Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tracy Vella

Pottstown

Summary

Analytical and detail-oriented professional with a background in accounting and project management. Skilled in financial analysis, budgeting, and project planning. Seeking a role that allows me to leverage my skills in financial management, project execution, and team collaboration to achieve organizational goals

Overview

15
15
years of professional experience

Work History

Teacher

Kelly Education
11.2024 - Current

· Provided general education instruction to K-12 students.

· Conducted progress monitoring for students.

· Supported students with special education needs.

Sr. Specialist Relationship Banker & Manager

SANTANDER BANK
11.2023 - 09.2024
  • Managing a portfolio of more than 500 clients, building and maintaining client relationships through banking services and expert advice, ensuring customer satisfaction and achieving financial goals. As a small business banker, I act as the primary point of contact for small businesses at the financial institution, building relationships, understanding their financial needs, and recommending suitable banking products like loans, deposit accounts, and payment processing solutions.

Staff Accountant

J Gleason and Associates
- 01.2024
  • Working in a small accounting firm providing professional accounting services for small business clients. Providing services including Payroll tax, Payroll, and Bookkeeping.

Relationship Banker & Loan Officer

TRUIST FINANCIAL
05.2022 - 11.2023
  • Managing clients' overall financial accounts, including opening accounts, processing transactions, providing financial advice, and cross-selling other bank products, while as a loan officer specializes in evaluating loan applications, assessing creditworthiness, and guiding clients through the loan process to secure financing based on their needs; both roles require understanding banking regulations and building customer relationships.

Pharmacy Technician

CVS Pharmacy
10.2020 - 11.2022
  • Assists in the operation of the facility pharmacy; maintains drug and supply inventory and inventory records; orders supplies to maintain level of stock; checks goods received against purchase orders, invoices, and requisitions; segregates, labels, and stores pharmaceutical supplies; reviews pharmacy stock for expired products.

Teller & ATM custodian

KEY BANK
03.2021 - 05.2022
  • Facilitate deposits, withdrawals, and various payment transactions, cash checks, and manage loan payment processing. Start each shift by counting cash drawers, ensuring daily transactions are balanced, and compiling reports for any large or suspicious transactions. Provide customers with information regarding products and services, while also recognizing opportunities for referrals. Comply with banking laws and regulations, while ensuring adherence to internal controls and policies. As an ATM Custodian, I am responsible for maintaining the cash flow and security of ATMs while ensuring efficient operations.

Office Administrator & Scheduler

The Medical Office of Dr. M, Sloane
01.2017 - 10.2019
  • Responsible for overseeing the daily operations of the medical practice, which includes scheduling appointments, managing patient records, handling billing and insurance, greeting patients, answering phones, verifying insurance information, and ensuring efficient office flow through coordination with other staff members.

Inventory Lead

Kinray a Cardinal Health company
02.2010 - 09.2015
  • Inventory specialists develop and implement inventory management systems to ensure optimal stock levels and order fulfillment. responsible for monitoring stock inflows and outflows, and tracking incoming and outgoing orders

Education

BS - Accounting

GRAND CANYON UNIVERSITY

BA - Organizational Leadership

ARIZONA STATE UNIVERSITY

Skills

  • Skilled in Microsoft tools
  • Cash flow management
  • Strong organizational abilities
  • Sales expertise
  • Financial record management
  • Strong verbal communication
  • Strategic marketing planning
  • Payroll administration skills
  • Bookkeeping
  • Bank statement reconciliation
  • Audit documentation
  • Expense tracking
  • Budget monitoring
  • Customer service
  • Cost estimation
  • Forecasting techniques

Timeline

Teacher

Kelly Education
11.2024 - Current

Sr. Specialist Relationship Banker & Manager

SANTANDER BANK
11.2023 - 09.2024

Relationship Banker & Loan Officer

TRUIST FINANCIAL
05.2022 - 11.2023

Teller & ATM custodian

KEY BANK
03.2021 - 05.2022

Pharmacy Technician

CVS Pharmacy
10.2020 - 11.2022

Office Administrator & Scheduler

The Medical Office of Dr. M, Sloane
01.2017 - 10.2019

Inventory Lead

Kinray a Cardinal Health company
02.2010 - 09.2015

Staff Accountant

J Gleason and Associates
- 01.2024

BA - Organizational Leadership

ARIZONA STATE UNIVERSITY

BS - Accounting

GRAND CANYON UNIVERSITY
Tracy Vella