Kali Smith

• Evaluated member eligibility for new services in compliance with bank regulations.
• Opened checking, savings, and lines of credit accounts for customers.
• Processed customer checks by verifying identification and account balances.
• Reconciled cash and checks with computer records at shift's end.
• Assisted customers with inquiries and updates regarding accounts.
• Explained bank services, financial products, and applicable fees to clients.
• Identified customer financial needs and recommended suitable products.
• Maintained adherence to strict guidelines for financial data security.

During my career at PenFed, I have had the privilege of mentoring and coaching countless individuals, directly contributing to improvements in average handle time, hold time, and overall service quality. I led the Genesys training initiative, supporting both management and team leaders in mastering new systems, and played an active role in post-training development for new hires. I continue to mentor and coach my fellow colleagues to improve and enhance their skills. My efforts continue through ongoing involvement in key projects that focus on enhancing learning, retention, and team knowledge. Recognized as a reliable leader with a strong work ethic, and attention to detail, I am often the go-to person others turn to for guidance and support.

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• Corrected any data entry error to prevent later issues such as duplication or data degradation
• Monitored database updates and verified for correctness.
• Completed data entry tasks with accuracy and efficiency.
• Applied data entry knowledge and skills to resolve indecipherable or garbled messages
• Managed large data projects, including workflow scheduling, data entry and accuracy verification
• Distributed ballots to voters and answered questions concerning voting procedures
• Furnished assistance and advice to new voters on proper steps and

• Procedures
• Collected necessary information from voters to determine correct voting location and ballot
• Obtained signatures and recorded names of voters to prevent voting of unauthorized persons
• Verified paperwork accuracy and checked for completion prior to processing
• Oversaw automated tracking and documentation of data, client correspondence and office operations
• Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite
• Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff
• Worked with upper management to complete complex projects on tight budgets within specific timelines
• Managed multi-line telephone system and greeted claimants during office visits
• Delivered clerical support by efficiently handling wide range of routine and special requirements
• Worked with upper management to complete complex projects on tight budgets within specific timelines
• Processed payments and documented account changes for financial accuracy and transparency

• Tracked and recorded expenses and reconciled accounts to maintain accurate, current, and compliant financial records
• Kept business, customer, and financial records current and accurate to stay on top of changing information and avoid lost data
• Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members
• Opened and properly distributed incoming mail to promote quicker response to client inquiries
• Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
• Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders
• Streamlined processing procedures for various financial and employee documents to improve traceability
• Arranged rapid office equipment repair and maintenance with vendors
• Delivered expert clerical support by efficiently handling wide range of routine and special requirements
• Oversaw automated tracking and documentation of data, client correspondence and office operations
• Offered departmental administrative support.
• Supported clerical and administrative needs of senior department staff.
• Entered invoices into account software, updated accounts and identified aging balanced ready for collections activities.
• Investigated and resolved internal accounting variances to keep records current.
• Applied mathematical abilities on daily basis to calculate.
• Completed bi-weekly payroll for company employees.
• Applied proper codes to invoices, files, and receipts to keep records.
• Reported financial data and updated financial records in ledgers and journals.
• Maintained accurate and complete documentation for all financial department procedures.
• Monitored status of accounts receivable and payable to facilitate efficient processing.
• Liaised with vendors and customers to resolve discrepancies.
• Processed all incoming and outgoing invoices and payments.
• Maintained employee confidence and protected payroll operations by keeping information confidential.
• Adjusted employee tax status along with information regarding withholding.
• Responded to employee questions and requests for information.
• Processed employee w-9 and I-9 forms and managed benefits and leave time.
• Maintained employee privacy and protected payroll operations.
• Reviewed time and attendance records to identify billable items.
• Posted high volume of monthly payments, performed research tracked missapplied payments, prepared monthly reporting and trained new associates.
• Prepared and mailed invoices to customers, processed payments and documented account updates.
• Made outbound calls to vendors and customers to discuss and resolve account needs.
• Responded to inbound inquiries regarding accounts and payments.
• Investigated daily variances reports and corrected errors to resolve discrepancies.
• Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
• Managed payroll and benefits for employees.
• Followed up with customers to collect specific financial information and verify details for preparation of annual 1095 forms.

• Quality assurance, monitoring of high profile accounts, technical support and customer service. Working directly with the DOD, and Data entry.
• Labor relations and alarm mishandling, research and resolution.
• Maintained detailed administrative and procedural processes to improve accuracy and efficiency. Technical Assistance.
• Established, optimized and enforced business policies to maintain consistency and high-quality standards across operations.
• Applied human resources expertise to optimize hiring, training and performance.
• Input income and expense details to track business finances and address variances.
• Question callers to determine their locations, and the nature of their problems to determine type of response needed.
• Determine response requirements and relative priorities of situations, and dispatch units in accordance with established procedures.
• Record details of calls, dispatches, and messages.
• Enter, update, and retreive information from teletype networks and computerized data systems regarding such things as wanted persons, stolen property, vehicle registration, and stolen vehicles. Maintain access and security of highly sensitive materials.
• Relay information and messages to and from emergency sites, to law enforcement agencies, and to all other individuals or groups requiring notification.
• Scan status charts and computer screens, and contact emergency response field units to determine emergency units available for dispatch.
• Answer routine inquiries, and refer calls not requiring dispatches to appropriate departments
• Answer routine inquiries, and refer calls not requiring dispatches to appropriate departments and agencies.
• Test and adjust communication and alarm systems, and report malfunctions to maintenance units.