Liliya Mercer
Accountant Assistant
Princeton,NJ
Summary
Results-driven finance professional with a strong background in banking operations and financial management, specializing in process optimization, customer relationship building, and financial product education. Proven ability to streamline account opening processes, enhance cross-selling strategies, and resolve complex customer issues with a focus on delivering exceptional service. Experienced in managing high-volume transactions, reconciling accounts, and maintaining accurate financial records. Adept at collaborating with cross-functional teams to drive efficiency and ensure compliance with banking regulations. Committed to empowering clients with the knowledge and tools they need to achieve their financial goals.
Overview
1
1
year of professional experience
Work History
Accounting Asssistant
Cure Auto Insurance
4 2024 - Current
- Reconciled Lockbox deposit accounts, ensuring accurate and timely processing of transactions
- Coordinated the signature and mailing of daily checks, maintaining comprehensive logs and supporting documentation
- Managed daily deposits of physical checks, maintaining accuracy and ensuring all supporting documentation is properly organized
- Reviewed and reconciled credit card transactions, ensuring all discrepancies were promptly addressed
- Monitored incoming invoices, vendor requests, and employee check requests through both physical mail and email, providing timely responses
- Placed and tracked stop payments on checks as necessary, ensuring financial accuracy
- Participated in professional development opportunities to stay current on industry trends and best practices for accounting professionals.
- Facilitated clear communication between finance and operations teams, addressing inquiries promptly and professionally.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Universal Banker
Provident Bank
12.2023 - 04.2024
- Streamlined account opening processes, enhancing efficiency in customer onboarding
- Boosted cross-selling efforts by offering personalized financial products and services
- Strengthened customer relationships through proactive communication and timely issue resolution
- Efficiently resolved complex customer issues by collaborating with relevant departments, ensuring seamless banking transactions
- Educated 30 customers on banking products and services, empowering them to make informed financial decisions
- Managed daily transactions, including cashing checks, accepting deposits and withdrawals, and completing money counts with precision
- Opened various types of accounts, including checking, savings, money market, and certificates of deposit, while facilitating new transactions with online banking services
Education
MBA -
Rutgers, The State University of New Jersey
Bachelor of Science - Finance
Rutgers, The State University of New Jersey
Skills
Microsoft Excel
General Ledger Entries
Journal Entries
Administrative Support
File and database management
Bank Reconciliation
Accounts Payable and Receivable
Financial Reporting
Finance
Claims Management
Data Entry
Customer Service
Attention to Detail
Timeline
Universal Banker
Provident Bank
12.2023 - 04.2024
Accounting Asssistant
Cure Auto Insurance
4 2024 - Current
MBA -
Rutgers, The State University of New Jersey
Bachelor of Science - Finance
Rutgers, The State University of New Jersey