Cindy Levitt
Summary
Organized Bookkeeper proficient in QuickBooks and Excel. Executed bookkeeping tasks for multiple connected companies and excelled at quickly learning and developing new accounting procedures. Excellent accounting skills and attention to detail leading to increased productivity.
Overview
24
24
years of professional experience
Work History
Bookkeeper
Trohn Vending
08.2015 - Current
- Daily paperwork and data entry for 5 casinos, 6 restaurants, and 4 rental properties
- Daily bank account downloads into Quickbooks
- Weekly accounts payable for multiple companies
- Monthly account reconciliations
- Monthly adjusting entries
Insurance Coordinator
Whitefish Credit Union
09.2013 - 04.2014
- Responsible for incoming customer service calls regarding insurance questions
- Verify daily and weekly reports sent from insurance tracking company
- Calculate and add force placed insurance to members loan accounts when private insurance was not purchased
- Daily processing of incoming insurance policies to tracking company
- Daily interaction with various insurance agents to obtain the most current member policy information.
Owner/Bookkeeper/Baker/Customer Service
Montana Bagel Company
07.2009 - 06.2012
- Daily counting down of drawer, preparing deposit, and taking to bank
- Maintain accurate books for the company using Quickbooks including A/R, A/P, invoices/statements, and reconciliations
- On time processing of quarterly reports and payments
- Responsible for early morning baking and opening of store
- Supervising daily staff of up to 10 people
- Help customers quickly, accurately, and courteously.
Secondary Marketing Specialist
Mann Mortgage
05.2009 - 05.2010
- Responsible for entering and transferring loans in the MERS system
- Checked mortgage borrower documents for accuracy and scanned them into LOS for viewing
- Responsible for uploading files to various investors using each of their specifications
- Responsible for maintaining good investor relations.
Secondary Marketing Lock Desk Coordinator
Mann Mortgage
10.2004 - 05.2009
- Responsible for publishing daily rates based on investor indications
- Received loan lock requests from branch offices and locked in desired rate and term for specified loans
- Sold loans in bulk to investor trade desks while negotiating better pricing
- Responsible for accurate, quick, and courteous customer service to multiple branch offices.
Accounting Clerk
Mann Mortgage
10.2000 - 06.2006
- Responsible for many multi-million dollar account reconciliations
- Posted daily loan purchase advices from investors into accounting software
- Coordinated daily loan payoffs with warehouse banks and posted settlements and fees into system
- Responsible for weekly posting of cash to multiple branch office accounts and reporting balances to managers
- Controlled petty cash box for office
- Collected and deposited or distributed first mortgage payments
- Paid bi-annual property taxes for loans held in company portfolio.
Education
Certificate of Bookkeeping, Cindy J. Levitt -
Penn Foster
Great Falls, MT03.2013
Skills
- Proficient on Quickbooks desktop and online
- Proficient in Microsoft Office capabilities
- Excellent customer service and communication skills
- Type 70 WPM
Timeline
Bookkeeper
Trohn Vending
08.2015 - Current
Insurance Coordinator
Whitefish Credit Union
09.2013 - 04.2014
Owner/Bookkeeper/Baker/Customer Service
Montana Bagel Company
07.2009 - 06.2012
Secondary Marketing Specialist
Mann Mortgage
05.2009 - 05.2010
Secondary Marketing Lock Desk Coordinator
Mann Mortgage
10.2004 - 05.2009
Accounting Clerk
Mann Mortgage
10.2000 - 06.2006
Certificate of Bookkeeping, Cindy J. Levitt -
Penn Foster
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