaction while constructing long-term business relationships. •Facilitate deposits and disburse checks for company expenses. •Organization of fiscal documents and maintaining administrative files. •Generate leads; initiate and close sales.•Order product and act as liaison with all outside vendors.•Develop and manage annual operating budget with CEO. •Oversee monthly and quarterly assessments and forecasts of organization's financial performance against budget, financial and operational goals. Oversee short and long-term financial and managerial reporting. •Managing day to day processing of accounts receivable and payable using QuickBooks, producing reports as requested. •Reconciling monthly activity, generating year-end reports, and fulfilling tax related requirements. •Managing sub contractor project contracts and pay application requests; invoicing to customers.

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  Colonial Bank

  • Montgomery, Alabama Area

  • Lending Assistant, Trust Ops Coordinator, Customer Relations Specialist

    • Feb 2002 - Jun 2006
    • Montgomery, Alabama Area

    •Perform General Administrative Functions.•Resolve Internal and External Customer Inquiries and Disputes.•Maintain Daily, Monthly and Quarterly Reconcilements.•Facilitate Deposit, Disbursement and Returned Items (i.e. Payments, Overpayments, ACH’s, Wires, Checks, and Internal Transfers).•Facilitate Collections on Returned Items and Past Due Accounts via Skip Trace (i.e. Internet, Customer Account Contact Info, Credit Report,etc.).•Prepare Loan Approval Reports, Adverse Action Advises, HMDA and CRA Reports, Commitment Letters and Loan Documentation.

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  Aliant Bank

  • Montgomery, Alabama Area

  • Teller Supervisor

    • Aug 1999 - Feb 2002
    • Montgomery, Alabama Area

    •Hire, Coach, Supervise and Evaluate Staff Members.•Design and Implement Training Methods.•Facilitate Incoming and Outgoing Shipments to Federal Reserve Bank.•Assist Customers with Banking Transactions.