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Consolidated Management Company - Office Assistant Resume Example

Aria Barnes
XXXX X XXXX XXXXXX, Des Moines, IA 50317
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXX
Professional Summary

Accomplished and energetic Office Assistant with a history of achievement in Accounting. Motivated self-starter with strong organizational and prioritization abilities. Areas of expertise include creating and updating company-wide operating procedures, managing daily cash flow and reconciling bank accounts. Goal-oriented and dedicated to meeting aggressive business goals. Looking to enter a position with a company that offers stability with emphasis placed on long term career goals.

Skills

  • Time Management
  • Active Learning
  • Complex Problem Solving
  • Judgment and Decision Making
  • Computers and Information Technology
  • Accounting
  • Production and Processing
  • Management of Financial Resources
  • Customer Service
  • Administrative Duties
Experience
Office Assistant/ Accounting Dec 2014Present Consolidated Management Company Des Moines, IA
  • Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
  • Operate computers programmed with accounting software to record, store, and analyze information.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers.
  • Debit, credit, and total accounts on computer spreadsheets and databases, using Great Plains.
  • Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  • Receive, record, and bank cash, checks, and vouchers.
  • Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  • Comply with federal, state, and company policies, procedures, and regulations.
  • Reconcile or note and report discrepancies found in records.
  • Reconcile records of bank transactions.
  • Compare computer printouts to manually maintained journals to determine if they match.
  • Transfer details from separate journals to general ledgers or data processing sheets.
  • Monitor status of accounts to ensure that payments are up to date and perform soft collections.
  • Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  • Perform financial calculations such as amounts due, interest charges, balances, discounts, and sales tax.
  • Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
  • Maintain inventory records.
  • Contributed to updating the standard operating procedures for current and future employees to use as a job guide.
  • Implemented new ideas to help the company run more efficiently such as office instant messenger. 
  • Repeatedly commended for my performance accuracy and ability to take on new tasks.
  • Compile state business licensing instructions and various other requirements needed to open new units in various states.
  • Perform administrative duties and worked closely with the company's president and CFO.
  • Assisted the CFO in entering year end budget amounts for multiple accounts into the general ledger in Great Plains and implemented a procedure guide on the process.
  • Assist in accounts receivable and accounts payable.
  • Answer main phone line and direct callers to the appropriate department.
  • Assist human resource department with various duties such as directing employees on how to access W2's electronically, training new or returning unit supervisors on current procedures, supplying new hires with the appropriate materials needed to perform job duties such as uniforms and team member handbooks, and various other projects as needed.
Insurance Processor Sep 2014Dec 2014 Infosys-McCamish Des Moines, IA
  • Transcribed data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
  • Examined letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Compared information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
  • Composed business correspondence for supervisors, managers and professionals.
  • Collaborated with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives.
  • Developed business methods and procedures, including accounting systems, file systems, office systems, logistics systems, and production schedules.
  • Designed, conducted, and evaluated experimental operational models in cases where models cannot be developed from existing data.
  • Studied and analyzed information about alternative courses of action to determine which plan will offer the best outcomes.
  • Collaborated with others in the organization to ensure successful implementation of chosen problem solutions.
  • Analyzed information obtained from management to conceptualize and define operational problems.
  • Contributed to updating and correcting standard business procedure's for the company on Phoenix Life Insurance.
  • Trained new hires on specific processes
  • Created and sent out monthly, quarterly and annual invoices
  • Handled billing inquiries.
  • Made servicing and writing agent changes on policies.
  • Created Verification of Coverage forms and Regulation 60 forms for policyholders to present them with their current financial status to assist them in making the most informed decisions with their life insurance investments.
  • Took the initiative to contact and consistently work back and forth with the offshore department in translating materials and/or processes in order to increase workflow accuracy and strive for first time resolution.
  • Helped co-workers with various computer issues.
  • Worked with management and processing analysts to begin business operations for a brand new client.
Member Care Representative II Dec 2013Sep 2014 Nationwide Mutual Insurance Company Des Moines, IA
  • Reviewed insurance policies to determine coverage.
  • Answered inbound phone calls from policyholders, agents, third parties and business partners who are inquiring about insurance products, primarily on a billing account.
  • Reduced customer call backs by creating a simple, hassle-free interaction for the caller.
  • Responsible for effectively using all available resources to make policy changes, answer policy and billing questions, take payments, and provide documentation.
  • Completed and processed all necessary forms, followed up for necessary documents in order to process requested changes.
  • Participated in technical and customer service training to stay aware of current best practices.
  • Diagnosed customer issues, provided solutions, and used a structured thought process to achieve results while balancing customers' needs within company guidelines.
  • Performed other duties as assigned.
Home Loan Processor Apr 2012Aug 2013 Wells Fargo Home Mortgage Des Moines, IA
  • Interacted with the loan originator, the borrower, the underwriter and the closing team to make sure loans are complete and adhere to the Home Affordability Refinance Program's guidelines.
  •  Collected and reviewed pre-approval documents such as the title commitment, appraisals, subordinations, proof of homeowner's insurance, bank statements, credit reports and all other documentation requested by the underwriter.
  • Used self motivation skills to solve any and every issue that may come to light during the refinance process, such as title liens, address discrepancies, appraisal issues etc.
  • Required a strong degree of organization and strong attention to detail.
  • Worked each refinance from beginning to end ensuring there are no underlying issues and the loan is resalable.
  • Checked voice mails and emails responding to any questions/issues in a timely manner.
  • Handled a large work load of 40-60 loans per week.
Customer Relations Aug 2010Aug 2010 Corporate Kum-N-Go West Des Moines, IA
  • Efficiently handled complaints, recommendations, and donation requests from customers and organizations.
  • Created Microsoft Excel spread sheets, and Microsoft Word documents.
  • Worked with non-profit organizations on various fund-raiser events.
  • Obtained and examined all relevant information to assess validity of complaints and to determine possible causes and prevent future happenings.
  • Organized gift card requests and distributed gift cards as needed.
  • Received and documented payments from various organizations and customers.
  • Sent out company-wide emails and completed various tasks as needed.
  • Checked to ensure that appropriate changes were made to resolve customers' problems.
  • Contacted customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Education
High School Diploma : High School May 2006 Des Moines Public Schools Des Moines, IA
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Resume Details

This is a real resume for a Office Assistant in Des Moines, Iowa with experience working for such companies as Consolidated Management Company, Infosys Mccamish, Nationwide Mutual Insurance Company. This is one of the hundreds of Office Assistant resumes available on our site for free. Use these resumes as templates to get help creating the best Office Assistant resume.

Previous Companies:

  • Consolidated Management Company
  • Infosys McCamish
  • Nationwide Mutual Insurance Company

Previous Job Positions:

  • Office Assistant
  • Accounting
  • Insurance Processor
  • Member Care Representative II
  • Home Loan Processor

Schools:

  • Des Moines Public Schools

Level of Education:

  • High School Diploma

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