Emily Robertson Email & Phone Number

Hot Springs, Ar, Us

Little Rock, Ar, Us

Vacaville, Ca, Us

- Improved monthly reconciliation collection process to be more efficient and organized- Trained team members on Docusign as well as Microsoft Excel and other software programs- Assisted coworkers in making corrections in DNA and Prologue- Processed income, fees, and made other adjusting journal entries each month- Partnered with Accounting Department to ensure proper month end close each month- Collected and audited weekly general ledger reconciliations from team and submitted to management- Analyed and reviewed all 52 ledgers for the department each month- Processed all GL Title Corrections- Answered phones and provided support to branches and other departments

San Rafael, Ca, Us

-Handled various HR tasks in addition to accounting duties-Oversaw the bi weekly payroll processing for 120+ employees-Created a system that decreased payroll processing time and dramatically lowered error rate-Managed entire accounting and finance functions for the company-Handled all benefits functions including terminations and additions to medical, dental, and vision plans as well as verify deductions in ADP are correct and perform annual audits to ensure accuracy-Digitized several manual processes including the filing quarterly fuel tax returns-Developed a process to effectively audit employee files for completion and accuracy -Reconciled bank account and prepared monthly cash flow statement-Developed new processes and presented them to the executive team during monthly meetings that increased efficiency and improved employee experience-Handled ESOP distributions and related paperwork including the filing of 945s and 1099Rs -Prepared Working Trial Balance and generated other various reports for CPA at the end of each fiscal year from Sage/Peachtree and internal systems-Trained and led bookkeeper on all functions including A/P, A/R, and unemployment and worker's compensation claims

Santa Rosa, Ca, Us

-Promoted from Loan Service Specialist to Loan Service Accountant within 3 months of hire-Created over 20 job specific training guides-Streamlined several procedures to be more efficient including phone payment approval process-Took initiative to become SME for my department for loan payment and accounting related questions-Balanced the department nightly and assisted team members with balancing their teller journals-Assisted with gathering documents for internal and external audits-Approved telephone payments and assisted customer service team during high volume days-Reamoritized loans upon borrower request and assisted payoff specialist with cross collateral releases-Processed serviced by others remittance payments after making necessary adjustment related Excel document-Reviewed miscellaneous loan documents in Nautilus for completeness-Researched loan payments for Special Assets Department and provided the requested documentation-Handled insurance loss checks for loans in coordination with Insurance Loss Specialist-Provide technical support to team with processing complex payments and clearing ClearTouch error messages-Implemented checks and balances of manual processes including phone payments to ensure accuracy

Santa Rosa, Ca, Us

Promoted within one year of hire from MSR directly to SR MSR IIPerformed and delegated opening and closing duties while acting as manager on dutyOpened and audited new accounts and processed and funded new loansCross sold credit union products and services including GAP, payment protection, insurance,and investment servicesTrained members on how to use online banking and other credit union applications

Santa Rosa, Ca, Us

- Passed CSR 1 Test and took personal initiative to take CSR 2 Test and become trained as abackup personal banker within 10 months of hire date- Provided superior service to all customers while exceeding quarterly goals