Joann Schafer
Girdletree
Summary
Dedicated and ambitious professional with extensive experience as an office assistant clerk, eager to embrace new challenges and opportunities for growth. Recognized for exceptional organizational skills that enhance the efficiency of accounts payable and receivable processes while maintaining precise financial records. Proven track record in ensuring accurate reconciliations and effective problem-solving contributes to overall financial stability. Committed to seeking a position that fosters development and delivers exceptional value to an employer.
Overview
28
28
years of professional experience
Work History
Accounts Payable/ Receivable
Hertrich Dealership
01.2022 - Current
- Invoice Processing
- Accurately review verify and post
- Print and mail monthly statements
- Payment Management
- Prepare checks and execute timely payments to and from vendors
- Reconcile accounts payable transactions
- Prepare cash and check deposits to bank daily
- Balance all credit card transactions daily
Deal Clerk
Hertrich Dealership
01.2022 - Current
- Post Deals
- Ensure documents prepared and signed accurate for financial reporting.
- Coordinate Bank Funding
- Maintaining accounting schedules and customer deal documentation
- Processing trades, wholesale transactions, payoffs, and inventory reports.
Cashier
Hertrich Dealership
01.2022 - Current
- Greet and assist customers in a pleasant and professional manner
- Answer multi line phone system, process customer agreements, service tickets
- Process cash and credit card transactions
Claims Support Associate IV
Employers Mutual Casualty Co
01.2008 - 01.2021
- Data Entry/Enter all Workers Compensation Claims and General Liability, Property and Auto claims into CLMS system/Post or attach information to claim file
- Complete PA, MD, DE, State forms; type letter/other correspondence
- Assist the claims adjusters with completing projects
- Answer and direct calls and provide customer support to agents, medical providers, claimants, and insureds.
- Process medical bills to MCR department
- Front Desk/Receptionist
- Open in coming distribute correspondence mail, Index mail
- Organize retention on closed files
- Print checks
- Copy and scans documents into claim files
- Pay expense invoices from vendors
- Process settlement letters/Prepare and review insurance/claim forms and related documents for completeness
- Contact insured or other involved persons to obtain missing information
Wholesale Specialty Product Clerk
Ford Motor Credit
01.1998 - 01.2007
- Answer phones and provide customer support
- Download billing and financial statements and review for accuracy and update
- Reconcile statements that are incorrect and ensure bills and financial statements are sent
- Process all units that were required to be extended
- Monitor and manage the reconciliation and processing of unit at final pay
- Promptly handle all title requests from the auction on repurchase units. Log all auction titles sent and follow for payoffs from customers monthly
- Maintain logs for all titles that came in and sent out.
- Ensure are liens on titles were correct
- Maintain a thorough and timely follow up for specialty product customer insurances policies
- Follow for monthly charges on all product lines to ensure payment received
- Document all customer conversations and notify management of any delinquencies
Contract Purchaser
Ford Motor Credit
01.1998 - 01.2007
- Review contracts and documentation for accuracy and completeness, if incomplete follow up with the dealers for documents
- Set up new customer contracts in computer system/Data Entry
- Receive and process contracts and disbursed payments to either floor plan / dealers
- Compile and sort mail, such as contracts and checks
- Generated commercial contracts for business customers
Accounts Receivable
Ford Motor Credit
01.1998 - 01.2007
- Receive, verify and post payments to customer accounts
- Reconciled bank statements
- Prepare bank deposits and coordinate pick up with courier
- Process return checks
Credit / Trade Line Investigator
Ford Motor Credit
01.1998 - 01.2007
- Prepared credit applications for credit analysts to decision
- Pulled credit bureaus from TranUnion, Equifax, Experian, D& B for personal and business customers
- Verified employment and applicants address
- Followed for bank & trade references
- Maintain logs for all approvals, reject, condition applications for accurate number of contracts and number of units for central office
- Send letters to customers in accordance with company and state procedures
Education
High School Diploma - Clerical Training Program
Cite of Montg. County
Pottstown, Pa01.1995
High School Diploma - GED Program
Upper Bucks Tech. School
Perkasie, PaHigh School Diploma -
Pennridge High School
Perkasie, PaSkills
- Microsoft Office proficiency
- Bank reconciliation
- Invoice processing
- Accounts payable
- Data entry
- Customer service
- Organizational skills
- Adaptability and flexibility
- Precision and accuracy
- Task prioritization
- Payment processing
Timeline
Accounts Payable/ Receivable
Hertrich Dealership
01.2022 - Current
Deal Clerk
Hertrich Dealership
01.2022 - Current
Cashier
Hertrich Dealership
01.2022 - Current
Claims Support Associate IV
Employers Mutual Casualty Co
01.2008 - 01.2021
Wholesale Specialty Product Clerk
Ford Motor Credit
01.1998 - 01.2007
Contract Purchaser
Ford Motor Credit
01.1998 - 01.2007
Accounts Receivable
Ford Motor Credit
01.1998 - 01.2007
Credit / Trade Line Investigator
Ford Motor Credit
01.1998 - 01.2007
High School Diploma - Clerical Training Program
Cite of Montg. County
High School Diploma - GED Program
Upper Bucks Tech. School
High School Diploma -
Pennridge High School