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Bio

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Jolene Schott is a seasoned accounting professional with 11 years of experience in financial management, accounting, and customer service. She has expertise in financial analysis, cash management, and team leadership.

Credentials

  • Microsoft Office
    -
    Jun, 2013
    - Apr, 2026

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Staff Accountant
      • May 2017 - Present

    • Accounts Receivable Clerk and Accounts Payable Clerk
      • Feb 2015 - May 2017

      > Manage accounting functions to include AP and AR> Prepare daily balance sheet (loan and share) analysis> Prepare daily cash position analysis> Responsible for daily general ledger reconciliation> Ensure that all activities of the department are in accordance with GAAP and that the accounting records are maintained accurately and in compliance with laws and regulations> Resolve employee questions or conflicts stemming from the accounting/finance department> Provide regular reports to management of all online accounting activities for the credit union's accounting/bookkeeping department> Conduct special accounting studies, analyses, and special projects as requested by the Chief Executive Officer or Accounting Manager> Post and reconcile subsidiary records for certificates of deposit purchased from other financial institutions> Post investment interest checks> Manage and maintain the attendance of the credit union

    • Teller
      • Jun 2013 - Feb 2015

      • Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions.• Process a variety of routine financial transactions including check cashing, withdrawals, deposits, transfers, loan payments, credit card payments and other member transactions. Identify members and verify endorsements.• Maintain appropriate level of cash on hand. Responsible for managing and balancing cash drawer on a daily basis. Research and resolve cash drawer discrepancies. Report any discrepancies to supervisor as necessary and follow teller over/short policy. Uphold a high level of accuracy and maintain member security.• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.• Answers in-coming phone calls and member inquires.• Admit member to safe deposit boxes. • Cross-sell a basic number of credit union products and services.• Adheres to all policy and procedures set-forth by the Credit Union.• Performs other duties as assigned.

    • Ambassador
      • Jul 2016 - Present

      Plexus Worldwide is a health and wellness company that is committed to providing its customers with life-changing products and its Ambassadors with a unique and rewarding business opportunity. The combination of excellent products and an unparalleled business opportunity has opened the door to personal success and financial freedom.Our core beliefs are simple: Be Trustworthy, Be Honest, Be Reliable, and Be Responsible. These beliefs encompass all that we do. You can have confidence in the quality of our products, the commitment of the Company to its Ambassadors, and the support the Company and your team will provide to help you succeed.https://www.youtube.com/watch?v=rivTEImsw9Ywww.shopmyplexus.com/joleneschott

Education

  • 2013 - 2017
    Lebanon Valley College
    Bachelor's degree, Accounting and Business Administration with a Psychology Minor
  • 2009 - 2013
    Cedar Crest High School
    Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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