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Summary

A highly experienced Accounting and Client Service professional in various industries such as manufacturing, financial, and produce logistics.  Proven track record in stepping in to ambiguous or loosely defined roles with strengths in procedural development, networking, effective resourcing, and tenacity for obtaining results, resulting in bottom line savings.  Service oriented with a keen eye for detail.  Recognized for "shining in the area of client service" based on consistent feedback from leaders, colleagues, and clients.

Skills

  •   Microsoft: Word, Excel, Access, Outlook, Visio, PowerPoint, & Sharepoint
  •   Oracle, JD Edwards, Get Paid, Dynamic Receivables, & Bill Trust
  •   Lotus Notes, Remedy, Ariba Buyer, Adobe Acrobat Standard, & Famous
  •   Data Entry Alphanumeric : 8439kph, Data Entry Numeric : 6966kph
  •   Typing : 68wpm, 1% error rate

Work History

Sep 2016Sep 2017

Specialist, Compliance Licensing

RBC Capital Markets, LLC
  • Performed various Securities operations such as complete FINRA and NFA Pre-Hire background checks compiling and summarizing results for Compliance Officer's review, filed U-4 amendments with FINRA for address changes, work location changes, and adding or removing State Securities licenses.
  • Responsible for Regulatory Organization Chart for Global Investment Banking Group, tracking regulatory supervision and exams for approximately 350 individuals using Visio.
  • Processed Compliance Department FINRA & NFA accounts payables.
Apr 2016Jun 2016

Customer Account Specialist III – Supervisor

SNI Companies (Accounting Now) for The Valspar Corporation
  • Performed Accounts Receivable maintenance of Valspar customer accounts as well as credit and collection operations while serving as a support to staff.  Responsibilities included making collection calls, reporting, fund allocation, billing, account reconciliation, processing credit applications, adjustments, and resolving client queries.
  • Cross trained with Accounts Payable Team reviewing 1099's, processing check runs, and adding and performing maintenance of new Vendors into JD Edwards.
Jul 2013Mar 2016

Accounts Receivable Representative

Robinson Fresh / C.H. Robinson Worldwide
  • One of only two on a team of 25  to meet the 2014 year end BONUS goal incentive for assigned portfolio.
  • Consistently met individual monthly BONUS incentive goals by keeping invoice file totals at or below set parameters.
  • Processed accounts receivable client portfolio by reviewing past due, unpaid, short paid, or overpaid invoices seeking resolution by using multiple systems, client web portals, check remittances, BOLs (Bills of Lading), pricing contracts, transportation load information, working with Sales, or by direct client contact.  
  • Daily interaction with Sales and Clients regarding issues or disputes such as pricing, quantity, quality, or missing product.
May 1998Feb 2009

Vendor Services Accounts Payable Specialist, IT Help Desk Support, & Service Rep II

Ameriprise Financial

Vendor Services Accounts Payable Specialist - Business Systems Analyst I 06/05-02/09

  • Introduced a new method of managing investment department professional service accounts payables by creating an organized filing system for processed invoices, purchase requisitions and contract information.
  • Designed and implemented a Microsoft Access database to support the multi-million dollar professional service expense budget which enabled a seamless transition for reconciliation and budgeting processes initiated later that year.
  • Gained an in-depth understanding of the Ameriprise accounts payment process, improving the efficiency of the Investments Department procurement and accounts payables and ensuring the ability to provide timely payment processing to vendors, resulting in over $100,000 in savings to the budget the first year.
  • Provided annual and monthly forecast figures and accrual information to Finance.

IT Help Desk Support Representative - Business Systems Analyst I  12/00-06/05

  • PROMOTED to the Investments Department and began a collaborative process with the Investments Department Technology Support Group to design, document, and implement a dedicated Investment Department Help Desk.
  • Provided Level I & II technical support by phone, Instant Messenger, and email for hardware and software issues, handling over 125 calls daily.
  • Initiated month-end issue analysis for reporting purposes for mid-level management.
  • Developed and maintained a knowledge database for hardware and software support.

Service Representative II - FINRA & State Insurance Licensing  05/98-12/00

  • Reviewed and submitted advisor U-4 securities registrations and terminations to FINRA.
  • PROMOTED within six months to complex "bonding" file U-4 registration processing team (processing files with required disclosure documentation based on affirmative answers to items such as financial issues or criminal activity).
  • Processed state life/health insurance licensing applications and company appointments for all East Coast advisors.
  • Supported Advisor licensing CALL CENTER, handling 100+ calls daily.

EDUCATION

Westminster College, Salt Lake City, UT

Attended : 09/1986-05/1989  Major : Accounting

Degree : Incomplete

Honors & Activities

American Express Customer Service Ethic Award, Shakopee Area School Classroom Assistant, Renaissance Festival Booth Attendant, MN Operation Nice, Habitat for Humanity, MN Special Olympics, Building Safety Floor Captain, Adopt-A-Highway Coordinator, JDRF Walk to Cure Diabetes, Photographer & Calligrapher

References

Connie Olson, Business Systems Analyst II-Supervisor

"Laurel lives her passion for helping others every day she comes to work. The joy that it brings her spreads to her teammates around her. In accordance with this attribute, Laurel shines .... Regardless of the task, Laurel's focus is always on how her actions will impact the end user/client.  She has established excellent working relationships...by being responsive to inquires and always being willing to help, even if the question is beyond her area of expertise. Laurel consistently strives to improve processes by pushing to understand beyond the boundaries....  Laurel takes initiative for self development...."

Jim Carr - Management Coach and Trainer

“Laurel is a high quality, conscientious service professional who always has the customer in mind. She adds value to any customer service team...and will do whatever it takes to ensure satisfaction. Her creative problem solving ability provides an example to follow.”

T. Brady - Director - Technology Planning, Reporting & Administration

“I have known Laurel Falck for over seven years in a personal and professional capacity. Laurel has proven that she works well in both an independent role as well as a team oriented environment. Laurel is an intelligent and motivated individual. She is more than capable of managing multiple tasks and assignments with incredible efficiency. I have witnessed Laurel’s tenacity...and she was always able to produce high quality results without missing a deadline. Laurel is thoughtful, articulate and enthusiastic about delivering excellent service....I believe Laurel would make a great asset and be a value to any employer.”