Collaborated with property managers and clients in the planning, analysis, and administration of annual budgets for multiple properties, aligning financial plans with client investment goals and property performance objectives.
Prepared monthly bank reconciliations and comprehensive financial reports, maintaining accuracy and providing clear insight into property financial performance.
Managed a portfolio of client accounts in a fast-paced environment, consistently meeting reporting deadlines and providing timely, accurate responses to financial inquiries.
Recorded, reviewed, and verified financial data within accounting systems, ensuring data integrity and compliance with company policies and procedures.
Supported month-end and year-end close processes, including the preparation and review of adjusting journal entries with external CPAs.
Managed accounts payable and accounts receivable functions, maintaining strong vendor relationships and supporting healthy cash flow management.
Auto Loan Underwriter
California Motors Direct
Fontana, CA
08.2020 - 06.2022
Collaborated with financial managers to recommend approval, decline or restructuring of loan request.
Analyzed income and credit during underwriting process.
Communicated and built relationships with several banks to approve clients according to their financial health.
Managed high volume of cases per day with a high funded rate.
Ensured all needed stipulations were collected and sent to banks in a timely manner.
Explained technical financial information to English and Spanish speaking clients in a clear manner.
Actively listened to customers requests and fully understanding before addressing concerns.
Accounting Assistant
California Motors Direct
Santa Ana, CA
02.2020 - 08.2020
Utilized Microsoft Excel to make monthly financial reports of company's profit and losses.
Communicated with suppliers to reconcile invoice payments and identify any discrepancies.
Processed reimbursement to customers or banks in a timely manner.
Responsible for collecting payments from bank, vendors and customers.
Education
Bachelor of Science - Business Administration: Finance, Real Estate & Law
California State Polytechnic University, Pomona
Pomona, CA
12-2020
Timeline
Accounting Bookkeeper
J&H Asset Property Management
06.2022 - Current
Auto Loan Underwriter
California Motors Direct
08.2020 - 06.2022
Accounting Assistant
California Motors Direct
02.2020 - 08.2020
Bachelor of Science - Business Administration: Finance, Real Estate & Law