Summary
Overview
Work History
Education
Skills
Roles And Responsibilities
Personal Information
Timeline
Generic

Cleo Brezzell

Willis

Summary

Motivated Finance Assistant willing to work hard while implementing general ledger entries and maintaining data confidentiality. Proficient in Finastra and well-rounded in maintaining accounting documentation.

Overview

34
34
years of professional experience

Work History

Commercial Finance Assistant

First Independence Bank
04.2021 - Current
  • Primary duty is to assist Portfolio Manager and Lender with the Commercial Finance
  • Booked Leases/Loans
  • Insurances renewals/ UCC's
  • Payoffs
  • Processing payments ACH's
  • Audit reports
  • Daily postings

Retail Service Representative

Comerica Bank
03.1990 - 01.1999
  • Resolved customer inquiries by utilizing problem-solving skills
  • Assisted Tellers cash counts ;balancing etc,
  • Serviced ATM machines
  • Open and closed customer accounts.
  • Promoting products to customers
  • Participated in regular training sessions to stay up-to-date on industry trends, regulatory changes, and product offerings.

Education

Bachelor of Arts (B.A.) in Organizational Management -

Spring Arbor University
Spring Arbor, MI
02.2010

Skills

  • Data Entry
  • Payment Calculation
  • Attention to Detail
  • Payments
  • Skilled in Finastra Program
  • Insurance Renewals
  • Proficient in Microsoft application

Roles And Responsibilities

  • Booking and servicing Discount Leases for the term of the Lease
  • Processing payments
  • Payoffs updating insurance
  • UCC's
  • Processing Paid off Leases
  • Postings to daily work
  • Clearing reports

Personal Information

Title: COMMERCIAL FINANCE ASST

Timeline

Commercial Finance Assistant

First Independence Bank
04.2021 - Current

Retail Service Representative

Comerica Bank
03.1990 - 01.1999

Bachelor of Arts (B.A.) in Organizational Management -

Spring Arbor University

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Cleo Brezzell