Bookkeeper Resume Example

• Arrange annual team meetings for each Region
• Manage day-to-day administrative duties for the staff within the Logistics Department
• Analyze the main operations practices that were being utilized and offered suggestions that improved efficiency
• Coordinate Travel Arrangements for Field Operations & reduce the controllable expenses.
• Provide general office support for Regional and Corporate Management Teams.
• Coordinate training jobs for new hires and retraining existing employees.
• Managed training calendars to inform participants of upcoming training session topics and dates.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Leveraged Excel & Google Sheets to input and compile data gathered from various sources.
• Reviewed and updated Employee training scores in company computer system.
• Gathered and organized data to analyze training progress.

Relationship Liaison III 2008 - 2014

• Worked relentlessly to resolve problems and improve customer satisfaction
• Oversaw various Business & Commercial loan origination from conceptualization to completion and prepared loan contracts for attorney approval
• Reviewed attorney prepared documents before customer loan closing
• Inputted customer information for loan application for underwriter review
• Modified, opened and closed customer accounts
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
• Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling
• Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting
• Completed closing process by collaborating with attorneys, title companies and government clerks
• Maintained a fast-paced schedule by continuously providing satisfactory turnaround times

Assistant Branch Manager 2006 - 2008

• Evaluated small business and commercial loans for approval
• Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders
• Successfully managed a portfolio customer base of over 200 clients including business customers.
• Maintained a consistent monthly branch audit with a 100% accuracy.
• Leader of daily team sales meetings
• Efficiently trained 5 employees

Branch Sales Associate 2000 - 2006

• Examined, evaluated and processed loan applications
• Supported Teller Line as back up teller
• Balanced General Ledger accounts
• Networked with the community