CARLA WHEELER

Griffin, GA 30224 404.319.2379 770.412.8733 wheeler50@att.net

R O F I L E

O F

U A L I F I C A T I O N S

Long-term, comprehensive experience in banking, mortgage processing, staff leadership, customer

service, reporting, documentation, account management, research and accounting.

BS degree in Management, specializing in Accounting, and AAS degree in Accounting. Well-organized multitasker with strong detail orientation. Self-driven team player with strengths in communication and developing interpersonal relationships. Possess excellent planning, organization, time management and decision-making skills. Strategically coordinate and collaborate with various professionals to maximize performance in facilitating goals and attaining operational excellence.

A R E E R

R A C K
2012 - 2014

Portfolio Manager Assistant II, State Bank & Trust, Atlanta, GA

Established new accounts communicated with clients and comprehensively evaluated individual data. Proficiently supervised credit portfolios and monitored loan covenants & documentation exceptions. Efficiently processed loan packages & memoranda, conducted appraisals and researched taxes & liens. Loan Operations Manager, F&M Bank, Manchester, GA 2011 - 2012

Authoritatively directed three subordinates engaged in mortgage lending and collaborated with senior leadership. Expertly instructed staff members in loan compliance & documentation and reconciled General Ledger. Continually tracked loan imaging, deed modification and collateral exceptions. Senior Loan Specialist, Community Capital Bank, Morrow, GA Knowledgeably helped applicants through loan process, especially credit assessment. Ensured proper oversight of all client accounts and confidential data, as well as compliance of loan packages. Accurately processed construction and commercial draw requests. Senior Loan Processor, Heritage Bank, Jonesboro, GA Skillfully drafted all aspects of commercial, consumer and construction loan processes. Comprehensively evaluated credit matters and participated in package reviews. Tasked with coordination with lawyers regarding packages and completed all associate documentation. Accounting Clerk, American Van Rental, Forest Park, GA 1999 - 2000 2000 - 2006 2006 - 2009

Responsible for Human Resources, Accounts Payable, Accounts Receivable and documentation operations. Accurately balanced General Ledger, reconciled customer accounts and drafted employee manual.

CARLA WHEELER
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Accounting Specialist, Tucker Federal Bank, Tucker, GA Proficiently supervised mortgage loan accounting, General Ledger and loan sales account activities. Cashier & Host, Chick-Fil-A, Stockbridge, GA Provided superior customer service and accurately processed financial transaction. Mortgage Loan Processor, First State Bank, Stockbridge, GA 1995 - 1996 1996 - 1998 1999

Diligently assisted applicants with loan process, entered information into computer and drafted associated documentation for Underwriting Department. Compiled post-closing paperwork and proofed all data for accurate and completeness. Mortgage Loan Processor, Wachovia Bank, Marietta, GA See entry listed immediately above, as duties and responsibilities were identical. 1993 - 1995

D U C A T I O N

DeVry University, Stockbridge, GA Bachelor of Science - Management (Accounting) 2011 Griffin Technical College, Griffin, GA Associate of Applied Science - Accounting 1998