Customer Service Accounting
Resume:
Kelly L Tetterton **** Spring Creek Lane
Sandy Springs, GA 30350
***************@*****.***
QUALIFICATIONS
Qualified professional with more than 20 years accounting/financial, administrative, customer service, and supervisory experience. Strong administrative and financial knowledge, excellent written and oral communications, strong interpersonal skills, other Core Competencies are:
Excellent Organization Skills Ability to Multi-Task and Meet Deadlines
Time Management Office Support Skills
Proficient in Computer Operations Analytical Thinking
EDUCATION
Strayer University Online
Master of Science, Controllership Accounting
East Carolina University, 2003
Bachelor of Science, Accounting
Pitt Community College, 1995
Associate of Arts, Pre-Business
PROFESSIONAL EXPERIENCE
BankStaff Staffing Agency, Atlanta, GA February 2013-June 7, 2013
Georgia’s OWN Credit Union- Accounting Assistant
o Balance, reconcile and post journal entries for the cash accounts to the branches and the ATMs
o Balance, reconcile and post journal entries to the Fed transaction account
o Balance, reconcile and post journal entries for all ACH transactions
o Maintained credit union’s master GL account listing
o Work on ad hoc projects as needed
the little bank, Inc., Greenville, NC November 2010-November 2012
Dep Ops Spec; Training Coord; Asst Compl Offr
o Ensure regulatory and bank training compliance met for all employees
o Review Reg CC holds & CIPs for regulatory & bank compliance
o Review and update training manuals as necessary
o Act as liaison with our banking system provider regarding system issues and documenting updates
o Balance banks cash account and other GLs
o Review OFAC and FinCEN hits
o Answer call center calls regarding access to customer account via online and telephone banking
o Initiate outgoing wires and review for proper authorization, signing limits and compliance pieces in place; make debiting entries to customers account and credit entry to GL
o Receive incoming wires, make entries to corresponding customer(s) account and GLs
o Performed monthly expense reporting to city executives and ensured correct GLs were credited
Branch Bank & Trust, Wilson, NC February 2008-November 2010
Asset Maintenance Clerk III Feb 2009-Nov 2010
o Research client account requests; payment history, payoffs, citations, etc.
o Property tax research
o Process payments and payoffs to accounts
o Determine fair market/asset valuations
o Receive incoming wires for equipment payments and payoffs
o Process skip payment modifications
o Receive tax notices from jurisdictions nationwide and process payments as needed
o Provide audit verifications and credit requests to outside institutions
Retail Loan Services Team Leader III Feb 2008-Feb 2009
o Ensures that team meeting & exceeding production standards
o Processed interest adjustments to customers loan account
o Researched payment misapplications and reconciled customers account
o Generate amortizations schedules for both internal and internal clients
o Team building to increase cohesiveness
o Completed GL balancing for team
o Conduct department meetings
o Performed employee coaching and reviews
o Updated master rates for the banks business and retail
o Retrieve loan document images and proof of payments for both internal and external clients
First South Bank, NA, Washington, NC August 2005-February 2008
Loan Servicing Supervisor Mar 2006-Feb2008
o Reviewed loan documents verifying collateralization
o Created standard operating procedures for loan operations
o Assisted in the creation, testing and implementation of SOX procedures
o Researched GL out of balances to reconcile monthly, quarterly, and annually
o Interfaced with attorneys, other institutions and credit bureaus
o Worked with Controller in the storage and destruction of documents per retention schedule
o Created training programs for each position within department
o Performed employee reviews and coaching as necessary
o Point person for all account inquiries from other institutions for credit verifications and for subpoenas from the government through document retrieval
o Initiated outgoing and received incoming wires for participation loans and maintained all file documentation related to participation loans
Loan Services Specialist Aug 2005-Mar 2006
o Post all loan payments
o Cancel and continue UCC’s on collateral
o Prepare Deeds of Release
o Prepared amortization schedules
o Cancelled paid out loan documents
o Assisted in all other areas of the department to ensure smooth workflow
COMMUNITY WORK
o Volunteer with the Georgia State Special Olympics 2013
o Provide free tax preparation and filing to elderly and low income individuals in Eastern North Carolina for the last 15 years
o Taught financial preparation course to teenagers and young adults the last 7 years
o Participated in the United Way, Habitat for Humanity, Relay for Life Participant and the local homeless shelter for the last 10 years
Skills
Operating Systems:
Windows 8
AS/400
Microsoft Office:
Access
Excel
PowerPoint
Word
Publisher
Databases:
LexisNexis
West Law
Software:
Great Plains
Profinia
Applications:
WebEx
Outlook
Open Solutions
Profit Stars
Nautilus
Prologue
Accomplishments:
Georgia’s OWN
* Assisted with the conversion on new accounting software
* Created spreadsheet to maximize balancing efficiencies with new software
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