Bookkeeper Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Enthusiastic customer service sales professional who follows policies and procedures, while offering a friendly customer environment looking to accept a challenging position as a Travel Agent.
  • Exceptional customer service
  • MS Office proficient
  • Sales expertise
  • Excellent communication skills
  • Source, develop leads, prospect and continually network
  • Friendly
  • Energetic
  • Strong work ethic
  • Flexible
  • Self-motivated and fully committed
  • 7 years of proven successful sales experience
  • Contributed to a 50% increase in productivity levels by streamlining accounting processes.
  • Saved the company considerably by negotiating new contracts with vendors.
09/2014 to Current
Bookkeeper Ag Partners Emmetsburg, IA,
  • Maintain records of financial transactions by establishing accounts in QuickBooks.
  • Maintain company books including A/P, A/R, bank statements and other reports.
  • Reconcile and balance accounts.
  • Make all bank deposits for both church and school and record cash receipts.
  • Issue financial statements as and when required.
  • Monitor fixed assets and manage invoices.
  • Maintain budgets and chart of accounts.
  • Prepare all tax reports; both State and Federal Manage student billing and payments for entire school both pre-k and elementary.
  • Manage various accounts within the organization from PTO to ministry accounts that require attention to detail and budget analysis.
  • Handle all aspects of employee payroll.
  • Maintained employee files and assisted new hires with W4 & I-9 completion.
01/2013 to 12/2013
Loan Document Specialist Glacier Bancorp Butte, MT,
  • Responsible for performing mortgage loan processor duties on the most complex loan packages to ensure compliance with Company policies and government regulations.
  • Main point of contact for internal or external customer during the loan process.
  • Worked as a liaison and an escalation point for specialists to resolve issues and provide training.
  • Managed an assigned pipeline of all loan types relative to business line.
01/2011 to 10/2012
Mortgage Loan Processor Country Financial Bloomington, IL,
  • Executed the loan processing process, including ordering credit reports, appraisals and preliminary title reports.
  • Researched insurance information and flood certificates.
  • Received monthly production awards for rate of closed loans.
  • Assisted senior-level credit officers with complex loan applications.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
2007 to 09/2010
Senior Mortgage Loan Consultant ARROWHEAD CREDIT UNION City, STATE,
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Established and maintained relationships with community organizations, community agencies, and non-profit agencies as well various professional organizations.
  • Understanding of various loan programs and responsible for educating the general membership on the benefits of various credit union products.
  • Contributed value in strategic and business management decisions.
  • I was also Host and primary educator for credit union branch Home-buyer Education Classes.
01/2003 to 01/2006
Senior Mortgage Loan Consultant WESCOM CREDIT UNION City, STATE,
  • Responsible for the origination of residential first mortgage loan products which included assisting borrowers with.
  • loan applications, credit qualification, loan programs, pricing and previewing loan scenarios.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
Education and Training
Expected in 2016
Bachelor of Science: Business Management
Grand Canyon University - Phoenix, AZ
Coursework in Accounting, Business Administration, Business Management, Finance and Servant Leadership
Expected in
: General Education
Victor Valley College - Victorville, CA
General education coursework completed. Transferred to University to complete degree program.  
accounting, Photoshop, A/P, approach, attention to detail, balance, benefits, billing, budget analysis, budgets, business management, cash receipts, Strong communication skills, Computer Literate, Credit, customer service, customer service skills, educator, finance, financing, financial, financial reporting, financial statements, fixed assets, government regulations, insurance, loan origination, loan processing, Managerial, Excel, PowerPoint, Word, mortgage lending, mortgage loan, Office Skills, payroll, policies, pricing, problem solving, profit, Speaker, QuickBooks, Maintain records, retail, San, strategic, tax, phone skills, Typing, 65 wpm, Typing 65 wpm, written communication skills

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Resume Overview

School Attended
  • Grand Canyon University
  • Victor Valley College
Job Titles Held:
  • Bookkeeper
  • Loan Document Specialist
  • Mortgage Loan Processor
  • Senior Mortgage Loan Consultant
  • Senior Mortgage Loan Consultant
  • Bachelor of Science

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