Erika Sharp
Real Estate and Financial Services Administrator
Zanesville,OH
Summary
Knowledgeable Payroll Officer with commercial real estate background adept at overseeing payroll, documentation and reporting functions for over 150 employees among 14 businesses. Managed payroll activities for employees in fast-paced environment and consistently completed payroll runs without delays. High-level risk management skills and attention to detail leading to optimum outcomes. "WHATEVER IT TAKES" work ethic!
Overview
16
16
years of professional experience
7
7
years of post-secondary education
Work History
Head Bartender
Two Bucks
Middleburg Heights, OH
03.2020 - 09.2021
- Managed bar as sole bartender and server handling up to 50 guests at any given time for entire duration of daily business hours.
- Kept detailed inventories and notified management of ordering needs for liquor, beer, wine and bar supplies.
- Handled simultaneous customer, team and business needs while avoiding unnecessary delays or errors.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
Payroll Administrator/Bookkeeper
Verderico CPAs
Akron, OH
10.2018 - 12.2019
- Led payroll production for 14 businesses with over 150 combined employees.
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare, and various employee deductions, annuity contributions and retirement plan withholdings.
- Researched proper tax accounting treatment of various transactions.
- Developed and maintained internal control processes, document procedures, identification of areas to improve internal controls and implementation of policy change.
- Verified on-time submission of payroll taxes and within constraints of Internal Revenue Service.
Retirement Plan Specialist-Life & Annuities
Appreciation Financial
Cleveland/Akron/Toledo, OH
03.2018 - 12.2018
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Highlighted values and educated clients on Life Insurance, Fixed and Indexed annuity financial products.
- Researched industry rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Bartender
Townhall
Ohio City, OH
06.2017 - 01.2018
- Operated efficiently in high-volume setting of 300+ while interacting with guests to enhance customer experience.
- Solely handled service bar preparing drinks for all servers while simultaneously serving bar guests.
- Capacity to accurately remember food and drink orders as well as special requests in fast paced environment.
- Maintained accurate cash drawer and customer tabs to reduce shrinkage.
Operations and Documentation Auditor-Contractor
KeyBank
Brookpark, Ohio
05.2017 - 12.2017
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
- Audited work of contracted employees to keep on task for timely completion.
- Reviewed average 200 loan files per day for completeness and accuracy per operational standards.
- Appointed operational team lead by director of loan operations to implement review and filing strategy to increase efficiency and accuracy which achieved completion of project one month prior to deadline.
Mortgage Loan Officer Assistant
Crosscountry Mortgage Inc
Brecksville, OH
12.2016 - 05.2017
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Managed pipeline of over 40 pre-qualified, pre-approved, and approved loans.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verification and financial history paperwork.
- Clear underwriting conditions necessary to close.
- Correspond with third parties for title orders, tax documents, appraisals, and miscellaneous items specific to loan program.
Commercial Loan Administrator/Executive Assistant
Lakeside Bank
Chicago, IL
06.2014 - 10.2016
- Received, verified, and processed commercial loan applications from approval to loan closing.
- Liaise with title companies, clients, and client representation to coordinate, prepare, and oversee commercial loan closings.
- Managed and balanced active commercial construction portfolio >50 MM to ensure loan disbursements were in compliance with LTV/LTC restrictions.
- Monitored VP officers' portfolios for delinquencies and approaching loan maturities and prepare extension and renewal requests accordingly
- Assisted CEO in managing daily office operations, executive meetings, and miscellaneous requests from CEO under minimal supervision.
Personal Banker
Chase Bank
Chicago, IL
04.2012 - 05.2014
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Awarded highest customer service achievement by President of Consumer Banking twice within first six months which contributed to branch becoming #1 in United States ranked among highest transacting branches within company.
Credit Analyst/Senior Collections Specialist
Bank Of America
Beachwood, OH
11.2007 - 04.2012
- Used wide variety of financial analysis tools to examine customers for potential risk via liquidity, leverage ratios and forecasting trends.
- Prepared reports on current findings and actions taken for accounts under investigation.
- Controlled credit exposure by providing financial order management support to minimize risk and obtain timely payment.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Appointed as team member to attend quality assurance meetings to improve on consistency regarding regulatory practices and compliance.
- Recognized consistently by customers and other team members for maintaining professionalism and patience while providing solutions to minimize delinquent portfolio.
Bartender/Trainer/Server
Texas Roadhouse
Hilliard, OH
03.2005 - 08.2007
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Quickly and clearly communicated dining orders to kitchen staff, directing attention to special requests or dietary restrictions.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
Education
Pre-licensing Coursework - Real Estate
Hondros College
Independence, OH 01.2020 - 05.2020
No Degree - Social Psychology
The Ohio State University
Columbus, OH 09.2002 - 12.2005
High School Diploma -
Tri-Valley High School
Dresden, OH 08.1998 - 05.2002
Skills
Payroll auditing
Spreadsheet creation
Meeting deadlines
Developing office systems
Collaborative team member
Proficient in Quickbooks, Microsoft Excel, and Microsoft Word
Administrative support
Financial statements expertise
Customer Relations
Timeline
Head Bartender
Two Bucks
03.2020 - 09.2021
Pre-licensing Coursework - Real Estate
Hondros College
01.2020 - 05.2020
Payroll Administrator/Bookkeeper
Verderico CPAs
10.2018 - 12.2019
Retirement Plan Specialist-Life & Annuities
Appreciation Financial
03.2018 - 12.2018
Bartender
Townhall
06.2017 - 01.2018
Operations and Documentation Auditor-Contractor
KeyBank
05.2017 - 12.2017
Mortgage Loan Officer Assistant
Crosscountry Mortgage Inc
12.2016 - 05.2017
Commercial Loan Administrator/Executive Assistant
Lakeside Bank
06.2014 - 10.2016
Personal Banker
Chase Bank
04.2012 - 05.2014
Credit Analyst/Senior Collections Specialist
Bank Of America
11.2007 - 04.2012
Bartender/Trainer/Server
Texas Roadhouse
03.2005 - 08.2007
No Degree - Social Psychology
The Ohio State University
09.2002 - 12.2005
High School Diploma -
Tri-Valley High School
08.1998 - 05.2002