Alexandra Lussier
Waddell,AZ
Summary
Dedicated, dependable, and eager professional with history of exceeding company goals, utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. Hardworking and ready to help your team achieve company goals
Overview
6
6
years of professional experience
Work History
Financial Aid Support Specialist
Universal Technical Institute Inc
03.2022 - Current
- Provided financial aid counseling to enrolled and prospective students.
- Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
- Counseled students and parents about financial aid options and program details.
- Helped individuals complete physical and electronic paperwork such as FAFSA.
- Authored presentations and documentation for distribution to current and prospective students.
- Presented financial aid workshops to help groups of students and parents navigate process.
- Explained very technical financial information to applicants in easy to understand language.
- Helped college students obtain financial aid through loan programs.
Senior Mortgage Loan Processor
JFQ Lending
10.2020 - 07.2021
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Communicated with originator and applicant concerning progress of loan file.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Coordinated closing process with attorneys, title companies and government clerks.
- Evaluated approvals against established bank and government lending standards.
- Oversaw file input in mortgage software and grant-specific software.
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Assessed customer account histories to determine previous compliance with payment plans and loan terms.
- Produced and submitted completed loan packages to title and escrow professionals.
- Filed completed loan applications with underwriting and made approval or denial recommendations.
Document Control Specialist
Rj Russo
08.2019 - 10.2020
- Solely responsible for all document retreival, control, and submission from start to finish in obtaining AISC certification for the company
- Carefully reviewed all documents and reports for completeness and accuracy.
- Scanned, filed and transmitted various documents and adhered to digital filing procedures.
- Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
- Monitored due dates and deadlines and worked to submit all documents on time or early.
- Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
- Coordinated document exchange between departments, contractors, suppliers and customers.
- Allocated unique document numbers to internal documents and incoming external documents and tracked in database.
- Evaluated current document processes, suggested methods for change and implemented successful improvements.
- Provided support for document controls and worked with contract documents.
- Managed technical documentation flow of engineering, project management and construction activities.
- Checked blueprints and drawings for accuracy and completeness.
- Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
- Established and managed document distribution matrix and document control register.
- Enforced use of standardized forms and templates to achieve uniformity of communications across departments and functions.
- Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.
- Created project control documentation to support needs of important projects.
- Provided assistance with inbound and outbound document processes, document sorting, logging and work order creation.
- Prepared digital files, physical documents and work requests in compliance with company guidelines.
- Transmitted documents, organized revisions and tracked changes.
- Maintained organized and efficient document flows by using excellent planning and multitasking skills.
- Prepared documents for projects in accordance with project manager, team or client specifications.
- Assisted in continuous improvement activities while developing and maintaining resulting documents.
- Identified areas of weakness and recommended or implemented process improvements.
- Released and updated drawings and specifications.
- Collaborated across departments and levels of management to gain consensus on procedural documentation.
- Managed training courses, setup and maintenance for document control systems.
- Completed, configured, and revised engineering change orders.
- Manipulated and converted documents to meet needs of individual personnel or projects.
- Strengthened system efficiency by identifying lagging operational processes and implementing optimal solutions.
Full Charge Bookkeeper
Meadowvale Dairy
01.2018 - 08.2019
- Matched purchase orders with invoices and recorded necessary information.
- Maintained and processed invoices, deposits and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Established QuickBooks accounting system to reflect accurate financial records.
- Organized and carried out proactive month-end, quarterly and year-end processes.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Calculated deductions and processed payroll for employees.
- Verified postings to ledgers to confirm accurate entry and account balances.
- Verified accurate recordkeeping processes, reducing financial inconsistencies.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
- Prepared vendor invoices and processed incoming payments.
- Maintained good working relationships with vendors and resolved disputes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Used accounting software to reconcile accounts, track income and generate invoices.
- Tracked invoices, receipts and deposit slips to generate monthly fiscal statements.
Construction Administrative Assistant
Sun State Glass LLC
04.2017 - 01.2018
- Communicated with clients daily via emails, telephone, texting and social media.
- Managed accounting invoices and billings, balanced accounts and created financial reports.
- Executed plans and specifications for public works bids and created addendums that accounted for changes impacting bid pricing.
- Obtained and reviewed construction insurance information and delivered to contract administrators.
- Coordinated procurement of project plans and specifications and routed data to construction management team.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Completed bi-weekly payroll for 10 employees.
- Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders.
- Integrated logistic systems into company processes to improve operations and manage work orders and price changes.
- Processed and filed construction punch lists, contractor progress reports and architectural monthly reports.
- Prepared and maintained departmental and construction contracts and invoices and submitted for payment.
- Coordinated daily mail and expedited overnight services, courier services and inter-office communications for construction site personnel.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed filing system, entered data and completed other clerical tasks.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Composed and proofread memos, letters and reports to verify error-free communication.
- Maintained daily reports and advised executive leaders in decision-making processes.
- Maintained clean reception area to promote positive, professional environment for clients.
Project Coordinator
Crane Construction
09.2016 - 03.2017
- Gathered requirements for ongoing projects and organized details for management use.
- Built successful project plans covering objectives, resources and staffing to meet schedules.
- Sourced, vetted and managed vendors needed to accomplish project goals.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Managed commercial construction projects by working effectively with general contractors, subcontractors, engineers and architects.
- Consulted with clients to define objectives and develop scopes.
- Developed and executed pre-construction milestones on project schedule.
- Communicated daily with vendors to keep project fully operational.
- Evaluated subcontractor bids and identified most qualified and economical candidates, establishing advantageous contracts and cutting costs.
- Reduced costs by driving competitive subcontractor bids and effective contract execution.
Education
High School Diploma -
Keystone Academy
Downey, CA08.2006
Skills
- Document Tracking
- Financial Verification
- Verification Processes
- Eligibility Verification
- Application Verification
- Invoice Preparation
- Eligibility Guidelines
- Business Process
- Regulatory Requirements
- Administrative Ability
- Application Processes
- Microsoft Office
- Continuous Improvement
- File Monitoring
- Clerical Skills
- Customer Interaction
- Client Relationships
- Business Correspondence
- Information Verification
- Active Listening and Learning
- Analytical and Critical Thinking
- Regulatory and Compliance Understanding
- Customer Satisfaction
- Document Control Support
- Data Privacy
- Problem Resolution
- Remote Video Conferencing
- 10-Key Data Entry
- Oral and Written Comprehension
Timeline
Financial Aid Support Specialist
Universal Technical Institute Inc
03.2022 - Current
Senior Mortgage Loan Processor
JFQ Lending
10.2020 - 07.2021
Document Control Specialist
Rj Russo
08.2019 - 10.2020
Full Charge Bookkeeper
Meadowvale Dairy
01.2018 - 08.2019
Construction Administrative Assistant
Sun State Glass LLC
04.2017 - 01.2018
Project Coordinator
Crane Construction
09.2016 - 03.2017
High School Diploma -
Keystone Academy
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