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Bookkeeper Resume Example

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BOOKKEEPER
Professional Profile

Skilled Professionalism with key strengths in planning, organizational problem-solving and customer relations. Familiar with financial reconciliation and financial reporting. Detail-oriented, reliable and responsive to changing business needs and regulatory standards.

14 years of Retail, Business and Commercial Banking Experience.

Skills
  • Operations experience
  • Scheduling proficiency
  • Strategic planning
  • Report generation
  • Knowledge of income tax procedures
  • General ledger accounting skills
  • Account reconciliations
  • Customer relations
  • Polished communication skills
  • Debits and credits research
  • Data analysis and research
  • Intuit QuickBooks specialist
  • Administrative support
  • Auditing
  • A/P and A/R
  • Account reconciliation
  • Documentation Imaging System
  • EMS (Customer Profile System)
  • CLAS (Loan approval management system)
  • Appraisal Database System
  • Environmental Report Ordering System
  • ILien (UCC, Property and Judgement Ordering System)
Education
High School DiplomaBrunswick High SchoolCity,State,1989
Some College (No Degree)Trinity Washington UniversityCity,State,Business Administration

Earned 25 Credits in - College Writing, College Algebra & Organizational Behavior

CertificateUniversal AccountingProfessional Bookkeeper Program, 2014Completed 46 CPE Credits in Accounting and 14 CPE Credits in Marketing
CertificateH & R Block Tax SchoolTax Preparation, 2014
Bachelor of ScienceLiberty UniversityCity,State,Accounting, Expected in 2022

1 year towards completion

Relevant Experience
  • Wrote and edited documents to keep staff informed on policies and procedures
  • Input, Reviewed, and processed more than 30 applications per month.
  • Closed $2,000 to $5 million+ in loan Revenue.
  • Loan closer and servicer
  • Developed inventory purchasing system which reduced missed applied payments and maintain invoice balances below 30 days.
Experience
Company NameBookkeeper | City, State07/2016 to Current
  • Review bank account statements to reconcile accounts by documenting correct financial information in general ledger.
  • Monitor and tracked expenses to keep business on track with financial targets.
  • Streamline financial efficiencies by accurately processing bank reconciliations and delivering financial reporting.
  • Coordinate budget information by assessing estimated income and expenses as well as historical budgets.
  • Verify, allocate and post transactions in journals and Quick Books from documents such as invoices, receipts and reports.
  • Follow detailed end of month accounting procedures to verify proper balancing of all accounts and readiness for new month.
  • Decrease liabilities and effectively cultivate customer rapport to drive successful payment collection processes and reduce outstanding balances.
Company NameOperations Administrator | City, State05/2015 to Current
  • 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.
Company NameRelationship Liaison | City, State02/2000 to 03/2014

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
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Resume Overview

School Attended

  • Brunswick High School
  • Trinity Washington University
  • Universal Accounting
  • H & R Block Tax School
  • Liberty University

Job Titles Held:

  • Bookkeeper
  • Operations Administrator
  • Relationship Liaison

Degrees

  • High School Diploma
    Some College (No Degree)
    Certificate
    Certificate
    Bachelor of Science

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