Unique Robinson-Reese

• Continuously establishing relationships with dealers to ensure understanding of credit union specific lending program.
• Oversaw loan application processing and funding, guaranteeing precision and compliance with established regulatory frameworks.
• Guided new employees through operational procedures and systems to enhance onboarding effectiveness.
• Facilitated balancing of general ledgers for departmental accuracy.
• Demonstrated excellence in loan funding by consistently processing 200-300 loans monthly, resulting in top performer recognition for Q4 2025 and Q1 2026.

• Developed expertise in personal fiduciary IRA and business account management to enhance client satisfaction and drive membership growth.
• Enhanced member satisfaction by resolving customer issues promptly and recommending products aligned with financial goals.
• Facilitated average monthly funding of $50,000 for personal auto and diverse credit lines, ensuring affordability for members.
• Executed comprehensive verification of customer data to uphold Bank Secrecy Act (BSA) compliance.
• Assisted with reconciling branch recreational accounts. Supported monthly audit processes to promote accuracy. Aided in opening and closing branch operations. Facilitated the acceptance and distribution of cash shipments for the branch.
• Reinforced training by coaching new employees on systems, operational procedures, and organizational policies, ensuring knowledge retention and successful application in the workplace.
• Collaborated in the creation of internal follow-up and service enhancement tools and procedures, enhancing overall service delivery standards.

• Coordinated the assembly of new and used forklifts with manufacturers, ensuring timely and budget-compliant project completion. Generated detailed pricing quotes within one business day of requests and ordered forklifts within two business days. Revised quotes for the sales staff to ensure accuracy.
• Managed rental inventory to maintain accurate availability records and optimize resource allocation. Oversaw rental contracts, requested maintenance work orders, and communicated with renters regarding payments.
• Communicated with various freight companies to arrange deliveries or receipts of rentals based on business needs and sold units.
• Assisted with accounts payable and receivable by reconciling accounts, providing weekly updates, and entering transactions into internal databases.
• Assisted with month-end financial closing activities for branch, posting to general ledger for forklift sales, rentals, and maintenance.

• Collaborated with salesmen and vice president to create detailed truck quotes for customers, ensuring accuracy by reviewing and correcting discrepancies in pricing quotes.
• Developed strong relationships with returning customers through effective phone, email, and face-to-face communication, enhancing customer loyalty.
• Maintained organized desk area and showroom floor, managed inventory and supply orders, and streamlined expense report submissions to support operational efficiency.

• Managed a high volume of workload, consistently processing 55 vehicle titles and registrations with a 95% accuracy rate and ensuring compliance with state regulations.
• Researched and collected documentation, taxes, and fees for vehicle registrations, ensuring compliance with state regulations.
• Balanced general ledgers for vehicle registrations and taxes, issuing refund checks and collecting payments to maintain accurate financial records.

• Oversaw daily operations for fast-paced retail business office, assigning internal tasks to employees, including signing legal documentation for vehicle registration and loan finalization.
• Trained and coached employees on company procedures and vehicle title, registration, and financing processes to enhance team knowledge and performance.
• Held regular staff meetings to align employees with company goals and clarify their contributions to overall success.
• Regularly held staff meetings to ensure every employee understands company goals and how they contribute to company success.
• Consistently demonstrated exceptional customer service by promptly resolving customer concerns.

Coursework completed towards accounting.