Tandy Collier
Canton,MS
Summary
Detail-oriented, resourceful with professional knowledge of accounting practices with 19+ years effectively maintaining accurate accounting information for multiple business organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
28
28
years of professional experience
Work History
Small Business Owner
Collier and Collier Enterprises LLC , Collier and Collier LLC
2015.01 - Current
- Partner - Independent Business Owner
- Event and Corporate Planner
- Relationship Management
- Sales Proficiency over 6200 clients
- Business Development and administration
- Team Management and Leadership
- Quality Control
- Accounting, Bookkeeping
- Payroll
- Nurtured client relationships to build trust and increase revenue
- Handled day-to-day accounting processes to drive financial accuracy.
- Created, managed, and executed business plan and communicated company vision and objectives to promote teams
- Set up appointments with potential and current customers to promote new products and service.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Consulted with customers to assess needs and propose optimal solutions.
- Gathered financial information, prepared documents, and closed books.
- Trained and motivated employees to perform daily business functions.
- Promoted business via social media to generate leads and maximize brand identity.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
- Prepared annual budgets with controls to prevent overages.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Designed business plan to define concept, short-term and long-term goals and strategies.
- Participated in business events, conferences and trade shows to promote products and network with business owners and prospective clients.
- Evaluated sales reports and financial statements to manage cash flow and develop techniques to improve business.
- Interviewed and hired ideal candidates to assist with logistics and tasks of business.
- Fulfilled customer shipping needs by completing all purchase orders and customer invoices.
- Demonstrated product presentations to prospective customers to showcase features, benefits and value.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Trained and guided team members to maintain high productivity and performance metrics.
- Assisted in recruiting and training of team members.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Assistant Office Manager
Global International
2009.01 - Current
- Oversee overall financial management, planning systems and controls
- Organizational planning and communications
- Organizing Spread
- Accounting, Bookkeeping
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Transferred and directed phone calls, guests, and mail to correct staff members.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Recorded expenses and maintained accounting records.
Insurance Specialist
State Farm, Property, Insurance
2017.10 - 2018.05
- Account operations, Sales and Maintenance
- Maintained high standards of customer service by building relationships with clients.
- Processed eligibility and benefits verification and authorization requests.
- Maintained confidentiality of patient finances, records, and health statuses.
- Resolved discrepancies in insurance payments by collaborating with carriers.
- Followed up on denials, late payments, extensions and other special circumstances.
- Researched and resolved routine and complex issues.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Personal Banker
BancorpSouth
2002.01 - 2016.07
- Lender, Notary, Licensed Insurance producer
- Experienced in consumer and business lending, NMLS#1165140
- Account operations and maintenance
- On the job trainer for daily operations, cross trained in other departments
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Monitored pipelines to track and log status of loans.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Expanded client base by promoting new financial products.
- Set up files using loan officer checklist and submitted on-time for processing.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
Treasury Management Marketing Assistant Representative
BancorpSouth
2015.01 - 2016.07
- Commercial Relationship Development
- Build and tailor commercial relationships.
Insurance Sales Agent
Infinex Investments Inc - BancorpSouth
2014.01 - 2016.08
- Mutual Employment – Wealth Management
- Licensed insurance producer
- Experience in retirement and estate planning
- Skilled at working independently and collaboratively in team environment
CRA - Assistant
North Rankin County BancorpSouth
2011.01 - 2016.01
- Community Development
- Organize and planned events
- Rankin County Budget control
Bookkeeper
United Team International
2001.01 - 2005.01
- Provided general office support including administrative duties and QuickBooks data entry.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Night Office Assistant
Haverty's
2002.01 - 2003.01
- Responsible for administrative duties, organizing sales & shipments, and entering claims.
Licensed Insurance Representative
BancorpSouth
2002.01 - 2016.08
- Calculated quotes and educated potential clients on insurance options
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension
- Upsold additional products and services after identifying customer needs and requirements
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Obtained underwriting approval by completing application for coverage
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals
Personal Banker / Branch Manager
AmSouth Bank - Deposit Guaranty Bank
1996.01 - 2002.01
- Coordinated with General Manager in different operational issues and promotional activities.
- Supervised operations team to support operational excellence and excellent customer service.
- Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer.
- Communicated with customers to assess satisfaction with products and services received.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Implemented process improvements to increase productivity.
- Generated financial and operational reports to assist management with business strategy.
- Produced reports for bank administrators to document long-term goals and financial status.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Education
Business Administration
Belhaven University
Jackson, MS 08.2018
Mississippi College
Clinton, MS 2014
Holmes Community College
Ridgeland, MS 1998
Skills
- Quality Management Systems
- Leadership and People Development
- Sales Leadership
- Tax Preparation
- Verbal and Written Communication
- Strategic Decision-Making
- Adaptable and Flexible
- Attention to Detail
- Payroll Management
- Adobe, Microsoft, Excell and QuickBooks Software
- Reports and Documentation
- Accounting and Bookkeeping
- Strong Customer Relationship Skills
- Directed daily operations for retail banking, including branch sales, business development, customer service, and credit analysis.
Affiliations
PWA – Professional Women Association, Rankin Chamber of Commerce, Madison Chamber of Commerce, Salvation Army, Habitat for Humanity, United Way, March of Dimes, MDA, Boys and Girls Club, Jr. Achievement, DREAM, Make a Wish, MS Deaf and Blind School, Rankin County, Reservoir Career Women Assoc.
Additional Information
- AWARDS, Board of Directors – Pure Romance Advisory Board 2017-2022Top in Sales and Sponsoring Awards (2016-2022)Area Director Award (2016)Customer service of the Year (2003-2005) Customer Service of the quarter (2004-2006) Director Level Annuity Award (2003,2007) Community Service Award (2005)LICENSES / CERTIFICATIONS Certification Sexual Health and Wellness Coach Notary Public License Life insurance licenses (#8663) Property and Casualty licenses Annual Deposit and CSR training Certifications (2002-2016) Annual Loan, Real Estate Training Certifications (2002-2016)
Timeline
Insurance Specialist
State Farm, Property, Insurance
2017.10 - 2018.05
Small Business Owner
Collier and Collier Enterprises LLC , Collier and Collier LLC
2015.01 - Current
Treasury Management Marketing Assistant Representative
BancorpSouth
2015.01 - 2016.07
Insurance Sales Agent
Infinex Investments Inc - BancorpSouth
2014.01 - 2016.08
CRA - Assistant
North Rankin County BancorpSouth
2011.01 - 2016.01
Assistant Office Manager
Global International
2009.01 - Current
Licensed Insurance Representative
BancorpSouth
2002.01 - 2016.08
Personal Banker
BancorpSouth
2002.01 - 2016.07
Night Office Assistant
Haverty's
2002.01 - 2003.01
Bookkeeper
United Team International
2001.01 - 2005.01
Personal Banker / Branch Manager
AmSouth Bank - Deposit Guaranty Bank
1996.01 - 2002.01
Business Administration
Belhaven University
Mississippi College
Holmes Community College
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