Garette Whitted
Fayetteville,NC
Summary
Focused Accounting professional experienced in maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
4
4
years of professional experience
Work History
Compliance Specialist
First Citizens Investor Services
09.2023 - Current
- Streamlined regulatory processes for improved efficiency and reduced errors, leading to better overall compliance.
- Demonstrated leadership skills in managing projects from concept to completion.
- Identified, investigated and documented compliance violations and recommended corrective measures.
Personal Lines Insurance Specilaist
NC State Employees Credit Union
05.2022 - 09.2023
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Created detailed reports for management to track performance and sales.
Relationship Manager
Bank Of America
09.2020 - 04.2022
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
Associate Of Applied Science - Accounting
Fayetteville Technical Community College
Fayetteville, NC05.2023
Skills
- Effective Communication
- MS Office expertise
- Professionalism
- Attention to Detail
- Organizational Skills
- Analytical Thinking
Timeline
Compliance Specialist
First Citizens Investor Services
09.2023 - Current
Personal Lines Insurance Specilaist
NC State Employees Credit Union
05.2022 - 09.2023
Relationship Manager
Bank Of America
09.2020 - 04.2022
Associate Of Applied Science - Accounting
Fayetteville Technical Community College
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