CORLISTE BROWN
Euclid,OH
Summary
Driven Client Accountant with over 20 years of experience in the banking and financial sector. Recognized for strong leadership, time management, efficiency, organization, cross-training, professional presentation, and excellent customer service. Proven team player and innovator that is well versed in providing financial analytical analysis, counseling services, financial reporting, and client relationship building. Excel in communication, problem-solving, and adaptability, ensuring seamless operations and client satisfaction.
Overview
27
27
years of professional experience
Work History
Client Accountant
MAI Capital Management
Independence, OH
07.2022 - Current
- Reviewed and reconciled client accounts to ensure accuracy of financial records.
- Maintained accurate client account ledgers, ensuring that all transactions were recorded in a timely manner.
- Conducted periodic reviews of accounts receivable and payable balances in order to maintain accurate records.
- Analyzed financial data to identify trends and suggest ways to improve operations or reduce costs.
- Assisted with the preparation of annual budgets for clients based on their specific needs.
- Coordinated with other departments within the organization in order to resolve any outstanding issues related to client accounts.
- Prepared year-end closing entries for client accounts according to applicable laws and regulations.
- Prepared monthly financial statements for clients, including balance sheets, income statements, and cash flow statements.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
- Analyzed balance sheets for mistakes and inaccuracies.
- Reviewed financial information detailing assets, liabilities, and capital.
- Responded promptly and professionally to inquiries from both internal staff members and external stakeholders.
- Performed various administrative tasks such as filing documents and preparing invoices, when needed.
Financial Counselor
Highland Springs
Highland Hills, OH
09.2019 - Current
- Provide financial counseling services to patients and their families
- Educate patients on financial responsibility, payment options, and opportunities for financial assistance programs
- Assess patients’ ability to pay and ensure fair and reasonable repayment terms are applied
- Provide advice on insurance benefits, collect payments, negotiate payment arrangements, secure financing, and identify funding sources
- Provide exceptional patient customer service and effectively resolve patient issues
- Verify insurance benefits and eligibility with 3rd party administrators
- Ensure that all reimbursement rates and criteria are effectively administered for HMO, PPO, Medicaid, Medicare, and commercial insurance claims
- Evaluate and interpret plans to calculate and estimate out of pocket costs: Copays, Insurance, Coinsurance, and Deductibles
- Reconcile payments received and posted to patient accounts
- Assist with monthly closing procedures and follow up with patients.
Mortgage Loan Specialist Team Lead
U.S. Bank
Cleveland, OH
06.2016 - 07.2018
- Reviewed new loan applications, files, documents, and identify any deficiencies within a set time frame
- Cross-trained government reviewers on conventional loans
- Assisted department manager with preparation of performance review appraisals, training and development, scheduling, and provided valuable feedback
- Audited files for errors and provided feedback for corrections
- Provided customer service to both internal and external contacts
- Educated customers regarding the mortgage process, document requirements, appraisals, underwriting transmittal, 1003, DU, PMI certificate, security instrument, closing disclosures, and final HUD-1 settlement statement.
Mortgage Loan Specialist
U.S. Bank
Cleveland, OH
03.2011 - 06.2016
- Received and purchased loans from 3rd party lenders to add to U.S
- Bank’s portfolio
- Aided other departments with setting up pay history, analyzing borrower’s credit profile, collateral, and capacity to repay proposed mortgage obligation
- Ensured loans meet company, agency, and government guidelines consistent with bank regulatory and investor guidelines
- Provided exceptional customer service and acted as a liaison between departments to obtain necessary documentation
- Analyzed documentation for completeness and accuracy.
Senior Loan Service Representative
Ohio Savings Bank
Cleveland, OH
10.2005 - 05.2010
- Researched and evaluated customer escalation requests
- Approved, set-up, and removed escrow accounts
- Disbursed payments, performed general ledger entries, documented, researched, and corrected escrow payments
- Maintained escrows for customer loans, including property taxes, property insurance, PMI, and annual escrow analysis reviews
- Verified loan documentation to ensure completeness and accuracy
- Obtained property information, acted as liaison to taxing authorities regarding delinquent accounts, and assisted with projects.
Customer Service Representative
Ohio Savings Bank
Cleveland, OH
04.2000 - 10.2005
- Managed high volumes of inbound and outbound calls in a timely manner
- Opened new customer accounts, maintained, and updated account data
- Identified customer needs, clarified information, troubleshooted issues regarding checking, savings, and IRA accounts
- Cross-sold bank products, services, and product promotions.
Bank Teller
First Merit Bank
Willoughby Hills, OH
01.1998 - 04.2000
- Provided account services to customers by receiving deposits and loan payments
- Performed check cashing services, issued savings withdrawals, recorded, and reconciled night deposits, and mail in deposits
- Reconciled cash drawer, packaged currency, and audited cash transactions
- Complied with bank operations and security procedures by participating in all dual-control functions, maintained customer traffic surveys, auditing of tellers’ currency, and assisted in certification of proof
- Aided customers with their inquiries and concerns regarding debits, credits, and balancing of their checkbook
- Recorded and reported on transactions by logging cashier’s checks, traveler’s checks, and other special services.
Education
Bachelor of Science (B.S) - Finance & Economics
Grand Cannon University
Phoenix, AZCertified Healthcare Administrator - Office Management
U.S. Career Institute
Fort Collins, COAssociates of Applied Science (A.A.S) - Paralegal Studies
Academy of Court Reporting
Cleveland, OHMaster of Science - Public Accounting
Indiana Wesleyan University
Marion, INSkills
- MS office
- MS Excel
- MS PowerPoint
- MS Outlook
- Administrative Office skills
- Strategic Leadership skills
- Medicaid
- Medicare
- Collections
- Payment processing & billing
- Accounts payable & Accounts receivables
- Legal regulations & statutes
- Strategic self-starter
- Problem solver
- Exceptional customer service & interpersonal skills
- Training & development
- Cost accounting
- Expense Tracking
- Financial statement preparation
- Auditing
- Superior attention to detail
- Analytical research
- Bank Reconciliation
- Financial Reporting
- Cash Flow analysis
- Tax Return Filing
- Generally Accepted Accounting Principles (GAAP)
- General ledger accounting
References
References available upon request.
Timeline
Client Accountant
MAI Capital Management
07.2022 - Current
Financial Counselor
Highland Springs
09.2019 - Current
Mortgage Loan Specialist Team Lead
U.S. Bank
06.2016 - 07.2018
Mortgage Loan Specialist
U.S. Bank
03.2011 - 06.2016
Senior Loan Service Representative
Ohio Savings Bank
10.2005 - 05.2010
Customer Service Representative
Ohio Savings Bank
04.2000 - 10.2005
Bank Teller
First Merit Bank
01.1998 - 04.2000
Bachelor of Science (B.S) - Finance & Economics
Grand Cannon University
Certified Healthcare Administrator - Office Management
U.S. Career Institute
Associates of Applied Science (A.A.S) - Paralegal Studies
Academy of Court Reporting
Master of Science - Public Accounting
Indiana Wesleyan University
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