Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cody Blakeslee

Richmond

Summary

Results-driven accounts receivable professional with extensive experience in deposit operations, dedicated to ensuring accuracy and efficiency in financial transactions. Known for streamlining processes and maintaining strict compliance with banking regulations, contributing to operational excellence. Proven expertise in data entry and reconciliation, consistently leveraging strong problem-solving skills and meticulous attention to detail to enhance overall performance. Committed to delivering high-quality results that support organizational goals and foster financial integrity.

Overview

10
10
years of professional experience

Work History

Loan Originator

Houston Federal Credit Union
01.2023 - Current
  • Checked loan application documents for completion, integrity, and compliance with bank standards;
  • Followed bank policies as well as FLP, HMSA, and TRIO requirements;
  • Managed entire loan process including application and closing by coordinating file movements between underwriter, mortgage lender, and closing parties;
  • Collected closing figures, input closing information, and generated loan documentation;
  • Secured required documents to complete the approved loans, including insurance forms, tax receipts, and employment verifications.
  • Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
  • Evaluated funding opportunities for alignment with organizational goals and priorities.

Member Services Representative

Houston Federal Credit Union
01.2023 - 07.2023
  • Maintained confidentiality of bank records and client information;
  • Built and maintained member relationships through quality, personalized relationships;
  • Used a strong knowledge of banking products and services to confidentially educate customers about features, benefits, and pricing;
  • Preformed transactions and member support tasks though knowledge of procedures and products;
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals;
  • Managed customer conflicts and challenging situations with problem resolution skills and accessing internal knowledgebases to develop strategic solutions;
  • Audited customer account information to identify issue and develop solutions;
  • Managed customer conflicts and challenging situations with problem resolution skills and accessing internal knowledgebases to develop strategic solutions;
  • Ran monthly and quarterly audit reports for Rosenberg location.

Office Manager

SanJac Security
10.2021 - 01.2023
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.

Head Teller

Prosperity Bank
07.2019 - 09.2021
  • Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashiers checks;
  • Balanced bank’s vault of daily cash for withdrawals and deposits;
  • Preformed administrative tasks regarding banking products by handling phone calls, inquires, and emails;
  • Successfully preformed and inspected daily, monthly, and quarterly audits;
  • Managed daily overdraft reports;
  • Handled daily team scheduling and properly staffed shifts;
  • Balanced vault, ATM, and teller drawers to meet strict accuracy standards;
  • Audited and reconciled charges and transactions in documents.

Billing Coordinator

Sanjac Security
08.2015 - 06.2019
  • Answered telephone and in person inquiries with friendly demeanor and full knowledge of billing department processes.
  • Developed customized billing reports
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Coordinated with clients to resolve outstanding balances, resulting in a higher percentage of on-time payments.
  • Optimized billing processes by implementing efficient invoicing and payment tracking systems.

Education

Associates Degree -

Wharton County Junior College
12-2026

High School Diploma - undefined

Leon High School
06.2015

Skills

  • Strong sense of business ethics
  • Experience in various reporting standards
  • Microsoft Suite
  • Effective communication skills
  • Strong organization capabilities
  • Quick learner with new programs and software
  • Bank reconciliation
  • Payment negotiations
  • Month-end closing
  • General ledger maintenance

Timeline

Loan Originator

Houston Federal Credit Union
01.2023 - Current

Member Services Representative

Houston Federal Credit Union
01.2023 - 07.2023

Office Manager

SanJac Security
10.2021 - 01.2023

Head Teller

Prosperity Bank
07.2019 - 09.2021

Billing Coordinator

Sanjac Security
08.2015 - 06.2019

High School Diploma - undefined

Leon High School

Associates Degree -

Wharton County Junior College

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