KATHY BREESE
Sharon,PA
Summary
Organized and detail-oriented Bookkeeper proficient in QuickBooks / Sage-Peachtree, Microsoft Office and Adobe software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue. Well versed in payroll, accounts payable and accounts receivable functions. Impressive accounting and communications skills leading to desirable outcomes. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Organized Mortgage Loan Officer 24 years of experience in Mortgage and Consumer Lending. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Bookkeeper /Senior Accounting Clerk
Clean Wiz, Inc
09.2001 - Current
- Accounting and bookkeeping: entering invoices, follow up on accounts receivable and accounts payable, handle payroll and file quarterly reports, submit online, and pay each vendor
- Using Quickbooks, Excel spreadsheets, post financial transactions, receiving and recording invoices, cash, checks and ACH transactions
- Enter debits and credit into Quickbooks accurately
- Prepare for budgets, projected cash flow with spreadsheets and graphs
- Self-motivated, with strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Check for accuracy in reports, figures and postings
- Do year end reporting, balance sheets, profit and loss, W2 and W3 filings, 1099 and 1096 reporting, Complete federal and state taxes for S-Corp file 1120-S.
Accounting Clerk
Apex Engineered Products
01.2024 - 05.2024
- Ran reports, created graphs, charts, spreadsheets in excel, to show cash flow, hours per each job, handle accounts receivable and payable, handle and write settlement agreements and quotes for sales.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Maintained accounting records utilizing in-house and client systems.
- Input high volume of monthly invoices with consistent accuracy.
- Using Sage / Peachtree database program enter debits and credits, creating purchase orders, updating inventory
- Create numerous reporting in excel for cash flow for each job, hours projected and actual hours
- Create legal documentation for settlements on specific jobs including international
Mortgage Loan Officer
Northwest Bank
01.2012 - 01.2022
- Responsible for mortgage and home equity loan origination through transfer to underwriting process in a multi-state lending program
- Finished in top level of sales more than $50 million in annual loans
- Daily interaction with customers, obtaining loan documentation, appraisals, property, and valuation reports and ensuring compliance with multiple regulatory laws and regulations.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
Bank Branch Manager
Northwest Bank
01.2010 - 01.2012
- Served as Manager for Bank Branch Office including day to day operations, personnel management, daily financial record keeping and reconciliation, monitored security protocols and compliance and business development.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
Assistant Branch Manager
Northwest Bank
01.2004 - 01.2010
- Grew customer base in a new office over12-year period through community networking and innovative customer incentives.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Education
Some College (No Degree) - Secondary Education-Mathematics
Butler County Community College And Slippery Rock University
Butler / Slippery Rock, PA Skills
- Microsoft Office
- QuickBooks
- Sage / Peachtree
- Accounting and bookkeeping
- Spreadsheet tracking
- Bank Reconciliation
- Advanced computer skills
- Financial Reporting
- Cash Flow Management
- Audit preparation
- Time tracking
- Business Development
- Proactive and Self-Motivated
- Payroll Preparation and Processing
- Tax preparation
Accomplishments
Completed Managers Training Program with Northwest Bank, Certificate of completion to become Management Certified in Community Banking with Highest Honors, FSWI Emerging Leaders Program at Duquesne University, Graduate from Leadership Butler County 2009, Pennsylvania Bankers Association School of Banking at Penn State, BAI Compliance Certificates, Bierly Training. Specialized training MGIC, Flood, Construction, FHA, USDA, VA, and Consumer loans, and all regulations with Retail banking.
Certification
- Managers Training Program with Northwest Bank 2005
- Certificate of completion to become Management Certified in Community Banking with Highest Honors
- FSWI Emerging Leaders Program at Duquesne University
- Leadership Butler County 2009 through the Butler County Chamber of Commerce
- Bierly Training
- Pennsylvania Bankers Association School of Banking at Penn State
- Specialized training MGIC, Flood, Specialized training in Construction, FHA, USDA, and VA loans
- Completed all BAI Compliance E-learning Certificates in the last year, which included Mortgage: BSA and collecting and verifying information for the application, providing disclosures for Reg Z, RESPA, Reg B, and more, Mortgage closing disclosures, Reg Z fundamentals for Real Estate loans, RESPA, and the FDPA, Appraisal and valuations, Flood Disaster Protection act, Fair Lending, Safe Act, Workplace harassment and violence, Cybersecurity
Hobbies and Interests
- Physical fitness training
- Golf
- Outdoors
- Running
- Hiking
Timeline
Accounting Clerk
Apex Engineered Products
01.2024 - 05.2024
Mortgage Loan Officer
Northwest Bank
01.2012 - 01.2022
Bank Branch Manager
Northwest Bank
01.2010 - 01.2012
Assistant Branch Manager
Northwest Bank
01.2004 - 01.2010
Bookkeeper /Senior Accounting Clerk
Clean Wiz, Inc
09.2001 - Current
Some College (No Degree) - Secondary Education-Mathematics
Butler County Community College And Slippery Rock University
- Managers Training Program with Northwest Bank 2005
- Certificate of completion to become Management Certified in Community Banking with Highest Honors
- FSWI Emerging Leaders Program at Duquesne University
- Leadership Butler County 2009 through the Butler County Chamber of Commerce
- Bierly Training
- Pennsylvania Bankers Association School of Banking at Penn State
- Specialized training MGIC, Flood, Specialized training in Construction, FHA, USDA, and VA loans
- Completed all BAI Compliance E-learning Certificates in the last year, which included Mortgage: BSA and collecting and verifying information for the application, providing disclosures for Reg Z, RESPA, Reg B, and more, Mortgage closing disclosures, Reg Z fundamentals for Real Estate loans, RESPA, and the FDPA, Appraisal and valuations, Flood Disaster Protection act, Fair Lending, Safe Act, Workplace harassment and violence, Cybersecurity
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