To share in the continued growth of a progressive organization using proven administrative, analytical and leadership skills in a position offering opportunity for career advancement.
Overview
25
25
years of professional experience
Work History
Accountant and Tax Preparer
Alexis Financial
Brownsville, TN
01.2010 - 05.2012
Bookkeeping and tax preparation of individual, business and payroll tax returns.
Created detailed expense reports and requests for capital expenditures.
Ordered and distributed office supplies while adhering to a fixed office budget.
Answered and managed incoming and outgoing calls while recording accurate messages.
Maintained a clean reception area, including lounge and associated areas.
Organized all new hire, security and temporary paperwork.
Compiled company information and related material and distributed it to candidates.
Financial Services Representative
Verizon Wireless
Franklin, TN
10.2008 - Octoberr 2009
Professional customer service which includes incoming and outgoing calls.
Negotiating payment plan with customers, collecting payments, explaining and arranging for payment.
Customer service and recovering invoice balances.
Mortgage Loan Originator
Family First Mortgage
Memphis, TN
08.2004 - 10.2007
Duties include origination of loans for customer to acquire financing for residential, commercial and construction loans.
Completing applications, obtaining credit reports and matching customer with the lender that best fit their needs.
Also performs the processing of loans by obtaining documents for underwriter which include insurance, title, income documentation and appraisal of property.
Arranges closing with attorney/ title co.
Maintained office organization and cleanliness.
Processed requisitions for payments to credit bureau, appraisal companies and home inspectors.
Grant Accountant
Memphis City Schools
Memphis, TN
06.2004 - 01.2005
Prepared monthly ledgers for grants to No Child Left Behind Programs.
Duties included allocation of funds to schools and monitoring of spending of same funds.
Trust Division and Staff Auditor
National Bank of Commerce One Commerce Square
Memphis, TN
07.1999 - 07.2003
Performed annual audits of the Trust Department and Asset Management Companies, Commerce Capital Management and First Mercantile Trust to monitor fiduciary and investment activity to assure compliance with banking and investment policies as well as state and federal regulations.
Also performed audit of other bank areas including Tellers, Operations, Lending and Human Resource Department.
Trust Operations Manager
National Bank of Commerce
Memphis, TN
03.1987 - 07.2003
Assistant to manager of Trust Operations with the management of the daily flow of work to Trust Computer System.
Assisted with the supervision, coordination, and training of all Trust Bookkeeping Clerks.
Relieved same clerks during absences and vacations.
Responsible for the overall management and supervision of the Bookkeeping Section in the absence of Trust Operations Manager.
Provided administrative assistant to support Trust officers.
Tax Accountant/Tax Preparer Specialist at Sharon’s Accounting and Taxation ServiceTax Accountant/Tax Preparer Specialist at Sharon’s Accounting and Taxation Service
Federal and State Income Tax Preparer/Accountant at Smiths Tax And Accounting ServicesFederal and State Income Tax Preparer/Accountant at Smiths Tax And Accounting Services