Sara Lovsin

▪ Facilitated the organization and collection of financial documentation
▪ Collaborated across bookkeeping and engineering departments
▪ Streamlined feedback by independently creating templates for written workflows, ensuring to assist our team with hitting strict tax filing deadlines
▪ Took on complex high priority data work for bookkeepers to help finalize year-end tax packages for clients

▪ Performed data entry via Microsoft Excel for data reconciliation and reporting, with a high level of attention to detail
▪ Collaborated with the bookkeeping department to promptly resolve any issues related to client’s banking statements
▪ Processed 80+ banking statements into reconciliation files per day

▪ Addressed client inquiries professionally via email and phone
▪ Updated internal systems and member accounts to ensure accurate data
▪ Exceeded expectations during annual performances, placing within the top 10% of the entire department
▪ Overhauled existing email templates by rewriting them, to efficiently deliver uniform answers for our members

▪ Maintained an organized work environment while managing multiple priorities
▪ Provided quick and efficient customer service, gained cashier experience
▪ Delegated tasks to employees, to ensure smooth and haste service was provided to customers