Summary
Overview
Work History
Education
Skills
Timeline
Generic

Levi Fortner

Freeburg,MO

Summary

Exceptional team player with a strong ability to follow instructions from all levels of management and foster positive working relationships with colleagues. Demonstrated flexibility and reliability through excellent time management skills, resulting in efficient completion of tasks. Effective communicator, engaging with both colleagues and customers. Approach work with enthusiasm, self-motivation, and a strong sense of responsibility, making me a dedicated and hardworking individual.

Overview

3
3
years of professional experience

Work History

Treasurer

Zion Evangelical Church-bland
Bland, MO
01.2025 - Current
  • Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes.
  • Drafted treasury reports to support management decision-making needs.

Credit Analyst

HAWTHORN BANK
Jefferson City, MO
04.2023 - Current
  • Gather and analyze loan applicants' financial data to evaluate risk
  • Assess creditworthiness of individuals, companies, and institutions
  • Collaborate with other financial experts to approve or deny loans
  • Complete reports due to upper management

Commercial Loan Assistant

HAWTHORN BANK
Jefferson City, MO
07.2022 - 04.2023
  • Prepare loan documents utilizing loan software programs
  • Review/proof all loan documents for accuracy and compliance
  • Complete any task the loan officer assigned

Teller

HAWTHORN BANK
Jefferson City, MO
08.2021 - 07.2022
  • Maintaining cash drawer allocation
  • Completing banking transactions for customers
  • Providing excellent customer service
  • Speaking with customers about different bank products that could benefit the customer

Education

Accounting -

Lincoln University Missouri
Jefferson City, MO
05.2023

Accounting - undefined

William Woods University
Fulton, MO
05.2021

Skills

  • Customer service
  • Time management
  • Microsoft excel
  • Communication skills
  • Hard Working
  • Strive for excellence
  • Completionist
  • Teamwork
  • Attention to detail
  • Professionalism

Timeline

Treasurer

Zion Evangelical Church-bland
01.2025 - Current

Credit Analyst

HAWTHORN BANK
04.2023 - Current

Commercial Loan Assistant

HAWTHORN BANK
07.2022 - 04.2023

Teller

HAWTHORN BANK
08.2021 - 07.2022

Accounting - undefined

William Woods University

Accounting -

Lincoln University Missouri
Levi Fortner