Shacorra McNeil
Ladson,WI
Summary
Dynamic and results-driven Financial Services Representative with a proven track record of delivering exceptional customer service and achieving operational excellence. Expertise in managing accounts and financial records, complemented by strong skills in accounts payable/receivable, financial reporting, and reconciliation. Recognized for effective collaboration within teams and adaptability to evolving business needs, ensuring consistent goal achievement. Known for reliability, efficiency, and strategic problem-solving capabilities that enhance financial operations and drive organizational success.
Overview
2025
2025
years of professional experience
Work History
BOOKKEEPER
Angela Miller (American Realty) Real Estate
01.2023 - 08.2024
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Enhanced office efficiency by organizing files, and maintaining a clean workspace.
FINANCIAL SERVICE REPRESENTATIVE (FSR)
CPM
2022 - 01.2023
- Meeting with potential clients, determining financial goals, recommending financial instruments, monitoring markets, and forecasting client situation based on their findings.
- Achieved branch goals by profiling customers and referring appropriate opportunities (investments, mortgage, and loans) to business partners
Loan Operation Rep 1
TD Bank/ICONMA
2021 - 2021
- Commutate with clients via phone, text, or email
- Gather information and take each file from pre-approval to closing
- Verify loan documents including income credit appraisal and title insurance
- Collect required documentation, review file, and make sure all items needed are requested
- Input data entry for consumer loans
TELLER PROCESSOR/DRIVER MASSAGOR/CASH VAULT
GardaWorld
01.2019 - 01.2021
- Process, verify, and reconcile inbound and outbound currency transactions.
- Complete data entry for all currency transactions, prepare outbound currency orders, and replenishment.
- Count, verify, and report currency inventory daily. Verify and scan every check into branch capture.
ACCOUNTING INTERN
Joyce Accounting Consultant
01.2010 - 01.2012
- Prepared invoices for more than 50+ clients. Input data, file, copy, and mail.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
Education
Bachelor of Science - Business/Administration/Finance
LIBERTY UNIVERSITY
Lynchburg, VA01.2014
Bookkeeping Certificate -
Trident Technical Collage
North Charleston, SC01.2012
High School -
Burke High School
Charleston, SC01.2009
Skills
- Commination/Email/Typing
- Bank Reconciliation
- Microsoft Software
- Receptionist
- Call Centers
- Bookkeeping
- Data Entry
- Office Experience
- Banking
- Customer Service
- Accounts receivable
- Quickbooks
- Janitorial
Timeline
BOOKKEEPER
Angela Miller (American Realty) Real Estate
01.2023 - 08.2024
TELLER PROCESSOR/DRIVER MASSAGOR/CASH VAULT
GardaWorld
01.2019 - 01.2021
ACCOUNTING INTERN
Joyce Accounting Consultant
01.2010 - 01.2012
FINANCIAL SERVICE REPRESENTATIVE (FSR)
CPM
2022 - 01.2023
Loan Operation Rep 1
TD Bank/ICONMA
2021 - 2021
Bachelor of Science - Business/Administration/Finance
LIBERTY UNIVERSITY
Bookkeeping Certificate -
Trident Technical Collage
High School -
Burke High School
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