Summary
Overview
Work History
Education
Skills
Timeline
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Chassity Womack

WEST JORDAN,UT

Summary

Detail-oriented Accounting/Financial Loan Specialist with experience in banking and client services. Organized and dedicated, with strong relationship-building skills and a quick adaptability to new systems. Proven ability to manage projects independently and collaboratively, while driving process improvements. Motivated problem-solver with excellent communication skills, capable of handling multiple tasks in fast-paced environments. Committed to enhancing team performance and supporting organizational growth.

Overview

9
9
years of professional experience

Work History

Accounting Specialist

Traskbritt
05.2024 - 10.2024
  • Supported clients and attorneys in processing invoices and documents with on-time delivery.
  • Communicated effectively with clients about payment needs, maintaining accurate ledgers.
  • Conducted research and conflict checks for new clients.
  • Processed payments via online banking and initiated bank reports for incoming payments (ACH, wire transfers, credit card transactions, checks).
  • Proficient in MS Office programs and various online billing systems.
  • Managed accounts receivable and monitored bank accounts to ensure payment processing.
  • Applied payments to corresponding invoices in the company’s software database.
  • Reconciled accounts throughout the day and generated detailed financial reports.
  • Collaborated with operations and account managers to address payment issues.
  • Streamlined reporting and data entry for efficient record-keeping.
    Entered financial data with strict adherence to security protocols.

Closing Officer

RMCRC
12.2019 - 04.2023
  • Facilitated permanent financing for developers and investors using LIHTC credits in multifamily real estate projects to support low-income housing initiatives within the community
  • Collected and assessed developer applications and commitments
  • Orchestrated comprehensive reviews of due diligence items, correspondence, and loan documents during the closing process
  • Maintained continuous internal communication and liaised with developers, investors, attorneys, and title officers
  • Evaluated settlement statements against loan underwriting and closing costs
  • Coordinated distribution of loan documentation to borrowers and investors while maintaining regular contact with attorneys during the funding phase
  • Monitored and updated the progress of multiple loans daily, ensuring adherence to deadlines
  • Contributed to training of new employees and development of training materials
  • Identified and communicated any unresolved issues to the Risk Department for resolution

Consumer Loan Specialist

Zions Bancorp
07.2018 - 12.2019
  • Preparing and maintaining loan documents
  • Provided payoff requests to third parties and borrowers
  • Generate and issue accurate checks to counties for reconveyances, verifying precise billing codes
  • Timely addressed borrower, branch, and third-party requests to meet deadlines
  • Handled phone inquiries to aid in researching and resolving lending issues promptly
  • Collaborated in the enhancement of a new program release through testing and valuable input provision, resulting in enhanced departmental efficiency.

Quality Administration Assistant

L3 Communications
07.2015 - 06.2018
  • Contribute to indexing, legibility, filing, maintaining, tracing, and controlling Quality Support records
  • Ensure compliance with auditor expectations by maintaining and processing records as required by contract
  • Input inventory lists, software licenses, and data outsourcing information into SAP
  • Record both new and previous purchase orders into SIRE and SAP systems
  • Retrieve Test Data from engineers, ensuring accuracy in testing
  • Manage physical and digital files, monitor spreadsheets, and update reports to coordinate project materials
  • Maintain accurate department and customer records
  • Compose various correspondence, reports, and meeting notes.

Education

High School Diploma -

Horizonte
Salt Lake City, UT
02.2011

Some College (No Degree) - Computer Engineering Technology

Salt Lake Community College
Salt Lake City, UT

Skills

  • Analytical and Critical Thinking
  • Data Analysis
  • Project Management
  • Multitasking and Prioritization
  • Problem-solving and Attention to Detail
  • Process Improvement
  • Invoice Processing
  • GL and journal entries
  • Accounts Payable and Receivable
  • Payment Tracking Systems
  • Account Reconciliation
  • File and database management

Timeline

Accounting Specialist

Traskbritt
05.2024 - 10.2024

Closing Officer

RMCRC
12.2019 - 04.2023

Consumer Loan Specialist

Zions Bancorp
07.2018 - 12.2019

Quality Administration Assistant

L3 Communications
07.2015 - 06.2018

High School Diploma -

Horizonte

Some College (No Degree) - Computer Engineering Technology

Salt Lake Community College
Chassity Womack