Megan Kennedy

Dacula, GA *****

Mobile Phone: 720-***-****

Email: ad3ui6@r.postjobfree.com

Objective: Returning to the work force, seeking employment in a data/financial oriented business. Focusing on financial, accounting, and data entry.

With a background in financial institutions, I am incredibly detail oriented and organized. It is with my strong project management and organization skills that I have managed the lives of my household and family, leading parent teacher committees, sporting rosters and a small craft business. As my kids have grown, I want to put all my skills and experience into a company that is growing, and purpose led.

Employment

08/2005-09/2011 Financial Service Representative II, Westerra Credit Union Responsible for answering member’s questions regarding accounts or any other financial needs. This includes but is not limited to payments by phone, check hold releases, account and balance transfers, e-statement and bill pay trouble shooting and account maintenance.

Being a Financial Service Representative requires me to be available for my team members for any questions or concerns, as well as to take their escalated calls. I also maintained daily figures to ensure they stay on monthly goals and incentives. Additional responsibilities include:

● verify teams daily work and account update paperwork for accuracy. I currently

● distribute department’s weekly questions and monitor answers for accuracy 04/2005-08/2005 Data Entry, Frontier Geo-Tech

Researching large multiple dwelling units and entering information into a database, this includes information gathering from public sources to complete the customer profile. Creating excel spreadsheets are a large part of my duties, generating about 5000+ lines per day of information.

03/2004-02/2005 Lead Teller, Aurora Federal Credit Union Responsibilities included opening the branch and ensuring operations were ready for customers. Duties included:

● Balancing ATM’s and performing counts through out the day on personal drawer

● Distributing cash to other tellers as well as making and shipping cash orders and balancing at the end of day.

● Running and maintaining the coin machine and distributing the coin orders to the Federal Reserve. 05/2003-08/2003 Catering, Denver Zoo

Responsible for full planning of event and catering, including

● Liaising with event coordinators on event and orders

● Gathering all necessary equipment and decorations

● Contacting guest to confirm and answer any questions

● Meeting with the group coordinator before and after the event to confirm requirements ensure event exceeded expectations

07/2000-03/2003 Lead teller, Bellco Credit Union

Responsibilities similar to Aurora Federal Credit Union, with the addition of auditing other tellers and the branch for compliance and accuracy.

Volunteer Work

07/2018-07/2022 Mission Viejo Elementary School PTCO Treasurer During my time on the PTCO board as Treasurer at Mission Viejo Elementary school, I had many duties as Treasurer including handling all cash and checks we receive during our many fundraisers, processing all reimbursement and teacher grant request, yearly budgeting as well as monthly balancing, reconciliation reports, vendor invoicing and payout. I also processed all financial reports and certifications needed to stay in compliance with the State of Colorado. I also processed and filed yearly taxes on behalf of the PTCO at the school. I also received my BINGO game masters license and conduct/run BINGO games on behalf of the school, which includes sequential serial numbers on the game cards, collecting money from the game cards as well as the payouts for game winners. Every quarter I was also responsible for submitting the reports to the Secretary of State.