Kyle Perry
Saint Charles,MO
Summary
Results-driven professional with expertise in developing business relationships to enhance operational planning and implementation. Proficient in regulatory compliance and control systems, leveraging trend analysis to drive improvements. Adept at thriving in fast-paced environments while maintaining a strong focus on deadlines and resource management.
Overview
8
8
years of professional experience
Work History
Accountant II
Waxman Associates
05.2024 - Current
- Streamlined financial reporting processes to enhance accuracy and timeliness of monthly statements.
- Analyzed financial data to identify trends, contributing to strategic decision-making for budget planning.
- Developed and implemented internal controls, reducing discrepancies in accounts receivable and payable management.
- Mentored junior accountants, fostering skill development and improving team performance in audit preparations.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Developed financial reports for senior management, facilitating informed decision-making processes.
- Gathered financial information, prepared documents, and closed books.
Treasury Management Specialist
Carrollton Bank
08.2023 - 02.2024
- Enhanced cash flow through advanced treasury management systems and processes.
- Mitigated financial risks by evaluating currency, interest rates, and credit exposures.
- Identified investment opportunities through comprehensive market trend analysis.
- Consolidated banking accounts, improving efficiency and achieving cost savings.
- Audited transactions to ensure accuracy of ledger entries and financial records.
Loan Processing Manager
Carrollton Bank
06.2020 - 08.2023
- Enhanced loan approvals by streamlining processing procedures and workflows.
- Accelerated application processing using digital documentation management systems.
- Boosted team productivity through targeted training on compliance standards.
- Achieved high performance by leading a team of loan processors effectively.
- Managed multiple mortgage teams to deliver exceptional customer service.
Mortgage Loan Officer
Homestar Financial Corporation
04.2018 - 01.2020
- Achieved higher loan approval rates through effective pipeline management and relationship building.
- Enhanced customer satisfaction by streamlining the loan application process significantly.
- Evaluated borrowers' finances to recommend suitable mortgage products and loan structures.
- Built strong partnerships with realtors and underwriters to facilitate loan closings.
- Maintained robust communication with borrowers to address concerns and expedite approvals.
Education
Bachelor of Science - Finance/Accounting
Indiana University Bloomington
Bloomington, IN05.2013
Skills
- Excellent Verbal and Electronic Communication Skills
- Financial analysis aptitude
- Team Collaboration
- Strategic planning
- Rapid data entry skills
- Goal-oriented
Timeline
Accountant II
Waxman Associates
05.2024 - Current
Treasury Management Specialist
Carrollton Bank
08.2023 - 02.2024
Loan Processing Manager
Carrollton Bank
06.2020 - 08.2023
Mortgage Loan Officer
Homestar Financial Corporation
04.2018 - 01.2020
Bachelor of Science - Finance/Accounting
Indiana University Bloomington