Highly motivated professional with a strong work ethic and exceptional interpersonal skills. Demonstrated adaptability and ability to take on new challenges while effectively mastering new skills. Committed to contributing to company growth through continuous learning and skill utilization.
Overview
27
27
years of professional experience
Work History
Finance Manager
St. Elizabeth Ann Seton Church
Mechanicsburg, Pennsylvania
06.2024 - Current
Prepared and monitored annual parish budgets to align financial resources with organizational goals
Reviewed, interpreted, and analyzed monthly financial statements to ensure accuracy and compliance with financial regulations
Directed and supervised office personnel in financial areas, fostering collaboration and adherence to best practices
Reviewing monthly general ledger history listing and financial statements and rectifying any errors.
Preparing end-of-year financial statements
Prepared detailed cash receipts to document all cash transactions accurately.
Ensuring that parish organizations adhere to Diocesan policy
Observing guidelines and deadlines of the Diocesan accounting system
Transaction Coordinator
Keller Williams Real Estate
Mechanicsburg
06.2023 - 05.2024
Enhanced client engagement through effective CRM management.
Streamlined project management by maintaining Trello boards.
Organized and maintained transaction files in compliance with legal standards.
Transactional for Keller Williams Real Estate Agent-Maintaining CRM (Follow-up Boss)
Coordinated residential real estate transaction processes, ensuring timely completion and adherence to regulatory requirements.
Facilitated communication among clients, agents, and title companies to streamline transaction workflows.
Organized transaction files to ensure compliance with legal standards and facilitate easy access for all stakeholders.
Real Estate Agent
Howard Hanna Real Estate Services
Camp Hill, Pennsylvania
01.2019 - 02.2024
Guided clients through buying and selling residential properties, ensuring informed decisions.
Facilitated negotiations between buyers and sellers effectively.
Assist home buyers and sellers with real estate transactions
Supported clients throughout buying or selling processes, streamlining paperwork and enhancing client experience.
Guided clients through closing processes and paperwork requirements.
Researched market trends and property values to advise clients on competitive pricing strategies.
Ensured accurate submission of sales contracts to facilitate smooth transactions.
Keep detailed records and make sure all deadlines were met to ensure closing was met
Prepared comparative market analysis to estimate properties' value.
Contract Specialist
Cartus Financial Corporation
Danbury, Connecticut
12.2021 - 04.2023
Managed contract negotiations to ensure adherence to company policies, facilitating smoother execution of agreements.
Reviewed and audited 3rd party real estate contracts and Cartus paperwork for compliance and accuracy, ensuring alignment with company standards.
Audited contracts for accuracy and compliance, enhancing overall team performance and contract reliability.
Reviewed contract terms for accuracy and completeness before execution.
Communicated with agents to get completed paperwork returned in a timely manner to execute the 3rd party contract
Ensured accuracy in completed tasks to uphold quality standards.
Monitored project timelines to ensure all deadlines were consistently met.
Maintained detailed and accurate records to ensure information integrity.
Collaborated with cross-functional teams to streamline procurement processes.
Franchise Owner
CruiseOne
Downingtown, Pennsylvania
06.2008 - 06.2013
Arranged and booked travel for clients, ensuring seamless experiences
Maintained accurate records of payments and commissions to support financial transparency
Ensured clients had necessary documentation for domestic and international travel, facilitating smooth journeys
Payment Specialist
Online Resources
Chantilly, Virginia
02.2004 - 03.2006
Managed customer inquiries regarding payment issues and account discrepancies.
Researched discrepancies related to customer accounts and payments.
Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
Processed payment transactions using multiple online platforms and tools.
Reviewed and verified payment requests for accuracy and compliance.
Processed payments for various clients in a timely manner.
Administrative Assistant
Forklifts, Inc
Mechanicsburg, PA
06.2002 - 02.2004
Handled filing, answered phones, and performed various secretarial tasks to support office operations.
Processed incoming and outgoing correspondence to support timely communication.
Answered phone calls and emails to provide information, resulting in effective business correspondence.
Maintained filing systems for confidential documents, enhancing records management.
Processed invoices for timely payment and record-keeping.
Managed office supplies and inventory for Forklifts, Inc. operations.
Conducted daily inventory checks in warehouse to ensure stock accuracy.
Teller
Fulton Bank
Mechanicsburg
10.1999 - 06.2002
Processed customer transactions, ensuring accuracy and efficiency to enhance customer satisfaction.
Handled customer deposits and withdrawals to ensure efficient banking transactions.
Facilitated new customer account setup to enhance client experience.
Assisted customers with account inquiries and banking services.
Resolved customer complaints, providing professional support that strengthened customer relationships.
Balanced ATM and vault cash accurately at shift end.
Managed daily cash drawer, balancing at shift end to maintain financial integrity.