Dependable accounting assistant with a great work ethic and acknowledged for integrity and quick learning ability.
Overview
5
5
years of professional experience
Work History
Operations Accounting Specialist
Wells Fargo Home Mortgage
11.2020 - 07.2023
Maintained clean and organized files by keeping accounts payable records up-to-date.
Processed payments and documents such as invoices, wires, and statements.
Maintained and recorded accurate and complete documentation to facilitate accounting and filing functions.
Applied proper codes to customer loans to keep records organized and easily searchable.
Practiced patience and understanding when contacting clients and customers.
Used shipping websites such as FedEx and UPS to create labels.
Creating letters and emails for concerns.
Processed Post Fund Adjustments.
Analyzed Pay History's.
Used multiple monitors.
Loan Application Analyst
Wells Fargo Home Mortgage
08.2020 - 11.2020
Video chat training, meetings and evaluations.
Training prepared me for analyzing and recognizing loan applications, closing disclosures, notes, payment letters, security instruments, title commitments, and more.
Entered more than ten to fifteen loan packages a day.
Uses multiple monitors to complete the job.
Data analyzing was a great lesson in double checking my work and being as precise as possible.
Customer Service Representative
First Bankers Trust Company
10.2019 - 03.2020
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Experienced SOAR and created scripted account openings to eliminate miscommunication or misunderstanding.
Contacted customers for daily sale calls.
Customer Service Representative
Williamsville State Bank & Trust
12.2018 - 10.2019
Performed clerical tasks such as typing and filing paperwork.
Compose and mail customer statements and other correspondent-related issues such as discrepancies and outstanding unpaid items.
Sort in file deposit slip checks.
Manage a cash drawer and keep it balanced hourly.
Process transactions such as deposits, withdrawals, night deposits, mail deposits and loan payments.
Opened and closed the bank and performed security walk-through's.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA