Customer Service Accounting

RENEE S. MALVITZ

N**** ***th Street, Menomonie, WI 54751

715-***-**** (home)

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

Eau Claire Leader Telegram 06/14 to 08/14

• Accountant

Temporary position through Manpower

o

Accounts Payable

General ledger journal postings

Greater Area Menomonie Chamber of Commerce 03/14 to 5/14

• Accountant

Temporary position through Manpower

o

Accounts Payable

Accounts Receivable

Payroll

Financial Statements and reconciliations

Customer Service – in person and on the phone

Reorganization of office and Quick Books accounts

WESTconsin Credit Union, Menomonie, WI 10/89 to 09/13

• Accountant 07/01 - 09/13

o Responsible for the implementation of the WESTconsin Realty QuickBooks accounting

program-with gross income of over $ 1 -$2 m each of the last five years. Prepare monthly

financial statements for the Corporate Officers and the Board of Directors. Responsible

for all aspects of the realty accounting- including, but not limited to accounts payable,

paying commissions to the agents, and end of year 1099 and 1096 reporting.

o Implemented all accounting aspects for WESTconsin Title Services in July 2012

o Prepare journal and general ledger posting accurately, monitor several general ledger

accounts monthly, including the credit union’s corporate checking account, and account

with Corporate Central Credit Union.

o Serve as lead in absence of manager

o Assist manager in preparation of yearly audits and supplying information during audits.

• Electronic Services Specialist 07/96 to 07/01

Responsible for balancing daily unposted share draft report- make decisions to pay or return

checks, close accounts and assist members with any fraud or balancing questions. Serve as back-

up to debit card and ACH specialist. Process all outgoing wire transfers.

• Member Service Representative 09/91 to 07/96

Responsible for assisting members opening new accounts, certificate of deposits in a friendly,

accurate, and knowledgeable manner, in person and on the telephone.

• Teller 10/89 to 09/91

Accurately and quickly process member transactions, answers questions, offer new services, and

provide friendly service.

Education

Chippewa Valley Technical College Fall 2001 to December 2008

Associate Degree Accounting 3.81 GPA Completion: Fall 2008

Sampling of courses completed:

Payroll Accounting

Income Tax Accounting 1

Intermediate Accounting 1 & 2

Spreadsheets for Accounting

` Business Law

Economics

Managerial Accounting

Cost Accounting

Accounting Systems

Lakeland College 2009 to 2013

Chippewa Valley Campus and on-line

Program: Accounting Major (senior status)

Related qualifications

• Flexible-open to change

• Cooperation – pleasant and helpful with co-workers and members

• Integrity – honest, ethical, and maintains confidentiality

• Independence – able to set goals and complete multiple tasks in a timely manner

• Attention to detail – careful to document postings and verify completed tasks

• Good judgment in decision-making

• Knowledge of general ledger accounts and verifies accounts are in balance

• Proficient in Excel, Word, and QuickBooks

• Knowledge of GAAP principles

• Adhere to established policy and procedure

• Understand and offer WESTconsin Credit Union products to members that will help them achieve

financial success

• Respond with confidence to member and employee questions, concerns, and complaints

• Resolve problems as they arise

Community Involvement

• Member Community Relay for Life Team 2001 to present

Contact this candidate