Shay Lyons
Lincoln,NE
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
8
8
years of professional experience
Work History
Associate I, Partnership Accounting Operations
First National Bank
03.2023 - Current
- Verify and balance, create/input appropriate entries, research out of balance situations, and resolve or escalate issues for functions as assigned
- Gather statistical/financial data using reports, input to spreadsheets, update formulas, and analyze for accuracy and reasonability prior to distribution to management and internal business partners
- Provide/participate, as assigned by management, in on-the-job training, and cross training of new and existing team members
- Assist with research and resolution of potentially dormant accounts/items to prepare for unclaimed property escheatment
- Work collaboratively with various department representatives, external clients, and vendors in the development of new product or process implementations, system enhancements, or system reporting
- Complete compliance training and adhere to internal procedures and controls, as required
- Report any known violations of compliance policy, laws, or regulations
- Report any suspicious customer and/or account activity
- Ensure direct reports meet the above requirements and take action to address employee performance issues
- Conduct accounting functions related to the processing of financial transactions in various systems
- Coordinate and participate in the completion of projects affecting Credit Card Accounting processes
- Assist in recommending, implementing, training, and documenting new accounting processes to gain efficiencies and reduce expenses.
- Reconciliation of multiple GL's and DDA's
- Streamlined accounting processes by implementing new processes, leading to increased efficiency and accuracy in financial reporting.
- Adhering to federal and compliance timelines and regulations.
Specialist Deposit Maintenance
First National Bank
02.2021 - 12.2022
- Address changes for customers who've sent in a request
- Check orders for customers who've sent in a request
- Account closings from bankers with submitting requests and customers for FNBO Online accounts
- Dormant reactivation for accounts that have been in dormancy requested by bankers
- Ordering new VDC cards for retail and business customers while ensuring the address match what we have on file
- PeopleSoft entries for closings and internal transfers between accounts
- Research for Safe Deposit Boxes and applying payments made
- Research on accounts for something that was done, and the customer doesn't remember making the request
- Adding and removing customers as POD's on online accounts
- Servicing CD's, Checking, and Savings accounts for customers.
Specialist Credit Card Accounting Adjustments
First National Bank
10.2018 - 01.2021
- Verify checks payable to First National Bank of Omaha, written and legal amounts match, and seeing this is our customer
- Matching the names of the consumers on the check to the customer in the system to post their payment to the correct account
- Balancing the work provided by the group, outside departments, and myself via spreadsheets
- Providing efficient customer service by posting payments within regulatory timeframes to avoid late fees and excess finance charges
- Doing research to find a missing payment, finding the payment/payments, correcting where the payments should go, and posting the payments correctly
- Transferring money between two related accounts by assessing the accounts to make sure every criterion is met to avoid fees
- Sending out credit to the customers while making sure the account is sound and nothing more needs to happen within the account and giving the customer accurate information the first time when asked
- Helping with projects that are time consuming while keeping up on my regular work and done accurately with few mistakes
- Balancing rejected payments and processing payments that have rejected due to account status error
- Using several tools to locate and return payments, Mastercard RPPS, Tracker, TBS, eVision, etc.
- Processed payments, transfers, credit balance returns, encoding errors, misposted payments, balance transfers, Stop Pays, payment research, address changes for Credit Cards, and many more functions relating to Credit Cards following and complying to regulatory timelines.
Teller
First National Bank
08.2016 - 10.2018
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts
- Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
- Count, verify, and post armored car deposits
- Prepare and verify cashier's checks
- Carry out special services for customers, such as ordering bank cards and checks
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due
- Provide excellent customer service by greet customers when they walk into the branch
- Thank the customer for their business with First National.
Education
No Degree - Accounting
Southern New Hampshire University
Hooksett, NHHigh School Diploma -
Douglas County West High School
05.2016
Skills
- Microsoft Excel Expertise
- Confidentiality
- Problem Solving
- Regulatory Compliance
- Critical Thinking
- Audit Coordination
- Multiple Reconciliation's
- Attention to Detail
- Organizational Skills
- Process Improvement
- Documentation
- Proactive and Focused
References
Available upon request
Timeline
Associate I, Partnership Accounting Operations
First National Bank
03.2023 - Current
Specialist Deposit Maintenance
First National Bank
02.2021 - 12.2022
Specialist Credit Card Accounting Adjustments
First National Bank
10.2018 - 01.2021
Teller
First National Bank
08.2016 - 10.2018
High School Diploma -
Douglas County West High School
No Degree - Accounting
Southern New Hampshire University