Lindsay

Demonstrated experience with QuickBooks.

Demonstrated experience with Microsoft Excel.

Demonstrated experience with Microsoft Office.

Demonstrated experience with Pivot Tables.

Demonstrated experience with Lookup Functions.

Support daily accounting operations for a multi-office real estate organization with 10 offices throughout Tennessee and 2 offices in Kentucky.. Process approximately 20–30 real estate agent commission transactions daily, ensuring accurate calculations, documentation, and timely payment.. Calculate and deduct applicable Tennessee state taxes and closing fees from agent commissions prior to payment.. Maintain commission records and assist with accurate documentation for 1099 reporting.. Process agent commission payments through checks and direct deposit while ensuring transactions are accurately recorded and balanced in QuickBooks.. Receive and record title company commission checks and reconcile deposits against agent commission payments.. Process daily credit card transactions and accurately record payments and expenses to the appropriate accounts.. Process approved agent purchases, including office supplies, folders, signs, and other business-related items, using agent credit cards or ACH payments.. Perform monthly fee reconciliations to identify discrepancies and maintain accurate account balances.. Process accounts payable and operating expenses, including utilities, bills, and other recurring company expenses through QuickBooks.. Perform bank reconciliations and assist with maintaining accurate financial records across accounting accounts.. Participate in month-end close activities, including account review, reconciliation, and financial record preparation.. Prepare and record journal entries and general ledger transactions as part of ongoing accounting operations.. Assist with payroll processing and related accounting entries.. Set up vendors and maintain required W-9 documentation for accounting and payment purposes.. Prepare and support 1099 reporting and maintain accurate records for year-end reporting requirements.

Managed approximately 300+ client accounts, monitoring account activity and payment status through the HireRight platform.. Reviewed client accounts to ensure payments remained current and followed up on outstanding balances.. Contacted accounts more than 90 days past due by phone and email to collect outstanding balances.. Processed credit card payments and other account transactions to bring delinquent accounts current and restore account access.. Restricted account access and ordering capabilities for significantly delinquent accounts in accordance with company procedures.. Assisted clients with payment-related questions, account issues, and resolution of outstanding balances.. Maintained accurate financial and customer account records while managing a high volume of accounts.. Applied credit analysis, account reconciliation, collections, and customer service skills to effectively manage client financial relationships.

Managed customer accounts through inbound and outbound customer service interactions.. Collected payments on accounts more than 52 days past due.. Prepared accounts more than 60 days past due for vehicle repossession.. Performed skip tracing to locate vehicles assigned for repossession.. Worked with customers experiencing financial difficulties to identify available account solutions, including extensions, rewrites, and refinancing.. Maintained accurate account information while handling sensitive financial and customer data.