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Skills

  • MS Office
  • Invoice generation
  • Project organization
  • Accurate mortgage application processing
  • Payment coordination
  • Business operations
  • Cash handling with error minimization
  • Inventory management
  • Income tax filing
  • Financial product knowledge

Work Experiences

  • Was in charge of an employee's petty cash drawer and kept track of all transactions in a metric report.
  • Was in charge of financial reporting for multiple properties on a quarterly basis.
  • Reconciled accounts by documenting correct financial information in the general ledger after reviewing bank account statements.
  • Ran daily method and initiative reports to check data and address variances.
  • Improved operational efficiency by recording, storing, and analyzing data using accounting software.
  • Put together method and procedure reports to display program data.
  • Verified, allocated, and posted transactions from invoices, receipts, and reports in journals and computerized systems.
  • Managed client correspondence, filing, record tracking, and data communications to automate office operations.
  • Mitigated risk by maintaining full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections for 15 employees.
  • Completed daily computer backups, virus scans, and program updates.

Summaries

  • In risk assessment, he is known for his accuracy, resourcefulness, and extensive knowledge.
  • With training in team leadership, I am knowledgeable about Adobe Creative Suite and ledger verification.
  • Microsoft Excel and project management training.
  • Dedicated to keeping records up to date by accurately tracking expenses and processing invoices.
  • Detail-oriented and dedicated to high-quality work.
  • Streamlining operations for excellent and organized bookkeeping has a proven track record.
  • Comprehensive understanding of Workday and initiative financial accounting.
  • SAP expert who is committed to accuracy and efficiency.
  • Personal Banking Assistant is an analytical and well-organized Personal Banking Assistant who oversees team leadership and process improvement with a trained eye.
  • With over 2 years of experience in strategic problem-solving, customer relationship management, financial reconciliations, general ledger accounting, and financial management, I am a resourceful and meticulous accountant.

Accomplishments

  • Led a community outreach program on financial wellness, engaging 6 local residents, increasing new account openings by 29%.
  • Developed a performance tracking system using Jira, improving account status transparency and reducing overdue balances by 15%.
  • Managed customer inquiries and service requests within tight deadlines, improving customer satisfaction scores by 59%.
  • Performed risk assessments for Workday borrowers, reducing the number of delinquent accounts by 73%.
  • Proactively resolved client complaints, improving the branch Net Promoter Score (NPS) by 59% within the past year.
  • Balanced and reconciled vault cash daily, safeguarding assets worth over $11, while ensuring compliance with audit processes and minimizing discrepancies.
  • Piloted a customer retention campaign, leveraging data analytics from Adobe Creative Suite, resulting in a 67% improvement in client loyalty.
  • Contributed to a framework-member project team that reduced new account processing time by 3 days, improving customer onboarding efficiency.
  • Designed a workflow improvement plan for the branch which reduced average transaction completion times by 2 minutes and enhanced customer satisfaction.
  • Provided training to 13 branch employees on new customer service technologies, resulting in a 67% reduction in service times.

Affiliations

  • Certified Credit Analyst, framework, 2017
  • Member, Chartered Banker Institute, Atlanta, 2020 – Present
  • Affiliate, International Association of Registered Financial Consultants (IARFC), Denver, 2015 – 2018
  • Honoree, method Employee Excellence in Customer Service Award, 2024
  • Attendee, Annual Financial Services Forum, 2019
  • Participant, Advanced Complex Problem Solving Seminar, Meridian, 2017
  • Participant, Wealth Management Client Service Program, Beacon Labs, 2022
  • Member, National Association of Personal Financial Advisors (NAPFA), 2016-Present
  • Member, National Bankers Association (NBA), 2015 – Present
  • Member, Payment Systems Risk Management Group, program, 2024

Certifications

  • Customer Service Excellence Certification by Lakeside Partners, with a focus on financial services
  • Cisco Certified Internetwork Expert (CCIE)
  • Project Management Professional (PMP)
  • Certified in Financial and Banking Regulations (CFBR) by program
  • Certified Fraud Examiner (CFE) by the Association of Certified Fraud Examiners (ACFE)
  • Financial Risk Manager (FRM) certification by the Global Association of Risk Professionals (GARP)
  • Leadership in Banking Certification by process
  • Certified Customer Service Representative (CCSR) by the National Association of State Boards of Accountancy (NASBA)
  • Cisco Certified Network Associate (CCNA)
  • Risk & Compliance Management Certification for Financial Institutions by initiative

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