Joanna Medlin
Clover
Summary
Detail-oriented professional with over four years of experience in municipal government. Expertise in budget planning, payroll administration, benefits administration, utility billing operations, and compliance management. Prepared to drive organizational success through employee relations and business acumen.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Treasurer
Town of Clover
Clover
04.2024 - Current
- Oversaw financial transactions and ensured compliance with municipal regulations.
- Developed financial reports for town council meetings and public disclosures, enhancing transparency and informed decision-making.
- Coordinated with department heads to evaluate funding needs and optimize resource allocation.
- Conducted financial audits to ensure accuracy and accountability in records.
- Provided guidance to staff on budgeting processes and fiscal management practices.
- Prepared quarterly reports summarizing the organization's financial position.
- Prepared monthly bank reconciliations and general ledger entries.
- Created quarterly and annual budgets to support organizational needs and expenses.
- Coordinated audits and participated in external audit process reviews.
- Oversaw benefits administration, ensuring accurate information for employees and stakeholders.
- Maintained employee records in accordance with company policy and applicable legal requirements.
- Identified, screened and interviewed potential employees.
- Organized orientation sessions for new hires and provided them with onboarding information.
- Coordinated various benefits programs such as medical insurance, retirement plans and vacation policies.
- Scheduled random drug testing for employees to diminish regularity risks.
- Supervisor to Customer Service and Utility Accounts employees
Accounts Specialist
Town of Clover
Clover
11.2021 - 04.2024
- Assisted residents with inquiries and resolved issues efficiently and professionally.
- Coordinated with departments to facilitate timely service delivery for community members.
- Processed administrative tasks using municipal software systems for account management.
- Trained new staff on account management procedures and customer service protocols.
- Provided exceptional customer service by responding promptly to phone calls and emails from customers.
- Established accounts for new customers and updated existing accounts with current demographic and order information.
- Collaborated with departments to effectively resolve customer account issues and enhance overall satisfaction.
- Generated monthly reports on account activity, highlighting trends in new account openings, closures, and delinquent payments.
- Processed payments for customers, including credit card transactions, checks, wire transfers, and ACH payments.
- Greeted and assisted customers to foster positive experiences.
Assistant Customer Service Manager
Publix Supermarkets Store
Steele Creek
04.2015 - 11.2021
- Resolved customer inquiries and issues promptly, contributing to overall customer satisfaction.
- Supported management of daily customer service operations in grocery retail environment, ensuring quality service delivery.
- Trained and mentored team members on customer interaction best practices to enhance service consistency.
- Monitored staff performance and provided constructive feedback regularly.
- Trained new employees on company policies, procedures, techniques and customer service standards.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Interviewed, hired and trained staff to meet company objectives.
- Generated daily, weekly and monthly reports on key performance indicators.
- Scheduling and Payroll
Education
Bachelor of Science - Business Administration
Gardner Webb University
Boiling Springs, NC06-2018
Associate of Arts - Accounting And Finance
York Technical College
Rock Hill, SC06-2016
Skills
- Budget management
- Financial analysis
- Financial reporting
- Regulatory compliance
- Audit coordination
- Risk management
- Municipal finance
- Compliance management
- Payroll tax filing
- Stakeholder engagement
- Team management
- Talent acquisition
- Microsoft Office Suite
Certification
- SHRM- CP
Boards & Committees
- Safety Committee Chair
- Benefits Administrator SC PEBA
- Risk Manager SCMIT/SCMIRF
Timeline
Treasurer
Town of Clover
04.2024 - Current
Accounts Specialist
Town of Clover
11.2021 - 04.2024
Assistant Customer Service Manager
Publix Supermarkets Store
04.2015 - 11.2021
Bachelor of Science - Business Administration
Gardner Webb University
Associate of Arts - Accounting And Finance
York Technical College