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Yyyyyy x. yyyyyy                     0000 xxxxxx xxxx , xxxx , xxxxx 00000



Career Objective                                                                                            

Highly proficient, quality-focused professional eager to contribute broad knowledge of accounting and bookkeeping, as well as dynamic client servicing, cash handling and management skills toward actively supporting a progressive organization in optimizing performance as a key team member



Ø  Offer extensive experience in accounting and bookkeeping management, with comprehensive customer service background.

Ø  Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

Ø  Dynamic communication, presentation, relationship building and problem-solving abilities.

Ø  Excel at interacting with broad populations including senior management, sales and customer service staff as well as clients and external contractors.


Professional Experience                                                                               

Benefit Strategies, Inc. - Scottsdale, AZ                                                                         2007-Present

Administrative Assistant

  Exhibit dynamic analytical and organizational skills in monitoring monthly customer records for nationwide benefit providers and arranging in an Excel database.

  Actively support the effective administration of reporting, recordkeeping and government filing for retirement plans.

  Apply strong communication skills toward acting as first point of contact in responding to customer inquiries, troubleshooting problems and delivering product/service education. (MTH Mortgage) - Scottsdale, AZ                                                           2004-2007

Sr. Mortgage Loan Processor / Jr. Underwriter

  Contributed solid account management abilities in overseeing an account pipeline of 200+ loans and closed 30+ loans per month.

  Built and established key relationships and liaised effectively with senior management and staff as well as homebuyers and loan officers.

  Conducted comprehensive review and analysis of real estate and loan approval documentation.

  Proactively ensured timely and accurate processing and delivery of mortgage documents, demonstrating detail-oriented and multitasking talents in achieving goals and timelines.


Shea Financial Services - Scottsdale, AZ                                                                        2002-2004        

Mortgage Loan Processor/Closer

  Liaised regularly between homebuyers, loan officers, Shea Homes sales associates, design center and construction teams during home construction, illustrating exceptional communication and interpersonal relation skills.

  Directly managed an account pipeline of 100+ loans, with strong focus on optimizing productivity and efficiency.


Del Webb Mortgage Corporation (now known as Pulte Homes) - Phoenix, AZ                  2001-2002        

Account Manager

  Maintained full accountability for managing an account pipeline of 60+ loans for nation s leading builder of adult/lifestyle communities and single-family homes; performed mortgage loan processing functions for all company locations nationwide.


Artesyn Technologies - Redwood Falls, MN                                                                    1999-2001        

Senior Accounts Payable Clerk

  Proficiently developed and executed accounting strategies supporting the worldwide leader in communications power conversion, resulting in a 90% decrease in invoice discrepancies.

  Exhibited strong technical abilities in utilizing SAP software C accounting, information systems and logistics.

  Successfully researched and corrected discrepancies and issued payment, applying exceptional analytical and detail-oriented skills.


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Hometown Bank - Olivia, MN                                                                                          1975-1999        

Branch Operations Supervisor

  Effectively planned, coordinated and facilitated daily banking operations, including fiscal management, quality control, audit preparation and regulatory compliance.

  Applied industry expertise toward advising customers on financing consumer, conventional real estate and home equity loans and on investment options for savings and checking accounts as well as IRA s, CD s and cross selling of banking products.

  Integral member in initiating/implementing the conversion of operations from a manual system to computer software.


Education & Professional Training                                                            

  Select Business Administration Courses - Ridgewater College (Willmar, MN)

  Graduate Assistant - Dale Carnegie Course

  7 Habits of Highly Effective People

  Select Supervisory Management Courses


Technical Proficiencies                                                                                 

  Microsoft Excel - Robert Half Associates; received 80+ percentile (excellent+) score of knowledge; QuickBooks; Windows; Word and Outlook.

  Automated Underwriting Systems: DU, LP, Clout and Clues.

  Document Processing Systems: MortgageWare, DataTrac and Point.

  Auxiliary Systems: First American Flood & Appraisal, and First American Credco.


Professional Affiliations                                                                             

  Committee Member, Secretary & President - City of Olivia Planning and Zoning Commission

  Adult Leader - Renville County 4-H Department in the Horse Project

  Treasurer - Minnesota Arabian Horse Association






Yyyyyy x. yyyyyy                     0000 xxxxxx xxxx , xxxx , xxxxx 00000














Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity and am submitting my resume for your review.  In advance, thank you for your time and consideration.


From supporting high performance teams and facilitating superior client servicing to streamlining operations and executing proactive organizational processes/procedures, I have continually excelled in maximizing performance as a dynamic team member.  I excel in identifying and resolving inefficiencies, introducing technology solutions instrumental to boosting performance and strategically utilizing resources to generate optimal results.  As illustrated by the accompanying resume, I have extensive experience in accounting and bookkeeping, with a comprehensive background in customer service and operations management. 


As a member of your staff, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.







Yyyyyy x. yyyyyy




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