Elijah Haynes
Seattle,WA
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
Work History
Financial Manager
Guardianship Services of Seattle dba Partners In Care
Seattle, WA
10.2022 - Current
- Serves as fiduciary, administering living and decedent client estates and ongoing finances, including locating, inventorying, appraising, marshaling, protecting & managing assets, paying estate debts and preparing disbursements to heirs
- Prepares Annual reviews of clients accounts for annual court monitoring and auditing
- Investigates and resolves financial management issues related to large-scale, technically complex or involved estates
- Establishes effective working relationships with the aged, gravely disabled, incapacitated, and their families
- Prepares and maintains various documents and records pertaining to client estates, client and case management, work records, and relevant documents.
Financial Coach
International Rescue Committee (IRC)
Seattle, WA
01.2022 - 07.2022
- Taught clients about the value of financial coaching services and worked on a one-on-one basis to work toward client's financial goals
- Assisted clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management
- Constructed detailed, client-focused budgets and plans of action to improve client's financial standing
- Developed optimal strategies and distributed tools and resources to encourage client's to stay on-track
- Conducted interviews and financial appraisal to understand client's financial history
- Oversaw loan-tracking systems for refugee-clients throughout their application process
- Operated financial workshops to translate personal financial fundamentals to refugee-clients on topics including saving, budgeting, and credit building.
Mortgage Loan Coordinator
Salal Credit Union
Seattle, WA
07.2019 - 02.2021
- Reviewed loan files for timely processing and compliance with RESPA and TRID regulation
- Strategized the organization of funding multiple loans while preparing them for the company portfolio and secondary market
- Accounted for the initial and post-funding disclosures within legal timing requirements
- Prepared funding worksheets, loan set-up documents and wire transfers
- Developed a working knowledge of various lending products, services, and loan coordination processes
- Worked efficiently and effectively in a fast-paced, high-demand environment
- Demonstrated the ability to work well independently and coordinate productively on a team while thriving in stressful work conditions.
Education
Bachelor's of Arts in Business Administration - Finance
Seattle University
Seattle, WA05.2019
Skills
- Budgeting and Financial Management
- Financial Modeling
- Quantitative and Qualitative Analysis
- Strategic and Financial Planning Expert
- Budget Analysis
- Financial Management
References
References available upon request.
Timeline
Financial Manager
Guardianship Services of Seattle dba Partners In Care
10.2022 - Current
Financial Coach
International Rescue Committee (IRC)
01.2022 - 07.2022
Mortgage Loan Coordinator
Salal Credit Union
07.2019 - 02.2021
Bachelor's of Arts in Business Administration - Finance
Seattle University
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