Experience

CADDIEMASTER®

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Caddie

  • May 2020 - Present

• Caddie

  • Feb 2019 - Present



Erin Hills Golf Course

• United States
• Recreational Facilities
• 1 - 100 Employee

• Caddie

  • May 2019 - Aug 2019



US Community Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Accounting and Reporting Specialist

  • Aug 2016 - Nov 2018

  -Produce day/month/quarter/year-end reports including but not limited to Income Statement analysis, Balance Sheet reconciliation, regulatory ratios, liquidity, loan and share breakdowns, dashboards, etc. -Assist our CFO in budget projections, asset liability management, and investment portfolio operation.-With prior lending background, generate analysis of pricing, demographics, pre-pay speeds, and indirect dealer dissections in the form of dashboards, graphs, and other formatted reports. -Any ad hoc graphs, matrices, or query writing as needed by senior management or the entirety of the staff.



Power Financial Credit Union

• United States
• Banking
• 1 - 100 Employee

• Financial Analyst

  • Mar 2015 - May 2016

  -Daily deposit and loan figures for the expanse of the staff as well as mortgage pricing amendments.-Weekly liquidity projections as well as a pricing package for a committee that discusses rate changes.-Monthly loan production and scorecard report where branches productivity is measured-Build trend graphs for loan productivity, application outcomes, application channels, new account analysis, peer group research, fee studies, etc.-Aid in budget production, asset/liability management, and investment portfolio operation.-Any ad hoc graphs, matrices, Excel workbooks, or query writing as needed by senior management or the entirety of the staff.



US Community Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Assistant II

  • Feb 2010 - Mar 2015

  My day to day duties include balancing ledgers, working with company investments, and running loan and share reports. On a monthly basis I balance insurance spreadsheets, balance investment ledgers, perform branch audits, and aid in organizing reports for the board. I also attend such functions as charity golf tournaments, 5k runs, and was a member of the Mt. Juliet Chamber of Commerce.

• Loan Officer

  • Aug 2007 - Feb 2010

  Underwrite consumer loans from incoming branch traffic. Identify needs of our members to cross sell other lending opportunities as well as such things as GAP, MBI, and credit life and disability insurance. Was the first officer to dive into indirect lending for our institution in which we worked with auto dealers to finance their customers, thereby making them members and educating them on the credit union culture. I would look at current members' credit to identify possible refinance options with us. My knack for report generating began here as I formulated such reports as loan growth, productivity to goals, and performance by branches/institution as a whole.



Chili's

• United States
• Restaurants
• 700 & Above Employee

• Server

  • Oct 2003 - Nov 2006

  I was a server for approximately three years. I feel this is a very important position to have in learning customer service, patience, and teamwork. Multi-tasking is a must while maintaining a level head. I was a server for approximately three years. I feel this is a very important position to have in learning customer service, patience, and teamwork. Multi-tasking is a must while maintaining a level head.



Brooks Brothers

• United States
• Retail
• 700 & Above Employee

• Sales/Inventory

  • Aug 2002 - Apr 2004

  On the floor sales and maintenance of organization of store. Also did majority of work in the stock room. Checking in boxes, sorting them in back, and sending out items as necessary. I worked with shipments online and arranged pick-ups for the store. On the floor sales and maintenance of organization of store. Also did majority of work in the stock room. Checking in boxes, sorting them in back, and sending out items as necessary. I worked with shipments online and arranged pick-ups for the store.