To obtain a position where I can maximize my knowledge of management and accounting skills, training experience, customer service, and a successful track record in the financial field.
March 2011 to Present
Responsibilities: Bank reconciliation. General Ledger entries and monthly financials. Month end reports and closing, 5300 reports. Budgeting, cash flow and strategic planning. Write and update policies. Day to day operations of credit union including overseeing all departments. Investments for Credit Union and dividends paid to members. Employee payroll and Monthly remittance of expenses. Corrected DOR and LUA items as needed for federal examiners.
Chief Operations Officer
October 2007 to March 2011
Responsibilities: Banking & customer Service. Bank reconciliation. General Ledger entries Month end reports and closing. Day to day operations of credit union including overseeing all departments. Budgeting and cash flow statements. Processed ACH, ATM, and Share Draft transmissions and payroll. Provided cross training to all employees in different departments. Oversee the loan and collection department on a weekly basis. Determine rates for loans and certificates of deposit. Corrected DOR and LUA items as needed for federal examiners.
August 2005 to October 2007
Responsibilities: Provided customer service for members. Processed loans and denials. Liens and insurance binders, monthly remittance for gap and LSI. Updated credit reports through E-Oscar. Set rates and loan promotion specials.
Member Service Rep
November 2001 to August 2005
Responsibilities banking and customer service. Processed ACH, ATM, and Share Draft transmissions. Bank Reconciliation. Loan processing and collections. General ledger entries and monthly board packets. Month end reports and closings. 5300 report and end of year fiscal report.
Small Business Administration
June 2001 to October 2001
Responsibilities: Assisted with processing of denials, approvals and funding for FEMA. Stripped files and completed necessary paperwork. sent out mailings, light typing and multiple phone lines.
October 2000 to May 2001
Responsibilities: Computerized cashiering system, typing, filing, phones, background checks. Issued new permits and provided customer service. Completed and filed amendments for permit holders.
Federal Executive Board
October 1999 to May 2000
Responsibilities: Answering phones, filing, data entry and daily mail. Scheduled and confirmed appointments. Assisted with planning, marketing, fundraising and organizing government events.
September 1999 to May 2001