Heritage Bank of the South
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Heritage Bank of the South Employees
BankSouth Mortgage March 2014 - Present
Bank of the Ozarks June 2011 - March 2014
Heritage Bank of the South January 2011 - June 2011
Park Avenue Bank August 2007 - December 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Refinance, Mortgage Lending, Loans, Real Estate, First Time Home Buyers, Residential Homes, Investors, Banking, Credit, Financial Analysis, Risk Management, Finance, Insurance
Education
Valdosta State University 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Columbus State University 2003 — 2005
Business Administration and Management, General
Oconee County
Aflac August 2011 - Present
Heritage Bank of the South July 2011 - August 2011
East Cobb Baseball Academy June 2010 - August 2010
Skills
Sales, Customer Service, Health Insurance, Marketing, Insurance, Microsoft Office, Cold Calling, Microsoft Excel, Account Management, Leadership
Education
Southern Polytechnic State University 2008 — 2011
Bachelor's of Science, Business Administration
Gordon State College 2006 — 2008
Presently available and looking for an Opportunity February 2015 - Present
Heritage Bank of the South May 2013 - February 2015
FNMA 2010 - April 2013
Contract Underwriter 2008 - 2010
SouthStar Funding 2005 - 2007
Skills
Mortgage Underwriting, Financial Risk, Risk Management, Reverse Mortgages, Real Estate, Real Estate Financing, Financial Services, Investment Properties, Account Management, Employee Benefits, Sales, Fraud, Loss Mitigation, FHA Financing
Education
Alameda University 2000 — 2005
BSBA and MBA, Business Administration, Management and Operations
Pasco-Hernando Community College 1975 — 1978
AS in General Studies, AS in Building Construction Technology, 4.0
Pompton Lakes High School 1962 — 1966
Homestar Financial Corporation April 2012 - Present
Real Estate Mortgage Network (REMN) October 2011 - April 2012
Heritage Bank of the South May 2011 - October 2011
Suntrust Mortgage, Inc. May 2004 - September 2008
Guaranty Residential Lending March 2002 - May 2004
Regions Mortgage January 2001 - March 2002
Regions Bank October 1999 - January 2001
Skills
Refinance, Mortgage Lending, Customer Service, VA loans, Residential Mortgages, FHA financing, Mortgage Banking, USDA, Reverse Mortgages, Loan Origination, FHA, Mortgage Underwriting, Government Loans, Certified Mortgage..., FHA Financing, Mortgage Marketing, VA Loans
Education
North Georgia College and State University 1997 — 1999
Bachelor of Applied Science (BASc), Psychology
Gainesville State College
Associate of Arts (AA), Psychology and Sociology
Maryland Fried Chicken 2005 - 2013
Heritage Bank of the South 2002 - 2004
Security Bank and Trust 1990 - 2002
Trust Company 1986 - 1990
Education
Louisiana State University 1995 — 1997
Banking and Financial Support Services
The University of Georgia 1981 — 1985
Bachelor of Arts (BA), Economics
Savannah College of Art and Design May 2015 - Present
Savannah College of Art and Design December 2013 - May 2015
Savannah College of Art and Design October 2012 - December 2013
Historical Concepts June 2012 - September 2012
Credit Suisse March 2012 - June 2012
Hollins University August 2010 - December 2011
Hollins University August 2010 - December 2011
UBS Wealth Management June 2011 - August 2011
UBS Wealth Management January 2011 - February 2011
Heritage Bank of the South May 2010 - August 2010
Education
Hollins University 2008 — 2012
BA, Business
Deerfield Windsor School 2004 — 2008
iHealth Technologies July 2015 - Present
Rialto Capital Management November 2013 - July 2015
Altman Development Corporation March 2013 - November 2013
AMR Capital June 2012 - August 2012
Heritage Bank of the South April 2008 - April 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, Corporate Finance, Valuation, Analysis, Investments, Customer Service, Economics, Public Speaking, Statistics, Social Media, Team Leadership, Teamwork, Private Equity, Portfolio Management, Accounting, Budgets, Finance, Leadership, Equities, Bloomberg Terminal, Access, Due Diligence, Equity Valuation, Equity Research, Forecasting, Financial Reporting, Real Estate, VBA, Financial Risk, Strategic Planning
Education
Florida State University - College of Business 2011 — 2012
Master of Science, Finance
Albany State University 2009 — 2010
B.A.Sc., Mathematics
Aon Hewitt March 2014 - Present
Verizon Wireless January 2010 - June 2013
Heritage Bank of the South January 2008 - July 2008
Publix Super Markets April 2006 - January 2008
Publix Super Markets January 2004 - April 2006
Skills
Insurance Broker, Medicare Insurance, Accident Insurance, Health Insurance, Life Insurance, Accounting, Account Reconciliation, Journal Entries, Accurate Record Keeping, Daily Deposits, Banking, Data Entry, Bookkeeping, Payment Card Processing, Accounts Receivable, Accounts Payable, A/R collections, Financial Variance..., US GAAP, Cash Management, Financial Reporting, Microsoft Office, QuickBooks, Customer Service, Customer Experience, Wireless, Troubleshooting, Customer Support, Direct Sales, Mobile Devices, Mobile Communications, Broadband, Telephone Skills, Employee Training, Visio, Invoicing, Telecommunications, Customer Satisfaction, Call Centers, 10 Key, Customer Service..., Employee Benefits, Access, Outlook
Education
Walden University 2011 — 2013
Master's degree, Accounting
Kaplan University 2007 — 2009
Bachelor of Science (BS), Information Technology
Phoebe Putney Health System 2014 - Present
Central Monitoring Services February 2013 - July 2014
Equinox Chemicals, LLC 2012 - 2013
Heritage Bank of the South December 2010 - April 2012
Tifton Quality Peanuts, LLC November 2006 - December 2010
Skills
Strategic Planning, Marketing Strategy, Sales, Outlook, Budgets, Customer Service, Public Speaking, Microsoft Word, Negotiation, Project Management, Leadership, Team Building, Inventory Management, Management, Process Improvement, Nonprofits
Education
North Georgia Technical College 2001 — 2003
Certified Medical Assistant
Louisiana State University in Shreveport 1998 — 1999
Paralegal
University of Alaska Anchorage 1992 — 1995
Secondary Education and Teaching
Heritage Bank of the South June 2012 - Present
Bank of America September 2011 - June 2012
Play it Again Sports October 2007 - April 2008
Skills
Banking, Retail Banking, Financial Analysis, Cash Management, Portfolio Management
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA)
University of Central Florida 2006 — 2008
Bachelor's degree, Finance
Margaret Romeo D.M.D. PA November 2013 - September 2014
Heritage Bank of the South June 2012 - November 2013
Columbia Bank May 2011 - October 2012
VyStar Credit Union May 2007 - April 2011
Skills
Finance, Debt Restructuring, Dental Marketing, Sales Management, Account Management, Accounts Receivable, Credit, Loans, Refinance, Mortgage Lending, Banking, Accounting, Credit Analysis, Financial Analysis, Loan Origination, Mortgage Banking, Customer Service, Consumer Lending, Residential Mortgages, Collections
Education
University of Florida - Warrington College of Business Administration 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Florida Gateway College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Law Office of James N. Finkelstein July 2014 - Present
ADCO Products November 2013 - July 2014
Austin's Firegrill April 2011 - April 2013
Freelance Photography August 2003 - March 2009
Heritage Bank of the South November 2000 - July 2003
Skills
Sales, Microsoft Word, Sales Management, Customer Service, Management, Microsoft Office, Inventory Management, Product Development, Certified Fabricare..., Microsoft Excel, Digital Photography, Social Media, PowerPoint, Advertising, Account Management, New Business Development, Wordperfect
Education
Darton College 2003 — 2005
East Georgia Regional Medical Center December 2014 - Present
East Georgia Regional Medical Center April 2014 - November 2014
East Georgia Regional Medical Center April 2012 - April 2014
Heritage Bank of the South July 2010 - April 2012
Skills
Accounting, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Account Reconciliation, Journal Entries, Auditing, Fixed Assets, GAAP, Financial Statements, Accruals, Financial Analysis, Financial Accounting, Variance Analysis, Bank Reconciliation
Education
Georgia Southern University - College of Business Administration 2010 — 2012
Master of Business Administration (MBA)
Georgia Southern University - College of Business Administration 2006 — 2010
Bachelor's degree, Accounting
HLB Gross Collins, P.C. May 2015 - Present
HLB Gross Collins, P.C. September 2013 - April 2015
Heritage Bank of the South June 2012 - August 2012
Heritage Bank of the South June 2011 - August 2011
Heritage Bank of the South June 2010 - August 2010
Skills
Accounts Payable, Banking, Microsoft Office, Accounting, Excel, Word, PowerPoint, Tax Accounting, Financial Accounting, Cost Accounting, Microsoft Word, Financial Reporting, Spreadsheets, Microsoft Excel, Management, Invoicing
Education
University of Georgia - Terry College of Business 2012 — 2013
Master's degree - Tax, Accounting, 3.90
Mercer University - Stetson School of Business and Economics 2008 — 2012
BBA, Accounting, 3.95
Heritage Bank of the South May 2013 - Present
HeritageBank of the South August 2011 - May 2013
HeritageBank of the South December 2007 - August 2011
Skills
Branch Management, Financial Analysis, Bank Secrecy Act, Branch Banking, Home Equity Loans, Cross Selling, Retail Banking, Loans, Team Building, Treasury Management, Credit, FHA, Leadership, Credit Risk, Loan Origination
Education
Rasmussen College-Florida 2010 — 2011
Business Administration and Management, General
College of Central Florida 1998 — 2001
Psychology
Heritage Bank of the South 2012 - Present
Regions Bank April 2005 - February 2012
SunTrust Bank October 1995 - April 2005
Skills
Strategic Planning, Loans, Small Business
Education
Auburn University 1986 — 1991
Business Degree, Finance
First Presbyterian Day School
Level One Bank March 2013 - July 2013
Heritage Bank of the South April 2011 - August 2012
Main Street Home Loans August 2006 - April 2011
Skills
Mortgage Banking, Loans, Mortgage Lending
Education
The University of Georgia
Bachelor of Science
World Wide Technology June 2014 - Present
Invision Technologies February 2013 - June 2014
Heritage Bank of the South June 2009 - June 2010
Yancey Bros. Co. December 2002 - January 2009
Carlton Company February 1996 - December 2002
Skills
Network Administration, Windows Server, Networking, CCNA, DNS, Active Directory, Servers, System Administration, Windows, DHCP, Windows Server 2003, Cisco, XP, VMware, Windows Server 2008, Switches, Disaster Recovery, WAN, Operating Systems, Microsoft Office, Group Policy, Routers, Computer Hardware, Routing, Antivirus, Solarwinds, Administration, Access, Juniper, Databases, Polycom, ShoreTel, Network Programming, Cisco Wireless, Cisco IOS, CatOS, Cisco Switches, Cisco Catalyst Switches, Mikrotik, HP Procurve Networking, Aruba Wireless, Ubiquiti Unifi Wireless, Hyper-V, Management, Network Security, Firewalls, Virtualization, Brocade
Education
Georgia Southwestern State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Silicon Valley Business Journal December 2012 - June 2015
California One Media/Bay Area News Group July 2011 - February 2012
WALB TV/NBC Affiliate of Raycom Media February 2007 - May 2009
Atlanta Journal Constitution/Cox Enterprises May 2003 - January 2006
Southern Executive Offices July 2001 - June 2002
InterCall May 1999 - July 2001
Heritage Bank of the South September 1992 - August 1996
Skills
Retail, Real Estate, Temporary Placement, Telecommunications, Automotive, Financial Services, Advertising, Online Advertising, Social Media Marketing, SEM, Lead Generation, Marketing Strategy, Digital Media, Advertising Sales, Social Networking, New Business Development, B2B, Account Management, E-commerce, Sales, Marketing, Email Marketing, Digital Marketing, Public Relations
Education
Georgia State University 1996 — 1998
Bachelor of Business Administration, Marketing
Darton College 1993 — 1996
Associate of Science, Business Administration
Heritage Bank of the South September 2011 - Present
The Park Avenue Bank June 2006 - May 2010
Regions Bank January 1999 - June 2006
Barnett Banks of Florida, Inc. September 1977 - January 1999
Barnett Bank 1985 - 1999
Education
Santa Fe Community College 2010 — 2010
Master's Degree, Biotechnology Laboratory Technology
Florida Atlantic University 1979 — 1980
Accounting
University of Florida 1973 — 1977
Bachelor of Science, Business Admin - Finance
Heritage Bank of the South 2010 - Present
Education
Troy State University
Heritage Bank of the South
Skills
Strategic Planning, Customer Service, Process Improvement, Banking, Research, Microsoft Excel, Program Management, Risk Management, Microsoft Office
Education
Georgia Southern University 1964 — 1968
Bachelor of Science (BS), Chemistry & Biology