Detail-oriented banking professional with experience in transaction processing, reconciliation, account research, and financial record maintenance. Proven ability to identify and resolve discrepancies while maintaining accuracy and compliance with banking procedures. Recognized as a top-performing teller and proficient in Fiserv banking systems, Microsoft Office Suite, and handling confidential financial information.
Work History
Credit Union Teller
1 Year 7 Months
Community First Credit Union | 01.2025 - Current
Accurately process high-volume member transactions including deposits, withdrawals, transfers, loan payments, and check transactions.
Consistently rank among the Top 10 tellers company-wide and currently rank #3 out of approximately 600 tellers for transaction performance.
Balance cash drawer multiple times daily while maintaining accuracy and compliance with credit union procedures.
Assist with vault balancing, cash ordering, and cash shipment preparation for Federal Reserve shipments.
Assist with ATM balancing and replenishment to ensure accurate cash management and operational efficiency.
Research transaction issues, posting errors, account discrepancies, and out-of-balance items to identify causes and implement resolutions.
Trace deposits, withdrawals, and account activity while assisting members and fellow tellers with transaction investigations.
Review account transactions and documentation for completeness, accuracy, and compliance with credit union policies and procedures.
Process and review checks daily, identifying discrepancies, fraud indicators, and potential errors before completion.
Assist members with account reviews, balancing concerns, pending transactions, ACH activity, stop-payment inquiries, and transaction questions.
Investigate potential fraud concerns involving checks, account activity, withdrawals, and disputed transactions while following established procedures.
Participate in branch balancing procedures, daily operational reviews, and verification of branch transaction totals.
Maintain confidential member information and adhere to security, compliance, and regulatory standards.
Utilize Fiserv software along with Microsoft Excel, Word, and Outlook to perform operational, reporting, and recordkeeping functions.
Collaborate with management and team members to support efficient branch operations and outstanding member service.
Maid/Housekeeping Cleaner
3 Years 3 Months
Bee Perfectly Clean LLC | 05.2023 - Current
Independently manage payroll processing, payroll tax documentation, and employee record maintenance.
Calculate employee hours and process payroll while ensuring accuracy and timely distribution.
Maintain financial records, invoices, expense tracking, and supporting business documentation.
Assist with vendor payments and maintain accurate records supporting daily business operations.
Verify data accuracy and maintain organized documentation for bookkeeping and reporting purposes.
Demonstrate strong attention to detail, organization, and accountability while managing multiple administrative responsibilities.
Deliver reliable customer service and maintain positive client relationships.
Loan Officer and Administrative Assistant
1 Year 11 Months
Belmont Finance LLC | 06.2021 - 05.2023
Reviewed loan applications, financial statements, account histories, and supporting documentation for accuracy and completeness.
Verified applicant information and supporting documents to ensure compliance with company policies and lending procedures, enhancing application integrity.
Conducted credit analysis and evaluated financial information to support lending decisions.
Audited applications and corrected documentation discrepancies, ensuring accurate records and adherence to regulatory compliance standards.
Researched account information and maintained detailed documentation throughout the loan review and approval process.
Handled high-volume customer inquiries, delivering clear explanations of financial products and agreements to enhance customer understanding.
Managed cancellations, account updates, record maintenance, and administrative support functions.
Utilized financial software and internal systems to maintain accurate customer and loan records.
Collaborated with team members and business partners to support efficient operations and customer service.
Oversaw cash handling, ensuring accuracy in counting, balancing, and reconciling funds.
Recorded and organized transaction logs for precise shift closeout procedures.
Demonstrated reliability, organization, and attention to detail.
Resident Assistant
5 Months
Park Vista Retirement Living | 01.2021 - 06.2021
Supported residents in daily needs, fostering a compassionate and professional environment.
Recorded and updated resident information promptly to ensure accurate care.
Assisted residents with daily needs while maintaining professionalism and compassion.
Collaborated with team members to address challenges and streamline operations.
Childcare Provider
1 Year 10 Months
Self-Employed | 04.2018 - 02.2020
Supervised and cared for children, ensuring safety and structure to foster a nurturing environment.
Planned and organized daily activities, balancing multiple responsibilities to enhance children's engagement and development.
Maintained strong communication with parents to address children's needs and share progress, fostering collaboration and trust.
Demonstrated reliability, organization, and time-management skills.
Medical Program Associate
6 Years 5 Months
Wisconsin Veterans Affairs | 11.2011 - 04.2018
Managed patient registration, ensuring accurate electronic records for efficient patient flow.
Scheduled appointments and coordinated administrative functions to enhance operational efficiency.
Verified insurance coverage and processed authorizations, maintaining documentation accuracy to support patient care.
Assisted patients and providers with inquiries while delivering excellent customer service.
Scheduled appointments and coordinated administrative functions.
Prepared reports, correspondence, and administrative documentation.
Certified Nursing Assistant
4 Years 1 Month
Wisconsin Veterans Affairs | 10.2007 - 11.2011
Delivered compassionate care and support to patients, enhancing their comfort and well-being.
Monitored and documented patient information, ensuring accuracy for effective treatment planning.
Collaborated with healthcare team members to support quality care.
Ensured cleanliness, safety, and organization of environment, promoting patient health and satisfaction.
Education
Medical Terminology Certification
University of Wisconsin Fox Valley | Menasha, WI | 04.2012
High School Diploma
Waupaca High School | Waupaca, WI | 06.2007
Skills
Financial Transaction Processing
Teller Operations
Cash Handling & Balancing
ATM Balancing
Vault Balancing
Check Processing & Review
Transaction Investigation
Discrepancy Resolution
Account Maintenance
Account Research
Fraud Detection & Prevention
Reconciliation
Financial Recordkeeping
Regulatory Compliance
Payroll Processing
Confidential Information Handling
Document review
Data Entry Accuracy
Fiserv Banking Software
Microsoft Excel
Microsoft Word
Microsoft Outlook
Administrative Support
Phone Support
Problem Solving
Team Collaboration
Certification
Driver's License
Languages
English
Timeline
Credit Union Teller
Community First Credit Union
01.2025 - CurrentRead More
Maid/Housekeeping Cleaner
Bee Perfectly Clean LLC
05.2023 - CurrentRead More
Loan Officer and Administrative Assistant
Belmont Finance LLC
06.2021 - 05.2023Read More
Beverage Cart Attendant / Bartender
Par 4 Resort
05.2021 - 09.2021Read More
Resident Assistant
Park Vista Retirement Living
01.2021 - 06.2021Read More
Childcare Provider
Self-Employed
04.2018 - 02.2020Read More
Medical Program Associate
Wisconsin Veterans Affairs
11.2011 - 04.2018Read More
Certified Nursing Assistant
Wisconsin Veterans Affairs
10.2007 - 11.2011Read More
Waupaca High School
High School Diploma
Read More
University of Wisconsin Fox Valley
Medical Terminology Certification
Read More
Professional Highlights
Currently ranked #3 company-wide for transaction performance.
Consistently ranked among the Top 10 tellers company-wide.
Trusted to assist with vault balancing, ATM balancing, cash shipments, and transaction discrepancy research.
Experienced in identifying transaction errors, researching account discrepancies, and supporting operational accuracy.
Employee of the Year Belmont Finance 2022
Awarded company-wide for outstanding performance, teamwork, and willingness to assist across departments while maintaining excellence in core job responsibilities.