Elese Daniel
Summary
Proven Assistant Manager at Trax Federal Credit Union, adept in budgeting and finance, and recognized for exceptional attention to detail. Spearheaded audit procedures, enhancing financial accuracy by 30%. Expert in project management, I streamlined operations, significantly lifting efficiency and compliance. My leadership ensured seamless onboarding and top-tier account management, driving operational excellence.
Overview
8
8
years of professional experience
Work History
Assistant Manager
Trax Federal Credit Union
12.2022 - Current
- Examined customer loan applications for loan approvals and denials.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Developed comprehensive training programs for new hires to ensure smooth onboarding and consistent service quality.
Account Administrator
Terra Management Group
01.2022 - 12.2022
- Oversaw account transitions during mergers or acquisitions, ensuring seamless integration into existing systems without disruption to client services.
- Streamlined account management processes by implementing efficient organizational systems.
- Managed multiple high-profile accounts simultaneously, maintaining a high level of attention to detail and organization.
- Evaluated financial data to identify trends and opportunities for cost reduction or revenue generation within the business.
- Contributed to annual budget planning by analyzing past spending patterns and forecasting future needs based on growth projections.
- . Addressed internal audit findings by implementing corrective actions within the account administration department.
- Assisted in the development of financial reports for improved decision-making and budgeting.
- Coordinated invoicing activities to ensure prompt payment from clients while minimizing errors or delays.
Leasing Agent
Tryko Partners
01.2018 - 07.2021
- Performed background, reference and credit checks as part of screening process of prospective tenants.
- Expedited the leasing process for prospective tenants by efficiently managing application paperwork and conducting background checks.
- Handled tenant communications by quickly responding to requests for maintenance and answering any questions or concerns.
- Toured property with prospective tenants and provided wealth of information in regards to its key features.
- Managed move-in process smoothly by coordinating schedules with new residents and ensuring all necessary documentation was completed accurately.
- Participated in property inspections to prepare for move-ins and move-outs.
- Kept meticulous records of correspondence between management and tenants.
- Generated leads through various marketing channels such as social media platforms, email campaigns, and print advertising materials.
- Conducted thorough market research to ensure competitive pricing strategies that attracted potential renters.
- Assisted property managers in budget development, financial reporting, and expense tracking to optimize operational costs.
Inside Sales Specialist
PNC Bank
01.2017 - 01.2018
- Answered customers' questions regarding products, prices, and availability.
- Facilitated smooth transactions by working closely with finance department to ensure accurate invoicing and timely payments from clients.
- Increased sales revenue by efficiently managing a high volume of inbound leads and promptly responding to customer inquiries.
- Developed strong client relationships through effective communication, understanding their needs, and providing tailored sales solutions.
- Used digital methods and traditional telephone approaches to generate sales leads.
- Created and updated customer accounts with relevant information.
Education
Bachelor of Arts - Merchandising
University of Akron
Akron, OH01-2016
Skills
- Project management
- Budgeting and finance
- Data entry
- Regulatory compliance
- Loan servicing
- Attention to detail
- Document management
- Credit analysis
- Account management
- Risk identification
- Workflow Analysis
- Audit reporting
Timeline
Assistant Manager
Trax Federal Credit Union
12.2022 - Current
Account Administrator
Terra Management Group
01.2022 - 12.2022
Leasing Agent
Tryko Partners
01.2018 - 07.2021
Inside Sales Specialist
PNC Bank
01.2017 - 01.2018
Bachelor of Arts - Merchandising
University of Akron
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