Accomplished in reducing expenses, streamlining financial operations and improving reporting functions. Highly organized and systematic with in-depth understanding of Finances
Overview
5
5
years of professional experience
Work History
Fiscal Specialist
San Bernardino County Human services administration
12.2022 - Current
Developed, implemented and maintained internal standards, processes and routines based on group requirements.
Reviewed monthly inventory, deferred revenue and accounts receivable related to key balance sheet accounts.
Review audit invoices and forms of request of payment
Maintain 10 plus business reply mail accounts
Manage accounts in SAP and maintained excel spreadsheets
Delivered monthly reviews to finance leadership to explain performance.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Created and distributed reports on internal and external finances, audits, and budgets.
Home Loan Disclosures Specialist
PennyMac Lending
01.2019 - 05.2022
Lead several financial research based projects
Assembled portfolios
Data management, and mortgage rate collection
Managed team for financial research called Project X — Financial history mortgages and rates
Assembled, prepared, verified and drafted documents for loan closing
Collaborated with brokers and real estate agents to ensure accuracy of disclosure documents
Presented and demonstrated financial research information to supervisors and finance management on quarterly basis
Manage pipeline of Conventional, FHA, and VA loans.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Education
Bachelor of Science in Health Science -
California State University Channel Islands
Camarillo, CA
08.2020
Skills
MS Excel
MS Word
Outlook
SAP
Analytical skills
Detailed Analysis
Advanced on disclosing various loans including Conventional, FHA and VA loans
70 wpm
Financial reporting
Strong project management, presentation and follow through skills
Data Security Practices
Loan Evaluations
Customer Assistance
Timeline
Fiscal Specialist
San Bernardino County Human services administration
Business Applications Manager - IT Manager at County of San Bernardino - Human Services - ITSDBusiness Applications Manager - IT Manager at County of San Bernardino - Human Services - ITSD
Eligibility Worker Supervisor at San Bernardino County Department Of Social ServicesEligibility Worker Supervisor at San Bernardino County Department Of Social Services