LaTonya Monroe Terry
Birmingham,Alabama
Summary
Dedicated and professional individual with a proven track record in client services, time management, and trend tracking. Skilled in troubleshooting problems and developing effective solutions. Adept at verbal and written communication, with a strong background in fostering positive relationships and consistently surpassing goals.
Overview
13
13
years of professional experience
Work History
Supplier Information & Process Specialist
Seneca Resources/Southern Company
10.2023 - Current
- Retrieve and analyze data using Excel, Oracle ERP, GEP, Maximo, and other data management systems
- Audit and review all EFT form received from suppliers and internal contacts
- Contact Suppliers via outbound calls to validate banking information for mitigation purposes
- Responsible for maintaining organized and consistent documentation based on retention schedule for reoccurring audits
- Log, track, and validate all requests
Internal Auditor
BJCTA
02.2023 - 09.2023
- Reviewed financial documents to ensure compliance with company policy and procedures were implemented
- Developed audit programs and internal control systems to identify areas of risk
- Conducted interviews with management personnel to access the effectiveness of internal controls
- Analyzed business operations and identified opportunities for improvement
- Created training material for staff members
- Reviewed, analyzed, and submitted federal grants
- Compiled biweekly reports for the board of directors
- Monitored compliance for time management, time keeping, ADA, and bus transport safety
Tax Preparer
Intuit
01.2012 - 04.2023
- Contacted the IRS or other relevant government organizations on behalf of the client
- Prepared tax returns, extensions, tax planning calculations, and write ups
- Prepared tax return amendments to resolve state and federal notices
- Advised clients on how to reduce tax liabilities
- Filed tax returns for individuals, businesses and international companies
Accounting Specialist/Tax Preparer
Strategic Tax & Accounting LLC
01.2022 - 02.2023
- Prepared and filed individual, corporate, partnership, and trust tax returns
- Analyze financial data to identify potential tax savings opportunities
- Research and interpret tax laws and regulations
- Assist with tax audits and appeals
- Developed and maintained client relationships
Mortgage Collector Team Lead
Synovus Bank
05.2014 - 02.2023
- Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys
- Increased customer satisfaction by resolving collection issues
- Submitted customer payments per their request and by offset to further reduce delinquent balances
- Assisted borrowers with retaining their home by encouraging them to apply for loan modifications and deferments
- Reduced aged accounts by collecting on approximately 100 accounts daily
- Performed administrative functions by assigned accounts
- Used excellent verbal skills to engage customers in conversation to effectively determine the best solution
Education
Bachelor of Science (B.S.) -
University of Alabama at Birmingham
Birmingham, Al12.2006
Skills
- Regulatory Compliance
- Problem Solving
- MS Office
- Adaptability
- Budget preparation
- Interpersonal
- Excel
- Teamwork/Collaboration
- Leadership
Additional Information
Certified Loan Signing Agent, Certified Special Project Manager, Notary Public, Member of The Institute of Internal Auditors
Timeline
Supplier Information & Process Specialist
Seneca Resources/Southern Company
10.2023 - Current
Internal Auditor
BJCTA
02.2023 - 09.2023
Accounting Specialist/Tax Preparer
Strategic Tax & Accounting LLC
01.2022 - 02.2023
Mortgage Collector Team Lead
Synovus Bank
05.2014 - 02.2023
Tax Preparer
Intuit
01.2012 - 04.2023
Bachelor of Science (B.S.) -
University of Alabama at Birmingham
Similar Profiles
Christopher JoeChristopher Joe
DevSecOps Engineer at Seneca ResourcesDevSecOps Engineer at Seneca Resources
Emanuel WilliamsEmanuel Williams
IT Analyst at Seneca ResourcesIT Analyst at Seneca Resources
HAZEL FRASERHAZEL FRASER
Human Resources Sr. Manager at SENECA RESOURCES LLCHuman Resources Sr. Manager at SENECA RESOURCES LLC