(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Motivated individual with diverse background. Vast experience in customer service and solid background in banking industry.

  • Cash handling
  • People-oriented
  • Reliable
  • Excellent work ethic
  • Excels in team leadership
  • Employee training
  • Schedule management
  • Microsoft Office
  • Report analysis
  • QuickBooks
  • Expert in customer relations
  • Deductive reasoning ability
Lycoming College Williamsport, PA Expected in May, 2009 B.A : Finance - GPA : Finance
, Expected in B.A : Marketing Economics - GPA : Marketing Economics
Quinstreet - Office Manager
Beaverton, OR, 10/2014 - 2016
  • Maintained account records for 497 customers on the water system in addition to bulk accounts.
  • Organizes monthly meter readings, prepares billing of water usage, and manages past due accounts.
  • Handle customer inquiries and assist them with information regarding their account.
  • Prepares bi-weekly payroll using Quickbooks, along with information for monthly federal and state tax deposits, quarterly tax forms and year end documents. Also maintain and update employee files.
  • Worked to improve record retention through implementation of new email software, cloud services, and improved filing systems.
  • Prepare various monthly reports for public meetings,profit and loss statements, records minutes of the meetings.
  • and tracks reports of accounts payable until board approval is given for payment of outstanding items.
  • Responsible for preparing responses according state and federal laws to Right to Know Requests submitted covering nearly 20 years of business history.
  • Reduced number of past due accounts by one-third through payment agreements, reaching out to account owners, and updating liens on properties.
  • Created efficiency by organizing meter reading routes by zones; reduced time spent time collecting data, traveling and backtracking through completed areas.
Umpqua Bank - Consumer Loan Application Analyst
Sonora, CA, 11/2012 - 10/2014
  • Extended Hours Review loan product information with members to assist them in deciding what option best suits their needs.
  • In addition, conduct interviews to collect information to submit loan application with members over the phone.
  • Review submitted applications, either by phone or internet, to determine credit worthiness.
  • Included review of personal information, credit reports, account history, previous applications and any additional required information that may have been submitted (including pay-stubs, tax returns, employment letters, proof of paid accounts, and documents proving collection accounts having been brought current).
  • Apply policy and procedures during the review process of an application to ensure current procedures are being utilized.
  • Met and exceeded sales goals by notifying members of additional offers during initial application review process and by contacting members via outbound phone calls.
  • Consistently achieved top outbound sales over $150,000 a month.
Fmc Corporation - Store Manager
Middleport, NY, 01/2010 - 10/2012
  • Conducted interviews with clients to complete tax returns in accordance to policies and in compliance with legislation and regulations.
  • Interviews are also utilized to help develop new record keeping techniques and to advise clients with current and future tax issues.
  • Reviewed bank products available, including short term loans, to determine what options best served client's needs.
  • Experience preparing documents for self-employed individuals, partnerships and small corporations.
  • Completes operational requirements through coaching, organization, controlling correspondence and marketing.
  • Prepared weekly payroll for several small business, completes quarterly payroll tax forms and also data entry for general accounting.
Grandma Lena's BBQ - Operator
City, STATE, 06/2006 - 09/2013
  • Created restaurant business plan by surveying demand, identifying and evaluating competitors, and developing marketing plans.
  • Worked closely with owners to implement business plan and establish business.
  • Controls purchases and inventory by developing preferred supplier lists, reviewing and evaluating usage, and taking corrective actions to reduce waste.
  • Created master list of supplies to increase the effectiveness of weekly ordering.
  • Participates in obtaining business financial objectives by preparing budgets, daily and weekly reconciliations, and helped implement QuickBooks Point of Sale system to track product costs.
  • Strives to maintain rapport with customers through quick responses to requests, developing personal relationships and recognizing customer tendencies.
general accounting, accounts payable, billing, budgets, bi, business plan, coaching, credit, client, clients, data entry, email, filing, financial, forms, inventory, letters, marketing plans, marketing, meetings, organizing, payroll, policies, profit and loss statements, quick, QuickBooks, rapport, reading, record keeping, sales, tax, tax returns, phone, reduce waste

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