Jeanna Syers
League City, TX 77573
409-***-**** Cell
******@****************.***
Objective: To obtain a position where I can use my experience and expertise to help a company grow.
Experience:
Stay at Home Mom: January 2017 - Present
My children are old enough for me to start working again and use my skills and experience. I am currently a co-owner of a fitness gym located in Webster, Texas. I am the company bookkeeper and administrator. However, I am seeking employment outside of our business.
Hayes Funeral Home, Inc. & Hayes Grace Memorial Park-
Hitchcock, Texas March 2005 – January 2017
Secretary/Accountant
Supervisor: Allen Hayes 409-***-**** *****@****************.***
Create new files for newly deceased
Maintain books and ledgers of all deceased and pre-deceased persons
Report death to Social Security and local Health Department
Generate register book, handouts, prayer cards and bookmarks
Contact insurance companies, verify information and file death claim
Write obituary notices and send them to newspapers
Answer phones
Manage petty cash box
Balance general ledger and individual ledgers
Create new accounts for pre-need funerals sold
Balance multiple bank statements
Manage all payments received on pre-need accounts
Manage commissions
Calculate pre-need payments to be applied to at-need accounts
Month-end balancing
Year-end balancing to report to the Texas Department of Banking
Work directly with the CPA regarding year end 1099 reporting of interest, dividends and capital gains on pre-need accounts
Make monthly deposits
Assist Funeral Directors with any and all duties where needed
Work directly with families, clergy, medical personal, medical examiner’s office and constable’s office pertaining to deaths and any and all paperwork necessary
Prepare and facilitate audits and work directly with the Texas Department of Banking
Work directly with the Texas Department of Banking with any and all correspondence
Stewart Mortgage Information – Houston, TX Oct. 2004 - March 2005
Vendor Management and Vendor Coordinator/Document Stacker
Monitor Pipeline for incomplete orders
Verify mortgage documents for complete and most current information
Contact abstractors and/or county to obtain deed/mortgage information
Process rejected orders from data entry
Place orders with abstractors on renewals
Research and review
Sort real estate documents in each loan file then send to imaging
Sterling Bank – Loan Administration Houston, TX Jan. 2001-June 2004
Loan Accounting Clerk
Supervisor: Terecca Jenkins 281-***-**** *******.*******@**************.***
General ledger loan account balancing for monies lent out, paid back, loan loss, and loan recovery
Apply mailed or walk-in payments to our loan system (Horizon). Also processed paid loans as needed
Provide back-up support on Help Desk to assist internal and external customers with loan problems. This included a wide range of research and problem solving
Monitor several loan reports such as non-accrual loans, transactions on past due loans, and prime rate changes
Train new hires to obtain workflow and system knowledge.
Charge off bad debt by changing system type codes and clearing posting entries to Repossessed Assets and ORE/ORA (Other Real Estate)
Prepare Out-of-Guideline Report for Chief Credit Officer (CCO). This report makes sure the CCO is aware of loans made by officers that are out of the bank’s Set Loan Policy guidelines
Process charge back checks for payments made on loans. This includes payment reversals and officer notification
Participated in multiple Conversion Teams to merge newly purchased banks. This includes reviewing loan history to make sure the loans have converted properly
Test system before and after a new Horizon System Release is loaded. Read printout of system changes, learn and test the changes in the test bank. If there are problems found with the system due to the release, the problems are reported and fixed. Testing will occur again and once all is working properly; the upgrade is loaded into the live bank. I then write procedures on how to use the upgrade and teach it to other employees.
Recalculate interest on loans that are not calculated properly. Make necessary adjustments to the loan if necessary
Generate coupon books and mail to customers
Train with loan preparers to prepare loan documents and send them to printer of office making the loan
Prepare SBA-1502 report of all loans guaranteed through SBA and sent to Colson/SBA monthly
Balance Flood, UCC, and Commerce Title bills to be sent out for payment
Sterling Bank-Heights office Houston, TX Sept. 1999 - Jan. 01
Loan Clerk
Clear exceptions and put together loan packages
Moody National Bank - Galveston, TX August 1998 – Sept. 1999
Loan Input Clerk
Produce loan documents
Input completed loans
Upload signed and returned loans
Keep track of open items and order loan payment books
Run monthly loan reports and disperse to loan officers
Post daily loan payments and send out billing notices
Work paid outs and send collateral to payee
Type Deed of Trust
Quote payoffs and answer phones
Send out CCCS payments
General office duties
Keep up with insurance on loans
Education: College of the Mainland Texas City, TX 1994 – 1995
Introduction to business
Marketing
Personal: Good customer relation skills and have advanced quickly at each job held.
Qualifications: Typing and computer skills. Worked with Lotus, Windows XP, Excel, Quatro Pro, Word Perfect, Microsoft Office (Word and Excel), Directors Assistant and TER System. 10 key by touch, money handling skills, loan skills, and employee supervision. Have an outgoing personality and easy to get along with.
Interests: Public relations, finance, computers, and my family.