Callianna VanPelt
Wilmington,OH
Summary
Accounting and financial administration professional with a strong background in budgeting, account reconciliation, transaction processing, reporting, and document review. Managed $1M annual budgets, recorded and reconciled 500+ monthly transactions with 99% accuracy, and improved monthly reporting turnaround by 50% across multiple nonprofit entities.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Financial Administrator
Non-Profit
Wilmington, OH
01.2023 - Current
- Developed annual budget plans totaling $1M, ensuring alignment with financial goals.
- Prepare and analyze monthly income reports to communicate the financial position of multiple non-profit entities, increasing reporting turnaround time and accuracy by 50%.
- Recorded and reconciled 500+ monthly financial transactions with 99% accuracy for multiple non-profit entities.
- Coordinated accounting priorities to consistently meet monthly deadlines across all entities.
Receptionist /Operations Project Manager
Athletes in Action
Xenia, OH
09.2025 - Current
- Coordinated cross-department projects for site director, enhancing organization of inventory tracking, lease agreements, parking passes, and security and safety procedures.
- Managed communication with departments across organization, ensuring accurate and efficient project completion.
- Support property manager with annual inventory, merchandise inventory, and monthly expense reports.
- Delivered front-office administrative support, streamlining visitor assistance, phone routing, and package distribution.
Second Act Loan Chaperone / Analyst
Liberty Savings Bank
Wilmington, Ohio
05.2021 - 03.2023
- Communicated with borrowers to collect, validate, and update application details, ensuring accurate processing of loans.
- Coordinated with internal teams and outside partners to move loans through closing within 7-10 business days.
- Reviewed loan packages for accuracy and completeness, organizing information for streamlined underwriting review.
- Tracked multiple loans at various stages of completion, maintaining quality and compliance with deadlines.
Mortgage Generalist
Liberty Savings Bank
Wilmington, Ohio
05.2020 - 05.2021
- Managed 20+ residential mortgage applications each month while working independently in remote setting.
- Ensured accuracy of Encompass records and prepared borrower documents for efficient review.
- Streamlined loan file organization by matching information across source documents and Encompass.
- Collaborated with brokers and borrowers to resolve discrepancies, maintaining up-to-date files.
Seasonal Mortgage Lending Clerk
Liberty Savings Bank
Wilmington, Ohio
06.2019 - 08.2019
- Processed 200-300 HMDA checklists, streamlining compliance for mortgage generalists and closing department.
- Coordinated appraisal uploads and releases to facilitate timely loan approvals for mortgage generalists.
- Prioritized responsibilities across departments to ensure smooth loan approval workflow.
Education
Master of Arts - Global Studies, Linguistics
Liberty University
Lynchburg, VA12-2025
Bachelor of Science - Business Administration, Accounting, Entrepreneurship, Linguistics
Liberty University
Lynchburg, VA05-2021
Skills
- Budgeting expertise
- Financial analysis
- Bank reconciliation
- Transaction tracking
- Expense tracking
- Data verification
- QuickBooks proficiency
- Data analysis
- Microsoft Office suite and Google applications
Certification
- INTUIT ACADEMY TAX EXAM LEVEL 1 Intuit September, 2026
- INTUIT BOOKKEEPING CERTIFICATION Intuit August, 2026
- 60 - HOUR EDUCATOR TEFL/TEOSOL CERTIFICATE Bridge Education Group April, 2023
Affiliations
- ESL Teacher- Zgierz, Poland (September-November 2023, January-March 2025)
- ESL Teacher- Wilmington, Ohio (September 2026-Now)
Timeline
Receptionist /Operations Project Manager
Athletes in Action
09.2025 - Current
Financial Administrator
Non-Profit
01.2023 - Current
Second Act Loan Chaperone / Analyst
Liberty Savings Bank
05.2021 - 03.2023
Mortgage Generalist
Liberty Savings Bank
05.2020 - 05.2021
Seasonal Mortgage Lending Clerk
Liberty Savings Bank
06.2019 - 08.2019
Master of Arts - Global Studies, Linguistics
Liberty University
Bachelor of Science - Business Administration, Accounting, Entrepreneurship, Linguistics
Liberty University