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Work Background
Office Manager
Midland Electric CompanyOffice Manager
Dec. 2021
Office Manager
ServproOffice Manager
Jan. 2018 - Feb. 2022New Albany, Indiana, United StatesIn these two consecutive positions, I oversaw day-to-day operation of the office, including managing office staff, project managers, and contractors, and supervising their daily purchases. I established office policies and procedures and managed and organized sensitive information with discretion, including receipts, applications, client and vendor records, insurance claims, and invoices. I addressed accounting tasks such as budget control, accounts payable and accounts receivable, billing, deposits, reconciliation, ledger and account management, and payroll while maintaining accurate financial records in QuickBooks. I communicated information between clients, vendors, mortgage lenders, and insurance companies, and researched problems and implement solutions. I streamlined job tracking and payment collections by creating multiple departmental documents including budget templates, authorization forms, and lien waivers. I also coordinated any required documentation, permitting, etc. that was required over the course of a project. A few of my key accomplishments in these positions include: • I brought a $2M Servpro division from in debt to profitable within two months of starting my employment there. • I collected over $500K in open receivables in less than six months. • I reduced costs within the division by closing accounts and centralizing purchasing.
Client Services Coordinator / Legal Assistant
Timmel LawClient Services Coordinator / Legal Assistant
Mar. 2015 - Sep. 2017New Albany, Indiana, United StatesAs a Client Services Coordinator / Legal Assistant, I provided client assistance in-person and via phone, and set up and maintained client records in our proprietary CRM system. I managed calendars for the firm, the attorney, and her assistant. I prepared and notarized client documents such as Healthcare Directives, Powers of Attorney, and guardianship paperwork, and interfaced with clients to request documentation, aid with completing applications for Medicaid and Veteran's Aid, and assist with funding and administering trusts. I also ran the Probate Department and E-filed all necessary documents, and trained employees on state e-filing processes and procedures. In addition, I generated new business through community networking at health fairs and senior living facilities.
Office Manager
John G. Brinkworth INCOffice Manager
Feb. 2009 - Feb. 2015New Albany, Indiana, United StatesAt John G. Brinkworth, I supervised all operational aspects of the office. I administered client information records and invoicing using Sage Peachtree, and tracked employee time on jobs, vacation, and sick time, while overseeing all financials, including bank balances, daily activities, and month-end reconciliations. I represented the company president in his absence or when he was otherwise occupied. I generated reports and presentations for prospective and existing clients, and maintained confidential company information and files. While in this position, I was instrumental in securing a large surveying project for road improvements on Rainbow Drive.
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