Brian Seaman
Junior Field Examiner at Pathward- Claim this Profile
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Topline Score
Bio
Credentials
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Commercial Banking & Credit Analyst (CBCA)®
Corporate Finance Institute® (CFI)Oct, 2023- Nov, 2024 -
Excel Crash Course
Wall Street PrepJul, 2023- Nov, 2024 -
Advanced Accounting
Wall Street PrepMar, 2023- Nov, 2024 -
Microsoft Office Specialist Master Certification (MOS)
Certiport - A Pearson VUE BusinessAug, 2018- Nov, 2024 -
Intuit QuickBooks Certified User 2017
Certiport - A Pearson VUE BusinessMay, 2018- Nov, 2024
Experience
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Pathward
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United States
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Financial Services
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500 - 600 Employee
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Junior Field Examiner
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May 2023 - Present
• Efficiently communicate with a company's accounting staff to procure necessary documents such as AR agings, inventory perpetuals, payroll and corporate tax documents, bank statements, and financial statements • Analyzed the financial and collateral performance for asset-based loans and ledgered lines of credit and communicate findings with account managers, credit department, and executive staff • Verified the existence and accuracy of collateral, financial reports, and books and records to ensure facility is in adherence with approved client narrative • Prepared worksheets to test account receivables, inventory, cash, accounts payables, and taxes • Drafted comprehensive written report summarizing results and recommendations Show less
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Whole Foods Market
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United States
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Retail
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700 & Above Employee
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Store Support Team Member
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May 2022 - Mar 2023
•Customer service for a high-volume location through customer engagement, checkout, and floor support •Support and train new team members while providing coverage during the peak volumes of business •Began learning codes for each of the products at an accelerated pace and over time was able to check out customers faster •Customer service for a high-volume location through customer engagement, checkout, and floor support •Support and train new team members while providing coverage during the peak volumes of business •Began learning codes for each of the products at an accelerated pace and over time was able to check out customers faster
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Whole Foods Market
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United States
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Retail
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700 & Above Employee
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Grocery Team Member
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May 2021 - Aug 2021
•Managed all store inventories, assisting with replenishing all stock as needed, and keeping track of all life spans for various commodities •Organized all display rows and items in the store to maintain the safety of both personnel and customers, keeping an eye on all walking surfaces and keeping them clean •All shopping items were monitored, with suitable labels and price labels applied to all goods, and all items were stacked on needed shelves •Managed all store inventories, assisting with replenishing all stock as needed, and keeping track of all life spans for various commodities •Organized all display rows and items in the store to maintain the safety of both personnel and customers, keeping an eye on all walking surfaces and keeping them clean •All shopping items were monitored, with suitable labels and price labels applied to all goods, and all items were stacked on needed shelves
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VyStar Credit Union
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United States
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Banking
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700 & Above Employee
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Student Manager Intern
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Jun 2018 - Mar 2020
•Employee of the Quarter for the 3rd quarter (2019). •Provided excellent customer service at the teller line, drive-through, and reception desk •Hit sales quota every quarter for new members, while also creating new ways to market to students •Completed daily tasks including checking deposits, dispute resolution, training new recruits, balancing cash box 98% of the time, answering outstanding phone calls, marketing, and supervising the safety deposit boxes •Employee of the Quarter for the 3rd quarter (2019). •Provided excellent customer service at the teller line, drive-through, and reception desk •Hit sales quota every quarter for new members, while also creating new ways to market to students •Completed daily tasks including checking deposits, dispute resolution, training new recruits, balancing cash box 98% of the time, answering outstanding phone calls, marketing, and supervising the safety deposit boxes
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Education
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Florida State University
Finance, Finance