L I S A M . W H A L E N

4 3 2 N I N T H S T R E E T • V I R G I N I A B E A C H • V I R G I N I A 2 3 4 5 1 7 5 7 - 4 3 7 - 1 0 8 0 • L I S AW H A L E N 7 2 @ G M A I L . C O M

SUMMARY Financial professional who is a self-starter and capable of effectively functioning with minimum supervision. Known for taking initiative and skilled at meeting challenges and deadlines. A team player who is attentive to detail and produces quality results.

WORK OF EXPERIENCE !October 2011-Present Towne Bank, Virginia Beach, VA. Funder - Indirect Lending Review and process indirect car dealership loans, fund the dealership, book loan to accounting system and image loans to optical department. Assist with Dealership Agreements and Dealer Reserves Statements. Administrative Assistant - Commercial Lending Processing commercial loans, construction loans, lines of credit, renewals and term loans. Opening new personal and business accounts. Daily overdraft report and collecting on past due loan payments. Member correspondence and providing excellent customer service. !August 2010-July 2011 Waterman's Surfside Grille, Virginia Beach, VA. Office Manager Daily bookkeeping, cash handling, accounts payable and receivable. Reconciled seven bank accounts monthly. Responsible for insurance audits, setting up new employees, filing and organizing the office. Experience with QuickBooks, Excel and Microsoft Word. !March 2010-July 2010 O'Brien and Associates, Norfolk, VA. Administrative Assistant Processing all life applications, group Life, IRA and 401K Plans, Long-Term Care and Investments. Scheduling exams and correspondence with Underwriting. !February 2009-February 2010 Bankers Life and Casualty Virginia Beach, VA Insurance Agent Mutual of Omaha Insurance Virginia Beach, VA Virginia and North Carolina Agent Daily prospecting, setting appointments and writing policies. !March 1999-December 2008 C. P. Shuckers Restaurants Virginia Beach, VA Office Manager Accounts payable/receivables for three restaurants, reconciled six bank accounts monthly, payroll for three restaurants, responsible for insurance audits, setting up new employees, daily bank deposits and bookkeeping, filing and organizing the office. Experience with POSI-Touch POS Systems, Microsoft Word, Excel and Quick Books. Notary for the Commonwealth of Virginia. !!

EDUCATION 1991-1993 Tidewater Community College Virginia Beach, VA

1990 First Colonial High School Virginia Beach, VA Diploma - General Studies