Bailey Andrews
Sault Ste. Marie,MI
Summary
Accomplished Financial Assistant at Central Savings Bank, adept in bank reconciliation and customer service, significantly improved cash flow management. Leveraged Microsoft Excel proficiency and relationship-building skills to enhance financial processes and client satisfaction. Proven track record in streamlining invoice processing and financial reporting, contributing to a robust financial infrastructure.
Overview
9
9
years of professional experience
Work History
Financial Assistant
Central Savings Bank
11.2023 - 06.2024
- Reconciled statements and accounts and resolved variances.
- Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
- Supported clients'' needs by providing timely responses to inquiries regarding account status or transactions processed.
- Improved cash flow management by regularly tracking receivables and payables.
Commercial and Consumer Loan Processor
Central Savings Bank
09.2021 - 09.2023
- Collaborated with underwriters to expedite loan approvals while maintaining compliance with regulatory guidelines.
- Assisted borrowers in understanding loan terms, preventing confusion and promoting transparency throughout the process.
- Contributed positively to a professional work environment by maintaining confidentiality of sensitive client information.
- Streamlined internal reporting processes to provide management with accurate insights into team performance and areas needing improvement.
Universal Banker
Central Savings Bank
10.2019 - 09.2021
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Assistant Manager
Biggby Coffee
10.2015 - 09.2020
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Education
Sault Area High School
Sault Ste. Marie, MISkills
- Customer Service
- Bank Reconciliation
- Project Finance Management
- Relationship Building
- Office Administration
- Microsoft Excel proficiency
- Documentation skills
- Invoice Processing
- Document analysis
- Accounts receivable management
- Cash Flow Forecasting
- Investment strategies
- Financial Risk Assessment
- Accounts Receivable
- Microsoft Excel
- Cash Management
- Data Entry
- Accounts Payable
- Cash Flow Management
- Inventory Tracking
- Monthly Reporting
- Financial Reporting
- Invoice Management
Timeline
Financial Assistant
Central Savings Bank
11.2023 - 06.2024
Commercial and Consumer Loan Processor
Central Savings Bank
09.2021 - 09.2023
Universal Banker
Central Savings Bank
10.2019 - 09.2021
Assistant Manager
Biggby Coffee
10.2015 - 09.2020
Sault Area High School
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