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<pre>Array ( [var] => cut_url ) </pre> Resume for Lynn Z. for Manager / Supervisor / Team Leader / Financial Services in Milwaukee, Wisconsin. Search More Resumes for Manager / Supervisor / Team Leader on #VPDAPIQQA

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Resume for Lynn Z. for Manager / Supervisor / Team Leader / Financial Services in Milwaukee, Wisconsin

Occupation: Manager / Supervisor / Team Leader Industry: Financial Services
Country: United States City: Milwaukee
State: Wisconsin ZIP: 53227

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Lynn M. Z.

South th Street, West Allis, WI 





Confident and enthusiastic leader with solid history of developing efficient and functional support teams in accounting, medical billing, banking and clerical environments. Keen ability to independently resolve issues. Versatile and dependable professional. Enjoys challenges and fast pace.  Prominent competencies include: 

  • Office administration
  • Leadership 
  • Budget planning, management
  • Policy & procedure development
  • Personnel management
  • Performance evaluation 
  • A/P and A/R experience
  • Contracting knowledge
  • Strong team orientation
  •    Negotiation expertise 
  • Audit focus
  • Advanced MS Office 
  • Customer service dedication


    M&I Marshall & Ilsley Bank, Milwaukee, WI                     

    Commercial bank in business for more than years, located in Milwaukee, WI with locations in the Midwest, Florida and Arizona 

    Commercial Banking Coordinator Manager

    Supervised professional support team in the Commercial Banking Division; responsibilities included hiring, team building, coaching and mentoring, performance evaluations, salary reviews. Provided office administration and centralized communication focus. Served as audit and compliance liaison for all regions.

  • Used effective hiring methods to employ motivated and qualified staff
  • Fostered ongoing staff development by utilizing multiple internal and external resources, implemented divisionwide targeted training
  • Restructured receptionist role, resulting in salary cost reduction of approximately $K per year, with resulting increased productivity
  • Actively mentored staff toward customer service problem resolutions, established performance standards
  • Encouraged and motivated staff to achieve corporate goals and objectives
  • Managed onboarding of new software and promoted participation in trials of new products
  • Enhanced and streamlined new employee orientation procedures
  • Updated and instituted policies and procedures
  • Led initiative to decrease critical new account compliance exceptions from % to % across all regions
  • Standardized operation procedures for division as an integral member of a departmentwide committee
  • Created comprehensive group email lists to facilitate efficient communications, reducing time to broadcast initiatives from an hour to minutes
  • Efficiently communicated bankwide initiatives
  • Reduced costs by creating and implementing a centralized ordering and inventory process
  • Instituted audit controls, established segregation of duties mandate to comply with GAAP
  • Revised and updated job descriptions
  • Exceeded established goals for fundraising efforts as cochair of the bank’s United Performing Arts Fund annual campaign in

    Phoenix Care Systems Inc. formerly Willowglen Holdings Inc.   

    Multistate provider of residential and outpatient mental health services for children and adults; facilities located in Wisconsin, Illinois, Indiana, New Jersey and South Carolina Bell Therapy, Inc., Belwood Ltd., Willowglen Academy, Inc. 

    Director of Client Financial Services

    Supervised Accounts Receivable, Billing and Client Trust staff, including hiring, performance evaluations, scheduling, team building. Functioned as accounting department operations manager, responsible for budgeting, supply ordering, vendor negotiations. Managed A/P duties. Identified, secured and maintained disability benefits for disabled individuals. Required organization and attention to detail.

  • Implemented teambuilding incentives, resulting in increased staff productivity and morale; maintained % staff retention rate
  • Developed crosstraining model, reduced downtime and increased production by %
  • Negotiated purchaseofcare contracts, improved contract monitoring by creating effective calendar ticklers
  • Used knowledge of thirdparty reimbursements to manage A/R functions for maximum reimbursement
  • Improved collections focus, input followup responsibilities and metrics, reviewed and recommended writeoffs
  • Forged significant liaisons with private, county, state and federal agencies, resulting in improved communication
  • Maintained a % success rate in securing eligibility for Medicaid, Food Stamps, Social Security/SSI benefits on behalf of program clients
  • Initiated new HIPAA compliance initiatives, met federal requirements for implementation
  • Composed accounting department policy and procedure manual
  • Improved financial management client trust account system by consulting with software vendors to design/implement Windowsbased program
  • Managed $,+ on deposit in client trust accounts, meeting all government reporting criteria

    Financial Manager

    Supervised clerical and client trust account staff, including hiring and performance evaluations; advocated on behalf of disabled individuals; multitasked in a busy environment, requiring flexibility and attention to detail.

  • Successfully met all government reporting requirements
  • Coordinated office moves with no service level disruption
  • Commended by the Social Security Administration and Milwaukee County for efforts on behalf of disabled individuals
  • Established representative payee program and managed personal finances of program clients, including bill payment responsibilities and savings plans
  • Balanced and reconciled four group client trust accounts $,+ on deposit with % accuracy
  • Maintained % accuracy with daily receipt deposit and accounting for client trust accounts
  • Ensured compliance with county, state and federal regulations
  • Extensively communicated with county, state and federal agencies; established cooperative working relationships that resulted in increased services to common clients


  • University of WisconsinMilwaukee, Milwaukee, WIBachelor of Arts 
  • M&I Marshall & Ilsley Bank, Milwaukee, WIExcellence in Management certificate
  • Alverno College, Milwaukee, WICertificate in Supervision noncredit 


  • Member:  Milwaukee Area Technical College Office Technology Department Advisory Board
  • Member:  Right Management Alumni Steering Committee
  • Junior Achievement volunteer
  • United Performing Arts Fund campaign for M&I Bank; department coordinator for one year; regional cochair for two years

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