Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
28
28
years of professional experience
Work History
Deposit Account Services and Governance Specialist
Busey Bank
Leawood
06.2025 - Current
Managed daily operations to ensure compliance with banking regulations and policies.
Implemented best practices for data management and record-keeping adherence standards.
Review IRA & HSA documents
Review W-9s & W-8s
Correct tax documents
Answer emails from bankers
Update and backdate rates on accounts
Review Safe Deposit Boxes
Update and review accounts on death notification
Answer phone queue
IRA Analyst
CrossFirst Bank
Leawood
04.2018 - 06.2025
Train bankers how to open and maintain IRA accounts
Audit new IRA accounts and changes done to existing ones
Correct 1099s and 5498s
Participated in regular meetings with management to assess and address issues and identify and implement improvements.
Developed actionable roadmaps for improving workflows and processes.
Lead Teller
Enterprise Bank & Trust
Olathe
11.2015 - 04.2018
Managed and balanced cash vault, audits and general ledger accounts.
Supplied tellers with coin and currency.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Verified transactions involving cashier's checks, money orders and account transfers.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Verified amounts and integrity of every check or funds transfer.
Managed relationships with tax authorities, bankers and auditors.
Trust Accountant
CUNA Mutual Group
Great Bend
11.2009 - 11.2015
Prepared monthly and year-end closing statements, financial documents and invoices.
Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
Shadow post transactions from statements to system to balance for Year End.
Processed distributions
Reviewed Peers accounting
Scanning Manager
Dillons Grocery Store
Great Bend
07.1998 - 06.2011
Completed price changes and maintained proper signage for product displays.
Addressed pricing discrepancies by researching original price and fixing inaccurate information.
Conducted price audit scans and documented results
Coordinated seasonal and promotional marketing collateral and executed signing packages.
Resolved customer complaints or answered customers' questions.
Coordinated with other supervisors, combining group efforts to achieve goals.
Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
Education
Associate of Applied Science - Business
Barton County Community College
Great Bend, KS
05.2021
High School Diploma -
Great Bend High School
Great Bend, KS
05.2000
Skills
Relaying Complex Information
Data Research and Validation
Verbal and Written Communication
Continuous Improvement
Complex Problem Solving
Deadline Adherence
Multiple Priorities Management
Documentation and Reporting
MS Excel
Data Processing
Workflow Analysis
Improvement Plan Knowledge
Timeline
Deposit Account Services and Governance Specialist
Administrative Services Analyst Assistant at Riverside County- Public HealthAdministrative Services Analyst Assistant at Riverside County- Public Health