Brianna Civitts
Corry,Pennsylvania
Summary
Dedicated and resourceful Internal Auditor known for high productivity and efficient task completion, with unsurpassed attention to detail. Specialize in customer service, problem-solving, and communication skills with strong relationship-building, time management, and documentation skills. Well-organized, follows and adheres to security protocols, assisting with audits and conflict resolution to enhance customer satisfaction and loyalty. Ready to apply all the experience I have gained to excel in a new position and be apart of an ever growing company.
Overview
2
2
years of professional experience
Work History
Internal Auditor
Corry Federal Credit Union
Corry, PA
08.2024 - Current
- Maintained a database of all completed audits and their results.
- Reviewed financial documents to ensure compliance with company policies and procedures.
- Assisted external auditors during annual audits by providing necessary information.
- Monitored adherence to corporate governance standards within the organization.
- Analyzed business operations and identified opportunities for improvement in internal control systems.
- Ensured that all reports were filed accurately and timely according to applicable laws.
- Researched new developments in auditing standards, regulations, and best practices.
- Collaborated with other departments across the organization on various issues.
- Collaborated with management to address all major risks.
- Investigated discrepancies that were uncovered during audits.
- Addressed and resolved audit issues.
- Coached new employees to inform and educate on processes, procedures and deadlines.
- Collaborated with external partners to complete audits.
- Performed audits of operational and financial areas to check compliance.
- Loan reviews
- Bank statement reconcile review
- Review of employee accounts
- Safe act compliance review
- Admin user access review
Tax Preparer
Corry Federal Credit Union
Corry, PA
02.2024 - Current
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Filed electronically through approved software programs.
- Assisted customers with any questions they had about their taxes or filing status.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Worked closely with other departments within the company to ensure accuracy of data entry into system databases.
- Maintained accurate records of all client transactions and filings.
- Ensured that all applicable deadlines were met when submitting documents.
- Compiled data from clients to accurately complete tax forms.
- Organized paperwork for efficient review by senior staff members.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Finalized and processed paperwork with local, state and federal government authorities.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Member Service Representative
Corry Federal Credit Union
Corry, PA
01.2023 - Current
- Provided guidance to members on how best to use products or services offered by the organization.
- Maintained accurate records of member interactions and transactions.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Verified identity information on new accounts using established procedures.
- Greeted customers in a friendly and professional manner.
- Monitored compliance with organizational security protocols when interacting with members.
- Ensured compliance with applicable laws and regulations related to banking operations.
- Referred complex issues to management for resolution.
- Responded promptly to emails from members seeking assistance.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Researched complex issues related to accounts or services provided by the organization.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Answered incoming calls regarding membership benefits and services.
- Assisted colleagues with tasks as needed during peak times of activity.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Processed cash and check deposits every day.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Updated databases with new and modified customer data.
Education
High School Diploma -
Lewistown Area High School
Lewistown, PA06-2007
Skills
- Financial statement review
- Records Management
- Data Gathering
- Organizational abilities
- Interpersonal strengths
- Policy understanding
- Time management
- Excellent communication skills
- Issue Resolution
- Regulatory Compliance Training
- Security Protocols
- Cash Management
- Cash distribution
- Resourcefulness
- Employee Motivation
- Due diligence
- Community Relations
- Account audits - fixing typos, updating per member, returned mail
- BSA training up to date with certificates
- Process improvement
- Data analysis
- Auditing assignments
- Policy compliance
- Compliance monitoring
- Attention to detail
- Ethical standards
- Internal controls
- Daily reporting
- Regulations and compliance
Timeline
Internal Auditor
Corry Federal Credit Union
08.2024 - Current
Tax Preparer
Corry Federal Credit Union
02.2024 - Current
Member Service Representative
Corry Federal Credit Union
01.2023 - Current
High School Diploma -
Lewistown Area High School