Jeffery Walker

Act as home healthcare aide for my disabled wife. Duties are general housework and taking her to doctors appointments as necessary, hours are whenever I choose to work up to my allotted weekly maximum, which is dependent on her health week by week..

Managed portfolio of 150 lending clients with $4.3 million in outstanding balances. Met with numerous clients each day to determine banking needs. Trained new junior associates as to policy and procedure. Presented loans for approval to weekly loan committee and or board of directors.
In my duties as an accountant I prepared the majority of internal and external financial and regulatory reports. In regards to internal reports, I presented my results to my direct supervisor for review and adjustments, presented finalized documents to the board of directors on a monthly basis. Attended meetings with regulatory agencies on a semi regular basis, and with external accountants on an annual basis.

Reviewed personal mortgage loan applications to governmental agencies for complete and accurate documentation. As compliance officer, administered ongoing education on changes to policies and procedures to all employees.

Analyzed businesses for credit worthiness. Presented loans for approval to weekly loan committee and or monthly directors meetings. Performed monthly floor plan audits.

• In my first full time job I advanced from teller, to branch manager, to accounting manager, to commercial credit analyst.
• During this time I performed a myriad of activities ranging from customer service as a teller reconciling accounts, performing vault audits; daily reconciling of all teller drawers both as a teller and later as a branch manager.
• As accounting manager tasks included preparing and submitting quarterly and annual reports to the regulating bodies such as the Call report submitted to the FDIC and the FRY reports to the Federal Reserve Bank; Reconciling of all general ledger accounts; meeting with and walking through the regulatory reports on an annual basis with bank examiners and external auditors.
• As compliance officer I administered all classes and testing for new and ongoing federal rules and regulations; coached coworkers who did not pass assessments as needed.