Summary
Overview
Work History
Education
Skills
Timeline
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Beth Clayton

Finance Program Coordinator
Mesa,AZ

Summary

Highly organized and resourceful professional with over 9 years of experience in project coordination, administration, and client relations across finance and business sectors. Proven ability to streamline workflows, foster cross-functional collaboration, and deliver results that exceed expectations. Recognized for exceptional problem-solving, adaptability, and leadership in dynamic environments. Proficient in leveraging tools like Salesforce, Microsoft Office Suite, and CRM platforms to optimize operations and drive success. A motivated team player with a passion for managing processes, cultivating relationships, and achieving business objectives.

Overview

9
9
years of professional experience

Work History

Finance Program Coordinator

CUBEX
Scottsdale, Arizona
07.2023 - Current
  • Liaise with third-party finance partners to support the Director of Sales and Finance Operations, ensuring seamless communication and collaboration
  • Manage and process customer orders, streamlining the order-to-cash process to enhance efficiency and accuracy
  • Spearhead project coordination between sales and finance teams to optimize order-to-cash processes
  • Maintain Salesforce and external revenue tracking systems, ensuring meticulous data management and reporting
  • Create comprehensive cash projection reports that contribute to strategic decision-making
  • Partner with cross-functional teams to streamline workflows and elevate customer satisfaction

Loan Disclosure Coordinator

LHM Financial Corporation
Scottsdale, Arizona
01.2019 - 02.2023
  • Streamlined disclosure processes, leading to a 30% increase in team efficiency, enabling the successful onboarding of two additional branches and a 15% increase in sales volume
  • Ensured compliance with disclosure regulations while enhancing turnaround times by 50%
  • Trained team members, fostering expertise in TRID guideline adherence

Loan Processor Assistant

LHM Financial Corporation
Scottsdale, Arizona
06.2016 - 01.2019
  • Progressed from assistant to managing my own pipeline of loans within 1 year, demonstrating adaptability and leadership
  • Managed complex documentation workflows, achieving consistent process accuracy
  • Built strong client relationships, guiding them through sensitive financial processes

Education

Small Business Start-Up Certification -

Chandler Gilbert Community College
Chandler, Arizona
12.2024

Associate - Business

Chandler Gilbert Community College
Chandler, Arizona
01.2022

Skills

  • Project Management & Coordination
  • Organization and Time Management
  • Client Collaboration & Communication
  • Microsoft Office Suite & CRM Tools
  • Process Optimization & Workflow Streamlining
  • Data Analysis & Reporting
  • Leadership & Training

Timeline

Finance Program Coordinator

CUBEX
07.2023 - Current

Loan Disclosure Coordinator

LHM Financial Corporation
01.2019 - 02.2023

Loan Processor Assistant

LHM Financial Corporation
06.2016 - 01.2019

Small Business Start-Up Certification -

Chandler Gilbert Community College

Associate - Business

Chandler Gilbert Community College
Beth ClaytonFinance Program Coordinator