Experience

Midwest Regional Bank

• United States
• Banking
• 1 - 100 Employee

• SBA Closer

  • Aug 2017 - Present

  SBA Closer

• SBA Loan Closer

  • Aug 2017 - Present



Hawk Incentives

• United States
• Financial Services
• 1 - 100 Employee

• Senior Accounting Specialist

  • Jul 2003 - Aug 2017

  1. Administer financial processes for all products sold through InteliSpend 2. Daily bank reconciliations 3. Balance prior day's work daily 4. Process daily ACH drafts 5. Responsible for accessing all bank payments for orders and invoices 6. Release of orders based on adequate funding received 7. Research queries from others areas regarding payments 8. Maintain and manage Open Payments remaining in-house 9. Support the manager with special projects 10. Complete all vendor and W-9 requests for the corporation 11. Manage post-pay gift check client payments 12. Initiated and maintained the Finance Procedural Manual 13. Support other key members of the Financial Operations team with KPI Reports and financial reviews Show less



Southern Commercial Bank

• Personal Banker

  • Aug 1999 - Jul 2003

  1. Maintained the highest percentage of opening new accounts 2. Safe Deposit Box entry 3. Represented the Crystal City bank branch at the 55+ Club at any meetings and trips 4. Developed and wrote the procedural manual for the Customer Service and maintained all updates 5. Maintained up to date schooling on IRAs 6. Managed the input of all new customer information for two branch offices 1. Maintained the highest percentage of opening new accounts 2. Safe Deposit Box entry 3. Represented the Crystal City bank branch at the 55+ Club at any meetings and trips 4. Developed and wrote the procedural manual for the Customer Service and maintained all updates 5. Maintained up to date schooling on IRAs 6. Managed the input of all new customer information for two branch offices



Joachim Federal Savings & Loan

• Assistant Secretary/Personal Banker

  • Aug 1982 - Aug 1999

  1. Opened new accounts and filled in teller line as needed 2. Received money shipments and verified funds were correct 3. Maintained the cash needed for all teller drawers 4. Assisted with General Ledger as needed 5. Maintained reports for auditors 6. Maintained minutes from the Board Meetings 7. Assisted with monthly reports for the Federal Home Loan Bank 8. Managed the verification of all tax receipts on all mortgage loans 9. Maintained the unclaimed property and funds to be sent to the state 10.Safe Deposit Box entry security custodian 11.Assisted in paying insurance for mortgage loans 12. Confirmed new mortgage files had all necessary completed forms 13. Balanced daily teller work for the bank 14. Assisted with balancing individual teller drawers as needed 15. Managed the check disbursement for invoices received each month for the bank 16. Assisted the team with reporting and opening new accounts for the bank when the bank went public and sold shares. Show less