install branch coordinator resume example with 20+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

  • Process Improvement
  • Proficient in Excel, Word, Outlook, Edge, Powerpoint, Quickbooks
  • Also proficient in SBN (Project management), Sales Force, SAP (Accounting system), Astea (Project management), Quickbase (Ordering system) and many others.
  • Operational Reports
  • Work Prioritization
  • Customer Service
  • Prioritizing and Planning
  • Data Analysis
  • Compliance Assessment
  • Goal Setting
  • Time Management
  • Willing to Learn
  • Service Oriented
  • Problem Anticipation and Resolution
  • Critical Thinking
  • Adaptable to Changing Conditions
  • Sales Support
Education and Training
Community First Credit Union Jacksonville, Expected in 01/1999 Management Enrichment Training Program : Business Management - GPA :
Florida Community College Jacksonville, Florida Expected in 01/1993 Credit Union Education Certificate : - GPA :

Toastmasters International Charter Member

Credit Union National Association Jacksonville, Florida Expected in : Credit Union Management Training Level 1 And 2 - GPA :
  • Notary of Public Certification 2012-Present
  • BASA/FASA Training - 2010-Current (every 2 yrs)
Schools Financial - Install Branch Coordinator
Victorville, CA, 11/2010 - Current
  • Processed all permits needed from project implementation until final permit inspection. Worked directly with AHJ Building inspectors and Fire Marshall from application to completion.
  • Examples of the Building inspectors and Fire Marshall teams that I have worked with to complete permits: City of Jacksonville, City of Orange Park, City of Destin, City of Pensacola, City of Waycross, City of Savannah and City of Fernandina Beach.
  • Requested purchase orders and submitted requests for certified drawings and fire stamped drawings from our vendors to send in for permits and provide to install technicians.
  • Handle new Install projects from time of booking until completion, including ordering equipment, requesting fire drawings, arranging sub contractors if needed or assigning a Stanley/Securitas technician.
  • Help manage a Install backlog of 205+ projects equaling around $400k project closures a month.
  • Reconcile Install coordinator company credit card on a weekly basis and submit to management for charge approval including all receipts for permits and any other charges.
  • Work with Sub contractors to ensure timely Work for Hire agreements are submitted, scheduling, and invoices received are sent to Accounts Payable for accuracy and compliance.
  • Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
  • Managed relationships with Vendors, Sub contractors, National Account Managers and Local technicians to complete projects in order to exceed customer expectations.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Kohler Credit Union - Accounting Representative III
Clover, WI, 12/1998 - 12/2006
  • Reconciled and researched over 67 general ledger accounts on daily and weekly basis
  • Produced and analyzed various financial reports for management under tight deadlines
  • Compiled statistical reports and financial analyses for management and executives
  • Supported a significant increase in productivity levels by streamlining Accounting processes
  • Formulated and updated Accounting department procedures for each position
  • Managed purchasing and disbursement of all supplies to Credit Union branches.
  • Example of positions held during this time: Team lead for 6 team members, Accounts Payable, ATM reconciling, Quarterly IRS tax payments for customers/Fixed Assets/Investment banking, ACH/Direct deposit reconciling, Branch shared services.
  • Reconciled or entered report discrepancies found in financial records.
  • Checked postings and documents for correctness, accuracy and proper coding.
  • Reconciled company credit cards, expense accounts and other expenses and financial records.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
Community First Credit Union Of Florida - Accounting Representative II
City, STATE, 12/1993 - 12/1998
  • Ensured accurate processing of data including accounts receivable/payable functions
  • Processed direct deposit for third party vendors under tight deadlines.
  • Reduced financial discrepancies by accurately managing accounting documentation.
  • Coded invoices and other records to maintain organized and accurate records.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Assisted internal accounting team in checking financial statements for accuracy to produce reliable reports.
  • Sorted documents, matching supporting invoices to procurement documents and verifying invoices for payment.
Community First Credit Union Of Florida - Teller/Member Service Representative
City, STATE, 12/1989 - 12/1993
  • Provided excellent customer service while processing various teller transactions and member service duties.
  • Prepared official checks for customer and internal bank needs.
  • Delivered exceptional service to customers in person or over telephone.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
  • Recognized as Employee of the Quarter for outstanding performance and team contributions.

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Resume Overview

School Attended

  • Community First Credit Union
  • Florida Community College
  • Credit Union National Association

Job Titles Held:

  • Install Branch Coordinator
  • Accounting Representative III
  • Accounting Representative II
  • Teller/Member Service Representative


  • Management Enrichment Training Program
  • Credit Union Education Certificate
  • Some College (No Degree)

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