Anita Shoman
Chula Vista,CA
Summary
Motivated and dedicated financial professional with demonstrated history of integrity, efficiency and accuracy. Eager to apply Accounting knowledge and implement accounting performance standards and new objectives for improving financial management.
Overview
14
14
years of professional experience
Work History
Member Service Representative III
Navy Federal Credit Union 40 Hours/Week
Port Hueneme, CA
05.2017 - 11.2022
- Manage customer conflicts and challenging situations. Uses internal knowledge bases to develop strategic solutions.
- Help members resolve account problems and navigate internal systems to handle routine needs.
- Review customer account information to determine current issues and potential solutions.
- Process withdrawal, cash and check deposits
- Process loans, credit card, line of credit applications.
- Process domestic and international wire transfers (over a million dollars)
- Serve as Vault/ATM Custodian (handles up to $765,000 in cash)
- Perform end of day branch balancing
- Serve as branch IRA/Trust Representative
- Collaborate with co-workers to prepare educational presentations
Teller
BB&T Bank 40 Hours/Week
Fleming Island, FL
03.2015 - 12.2015
- Assist in Branch opening (unarming branch), safety deposit box opening, vault opening, closing and balancing procedures for the branch (arming branch)
- Handled cash transactions, balanced cash drawers, performed loan payments, issue cashier's checks with verified identification and checked account balances in accordance with bank policy.
- Performed basic administrative tasks such as handling phone calls, inquiries and emails.
- Balanced / managed (half a million to one million dollars cash) for bank's operating vault daily
- Managed branch cash shipment/weekly cash orders
Teller
Atlantic Bank 40 Hours/Week
Belize, Belize Central America
06.2008 - 06.2012
- Trained employees on cash drawer operation.
- Maintained confidentiality of bank records and client information.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
Internship Student
Castillo Sanchez & Burrell
Belize, Belize C.A.
2013 - 2013
- Worked under supervision of auditors to develop working knowledge of company's audit approach, tools and methods.
- Facilitated office workflow by assisting with administrative tasks and communicating with clients on auditors' behalf.
- Audited financial statements and business operations to identify control deficiencies and operational challenges.
- Created audit papers and reports after audits to comply with legal and external regulations.
- Set up audit work paper files and developed client documentation request list.
- Performed audits of operational and financial areas to check compliance.
- Oversaw full accounting cycle and prepared applicable financial statements.
Education
Master of Accountancy GPA 3.88 - Accounting
National University
La Jolla, CA12.2021
Bachelor of Science - Accounting
University of Belize
Belize City, Belize Central America06.2013
Associate of Science - Business Management
St. John's College, Junior College
Belize City, Belize Central America06.2008
Skills
- Ability to provide financial advice and performs accountant work for internal agency operating programs
- Able to advise on and/or performs professional financial accounting duties
- Develops accounting procedures and resolves technical problems in executing a computerized, integrated accounting system
- Ability to monitor and controls by timely recording, coding, balancing, and scrutinizing for inaccurate accounts
- Administers accounting systems designed to track, reconcile, and report on agency operation and maintenance funding and/or appropriations
- Validates a variety of accounting data which is entered schedules and accounts
- Reconciles Accounts and prepares balance sheets
- Analyzes cost accounting reports, status of fund reports, and other financial reports for the preparation of summary statements and reports and proposes solutions and alternatives to problem areas
- Identifies and resolves &complex accounting transactions that create out-of-balance conditions in financial reports
- Validates current processes with respect to regulatory requirements
- Performs quality assurance review of existing and proposed accounting processes to provide assurances as to financial integrity and conformance to Federal, laws and agency regulations and practices
- Prepares instructions and guidance in the implementation and operations of accounting procedures/programs
- Communicate with partners, co-workers, clients and others in a courteous and professional manner
- Detail-oriented, flexible, organized and ability to multi-task with an ability to follow policies, procedures, and regulatory requirements
REFERENCES
Jennifer Sullivan
Assistant Manager
Navy Federal Credit Union
1826 Town Center Blvd
Jacksonville, FL 32003
Email: jennifer_sullivan@navyfederal.org
Phone: (904) 622-1841 or (904) 881-1404
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Member Service Representative III
Navy Federal Credit Union 40 Hours/Week
05.2017 - 11.2022
Teller
BB&T Bank 40 Hours/Week
03.2015 - 12.2015
Teller
Atlantic Bank 40 Hours/Week
06.2008 - 06.2012
Internship Student
Castillo Sanchez & Burrell
2013 - 2013
Master of Accountancy GPA 3.88 - Accounting
National University
Bachelor of Science - Accounting
University of Belize
Associate of Science - Business Management
St. John's College, Junior College
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