Courtaney Self
Coushatta
Summary
Dependable and detail-oriented professional with experience in bookkeeping , banking , loan document processing, customer service, financial recordkeeping, and administrative support. Skilled in handling financial transactions, maintaining accurate records, processing documentation, resolving customer concerns, and working efficiently in fast-paced environments. Strong communication, organization, problem-solving, and customer service skills.
Overview
12
12
years of professional experience
Work History
Bookkeeper/Freelancer
Self-employeed
Coushatta, LA
04.2022 - Current
- Maintain accurate financial records, statements, and reports.
- Process bank deposits and cash transactions.
- Prepare invoices, receipts, and billing statements.
- Enter and maintain financial information in accounting systems and databases.
- Process invoices and assist with employee payroll.
- Reconcile financial records and identify discrepancies.
- Maintain organized and confidential financial documentation.
Loan Document Processor
Bank of Coushatta
Coushatta, LA
06.2015 - 11.2018
- Reviewed customer financial information, credit reports, employment history and personal references.
- Identified potential loan issues through detailed account and payment reviews.
- Prepared and submitted accurate loan documentation for underwriting approval.
- Calculated interest principal, and payment amounts and corrected discrepancies.
- Collected required documentation and clearances to ensure efficient loan processing.
- Maintained organized and confidential customer records.
- provided administrative support to management and other departments.
Customer Service Representative
H&r Block
Coushatta, LA
02.2014 - 05.2014
- Provided professional and friendly assistance to customers.
- Maintained knowledge of products and services to answer customer questions accurately.
- Resolved customer concerns and billing disputes with patience and professionalism.
- Updated and maintained accurate customer account information.
- Built positive customer relationships and encouraged repeat business.
Education
High School Diploma -
Pelican All Saints High School
Pelican, LASkills
- Customer Service
- Cash Handling
- Financial recordkeeping
- Data Entry
- QuickBooks
- Account Management
- Loan Documentation
- Billing & Invoicing
- Account Payable & Receivable
- Problem Solving
- Conflict Resolution
- Administrative Support
Timeline
Bookkeeper/Freelancer
Self-employeed
04.2022 - Current
Loan Document Processor
Bank of Coushatta
06.2015 - 11.2018
Customer Service Representative
H&r Block
02.2014 - 05.2014
High School Diploma -
Pelican All Saints High School