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Customer Service Microsoft Office Written/Oral Communication

Norristown, Pennsylvania, United States
August 26, 2018

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Professional Summary


Work History


**** ****** *****,**** ****,PA 19422 • 215-***-**** • A highly-motivated analyst with experience in finance and accounting. Enthusiastic about supporting business financial needs. Well-developed expertise in administration and compliance. Proactive problem-solver and meticulous coordinator. Dedicated and driven to enhance business success by optimizing accounting procedures and delivering accurate, efficient accounting assistance. Excellent interpersonal skills, demonstrates drive and creativity, results-oriented and solution-focused individual. Exhibits exceptional operations and service skills, detail oriented, possesses strong technical skills and a process orientation in order to provide exceptional client service. Windows and Mac Literate


Invoice Processing

Customer Billing

Problem Solving

Microsoft Office

Data Entry

Financial Reporting

Month-End Close Processes

Analytical Skills

Accounting Clerk, 05/2005 to 07/2005

Cross River State Government, Ministry of Finance – Calabar, Nigeria Personal Assistant to Governor of Cross River State and Chief of Staff. Balanced reports to submit for approval and verification. Processed payment vouchers and payroll for Government projects in the Ministry of Finance and Accounting.

Reconcile treasury balances; record general ledger entries. Coordinated trips to newly developed resort, Tinapa and outlined travel expenditure schedules for visiting Presidents and government officials.

Maintained accurate and complete documentation for all financial department procedures. Monitored the status of accounts receivable and payable to facilitate efficient processing. Mortgage Loan Originator, 08/2007 to 04/2010

Integrated Financial Group, Inc – Newtown, PA

Originated high volume of purchase, refinance, and construction loans. Generated high levels of qualified prospects/referrals with a high conversion rate. Researched various mortgage products to provide most suitable for specific customer needs. Prepare/Revise loan documents for submission and file hard copy/electronic files for compliance and quality assurance using mortgage software.

Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.

Operations Analyst/Fund Accountant, 02/2007 to 06/2007 SEI Investments – Oaks, PA

Process incoming cash receipts in a timely manner. Arrange for disbursements and appropriate asset purchases (mutual funds, bonds, equities, etc.). Prepare financial statements and audits and file documents in database for record keeping. Computed income distributions and reportable yields. Calculating and reporting funds' Net Asset Value at market close and submitting for approval. Performing security and cash reconciliation between company records and the funds' custodian prime brokers and submitting to quality control for review. 10/2010 to 06/2012

Boscov's Department Store – Plymouth Meeting, PA

Men's Suit Sales.

Bartender, 06/2010 to 10/2015

Hattricks Sports Bar – Hatfield, PA

Developed training procedures, scripts, and closing tactics for telemarking cold mortgage leads. Trained numerous individuals in the marketing division leading to increased qualified leads and closed loans.

Managed higher than normal amount of accounts increasing self-value and decreasing company costs.

Bartender, 10/2015 to Current

Via Marconi's Pizza Pub – Hatfield, PA

Handled money, balanced tills, processed credit card payment batches and prepared bank deposits. Recruited, hired and trained staff on bar practices, customer service standards and productivity strategies.

Maximized customer service by training staff, overseeing operations and resolve issues in a timely Education


Kept facility compliant with health codes, sanitation requirements and license regulations. MBA: Accounting, 2018

La Salle University - Philadelphia

Pittsburgh Panthers, Wide Receiver: 2005

University of Pittsburgh - Pittsburgh, PA

Bachelor of Science: Economics, 2006

University of Pittsburgh - Pittsburgh, PA

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