Marilyn Alotaibi
Administrative & Financial Management
Laguna Niguel
Summary
Hardworking and versatile professional with proven organizational skills and thorough knowledge of corporate policies and procedures. Excellent communication and people skills with extensive strategic planning capabilities. Experienced in Administration & Financial Management.
Overview
6
6
years of professional experience
Work History
Home Improvement Specialist
Nicely Tidy - Home Organizing - Decor - Interior Design
LAGUNA NIGUEL
01.2022 - 12.2022
- Assessing properties, and make recommendations or implement improvements for sale or leasing.
- Decorating, aesthetic strategies, create systems and environments which are tidy, organized, clutter-free, and functional spaces.
- Improve design or functionality according to client's needs.
- Follow sales leads, discuss terms with potential customers, and finalize contracts.
Trust Administrative Assistant
National Distribution Consultants
Pittsburgh
03.2020 - 03.2022
- Answered calls by addressing customer inquiries, solving problems and providing account information.
- Manage administer client/ beneficiary financial accounts.
- Handle inquiries from CPAs and attorneys.
- Working Knowledge of assets management and administrative procedures.
- Review legal and financial documentation, cultivate client and vendor relationships.
- Processed client ACH, Wire transfers.
- Generated expense reports and credit card reconciliation.
- Monitor and pay tax vouchers submitted by clients or needed by outside preparers.
Lockbox Specialist
S & T Bank
Indiana
09.2019 - 03.2020
- Reconciles processed work by verifying entries and comparing system reports to balances.
- Pays vendors by monitoring discount opportunities; verifying federal id numbers; scanning checks; payment discrepancies and documentation;
- Verified details of transactions, including funds received
- Disburses petty cash or checks by recording entry; verifying documentation.
- Accomplishes accounting and organization mission by completing related results as needed.
- Accelerate the processing of client documents, preparation and processing of payments and checks clearing.
- Data Entry and handling moderately complex clients remittance and update accounts receivable records.
- Ensuring deadlines are met and maintaining records of documents.
- Checked endorse, audit and encoding print.
- Performed other departmental duties such as indexing and High dollar validation.
Disability Case Manager
American Advocacy Group
Irvine
02.2017 - 08.2019
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Helped distribute employee notices and mail around the office.
- Scanned documentation and entered into the database.
- Obtained scanned records and uploaded them into the database.
- Reviewed medical records for completeness and filed records i
- Created plans and communicated deadlines to complete projects on time.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Conduct Interviews, negotiating settlements, sales closer.
Education
Bachelor of Arts - Interior Design
Fresno State University
Fresno, CA, USA2019
Associate of Science - Social Work
Fresno City College
Fresno, CA, USA2016
Skills
- MS, Excel & Powerpoint proficient (Tech Savvy)
- Quick learner
- Strong client relations
- Skilled Negotiator
- Conflict Resolution Skills
- Scope control
- Materials management
- Active Listening
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Opportunities Don't happen.You create them.
Chris Grosser
Timeline
Home Improvement Specialist
Nicely Tidy - Home Organizing - Decor - Interior Design
01.2022 - 12.2022
Trust Administrative Assistant
National Distribution Consultants
03.2020 - 03.2022
Lockbox Specialist
S & T Bank
09.2019 - 03.2020
Disability Case Manager
American Advocacy Group
02.2017 - 08.2019
Bachelor of Arts - Interior Design
Fresno State University
Associate of Science - Social Work
Fresno City College
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