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LINDA M. PERRY 110 Galahad Dr Warner Robins, GA 31093 (478) 390-4792 [email protected] Objective: A self-motivated person with over twenty years business experience with a focus primarily in bookkeeping, accounting, banking, and management. Highlights: Cash handling, Financial analysis, Accounting background, Sales, Lending, Management Education: Kaplan University – January 2010 – September 2011 School of Business Bachelor’s Degree in Business Administration – Graduated Summa Cum Laude Macon College (100 College Station Drive, Macon, GA 31210) Department of Business and Economics Associates Degree in Business Administration - Classes included Accounting, Macroeconomics, Microeconomics, Keyboarding, Business Communication, Business Law, and computer courses. Experience: Certus Bank/Morris Bank January 2010 – October 2015 Customer Service Rep Assisting internal customers as a subject matter expert, to include training and answering questions. Protecting customers and the bank by following banking laws, regulations, policies, and procedures. Selling bank products to customers, this includes deposit accounts and loans to consumers and businesses. Help customers with issues regarding their financial need, including managing funds, answering questions regarding products and services, and assisting with account reconcilement. Internal auditing and bookkeeping for the branch. Audits include review bookkeeping to keep the branch is in compliance. Bookkeeping to make sure the branch is following regulations and internal procedures. Coaching of staff regarding issues found during the audit. Auditing of customer accounts to find fraud, kiting, or theft. Audit of loans to find errors or missing documentation. Contacting customers, attorneys, insurance companies, government offices, and other

Linda.M.Perry Resume

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Page 1: Linda.M.Perry Resume

LINDA M. PERRY110 Galahad Dr

Warner Robins, GA 31093(478) 390-4792

[email protected]

Objective: A self-motivated person with over twenty years business experience with a focus primarily in bookkeeping, accounting, banking, and management.

Highlights:Cash handling, Financial analysis, Accounting background, Sales, Lending, Management

Education:Kaplan University – January 2010 – September 2011 School of BusinessBachelor’s Degree in Business Administration – Graduated Summa Cum Laude

Macon College (100 College Station Drive, Macon, GA 31210) Department of Business and EconomicsAssociates Degree in Business Administration - Classes included Accounting, Macroeconomics, Microeconomics, Keyboarding, Business Communication, Business Law, and computer courses.

Experience:Certus Bank/Morris BankJanuary 2010 – October 2015Customer Service Rep

Assisting internal customers as a subject matter expert, to include training and answering questions. Protecting customers and the bank by following banking laws, regulations, policies, and procedures. Selling bank products to customers, this includes deposit accounts and loans to consumers and businesses. Help customers with issues regarding their financial need, including managing funds, answering questions regarding products and services, and assisting with account reconcilement.

Internal auditing and bookkeeping for the branch. Audits include review bookkeeping to keep the branch is in compliance. Bookkeeping to make sure the branch is following regulations and internal procedures. Coaching of staff regarding issues found during the audit.

Auditing of customer accounts to find fraud, kiting, or theft. Audit of loans to find errors or missing documentation. Contacting customers, attorneys, insurance companies, government offices, and other outside sources to correct loan exceptions. Resolve any errors found during audits.

Head Teller Supervising and coordinating employee activities regarding the processing

of customer transactions. Auditing of teller drawers to watch for theft or errors. Approving checks. Assisting with customer complaints. Training new tellers and head tellers.

Maintain branch logs and bookkeeping for compliance. Keeping teller reporting of cash and transactions. Balancing teller drawers and the vault. Ordering new money as needed.

Teller

Page 2: Linda.M.Perry Resume

Assisting customer by receipt and processing of deposits, loan payments, cashing checks, selling Cashier’s checks, and other transactions. Recording transactions for compliance. Cash balancing. Cross-sell bank products and services.

Liberty National Life InsuranceSeptember 2009 – December 2009Agent

Cold calling to business for presentations to employees. Meeting with customers to determine needs and offer products to assist with those needs. Completing applications for insurance approval. Delivering and reviewing the policy with customers.

SunTrust Bank Macon, GAJuly 1996 – September 2009Licensed Assistant Branch Manager

Providing customer service by meeting customer needs through selling products and services. Products sold are deposit accounts, loans, IRA’s, and insurance products for financial planning. Outbound sales calls, including cold calls.

Plan and evaluate all branch functions including sales, training, and operations. Supervise branch employees. Scheduled employees. Conducting reviews and corrective actions. Coach employees on sales, policy, and regulations. Audit teller and customer service production.

Review customers’ accounts for fraud, money laundering, and other irregular activity. Make decisions on problematic accounts. Support the customer service staff in sales and handling difficult situations.

Financial Service Representative Pro-actively sell products and services to customers. Assist customers

with financial decisions. Work with customers through the lending process. Advise customers regarding loans and financial decisions. Creating customer relationships to allow for personalized service. Offering support to management in internal auditing and bookkeeping. Coaching and training employees.

Accounting Assistant Reconciling various General Ledger accounts. Writing policy for the bank

regarding Bank Secrecy Act and other policy and procedures. Create and implement review for document exceptions for branch documents. Audit of Demand Deposit Charged-off accounts including creating and maintain a database in Microsoft Access for reporting to CheckSystems, Collection Agencies, & Equifax. Using the Access database, created a more efficient process reporting to credit & collection agencies. Investigate & report fraud, policy violations, & suspect activity of branch staff.

Teller Cash Balancer Daily balancing teller cash General Ledger using mainframe, Lotus 1-2-3

(versions 4 and 5), Excel, Word and other company systems. Balancing ATM’s and General Ledger accounts. Research on Microfilm. Audit and correct errors with ATM’s for customers.

Tri-State Dairy Macon, GaNovember 1995 - July 1996 Route Settlement Lead Clerk

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Accounting Department supervisor. Balancing the cash and inventory of route drivers using driver paperwork compared to the computer system. Audit for errors made on the routes.

United States Attorney's Office Macon, Ga April 1994 - November 1995Student Clerk, GS-1

Use of computers, phones, and other office equipment. Reception work. Audit of closing legal files. Filing legal cases. Accurately typing subpoenas. Compiling jury analysis. Planning seminars.

SkillsAccounting, ATM, Auditing, banking, Bookkeeping, Business Communication, Business Law, Cashier, closing, Coach, Coaching, Cold calling, credit, customer service, database, documentation, drivers, training employees, Filing, financial, financial planning, funds, General Ledger, General Ledger accounts, insurance, Internal auditing, inventory, Keyboarding, legal, Lotus 1-2-3, mainframe, managing, Access database, Microsoft Access, Excel, money, Word, office equipment, policies, presentations, Reception, Reconciling, Recording, reporting, Research, Selling, sales, seminars, supervisor, Supervising, phones, typing