Elizabeth Pitts
Finance And Operations Professional
San Antonio,United States
Summary
Dynamic, growth-oriented finance and operations professional with strong background in loan underwriting in the nonprofit sector. Adept at making fast, accurate, fair and flexible risk decisions while maintaining compliance and prudent lending practices. Strong track record of training and mentoring junior staff and leveraging data and technology to improve personal, team and organizational efficiencies.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Business Loan Underwriter
LiftFund, Inc.
07.2018 - 03.2025
- Evaluated business loan applications for financial risk based on creditworthiness, cash flow and other factors
- Leveraged cutting-edge technology to make more efficient risk decisions
- Took a holistic approach to underwriting, thinking flexibly to structure a deal, while maintaining an emphasis on accuracy and prudent lending practices
- Stayed continuously apprised of regulations, to maintain lending compliance
- Compiled and analyzed data to help streamline processes and identify areas for improvement for our team and organization
- Worked collaboratively with other departments to identify pain points and streamline organizational processes
- Trained new and junior underwriters on the company's processes and procedures, helping them and our department perform more effectively
Operations Manager
IXerv Americas
10.2017 - 06.2018
- Managed bookkeeping and payroll for a start up SAAS firm
- Ensured timely submission of reports to various state and federal tax agencies
- Performed monthly reconciliations on multiple bank and credit card accounts in a timely, efficient way while maintaining accuracy
- Developed HR processes and an employment manual for the company
- Performed cost-benefit analyses on various benefits carriers, to optimize the benefit for employees and cost to the company
- Handled A/R and A/P while maintaining a positive rapport with vendors and clients
Full Charge Bookkeeper
Kyse & Associates Management Co., Inc.
02.2015 - 10.2017
- Managed bookkeeping records for multiple homeowners' associations, totaling 200+ units
- Performed monthly reconciliations on various bank and credit card accounts in a timely, efficient and accurate manner
- Managed accounts receivable and accounts payable for all properties
- Maintained positive and empathetic communication with homeowners
- Coordinated maintenance requests with outside vendors
- Managed communications with homeowners regarding projects in communities, emergency issues, and community events
Education
BBA - Accountancy
The University of Texas At San Antonio
San Antonio 05.2001 -
Skills
Loan structuring
Timeline
Business Loan Underwriter
LiftFund, Inc.
07.2018 - 03.2025
Operations Manager
IXerv Americas
10.2017 - 06.2018
Full Charge Bookkeeper
Kyse & Associates Management Co., Inc.
02.2015 - 10.2017
BBA - Accountancy
The University of Texas At San Antonio
05.2001 -
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