Robert DEVOLD
VACHERIE,LA
Summary
Organized and detail-oriented individual with over ten years of banking and accounting experience, seven of which include monitoring construction projects and processing insurance claims. While serving as a Construction Analyst, I helped to create department procedures as well as transform the department into a more efficient and profitable entity for my institution.
Overview
20
20
years of professional experience
Work History
ACCOUNTING TECHNICIAN
CMJ Consultants (USDA Contracted)
06.2024 - Current
- Performed various accounting, financial, and/or payroll-related tasks
- Analyzed various documents to determine discrepancies and identified corrective action to be taken
- Established and maintained appropriate rapport with internal and external customers to promote and improve program objectives
- Explained complex issues in simplified terms so customers could comprehend the resolution
- Researched and prepared well-written responses and emails that provided customers with accurate information regarding inquiries
- Received and reviewed accounting documents for proper accounting codes, classification, signatures, transaction codes, etc., and determined appropriate action to update ledger(s)
- Maintained funds control, reimbursement, credits, customer orders, and general ledger by processing day-to-day accounting documents.
LOAN SERVICING ASSOCIATE
Bank of Louisiana
02.2023 - 03.2024
- Monitored Insurance
- Force-placed insurance and taxes
- Administered credit report corrections
- Mortgage cancellations and reinscription of mortgage
- Processed construction draws
- Balanced general ledgers
- Processed daily statements
- Created written procedures for loan servicing department.
LOAN OPERATIONS ASSOCIATE/LSBO PAYMENT PROCESSOR
Iberia Bank
01.2016 - 10.2022
- Processed monthly payments for over 40 vendors
- Monitored and updated GL for monthly escrow reconciliation
- Monitored the accrual adjustment report to ensure all monthly changes are correct
- Updated as well as created new procedures as needed to ensure a proper understanding of processing LSBO payments.
CONSTRUCTION LOAN ANALYST II
Fidelity Homestead Savings Bank
08.2009 - 10.2015
- Collected documents from customers for review of potential new and renovation construction projects
- Created draw schedules based on the scope of work and pre-funding analysis
- Monitored all projects from start to completion to ensure the protection of the institution's collateral
- Disbursed construction funds as project staged were completed
- Coordinated and verified all projects were completed to building code standards as well as collected verification of municipal/parish inspections as needed per project
- Maintained constant communication with customers to ensure confidence in my institution and to address any concerns about the construction process
- Performed inspections for small renovation insurance claims.
LOAN OPERATIONS ASSOCIATE
Fidelity Homestead Savings Bank
08.2006 - 07.2009
- Monitored insurance and taxes
- Processed loan cancellations once mortgages were paid off
- Processed loan payments
- Disbursed funds for insurance claims.
PERSONAL BANKER
Fidelity Homestead Association
04.2004 - 08.2006
- Opened DDA and HSA accounts
- Processed shared loan accounts
- Processed account maintenance
- Assisted tellers when needed.
Education
Delgado Community College
New Orleans, LA01.2017
Skills
- Bank Reconciliations
- Expense Tracking
- Cash Flow Management
- File Maintenance
References
References are available upon request.
Timeline
ACCOUNTING TECHNICIAN
CMJ Consultants (USDA Contracted)
06.2024 - Current
LOAN SERVICING ASSOCIATE
Bank of Louisiana
02.2023 - 03.2024
LOAN OPERATIONS ASSOCIATE/LSBO PAYMENT PROCESSOR
Iberia Bank
01.2016 - 10.2022
CONSTRUCTION LOAN ANALYST II
Fidelity Homestead Savings Bank
08.2009 - 10.2015
LOAN OPERATIONS ASSOCIATE
Fidelity Homestead Savings Bank
08.2006 - 07.2009
PERSONAL BANKER
Fidelity Homestead Association
04.2004 - 08.2006
Delgado Community College
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