Summary
Overview
Work History
Education
Skills
Certification
Timeline
GeneralManager
Aubrey  Gingerich

Aubrey Gingerich

Special Assets Account Specialist Exchange Bank
Santa Rosa,CA

Summary

Ambitious Accounting Assistant demonstrating strong background in employee expense management and vendor relations. Skilled in managing outstanding invoices to reduce payment time. Eager to fulfill role of increased responsibility to add value to dynamic accounting team.


Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.


Focused professional with 17 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.

Overview

17
17
years of professional experience
2
2
years of post-secondary education
5
5
Certifications

Work History

Special Assets Account Specialist

Exchange Bank
Petaluma, CA
03.2017 - Current
  • Adhered to standards of quality and service as well as all compliance requirements. Conduct bookkeeping and administrative tasks.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Completed routine and complex account updates to resolve problems.
  • Prepared timely and accurate reports outlining general ledger account balancing data.
  • Process payments and documents such as invoices, employee reimbursements, and financial statements.
  • Track expenses and evaluating budgets.
  • Participate in monthly, quarterly, and annual audits.
  • Maintain and improve organization's bookkeeping process.
  • Reconcile invoices and identify discrepancies.
  • Weekly payroll and employee scheduling.

Private Client Specialist

J.P Morgan Chase
Santa Rosa, CA
08.2007 - 08.2017
  • Oversaw branch operations and workflow for consistency.
  • Assisted clients with issues or requests and mentored employees on customer service techniques.
  • Communicated with Branch Operations Manager to inform of quality control checks and findings.
  • Assisted with daily cash and ATM balancing.
  • Complied with established internal controls and policies.
  • Developed and implemented strategies for top-tier customer service.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.

Education

Associate of Science - Business Administrator

Santa Rosa Junior College
Santa Rosa, CA
03.2004 - 06.2006

Skills

Accuracy and attention to detail

undefined

Certification

Certified Notary Signing Agent

Timeline

Special Assets Account Specialist

Exchange Bank
03.2017 - Current

Private Client Specialist

J.P Morgan Chase
08.2007 - 08.2017

Associate of Science - Business Administrator

Santa Rosa Junior College
03.2004 - 06.2006
Aubrey GingerichSpecial Assets Account Specialist Exchange Bank