Customer Service Sales
Resume:
Education
Southern Polytechnic State University Utah Valley University
Masters of Science Accountancy, MSA Bachelor of Science in
Accounting, BS Graduated: April, 2012
Graduated: April, 2008
SUMMARY OF
QUALIFICATIONS
Prepare all financial statements and performed monthly key ratios for the
Board of Directors. Responsible for reconciliations, monitoring balancing
deposits (CDs, IRAs, ACH transactions, wire transfers) and general ledger
(GL) accounting and reporting.
PROFESSIONAL EXPERIENCE
FEDERAL CREDIT UNION EXAMINER
National Credit Union Administration, Little Rock, AR
September 2012 - May 2013
. Examined credit union financial statements
. Examined credit union ratios which included Financial
Performance Report (FPR) for compliance
. Loan reviewed which included unsecured, secure and real estate
loans
. Reviewed/analyzed credit union's capital, assets, management,
earnings and liquidity. Issued a CAMEL rating
. Reviewed/analyzed credit risk, liquidity risk, interest rate
risk, compliance risk, strategic risk, and reputation risk
. Worked with CEO, and Board of directors to resolve examiners'
findings
. Completed Level 1, 2, 3, 4, new examiner training at the NCUA
. CALL Report generation and review/correction
ACCOUNTING INTERN
Lundford and Peck CPA firm (intern), Provo, UT
March 2012 - May 2012
. Prepared personal tax returns and corporate tax returns. 1040's,
1065's, 1120S
. Created step by step instruction/procedures
1 EXECUTIVE ASSISTANT/CONTROLLER
Provo Postal Credit Union, Provo, UT
July 2008 - May 2011
. Acting CEO when needed. Prepared all financial statements and
performed key ratios for the Board of Directors
. Loan Officer performed 200+ secure and unsecure loans
. Prepared the credit union for audits from CPA's, state auditors
and the NCUA
. Prepared weekly/monthly reconciliation of all general ledger
account.
. Performed monthly, and yearly closure process. Prepared entries
in the general ledger
. Assisted with quarterly corporate and regulatory reporting
. Prepared and collected information for internal and external
auditors and regulatory examiners
ACCOUNTING INTERNSHIP/CUSTOMER SERVICE REP
Utah Valley University, Orem, UT
Summer 2004 - 2008
. Four month accounting internship at Utah Valley University Post
Office
. Helped speed up accounting procedures for USPS at Utah Valley
University by developing an internal tracking system using Excel
SALES AGENT
Apex Alarm (now called Vivint), Orem, UT
Summer 2004 - 2005
. Advertising agent /salesman of security systems. Sold 90+
security systems
. Assisted in market research in different states to establish
zones for advertising agents
. Trained advertising agents in sales, and door to door approaches
SOFTWARE
. Microsoft Office: Microsoft Excel Macros, Pivot Tables, V&H-look ups,
formulas), PowerPoint, Word, Outlook
. Professional tax/accounting programs: Taxwise, ATX, Lacerte CPA
software, CMC Flex (AS400), ARIES (Credit Union Examination Software),
In the QuickBooks Pro Advisor Program
Skills/Certifications
. Owner of small tax business "Family First Taxes," completed 75 tax
returns for 2008 & 2009 tax years. Site Coordinator for VITA, prepared
60+ tax returns for 2006 tax year. Helped coordinate 305 total returns
for the 2006 tax season.
. Strong skills in completing tasks
. Sigma Alfa Pi member of the National Society of Leadership and Success
. Certified Notary (2010)
. Compliance Officer: Provo Postal Credit Union (2010 to 2011). IRA and
Roth agent: Provo Postal Credit Union (2010 to 2011)
References
Personal
Davis, Alan
Federal Investigator
766 East 930 North
Pleasant Grove, Utah 84062
acbjad@r.postjobfree.com
Professional
Pacchiega, Gus
Manager Utah Valley University
1453 W 1460 N
Provo, Utah 84604
acbjad@r.postjobfree.com
Professional
Brown, Iesha
Credit Union Examiner NCUA
2231 S Benton Circle
Mesa, Arizona 85209
acbjad@r.postjobfree.com
Professional
Chung, Jarom
Supervisory Committee Member Provo Postal Credit Union
acbjad@r.postjobfree.com
Professional
Blue, Ronnie
Credit Union Examiner NCUA
1907 Maple Village Court
Pell City, Alabama 35128
acbjad@r.postjobfree.com
Professional
Reece, Jeremy
Credit Union Examiner NCUA
4854 S 132nd Apt 7
Omaha, Nebraska 68137
acbjad@r.postjobfree.com
TESTIMONY
"He is an energetic young man and is very talented and able to complete
multiple tasks at a time. He is diligent and hard working as exemplified by
his work ethic. He is a take-charge person. I am confident that Eric will
succeed."
Dr. Dennis P. Greer, CPA, CMA
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