Linda M. Perry has over 20 years of experience in bookkeeping, accounting, banking, and management. She holds a Bachelor's Degree in Business Administration from Kaplan University and an Associate's Degree in Business Administration from Macon College. Her experience includes roles as a Customer Service Representative, Internal Auditor, Head Teller, Teller, Insurance Agent, Licensed Assistant Branch Manager, Financial Service Representative, Accounting Assistant, and Teller Cash Balancer at Certus Bank/Morris Bank and SunTrust Bank. She has skills in accounting, auditing, banking, bookkeeping, business communication, cash handling, coaching, credit, customer service, financial planning, internal auditing, legal, managing, Microsoft Office, money
1. LINDA M. PERRY
110 Galahad Dr
Warner Robins, GA 31093
(478) 390-4792
Linda.M.Perry@cox.net
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 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
2. 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 Insurance
September 2009 – December 2009
Agent
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, GA
July 1996 – September 2009
Licensed 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, Ga
November 1995 - July 1996
Route Settlement Lead Clerk
3. 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 1995
Student 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.
Skills
Accounting, 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