Kelli Shaner
Raleigh
Summary
Results-driven professional with extensive experience at North Carolina State Employees Credit Union, excelling in monetary reconciliation and data analysis. Proven ability to lead teams and enhance procedures while maintaining a low error rate. Strong problem-solving skills and proficiency in Excel reporting ensure accurate financial management and exceptional customer service.
Overview
10
10
years of professional experience
Work History
Account Balancing Specialist
North Carolina State Employees Credit Union
Raleigh
09.2018 - 03.2025
- Extracted data from various reports to compile in an Excel document
- Compared data from the Excel document to system generated reports
- Researched any monetary discrepancies
- Assisted Accounting with month-end reconciliation by researching outages and contacting the corresponding departments
- Assisted in updating the procedures annually
- Led the department while manager was on medical leave
Charge Off Specialist
North Carolina State Employees Credit Union
Raleigh
08.2015 - 09.2018
- Review and process the writing off of uncollectable debts
- Create journal entries to report collections on previously written off items
- Assist Accounting in locating and correcting outages when necessary
- Assist in the preparation of reporting for the VISA department
Document Review Technician
North Carolina State Employees Credit Union
Raleigh
10.2014 - 08.2015
- Process and key new mortgage loans and refinances into the system
- Calculate escrow and monthly payments
- Provide customer service to insurance companies, attorneys and tax offices
- Reach out to closing attorneys when closing costs are due
- Work in a fast-paced environment with a low error rate
Education
Associate of Science - Accounting
Wake Technical Community College
Raleigh, NC05-2021
Bachelor of Arts - Arts Studies
North Carolina State University
Raleigh, NC06-2014
Skills
- Microsoft Suite
- Excel reporting
- Accounting support
- Monetary reconciliation
- Customer service
- Attention to detail
- Problem solving
- Fast-paced environment
- Time management
- Data Entry
- Dependable and responsible
- Research skills
Affiliations
- Fitness and Health
- Hiking
- Via Ferrata's
- Travelling
Timeline
Account Balancing Specialist
North Carolina State Employees Credit Union
09.2018 - 03.2025
Charge Off Specialist
North Carolina State Employees Credit Union
08.2015 - 09.2018
Document Review Technician
North Carolina State Employees Credit Union
10.2014 - 08.2015
Associate of Science - Accounting
Wake Technical Community College
Bachelor of Arts - Arts Studies
North Carolina State University