Kate McDaniel
Cherryville
Summary
Over fifteen years’ experience of increased responsibility in customer service, accounting and clerical support roles. I am seeking to obtain a position that will allow me to utilize the knowledge and skills I have as well as provide an opportunity to learn new skills within the company.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Delaney Construction
05.2024 - Current
- Greet all clients and visitors
- Handle all inbound/outbound calls and taking messages
- Perform routine clerical tasks such mailing, printing, faxing, copying and scanning
- Generate and maintain all spreadsheets and reports
- Complete onboarding contracts for new clients
- Input hours, wages and garnishments for employees to submit to payroll
- Maintain and monitor the listings of accounts payable and accounts receivable
- Email/mail copies of invoices
Assistant Credit Manager/Collections
Buckeye Fire Equipment, Inc.
02.2022 - 03.2024
- Handled a high volume of inbound/outbound calls and emails to collect debts from customers.
- Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
- Emailing copies of invoices and statements of accounts to customers per their request or to inform them of account status.
- Reconciling payments and addressing aged receivables that have past due balances, short paid balances and overpayments.
- Generate credit memos and collect all backup documentation as needed to ensure that the credit is accepted.
- Handled reporting, documentation and record keeping requirements for company and audit purposes.
- Prepared reports/final demand letters and worked with third-party collections on delinquent accounts.
- Worked closely with sales reps, customer service, logistics and billing departments to resolve any issues with customer accounts pertaining to collections.
- Negotiated and collected on past due accounts previously considered a past due balance, write-off or bad debt.
- Approved terms and credit limits in a timely manner to new and existing customers.
- Released orders and placed orders on hold based on current credit guidelines.
- Accurately posted payments to customers’ accounts paid via check, credit cards & ACH.
- Compiled credit applications, tax exemption/resale certificates, if applicable, and any other pertinent information when setting up a new customer account.
- Create and maintain database and Excel spreadsheet files, as required.
- Processing daily deposit.
Accounts Payable Specialist
Southern Concrete Materials, Inc.
06.2014 - 10.2019
- Maintained and monitored the listings of Accounts Payable.
- Corresponded with vendors and maintains updated vendor profiles.
- Processed all invoices, refunds, and bills to ensure prompt payment.
- Responsible for reviewing, coding, matching, and obtaining proper approval for invoices to accounting specifications.
- Prepared new vendor records and requested W-9’s to update information into the AP system.
- Produced monthly financial reports.
- Created and maintained database and Excel spreadsheet files, as required.
Education
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Gaston College
Dallas, NCSkills
- Excellent follow-up/verification skills
- Ability to multi-task
- Strong attention to accuracy and detail
- Team Player
- Negotiation and resolution
- Organizational Skills
- Independent and Self Motivated
- First Rate Customer Service
- Proficient in Word and Excel
- Critical Thinker/Problem Solver
Certification
Auditor ISO 9001:2015
Timeline
Administrative Assistant
Delaney Construction
05.2024 - Current
Assistant Credit Manager/Collections
Buckeye Fire Equipment, Inc.
02.2022 - 03.2024
Accounts Payable Specialist
Southern Concrete Materials, Inc.
06.2014 - 10.2019
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Gaston College