Summary
Overview
Work History
Education
Skills
USTA Women's Tennis
Timeline
Generic

Bonnie Leazer

Raleigh,NC

Summary

Dedicated Financial Professional with 35 years of experience in accounting, financial management, loan origination and banking seeks position in the financial management field. Excellent leadership skills with business optimization and financial reporting expertise. Demonstrated talents in sales, budgeting, planning and communication. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations. Well-versed in home lending products and customer engagement strategies.

Overview

39
39
years of professional experience

Work History

Private Client Banker - BS

JP Morgan Chase, N.A.
10.2023 - Current
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.

Mortgage Loan Originator

Academy Mortgage Corporation
09.2021 - 10.2023
  • Interviewed applicants to assess loan requirements before suggesting offers.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Proactively identified solutions for customers experiencing credit issues.
  • Worked with underwriters to fix application problems and resolve issues.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Collaborated with realtors, sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.

Financial Manager

The Leazer Group, Inc.
03.2014 - 05.2021
  • Managed high volumes of financial activity in fast-paced, risk-based corporate environment where company grew from zero to over $30million in annual premium
  • Led financial planning and analysis by managing key metrics, preparing reports and providing support and insight for strategic planning.
  • Managed accounting data using QuickBooks, entering and organizing payroll, payroll tax returns, provide accurately prepared year-end financial statements to tax attorney and CPA
  • Provide accurate financial reports and variance narratives for business acquisition auditors

Financial Manager, Corporate Secretary

Leazer Agency, Inc.
12.2000 - 03.2014
  • Responsible for maintaining compliance with all state and federal laws for Life Insurance marketing industry
  • Obtained all required corporate business and insurance licenses in 26 states
  • Developed, presented and analyzed financial data and financial statements for monthly, quarterly and annual executive reviews and budgetary planning
  • Used QuickBooks to manage employee payroll, payroll tax returns and benefits as well as managing all federal and state tax returns
  • Reviewed life insurance applications for completeness and correctness and interacted with agents to ensure that all requirements were met
  • Developed and managed lead billing and distribution system

Vice President

Venture Marketing Of Raleigh, Leazer Marketing
01.1987 - 12.2000
  • Met established performance goals and qualifications on timely basis to achieve high level in business marketing structure. Diamond Direct Amway, 5 years qualified
  • Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
  • Managed all company finances and produced financial statements monthly, quarterly and annually as well as interacted with tax and legal professionals
  • Interviewed, supervised and motivated staff members to achieve optimal productivity.
  • Extensive public speaking

Financial Manager

Occidental Life Insurance/ Occidental Fire And Cas
11.1985 - 07.1987
  • Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
  • Developed and presented financial data, financial statements and variance narratives to Board of Directors, Trustees and auditors as well as timely filing of all statements

Tax Accountant

Hollingsworth And Avent, CPA's
01.1985 - 11.1985
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Kept up to date on current income tax developments and advised clients to make proper adjustments.
  • Audited client financial records to determine tax liability.

Education

Bachelor of Science - Business Administration

The College of William And Mary
Williamsburg, VA
12.1984

Skills

  • Series 6, Series 63, NC Life Insurance Licenses; Fully Licensed Banker
  • Mortgage License NMLS 2077954
  • Mortgage origination experience with Conventional, FHA, VA, USDA, DSCR, DPA loans
  • Certified with NCHFA for NC Housing DPA , NCHAM loans as well as MCC program
  • Firm-Level Financial Assessment and Reporting
  • Cash Flow and Financial Resource Management
  • Business Development and Planning
  • Compliance Assessment
  • Assess Industry Requirements and Fulfill them
  • Intuit QuickBooks; Microsoft Office and Excel; Encompass Mortgage Software; GUS
  • Notary Public

USTA Women's Tennis

Compete in USTA women's tennis matches at the 3.5 level throughout the Raleigh area. First place Women's Doubles Raleigh UTR Tournament July 2021

Timeline

Private Client Banker - BS

JP Morgan Chase, N.A.
10.2023 - Current

Mortgage Loan Originator

Academy Mortgage Corporation
09.2021 - 10.2023

Financial Manager

The Leazer Group, Inc.
03.2014 - 05.2021

Financial Manager, Corporate Secretary

Leazer Agency, Inc.
12.2000 - 03.2014

Vice President

Venture Marketing Of Raleigh, Leazer Marketing
01.1987 - 12.2000

Financial Manager

Occidental Life Insurance/ Occidental Fire And Cas
11.1985 - 07.1987

Tax Accountant

Hollingsworth And Avent, CPA's
01.1985 - 11.1985

Bachelor of Science - Business Administration

The College of William And Mary

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Bonnie Leazer