Detail oriented, organization skills, attention to detail, Word, Excel

Anita M. Florek

Smithtown, NY ***** 631-***-**** ********@****.***

Objective

To seek and maintain a position that offers professional challenges utilizing my interpersonal, organizational, and critical thinking skills, as well as my varied work experience.

Skills

Critical Thinking

Excellent Problem Solving Skills

Complaint Handling

Proficient in Excel, Word and Outlook

Strong Organization Skills

Attention to Detail

Flexibility and Adaptability

Project Management

Teamwork

Strong Administrative Skills

Excellent Writing Skills

Work History

Mortgage Loan Assistant / Funder, 10/2020 to Current

Intercontinental Capital Group, – Melville, New York

Assembled daily funding reports from software system and reviewed for accuracy.

Discussed requirements for wire transfers with warehouse banks. Prepared and transmitted funds based upon warehouse bank availability and specifications.

Served as liaison between settlement agents and loan officers for questions regarding closings and followed up with settlement agents for balancing of wires.

Serviced closed loans until sale date. Prepared remote deposits of incoming checks.

Communicated with investors to locate missing final documents within specified time deadlines.

Human Resources Specialist / Bookkeeper, 03/2020 to 10/2020

The Schaefer Agency – Smithtown, New York

Partnered with senior leadership to establish and develop corporate and HR policies and procedures.

Liaised between management and employees to deliver conflict resolution, alleviate problems and interpret compensation and benefits policies.

Served as liaison between 401K plan administrator and employees and resolved problems.

Calculated deductions and processed payroll for employees.

Calculated monthly commissions for appropriate personnel.

Processed all accounts payables and receivables, reconciled all bank accounts and partnered with CPA firm in monthly reviews.

Chief Financial Officer, 04/2014 to 03/2020

First Central Savings Bank – Glen Cove, New York

Developed and implemented Asset and Liability policies and procedures resulting in maximization of income.

Prepared annual budget. Supervised accounts payable and receivable functions.

Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.

Prepared accurate financial statements at end of quarter and at year end.

Served as Interim President for 5 months during absence of President.

Controller, 04/2011 to 01/2014

First National Bank Of New York (Madison Bank) – Melville, New York

Managed daily financial functions in collaboration with accounting and payroll personnel.

Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.

Oversaw accounts payable and receivable operations, and fixed asset accounting

Prepared balance sheets, cash flow reports and income statements.

Supervised accurate, efficient and compliant completion of monthly financial reporting packages.

Chief Financial Officer / Treasurer / Comptroller, 04/1981 to 12/2010

Smithtown Bancorp – Smithtown, New York

Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.

Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.

Conducted detailed analysis of company financial information and oversaw preparation of related reports.

Developed, implemented and administered various cost effective post retirement benefit plans that served to attract and retain key executive management and directors.

Developed and maintained relationships with local municipalities leading to deposit inflows of over $90 million,

Developed and managed diversified funding sources for the Company through correspondent relationships, and interbank depository networks while concurrently providing for maximum FDIC insurance for high-net-worth individuals.

Successfully coordinated transition from outsourced internal audit function to in-house audit team providing for superior value and minimal additional expense.

Implemented business - wide changes to modernize procedures, including conversion of core banking system.

Served as Investment Officer and Asset Liability Committee chairperson.

Served as Human Resource Director during 10 month absence of then current Director.

Education

Master of Science: Banking And Money Management

Adelphi University - Garden City, New York

MS Degree with Distinction

Bachelor of Science: Mathematics

Queens College - Flushing, New York

Summa Cum Laude graduate

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