Realtor

• Aug 2019 - Present

Accountant I

• Mar 2015 - Mar 2016

Conduct research to determine the status of guardianship cases. Audit guardianship reports required by probate court to ensure accuracy and completeness of recorded information . Review legal information submitted by court-appointed guardians and analyze payments to confirm compliance with court orders. Use independent judgment and knowledge of legal and accounting procedures to process each individual case. Conduct research to determine the status of guardianship cases. Audit guardianship reports required by probate court to ensure accuracy and completeness of recorded information . Review legal information submitted by court-appointed guardians and analyze payments to confirm compliance with court orders. Use independent judgment and knowledge of legal and accounting procedures to process each individual case.

Account Services Associates ( Contract)

• Nov 2014 - Mar 2015

Provide accounting and auditing services in Compliance and Billing Department. Open new investment accounts: Collect and analyze new investment account date to detect deficient controls, fraud or non compliance with laws, regulations and management policies. Review securities reports to ensure proper coding of investment billing reports, discount rates, fees and other charges, to ensure accuracy. Provide accounting and auditing services in Compliance and Billing Department. Open new investment accounts: Collect and analyze new investment account date to detect deficient controls, fraud or non compliance with laws, regulations and management policies. Review securities reports to ensure proper coding of investment billing reports, discount rates, fees and other charges, to ensure accuracy.

Personal Banker I, Personal Banker II

• Nov 2004 - Oct 2013

Small Business Banker

• Jan 2011 - Oct 2012

Conduct outbound calling to acquire 100% of the customer’s financial services business. Seek business opportunities through referrals from existing client base and other networking. Provide customers with business banking services, including small business loans, resolution of payroll issues, merchandise services, and strategic planning to optimize the growth of their businesses.

CSR, Personal Banker I, Personal Banker II

• Feb 2004 - Oct 2013

Develop sales strategies to maintain and extend existing client relationships. Provide customers with personal financial counseling and lending services. Initiate fraud claims, including gather all pertinent information. Manage client relationships according to standard procedures to optimize growth, retention and profitability. Review financial statements and tax returns to help clients with mortgage and home line of credit needs. Develop sales strategies to maintain and extend existing client relationships. Provide customers with personal financial counseling and lending services. Initiate fraud claims, including gather all pertinent information. Manage client relationships according to standard procedures to optimize growth, retention and profitability. Review financial statements and tax returns to help clients with mortgage and home line of credit needs.

Personal Banking Specialist

• Jan 2001 - Jan 2004

Provided efficient and quality service to customers and processed transactions. Proactively resolved problems as they arose. Cross-sold bank products and maintained all security requirements. Opened and closed depository accounts, performed account maintenance functions, and quoted rates for depository and credit products and services. Ensured compliance of documentation according to bank regulations. Assistant of Operations, 2000 Provided efficient and quality service to customers and processed transactions. Proactively resolved problems as they arose. Cross-sold bank products and maintained all security requirements. Opened and closed depository accounts, performed account maintenance functions, and quoted rates for depository and credit products and services. Ensured compliance of documentation according to bank regulations. Assistant of Operations, 2000