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Education

Work experience

June 2016Present

Staff Accountant

Consumers Credit Union
  • Maintains the CU's accounting records and reports, insuring they are in compliance with Credit Union accounting practices.
  • Reconciles bank accounts, post to and balances general and subsidiary ledgers, and compiles segments of monthly reports.
  • Reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records.
  • Processes branch and product profitability reports monthly.
  • Process both incoming and outgoing wire transfers
  • Handles all of the Credit Unions accounts payable's and receivables.
  • Manages Dormancy and Escheat Monitoring
Jul 2010June 2016

Verification Loan Assistant/Indirects

Consumers Credit Union
  • Verification of loans by checking proper documents, due dates, terms, rates, description, and title receipt date.
  • Provide support for processing applications to mortgage officers, dealerships, and members.
  • Develop and improve department procedures which involve daily step by step processes.
  • Comparison along multiple software applications for identification of errors.
  • Enter dealership applications into 'Lender' application software.
  • Pull credit scores from Transunion.
  • Process indirect loans for employment and insurance verification with applicant.
  • Took initiative to train on job duties outside of regular job responsibilities.
  • Follow daily loan report and keep up to date by performing a minimum of 50 loan applications.
  • Check Daily loans disbursal's and identify loan priorities.
  • Air report filled out for corrections.
  • Run credit committee report for all loans with rate errors.
  • Work on a team to create new conversion policy and procedures for lending.
  • Assist in cost saving goals in problem solving issues within processes.
  • Volunteer for corporate events.
May 2004Jul 2010

Contact Center Representative

Consumers Credit Union
  • Assist customers in resolving account issues with an accurate, friendly and professional attitude.
  • Responsible for answering a large volume of member inquiries received through the Call Center.
  • Member inquiries include a wide variety of questions concerning Credit Union products and services, resolving member disputes, handling transactions, or assisting with the purchase and use of products and/or services.
  • Knowledgeable in all aspects of Credit Union products and services in relation to member utilization.
  • Quick turnaround of incoming member phone calls. Ability to assess situations accurately and respond correctly, resolving member complaints to the satisfaction of the Credit Union and the member whenever possible.
  • Ability to read, analyze, and interpret procedure manuals, product and service manuals, financial information as it pertains to member utilization of services.
  • Ability to write procedures, professional business correspondence, and document information in a high-volume atmosphere.
  • Ability to effectively present information to members via the telephone in a concise, accurate, and pleasant manner. 
  • Ability to communicate with staff in various areas of the Credit Union.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Operates a personal computer including a working knowledge and ability to utilize appropriate software programs including word processing and spreadsheet applications.

Skills

Microsoft Office
CPR Certified
Accuracy
Customer Service
Typing

Objective

Looking for a position where I can integrate strategies to develop and expand existing skill sets.

Summary

Possesses the ability to work proactively in a fast paced environment, eager to learn new skills and thrives under pressure. Detail oriented, dependable and self motivated individual, capable of prioritizing and multi tasking. Has good organizational, time management, communication and people skills and enjoys working as a team member,and good interpersonal skills. Bilingual (Spanish).