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teller, member service representative, and loan officer Resume Example

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TELLER, MEMBER SERVICE REPRESENTATIVE, AND LOAN OFFICER
Experience
teller, member service representative, and loan officer
March 2004
to
January 2012
Vice President of Finance
  • Full accountability for all A/R, A/P, and GL functions Complete responsibility for all Financial Reporting Establish and review processes for receiving and recording membership applications and funds Manage multiple accounts for each of the following: Chamber, Warner Robins Industry Now Group (WRING), Aerospace Industry Committee (AIC), Military Ball, Robins AFB Air Show, and Middle Georgia Military Affairs Committee (MGMAC) Responsible for all Human Resource functions to include new hires, benefit administration, regulation adherence, and employee support Verify and execute payroll functions including time cards, commissions, withholdings and all communication with the payroll service; CPA firm and ADP Responsible for organizing and implementing the annual Board of Director's conference Communicate effectively with the Chamber President, Board of Directors, Chamber membership, fellow staff, and the general public Ensure adherence to all federal and state laws Manage facilities and coordinate with Chairman of the Facilities Task Force Drugs Don't Work Coordinator and United Way Coordinator Jointly responsible for computer network system Solely responsible for execution of the first accounting software upgrade Co-administer the local area network and maintain computer hardware and software Assist co-workers with questions, events, and general direction as needed Organized and executed the Chamber's annual Food Festival and Celebration Collected on membership non-renewals.
February 1999
to
March 2004
MidSouth Federal Credit UnionMacon, GABranch Manager
  • Supervise a staff of sixteen Planned and evaluated performance objectives of staff Develop and maintain a working team environment through effective coaching and counseling Manage the branch and call center to ensure quality member service is understood and provided at all times Ensure loan, share and sales goals are met In charge of mortgage GL accounts - posting, balancing and payment to vendors Audit random loan portfolios, teller drawers, and cash vaults Responsible for budgeting shares and loans of the branch Analyzing financial statements for comparing budgeted figures to actual performance Develop and maintain Excel spreadsheets to track branch and employee goals Assist VP of Member Services in analysis of share and loan balances against goals Create and edit policies/procedures for teller, member service and loan departments Work with software vendor to edit and put into service loan forms Accurately and efficiently process all account processes including IRA accounts, new accounts and established accounts Accurately and efficiently process all loan products including signature, auto, and real estate products Work with VP of Marketing in sales promotions, merchandising signage and messages on hold Assist VP of Member Services with special projects Work with VP of Human Resources in recognizing staff Train new staff in areas of member service, loan functions and branch management Responsible for HMDA reporting.
October 1996
to
November 1998
Albany Federal Credit UnionAlbany, GACompliance Officer
Accomplishments
  • Processed ACH, ATM and draft items.
  • Worked as backup for GL balancing, period end processor, A/P and payroll.
  • Initiated the use of CUSAPlan (ALM software) and started working with CUSAForm.
Education
1994
Georgia Southwestern UniversityAmericus, GABBA: AccountingGPA: Summa Cum LaudeAccounting Summa Cum Laude
1989
Georgia Southern UniversityStatesboro, GASeptember 2009 Georgia Work Ready - Gold Certificate June 2008 & 2009 Attended U.S. Chamber of Commerce, SE Institute for Organization Management October 2008 Leadership Warner Robins March 2007 IEDC Credit Analysis, Sponsored by GA Institute of Technology GPA: GPA: 3.44GPA: 3.44
April 2006
Regional Economic & Leadership Development, Sponsored by Georgia Academy for Economic DevelopmentCrystal Reports 10 Advanced, PST March 2006 Crystal Reports 9.0 Introduction, PST July 2005 OSHA training, Sponsored by Gadsden State Community College June 2005 Human Resource Assistant, Sponsored by GEMA March 2005 Microsoft Front Page Introduction and Advanced November 2003 How to Lead a Team, CareerTrack April 2003 Branch Manager School, Sponsored by GA Credit Union Affiliates
April 2003
CU Security Certificate* October 2002 Savings Plus Certificate* March 2002 CU Sales Certificate* February 2002 Managing Problem Employees and Difficult Supervisory Situations, Sponsored by Georgia College & State University January 2002 CU Technology Certificate* June 2001 Advanced Lending Certificate* November 2000 Dealing Effectively with Unacceptable Employee Behavior, SkillPath Seminars September 2000 Excelling as a First-Time Manager or Supervisor, SkillPath Seminars August 2000 Manager and Supervisors Conference, SkillPath Seminars June 2000 Conflict Management and Confrontation, Fred Pryor Seminars November 1998 Consumer Lending Certificate* October 1996 CU Accounting Certificate* October 1996 Member Services Certificate* Staff Training and Recognition Certificate Program sponsored by GA Credit Union League and Credit Union National Association, Inc.
Skills
Accounting, accounting software, ADP, A/P, budgeting, call center, coaching, computer hardware, Conflict Management, counseling, CPA, Credit, Credit Analysis, Crystal Reports 9.0, Crystal Reports, direction, edit, Staff Training, Financial Reporting, Analyzing financial statements, forms, Microsoft Front Page, funds, GL, Human Resource, Human Resources, local area network, Leadership, Leadership Development, Director, Managing, Marketing, merchandising, Excel spreadsheets, 2000, network, organizing, payroll, policies, processes, quality, real estate, receiving, recording, reporting, Sales, Seminars, Supervisor, Supervisory, upgrade
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Resume Overview

Companies Worked For:

  • MidSouth Federal Credit Union
  • Albany Federal Credit Union

School Attended

  • Georgia Southwestern University
  • Georgia Southern University

Job Titles Held:

  • teller, member service representative, and loan officer
  • Vice President of Finance
  • Branch Manager
  • Compliance Officer

Degrees

  • BBA : Accounting
    September 2009 Georgia Work Ready - Gold Certificate June 2008 & 2009 Attended U.S. Chamber of Commerce, SE Institute for Organization Management October 2008 Leadership Warner Robins March 2007 IEDC Credit Analysis, Sponsored by GA Institute of Technology
    Regional Economic & Leadership Development, Sponsored by Georgia Academy for Economic Development
    CU Security Certificate* October 2002 Savings Plus Certificate* March 2002 CU Sales Certificate* February 2002 Managing Problem Employees and Difficult Supervisory Situations, Sponsored by Georgia College & State University January 2002 CU Technology Certificate* June 2001 Advanced Lending Certificate* November 2000 Dealing Effectively with Unacceptable Employee Behavior, SkillPath Seminars September 2000 Excelling as a First-Time Manager or Supervisor, SkillPath Seminars August 2000 Manager and Supervisors Conference, SkillPath Seminars June 2000 Conflict Management and Confrontation, Fred Pryor Seminars November 1998 Consumer Lending Certificate* October 1996 CU Accounting Certificate* October 1996 Member Services Certificate* Staff Training and Recognition Certificate Program sponsored by GA Credit Union League and Credit Union National Association, Inc.

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