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Extensive Financial Industry Experience

Location:
O'Fallon, MO
Salary:
60,000.00
Posted:
April 24, 2017

Contact this candidate

Resume:

April D. Jones

*** ********* **. *’Fallon, MO ***66

aczyki@r.postjobfree.com Phone 636-***-****

EXECUTIVE SUMMARY

Extensive experience with financial industry/banking operation practices

Excellent Microsoft Office skills; Excel, Word, Outlook,

& SQL

Able to translate business objectives into working solutions

Excellent analytical, verbal, and written communication skills along with exceptional organization

Experience in Accounts Payable, Receivable, Prepaid accounts and Fixed Assets

Experience in processing daily and monthly entries, month end reporting, financials and budget comparison

Able to track, meet, and adhere to project timelines

Effective in leading, motivating, and mentoring

employees

PROFESSIONAL EXPERIENCE

Health Care Family Credit Union - Richmond Heights MO 63117 N ovember 2016 – March 2017 Vice President of Operations November 2016 – March 2017 Ensure the member facing staff not only meets but exceeds the expectations of the members by cross selling credit union products and services.

● Meet regularly with the branch managers to assist, coach and guide so they can ensure the success of their staff.

● Conduct interviews of potential staff and if hired start their onboarding with the credit union.

● Key contact for phone system conversion, set up staff training and ensured they were fully trained.

● Meet regularly with CEO and management team to discuss current projects and obtain information for upcoming projects. Citi - O’Fallon MO 63368 July 2011 – November 2016 Operations Support Assistant 2 July 2011 – November 2016 Assisted, investigated, and resolved branch outages and differences according to the Branch Financial Investigations Procedures.

● Researched, resolved, and processed offsets or clearings in general ledger and subledger accounts.

● Processed settlements for Interest, Custom, Citibusiness, Retirement Plan Services (RPS) and Branch voided cashier checks.

● Responsible for initial cashier check and money order shipments when new financial centers are opened, relocated or closed.

● Cross trained other team members on processes and procedures.

● Primary contact for respective processes for TCS, the offshore processing team. o Revised procedures to be Desktop friendly, trained offshore team and was a primary contact for 5 settlements, 52 GTA and RPS accounts and 48 End Of Month IOLTA accounts

● Assisted with Transaction Inquiry and Processing system through learning the Automatic Teller/Transaction Machine (ATM) file process; researched differences and cleared entries to clear outstanding items within the timeframe set by management. Missouri Valley Federal Credit Union - St. Peters MO 63376 December 2001 – July 2011 Vice President of Operations December 2008 – July 2011 Interim CEO June 2009 – September 2009

Branch Manager August 2004 – December 2008

Ensured that the credit union staff was meeting and exceeding the needs and expectations of any and all members.

● Directed, assisted, trained, and managed credit union staff on new and current products, services, procedures and policies.

● Processed data system changes to improve efficiency, internal controls, and implement new processes or features for the staff and members.

● Assisted our data processor with changes, issues, or updates to the data system. o Key contact for the data migration with United Solutions. o Assisted with two data conversions.

● Directed, assisted, and trained the accounting department with daily and monthly accounting functions. o Created system automated monthly financial statements. o Processed and reviewed month end general ledger accounts prior to closing.

● Assisted the CEO/President with various human resource items; Payroll, Health Insurance, Federal and State Taxes

● Developed and maintained positive relationships with the staff, CEO/President, outside vendors, and the Board of Directors while providing valuable input toward the plans and goals of the credit union. Teller Supervisor December 2001 – August 2004

Ensured that each teller was meeting and exceeding the needs and expectations of any and all members by providing constant training and coaching.

Directed the teller line through hiring, training, scheduling, and evaluating staff.

Ensured that the teller staff was trained and informed of credit union policies, procedures, and their individual functions.

Maintained positive relationships with the credit union staff and assisted with conflicts or concerns between teller line staff and other staff.

EDUCATION

Maryville University (2014 – Current) Accounting Systems and Forensics, B.S. St. Louis, MO St. Charles Community College (2009 – 2013) Associate of Arts – Bachelors of Business St. Peters, MO CUNA (Credit Union National Association) (2006 & 2009) Financial Management School I & II CUNA Management School (2004 – 2006) in association with U niversity of Wisconsin B usiness School- Madison, WI CUNA Accounting for Non-Financial Managers (2004) Las Vegas, NV Collin County Community College (1997 – 1999) Concentrated in Computer Networking Plano, TX REFERENCES

Available Upon Request



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