Years of experience: 18

Administrative SpecialistHRBusiness OwnerCall CenterCustomer Support RepresentativeSupport Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Kimberly's Career Path
Treasury Customer Relations ManagerFeb. 2022 -
Present
PEOPLEASETreasury Customer Relations Manager
Charleston, South Carolina, United States☑ Oversee cash liquidity management by collecting funds from large clients, maintaining financial stability and optimizing cash flow ☑ Resolve client escalations swiftly and amicably through proactive client-facing interactions, enhancing client satisfaction and retention ☑ Prepare and manage annual and special bank-related reporting and requests, including TRP documentation and initial bank ...
Cash Management SpecialistAug. 2018 -
Jan. 2022
TriNetCash Management Specialist
☑ Managed overall client financial health and setup, ensuring successful payroll submission and accurate payroll tax reconciliation ☑ Handled remittance of funds and direct deposit payments via ACH and RFW transmission, ensuring timely and accurate transactions ☑ Conducted UAT testing for new financial systems and processes, identifying issues and ensuring smooth implementation ☑ Developed an...
Sales Analyst, HCB UnitJul. 2017 -
Jun. 2018
3MSales Analyst, HCB Unit
Maplewood, MN☑ Managed end-to-end processing of high-volume monthly client claims, including chargebacks, error resolution, ERP updates, credit adjustments, and resubmissions ☑ Conducted UAT testing for new system implementations, ensuring seamless integration and minimal disruption to operations ☑ Analyzed claim data to identify patterns and root causes of recurring issues, implementing corrective action...