Mallory Deese
Jefferson
Summary
Detail-oriented professional excelling in customer service and administrative support. Proven track record in managing inbound communications, ensuring data accuracy, and maintaining financial records. Committed to enhancing client relationships and supporting operational efficiency in diverse environments.
Overview
9
9
years of professional experience
Work History
Call Center Representative
Coastal Solutions LLC
Monroe
07.2019 - Current
- Enhanced customer engagement through proactive outbound calls to prospective and existing clients
- Resolved customer inquiries effectively by answering inbound calls with clear communication
- Ensured data accuracy by verifying information with clients during calls
- Updated customer records by accurately inputting information during calls
- Processed secure transactions by inputting card information accurately
- Ensured timely processing of payments by running installments for customer accounts
- Improved communication by scheduling letters for follow-up and notifications
Assistant Secretary/Treasurer
White Plains Baptist Church
Jefferson
10.2021 - 12.2025
- Oversaw the organization's finances, including budgeting, accounting, and reporting, to ensure fiscal responsibility
- Oversaw receipts, disbursements, and investments to maintain financial stability
- Prepared regular financial reports for the board and members to facilitate informed decision-making
- Handled funds and notated allocations in different ledgers for precise financial tracking
- Maintained accurate records of meetings, attendance, and important decisions to ensure organizational transparency
- Improved outreach by sending targeted letters to individuals and organizations
- Streamlined communication by preparing and distributing Sunday morning bulletins
Caregiver
Home Instead Senior Care
Monroe
06.2017 - 01.2019
- Assisted clients with daily living activities, enhancing overall quality of life
- Facilitated hygiene and comfort through attentive bathing and personal care
- Enhanced nutrition and well-being by preparing meals tailored to client needs
- Promoted client independence by providing reliable transportation to appointments
Education
Associate's Degree - Accounting
Northeastern Technical College
Cheraw, SC05-2013
Skills
- Complaint handling
- Customer support
- Customer service
- Client communication
- Client management
- Client engagement
- Phone client interaction
- Outbound communication
- Customer inquiries
- Issue escalation
- Data management
- Quality data entry
- Documentation review
- Appointment scheduling
- Meeting scheduling
- Filing
- Organizational skills
- Cash management
- Payment reconciliation
- Account monitoring
- Accounts payable and receivable management
- Bookkeeping
- Ledger reconciliation
- Balance sheet
- Financial reporting
- Budgeting
- Financial compliance
- Financial oversight
- GAAP
- QuickBooks
- QuickBooks Online
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint
- DocuSign
- Windows
- Desktop applications
- Google Docs
- Spreadsheets
- Typing
- Computer skills
- Computer literacy
- Computer operation
- Multiline phone systems
- Phone answering
- Phone call management
- Phone etiquette
- Clear language communication
- Written communication
- Communication skills
- Clear verbal communication
- Outbound sales
- Inside sales
- Event scheduling
- Administrative support
- Clerical support
- Staff coordination
- Teamwork
- Creativity
- Negotiation
- Attention to detail
- Time management
- Writing skills
- Fact verification
- Direct Care
- Caregiving
- Assisted living
- Home Health
- Home Care
- Senior Care
- Consumer service
- Care plans
- Medication administration
- Primary care
- Adolescents
- Instruction adherence
- Debits & credits
- Transaction processing
- Order entry
- Email newsletters
- Office experience
- Cash register
- Administrative support
- Clerical support
- Typing
- Basic math
- Math
- Financial services
- Professional integrity
- Client engagement negotiation
- Customer outreach
- Customer relationship management
- Data entry
- Scanning
- Journal entries
- Account reconciliation
- Expense management
- Pricing
- Operating systems
- Phone communication
- Call center
- Event scheduling
- Writing skills
- Fact verification
- Clear language communication
- Client follow-up
- Journal entries
- Account reconciliation
- Google Docs
- Customer communication
- QuickBooks Online
- Phone communication
- Spreadsheets
- Financial services
- Order entry
Timeline
Assistant Secretary/Treasurer
White Plains Baptist Church
10.2021 - 12.2025
Call Center Representative
Coastal Solutions LLC
07.2019 - Current
Caregiver
Home Instead Senior Care
06.2017 - 01.2019
Associate's Degree - Accounting
Northeastern Technical College