Experienced compliance and financial reporting professional with expertise in regulatory review, treasury policy adherence, and accurate report preparation. Known for detail-oriented work, sound problem-solving, and clear written communication.
Overview
39
39
years of professional experience
Work History
Offer Specialist
Dept. of the Treasury
Memphis, Tennessee
06.2000 - 09.2025
Reviewed offer proposals against regulatory requirements to support compliant decisions.
Checked offer submissions for compliance with regulatory rules and organizational standards.
Reviewed submissions for completeness, correcting errors to ensure compliance and accuracy before processing.
Assisted with proposal assessments to align outcomes with financial objectives.
Compiled financial data and prepared reports for management review.
Created accurate financial reports to support decision-making and strategic planning.
Supported treasury compliance reviews and kept detailed financial case files.
Reviewed departmental data and prepared reports for management review.
Applied treasury policy guidance to routine specialist tasks.
Handled customer response processes promptly, ensuring clarity and accuracy in information provided.
Identified customer needs quickly and efficiently.
Supported issue resolution activities, enhancing customer satisfaction and trust.
Provided clear status updates and resolved inquiries in professional language.
Kept accurate records of customer interactions and feedback.
Maintained positive working relationships with staff and management.
Organized documentation for internal reviews and audit preparation.
Participated in training sessions to enhance regulatory knowledge.
Set project goals to track progress and review end results.
Scrips(Service Ctr Recognition Image Proc Syst)
Memphis Service Center
Memphis, Tennessee
03.1997 - 06.2000
Applied image recognition algorithms to improve data accuracy and processing speed.
Reviewed image data to identify patterns that enhanced system performance.
Organized and prioritized tasks to meet service goals efficiently.
Received management recognition for exceptional customer service.
Used advanced technical skills to troubleshoot complex problems and apply solutions.
Utilized software and tools to streamline processes and enhance operational performance.
Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
Data Transcriber
Internal Revenue Submission Processing Center
Memphis, Tennessee
09.1986 - 03.1997
Converted tax return data into Internal Revenue Submission Processing Center systems.
Entered data from various documents into electronic systems.
Kept accuracy high while entering large data volumes each day.
Verified completeness and accuracy of submitted information prior to processing to ensure data integrity.
Compared taxpayer information with source documents for accuracy.
Reviewed submission packets for missing fields and legibility issues to facilitate prompt processing.
Corrected transcription errors through cross-referencing source records with system entries, enhancing data reliability.
Completed quality assurance checks on data entries for accuracy.
Assisted with troubleshooting computer system issues tied to transcription processes.
Stayed current on industry trends and best practices.
Education
Certificate - Business Administration And Technology
Memphis Area Vo-Tech
Memphis, TN
09-1988
High School Diploma -
Carver High School
Memphis, TN
05-1986
Skills
Regulatory compliance expertise
Financial reporting accuracy
Treasury policy adherence
Compliance monitoring
Compliance software familiarity
Data validation techniques
Document management
Records management systems
Detailed financial analysis
Case documentation practices
Problem-solving abilities
Decision-making acumen
Process improvement initiatives
Time management
Task prioritization methods
Teamwork facilitation
Customer service
Customer relations strategies
Written communication proficiency
Detail-oriented mindset
Resource allocation strategies
System configuration knowledge
Dependable reliability
dependable reliability
Accomplishments
High-performance awards, Excellent Customer Service Recognition, Tenure Plaques,
Timeline
Offer Specialist
Dept. of the Treasury
06.2000 - 09.2025
Scrips(Service Ctr Recognition Image Proc Syst)
Memphis Service Center
03.1997 - 06.2000
Data Transcriber
Internal Revenue Submission Processing Center
09.1986 - 03.1997
Certificate - Business Administration And Technology
Trade Promotion & Market Research Specialist at USAID Trade Reform and Development in Egypt (TRADE)Trade Promotion & Market Research Specialist at USAID Trade Reform and Development in Egypt (TRADE)