Customer Service Sales
Resume:
ROBERT F. GUENTHER
**** ************ **. **** # ***
Raleigh, NC 27606
***********@*****.***
OBJECTIVE
To obtain a challenging position in finance with a dynamic organization that will allow me to utilize my knowledge
and experience in the area of credit analysis and risk management.
WORK EXPERIENCE
First Citizens Bank (Raleigh, NC) 09/11 - Present
Retail Underwriter / Credit Officer
Review a broad range of credit applications, including real estate, and analyze financial statements and tax
returns making sound credit decisions and communicate to the branches within established time frame
Handle complex telephone inquiries concerning retail/business underwriting and retail denial compliance
Maintain awareness of applicable compliance regulations to include, but not limited to Fair Housing,
HMDA, Regulations C, and the Community Reinvestment Act
Ensure compliance with bank policies and federal regulations when responding to requests and/or
reviewing information
Maintain open and positive communication with branch personnel to determine customer needs and to
ensure prompt, professional, and responsive service
First Citizens Bank (Raleigh, NC) 01/10 – 08/11
Telephone Banker / Loan Officer
Processed and prepared loan closings for personal, vehicle, lot, and home equity loans / lines of credit
Closed loans totaling $3 million
Responsible for product knowledge, banking laws and regulations, and varying underwriting guidelines for
over 15 states nationwide
Expected to communicate regularly with underwriting, legal, and loan servicing departments
Required to meet monthly sales goals for loans, loan fees, deposit production and wealth referrals
Responsible for providing quality customer service and problem solving for a wide variety of bank related
functions
MDG Insurance & Financial Services (Jamestown, NC) 05/09 – 12/09
Part-Time Office / Sales Assistant
Performed general office duties including insurance paperwork
Took phone calls from existing and potential clients and scheduled appointments
Assisted with client proposals and applications
Burns & Bynum, CPA, PA (Cary, NC) 02/09 - 04/09
Temporary Tax Season Associate
Prepared simple and complex individual federal and state tax returns using Lacerte tax software
Worked with Partnership and S Corporation tax information relating to individual income tax
Completed a company tax training program prior to employment to assist in transition from corporate tax to
individual tax
Communicated regularly with clients to discuss their personal tax concerns
Johnson Lambert & Co. LLP (Raleigh, NC) 05/07 - 11/08
Tax Associate
Prepared federal and state tax returns for corporations (1120), insurance companies (1120PC), partnerships
(1065), political organizations (1120POL) and tax-exempt organizations (990)
Prepared quarterly statements and annual statements to be filed with the NAIC
Worked with Statutory and GAAP financial statements
Engaged in tax research and preparation of memoranda related to federal corporate taxation and captive
insurance taxation
Prepared federal and state tax extensions and quarterly estimates
Johnson Lambert & Co. LLP (Raleigh, NC) 05/06 - 08/06
Accounting Intern
Prepared federal and state tax returns for corporations (1120) and insurance companies (1120PC)
Attended auditing, information technology, and corporate tax training hosted by Johnson Lambert & Co.
LLP
PROFESSIONAL TRAINING
Strafford Publications Inc. (Teleconference) 02/21/08
Federal Estimated Tax Payments: Meeting Tougher Demands
Received training on the final regulations for estimated taxes effective for tax years beginning after
September 7, 2007
Booke Seminars (Winston-Salem, NC) 12/5/07 - 12/7/07
Federal Income Taxation
Learned the theory of P&C federal income taxation and how to prepare the Form 1120PC
COMPUTER EXPERIENCE / SKILLS
Proficient in all Microsoft Office products, ProSystem fx Office, GoSystem Tax RS, Lacerte Tax Software, Booke
Seminars: The Complete Package, Foresight Accounting, CCH Tax Research, CTI, MAX Platform Sales, APPRO
EDUCATION
University of North Carolina at Greensboro (Greensboro, NC) August 2007
Master of Science in Accounting: GPA 3.25
North Carolina State University (Raleigh, NC) May 2006
Bachelor of Science in Accounting: Financial Analysis Concentration
Contact this candidate