Hi, I’m
Heidi Swanson
Summerville,SC
Summary
Organized and dependable accounting professional successful at managing multiple priorities with a positive attitude. Acknowledged for integrity, quick-learning ability, meticulous attention to detail, and resourceful nature.
Overview
19
years of professional experience
Work History
REV Federal Credit Union
Member Accounting Processor
02.2023 - Current
Job overview
- Accurately enter, track, and process incoming and outgoing wire payments
- Process returned 5-15 checks and 20-50 share draft payments for members daily
- Assist branch and contact center employees with accounting related questions to assist members
- Generate wire reports for finance department.
- Contribute to overall team success by consistently meeting or exceeding performance metrics for quality and productivity
U.S. Bank
Quality Analyst
08.2020 - 08.2022
Job overview
- U.S. Bank, Marshall, MN | August 2020 – August 2022
• Ensured compliance with internal and regulatory standards and procedures
• Monitored and evaluated quality of work of Cash Applications,
Disbursements Control, and Payment Adjustments to identify inaccuracies
and control deviations
• Wrote and updated 20 QA test scripts to align with controls and procedures
• Analyzed 1-4 reports for each QA test in Excel using VLOOKUP and
PivotTables
• Meticulously reviewed and published 16-20 tests per month
• Collaborated with 7 QA team members to cross-train and assist with testing and ad hoc projects to ensure deadlines were met - Enhanced customer satisfaction by addressing and resolving complaints in a timely manner, demonstrating commitment to exceptional service.
U.S. Bank
Accounting Specialist
01.2019 - 08.2020
Job overview
- Reviewed over 325 customer ACH authorization forms per month at 99.75% accuracy
- Collaborated with team of 8 Accounting Specialists to research payments
- Created batches to post checks, wires, and ACH payments to lease and loan contracts
- Ran and validated payments-collected reports and wired money to syndicated parties
- Researched and replied timely and professionally to a variety of internal and external emails related to Cash Applications
- Analyzed payment and batch reports along with deposit reports to complete end-of-day balancing
- Cross-trained in Disbursements Control and assisted in initiating wire payments.
Heidi Swanson Photography
Owner and Photographer
12.2011 - 04.2020
Job overview
- Founded successful wedding and portrait photography business
- Scheduled, planned, and executed photo sessions and events for clients
- Created competitively priced photo packages to meet client needs, and to generate profit
- Cultivated relationships with clients to ensure repeat business and referrals
- Marketed business with traditional and social media.
U.S. Bank
Sales Tax Associate
03.2005 - 05.2011
Job overview
- Prepared, filed, and paid 15 different state and local sales tax returns each month
- Reviewed and maintained sales tax exemption certificates for all taxing jurisdictions
- Completed business license filings
- Researched state and local tax laws to update internal tax matrix
- Provided support to Sales, Documentation, Customer Service, and Collections for all sales and use tax questions
- Developed procedures to review leases for tax application and trained team members to execute these procedures
- Trained team members how to prepare and file taxes and to analyze internal audit reports
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns
- Responded to inquiries from tax authorities
Education
Tracy Area High SchoolTracy, MN
High school diploma
06.2000
Skills
- Attention to Detail
- Microsoft Office
- Accounts Payable
- Word Processing
- Data Analysis
- Data Entry
- Accounts Receivable
- Account Reconciliation
Timeline
Member Accounting Processor
REV Federal Credit Union
02.2023 - Current
Quality Analyst
U.S. Bank
08.2020 - 08.2022
Accounting Specialist
U.S. Bank
01.2019 - 08.2020
Owner and Photographer
Heidi Swanson Photography
12.2011 - 04.2020
Sales Tax Associate
U.S. Bank
03.2005 - 05.2011
Tracy Area High School
High school diploma
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