Manager Customer

SACETHA PERRY

**** ** **** ******, ********** Lakes, FL 33311 H.772-***-**** *******@*****.***

Professional Summary

Ambitious, detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure.

Adapts quickly to challenges and changing environments. Reliable finance professional with more than 5 years of

experience in corporate finance and accounting. Motivated financial professional with superior analytical and problem

solving skills.

Skills

Strong organization, Excellent attention to detail, General ledger accounting, Expert in customer relations, Excellent

communication skills, Flexible team player, Adobe software, Financial and operational reporting. 10+ years of word

experience, 5+ years of windows and CRIF experience, 2 years of DEFI and excel experience.

Auto Financing/Underwriting 11/2012 t o Current

SAFCO – Ft. Lauderdale, FL

• Recommended loan approvals and denials based on customer loan application reviews.

• Originated, reviewed, processed, closed and administered customer loan proposals.

• Submitted loan applications to the underwriter for verification and recommendations.

• Developed and maintained relationships with local auto dealers

• Successfully closed an average of 35 loans per month.

• Maintained strict confidentiality of bank records and client information.

• Maintained friendly and professional customer interactions.

• Received “Employee of the Month” service award.

Senior Member Service Representative/ Loan Officer, 0 4/2009 to 1 0/2012

Broward Health Care Federal Credit Union – Oakland Park, FL

• Exceeded quarterly sales goals by 30%.

• Provided members with checking accounts, share drafts, club accounts, Money markets, loans, and debit/credit

cards Provide members with car & personal loan installments and loan pay-offs.

• Prevented account abuse and money laundering by following the Bank Secrecy Act & Office Foreign Asset

Control.

• Ensures supply of money for financial institution's needs based on legal Requirements and business demand.

• Managed accounts by contacting customer and assigning flags to accounts.

• Profound experience in verifying and validating loan information and submission to underwriters.

• Conducted financial and legal research and analysis for high net-worth individuals.

• Recommended loan approvals and denials based on customer loan application reviews.

• Continued education on current banking products and services through [specific courses/certification programs].

Tax Professional, 1 0/2007 to 0 4/2010

H & R Block - Coconut Creek/Sunrise FL

Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to

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prepare tax returns.

Filed tax returns and prepared governmental reports in compliance with strict standards.

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Computed taxes owed by applying prescribed rates, laws and regulations.

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Proactively researched technical tax issues related to consulting projects.

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Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.

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Processed and complete reports daily for Office manager.

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Document Manager, 05/1999 to 01/2009

Liberty Medical – Boca Raton, FL

Assist with incoming and outgoing calls from customers Assist in billing, collections, and accounts receivable Determine new

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patient eligibility, patient enrollment, and insurance verification Comply with Medicare guidelines Insurance verification of primary

and secondary insurance.

Verified accuracy of data collected and entered by others Review customer inquiries, problems, request and suggestions;

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determine appropriate solutions and response.

Education

Indian River Community College - Fort Pierce, FL

S tudy basic business operations and finance

Accomplishments

Through networking I have been successful in bringing in over 20 high end clients. I am also an effective trainer for the

company preventing the company from having to outsource a trainer and saving the company money.

I have been successful in wearing many hats within the company which allows me to be able to fill in when it's needed.

Received a professional excellence award from the Financial Underwriting and funding.

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