Joseph Jaeger

Experience

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  Wal-Mart

  Jan 2000 - Mar 2007

  Customer Service Manager

  Counted and Controlled cash amounts of $50,000+Managed and scheduled a staff of 30+ staff to meet the needs of changing work environmentProvided customer service support for other departments to assist in customer flow issues.

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  Fairwinds Credit Union

  Mar 2007 - May 2010

  94th Largest Credit Union in US)Member Service Representative 2007- 2010Provided clients with exceptional customer supportControlled cash amounts of $100,000+Ordered and maintained cash shipmentsSetup new memberships (personal and business)Trained newly hired employees Provided clients with exceptional customer supportControlled cash amounts of $100,000+Ordered and Maintained large cash shipmentsSetup new memberships ( Personal and Business)Trained Newly Hired employees in banking operations and customer service

  • Client Care Specialist

    Feb 2008 - May 2010

  • Member Service Representative

    Mar 2007 - May 2010
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  SunTrust Bank

  May 2010 - Nov 2012

  Provided account management and security for personal and business clients.Trained Private Wealth Specialist in current fraud detection procedures .Provided fraud support to Clientele (VIP, corporate, consumer and international)Investigated and identified fraudulent activity on accounts and followed company procedures and policies to rectify the situation Provide account management to personal and business clientsTrain newly hired employeesProvide fraud support to clienteleProvide financial planning for clients

  • Fraud Investigation Specialist

    Aug 2011 - Nov 2012

  • Personal Client Care Specialist

    May 2010 - Aug 2011
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  Kaplan Test Prep

  Mar 2013 - Oct 2020

  Balance Resolution Specialist

  Provide account auditing, invoicing & reconciling for multiple large institutions in accordance with established policies and procedures. Conducted audits by examining and verifying invoices, vouchers and contracts Analyze Accounts Receivable Aging and made followup inquiries in accordance to policies. Maintains Accounts Receivables and credits for large institutions and governmental organizations Assisted in developing, modifying, installing, and maintaining reporting systems for multiple business units Provided account support to Account Managers and Regional Directors Show less

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  City of Winter Springs

  Oct 2020 - Apr 2023

  Staff Accountant

  Assisted in planning, execution, and timely completion of City ACFRMaintained Accounting records in accordance to GAAP, GASB, and other policies.Prepared routine/non-routine journal entries and accruals.Assisted in Accounts Payable daily and monthly duties.Performed reconciliations and account analysis to ensure accurate financial records.Maintained records of Fixed Assets and Construction in Progress.Assisted in processing, recording and maintaining records for fixed assets.Tracked and maintained vendor payments, purchase orders, invoices and other statements.Processed and maintained month end journal entriesAssisted in organizing, maintaining, reviewing and interpreting financial records.Assisted in preparation of financial statements and reports. Show less

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  Waste Pro USA

  Apr 2023 - now

  Corporate Asset Manager