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Customer Service Credit Union

Location:
Montgomery, AL
Posted:
November 17, 2024

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Resume:

S. Alexander

Mary Alexander

Montgomery, Alabama 36111

************@*******.***

334-***-****

OBJECTIVE:

An accomplished, energetic, results-oriented professional with outstanding experience in accounting, auditing, and mortgage banking. I am a certified notary public in the State of Alabama, and I have exceptional customer service skills. As a notary, I provide clients with professionalism and prompt service in the notary business and accounting fields. Outstanding time- management, and follow-up skills have generated trust and satisfied clients.

MSA Notary and Professional Services

Montgomery, Alabama,

NOTARY PUBLIC

Perform notary services for various legal documents, including the following duties:

Assist clients in completing legal documentation

Maintain knowledge of notary laws, regulations, and procedures

Administering oaths and affirmations as needed

Provide excellent customer service by building and maintaining a positive relationship.

Validating the signer's identity

Confirming the signer's willingness and awareness to sign documents

Maintain accurate records of notary services performed

Regions Financials

Montgomery, Alabama

ACCOUNTING SPECIALIST

Verify various accounts to make sure that accurate information is recorded in the correct general ledger account.

Perform daily bank account reconciliations and resolve any balancing exceptions.

Create daily Excel spreadsheets for delayed or irreconcilable items, general ledger tickets, payments, or advance transactions as needed.

Coordinates accounting matters with other departments, branches, and divisions to ensure accurate customer account balances and reporting.

INVESTOR ACCOUNTANT

Gathered, analyzed, and maintained accounts for qualifying active-duty personnel seeking relief under the Soldiers and Sailors Civil Relief Act of 1940 (SSCRA).

Created and maintained spreadsheets relevant to accounting for approximately 350 loans held by military personnel.

Reconciled accounts to the general ledger every month. Prepared reimbursements from five different investors each quarter according to their specifications and guidelines.

Performed loan modifications for various departments within the investor accounting structure.

Alabama Credit Union League

Montgomery, Alabama

AUDITOR

Traced and agreed all vital records and financial reports to accurately reflect operations outlined by the National Credit Union Association and the Alabama Credit Union League.

Compared loan documentation to credit union lending policies to ensure that all lending conducted was within the investment policy guidelines.

Reviewed credit union records on fixed assets, accounts payable, accounts receivable, expenses, bank reconciliation, dividend calculation, and investment for compliance and accuracy.

Researched, compiled, and summarized financial data for the formulation of reporting to the board of directors and credit union manager. Recommended corrective actions to management and provided follow-up plans.

CH2M Hill

Montgomery, Alabama

COST ACCOUNTANT

Collaborated with management on the status of accounts receivables issues daily.

Prepared and reviewed client invoices to ensure they were prepared by the contract terms and policies.

Tracked and reported to the project manager the cost of a multi-million-dollar engineering and construction project.

Established and maintained project information, including revenue budgets and agreements consistent with client needs in the Oracle Financial System.

Worked with project engineering and regional accounting management to ensure accurate project financial information was reported and within contract compliance.

Assisted with environmental project reviews financial report preparation, revenue recognition, and percentage monthly. Contacted other departments and outside vendors, suppliers, or clients to resolve questions or problems

ADDITIONAL EXPERIENCE

Kinder-care Learning Centers, Montgomery, Alabama, Staff Accountant

Flav-O-Rich, Montgomery, Alabama, Accounts Payable, Accounts Receivable

TJ Maxx, Birmingham, Alabama, Cashier/Cash Office

COMPUTER SKILL

Oracle Systems, Fidelity Information Windows XT, Excelsis, Lawson Financial, Microsoft

Word, Excel, PowerPoint, Access, Tax Master

EDUCATION

Certified Notary Public and Signing Agent, State of Alabama

Troy University, Montgomery, Alabama

B.A. Business Administration, Stillman College, Tuscaloosa, Alabama



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