Kaylynn Tisdale

Financial Services Representative

US Military

Tampa, FL

06.2017 - 10.2021

Utilizes financial management decision support techniques to deliver sound financial advice to all levels of leadership. Excellent written and verbal communication skills. Can expertly handle requests and/or complaints.
Reviews financial data for accuracy and resolves discrepancies. Able to define problems, collect data, establish facts, and draw valid conclusions. Drives continuous improvement within processes and systems.
Reviews and approves assigned purchase requests to ensure costs are within the set budget of the business area. Conduct variance analysis to identify trends and areas of improvement.
Processes financial transactions, performs follow-up on commitments. Outstanding obligations and processes, this collection transactions reduce redundant work and increase productivity as required.
Provided clients with information on bank accounts, institutional policies, financial products, and related services.
Monitored and fulfilled customer banking requests by assessing customer requirements.
Maintained records of accounts.
Verified and posted details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.
Oversaw operations of the finance department, set goals and objectives, and designed a framework for these to be met.
Coded data for input to financial systems, according to the company's procedures.
Prepared and posted monthly statements to customers, and collected overdue payments.
Documented conversations with customers to track requests, problems, and solutions.
Assisted customers in making payments on accounts and setting up payment plans.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.