Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
Mortgage Loan Originator NMLS# 2050149
Mutual Of Omaha Mortgage
10.2021 - Current
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Participated in industry events and conferences to build relationships and gain market intelligence.
Developed and implemented marketing campaigns to generate new business opportunities.
Accounts Payable Analyst
Waste Connections Inc.
08.2013 - 12.2016
Maintain 900+ company Purchasing and Fuel Card accounts company wide
Monthly reconciliation of corporate purchase card accounts
Investigated and process voids company wide
Journal entries
Process, maintain and submit unclaimed property company state as well as annual reporting
Research and collect unclaimed property due to the company
Additional accounting functions as requested
Office Manager
Sumec North America Inc
08.2011 - 06.2013
Managed employee disputes by employing conflict resolution techniques.
Maintained company compliance with local, state, and federal laws, in addition to established organizational standards.
Guided leaders and employees on company policies, programs, benefits and salary administration.
Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
Maintained payroll and benefits for employees in various locations and diminished financial discrepancies through expert program management.
Managed banking reconciliations and monthly balance sheet statements.
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Accounting Analyst
Raymond E Middleton CPA
08.2007 - 08.2011
Maintained complete records of client tax returns and supporting documentation in secured areas.
Analyzed financial documents to accurately reflect client information on tax returns.
Completed payroll for employees and maintained detailed records of procedures.
Reconciled and corrected issues with financial records.
Established QuickBooks accounting system to reflect accurate financial records.
Completed tax forms in compliance with legal regulations.
Project/Purchasing Coordinator
Pulte Homes Of Texas, LP
10.2001 - 10.2006
Maintained complete documentation and records of all purchasing activities.
Monitored all purchase requisitions and handled adjustments with vendors.
Created purchase orders and had each signed by production managers.
Performed monthly reconciliation of open purchasing orders.
Maintain budgets on a city wide and individual house basis
Process and approve contractor invoices
Train new hires
House Starts - permits, taps, prints, plot plans and acc approvals