Service Representative Tax Preparer

Melissa Cooper

adt44z@r.postjobfree.com 252-***-**** Rocky Mount, NC

WORK EXPERIENCE

Financial Service Officer Oct 2018 – Oct 2022

NCSECU Nashville, NC

Implement referral networks by assessing customers' needs through cross-selling, introducing various loans catered to compliment members' lifestyles.

Contrive a sales strategy by enhancing member trust relationship and loyalty to meet satisfaction throughout the underwriting process.

Evaluate applicant's creditworthiness to determine financial eligibility and loan limits under branch regulations of debt-to-income ratios, the current credit line's longevity, and quantity of negative accounts.

Serve as an intermediary communicating with members to further request or provide information during the approval or denial of an application to justify our decision.

Educate members on loan services and other financial services, advising them of benefits, policies, and restrictions to meet the compliance of laws and regulations to adhere to the lending compliance guidelines.

Open accounts, perform teller transactions and wires, complete mortgages and various types of loans, complete reviews and reports, perform audits, assist co-workers with problem solving, offer and sale various types of insurance provide notary service Financial Service Manager Jun 2014 – Oct 2018

NCSECU Nashville, NC

Reconstruct operational protocols utilizing policy and regulations to landscape daily mandatory functions essential for member services, new product offerings, merger opportunities, and seller enhancement.

Coach the development and performance of financial service representatives when operating automated service.

Lead employee experience by modeling NCSECU mission and values cultivating and supporting an inclusive and diversified workplace to achieve optimum employee

productivity and performance.

Financial Service Representative Mar 2001 – Jun 2015 NCSECU Nashville, NC

Collaborated with onsite events to increase membership with select employer groups and initiate Zard and Holiday Savings accounts.

Administer the establishment of new memberships, open all accounts, and process changes.

Responsible for handling deposits, withdrawals, issue money orders and enter transactions into a teller terminal.

Operate teller station in compliance with all NCSECU audit procedures while promoting their brand image, products, and services.

Store Manager June 1996-May 2001

Checks 2 Cash

● Hire and train new employees, teller transactions maintain cash drawer, sell various products, order and transport cash to and from the bank, conduct audits, maintain reports, etc Productions Mar 2006 – Jun 2008

QVC Rocky Mount, NC

Part-time Position

Operate labeling machines assorting and packing mass quantity of consumer goods for deliverables.

Monitor and adjust to flow of operations during production runs; filling out production reports documenting downtime and error cods

CERTIFICATIONS/LICENSES

Notary Public 2013

Public officer constituted by law to serve the public in non-contentious matters. We can also officiate over and administer oaths, affirmations, and offer legal advice and services. Life Insurance Agent 2014

Arrange a protection plan through calculation and quoting for prompt coverage and long-term insurance. Assist clients and beneficiaries to process claims promptly. Provide death benefits or proceeds to appointed recipients under instructions of policy demands

Personal Lines Insurance Agent 2014

Promote the insurance agency to customers who need insurance. Network with potential customers. Educate customers on insurance coverages.

Evaluate current insurance policies and recommend additional coverage when needed. Maintain all insurance documents in a confidential way.

Accidental Health/Sickness Agent 2014

Vita Tax Preparer 2015

Assist those who generally possess an annual salary of $54,000 or less, persons with disabilities, the elderly, and limited English-speaking taxpayers needing support in preparing their tax returns. Including transactions such as direct deposits, overdraft transfer services, wire transfers, funds transfers, and payroll deductions. Medicare Supplemental Long-Term Care 2020

EDUCATION

Rocky Mount Senior High Graduated June 1990

Diploma Rocky Mount, NC

SKILLS

Financial Modeling, Financial Assessment, Risk Management, Budget Delegation, Team Development, Annual Planning, Financial reporting, Budgeting, Project management

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