Accomplished professional with several years of experience the field documentation oversight. Proven track record of managing documentation processes, ensuring compliance, and implementing efficient systems. Confident and detail-driven professional. Focuses on delivering high-quality results and producing exceptional work.
Overview
18
18
years of professional experience
Work History
Equipment Finance Documentation Specialist II
Atlantic Union Equipment Finance
Glen Allen, Virginia
07.2023 - Current
Responsible for driving all steps of the closing process on equipment lease and loan transactions, ensuring compliance with banking regulations, and preparing loan and lease documentation.
Reviewed and edited technical documents such as user manuals, installation guides, and system documentation.
Created and updated support materials for customers, including frequently asked questions and troubleshooting tips.
Edited manuscripts, press releases, and other documents to ensure accuracy and clarity.
Proofread copy to check grammar, punctuation, spelling, syntax, and organization of material.
Maintained accurate records of all writing assignments completed.
Reviewed existing content to identify opportunities for improvement or updates.
Compiled research data into organized reports summarizing findings.
Participation Servicer I
Atlantic Union Bank
Glen Allen, Virginia
07.2019 - 07.2023
Determined the proper structure for complex commercial deals, communicated with agent banks, and adhered to banking regulations while providing high professionalism.
Analyzed existing processes for improvement opportunities.
Created detailed reports on service requests received by customers.
Conducted risk assessments to identify potential areas of fraud or non-compliance.
Identified discrepancies in financial documents, investigated causes, and proposed solutions.
Performed regular reviews of the company's operations for compliance with laws and regulations.
Accounting Temp (on site at Atlantic Union Bank)
Robert Half
Glen Allen, Virginia
04.2019 - 06.2019
Supported mobile deposits, reviewed and approved mobile check deposits, and escalated issues related to fraud.
Ensured compliance with all safety standards, regulations, policies, and procedures.
Provided guidance and mentorship to team members in order to ensure performance goals were met.
Resolved customer inquiries promptly and professionally.
Front Desk Night Auditor
Comfort Suites
Fredericksburg, Virginia
06.2018 - 01.2019
Prepared financial summaries, verified transactions, and ensured accuracy in postings and allocations in the PMS system.
Reviewed company financial statements for accuracy, completeness, and compliance with legal and regulatory requirements.
Conducted financial audits to ensure compliance with generally accepted accounting principles (GAAP) and international financial reporting standards (IFRS).
Researched and implemented best practices to improve audit results.
Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
Prepared status reports outlining key achievements throughout a project's duration.
Developed and maintained project plans, schedules, budgets, resource allocations and status reports.
Assistant English Professor
Jeonju University
Jeonju, South Korea
03.2012 - 08.2017
Instructed English language courses for students at various levels in multiple departments.
Assistant English Teacher
Jeollabuk-do Office of Education
Iksan, South Korea
03.2008 - 02.2012
Provided English conversation instruction for elementary school students and teachers.
Provided instructional support to students, including one-on-one tutoring sessions.
Assistant Manager/Sales Associate
Family Christian Stores
Fredericksburg, Virginia
12.2006 - 02.2008
Assisted the Store Manager, created a welcoming environment, and handled sales and customer inquiries.
Analyzed target audience needs when creating content that meets their expectations.
Assisted in the development of operational strategies to ensure efficient and productive operations.
Assisted with the organization and maintenance of customer files for audit purposes.
Prepared regular status reports summarizing progress made towards mitigating identified risks.
Monitored progress against defined milestones, deliverables; tracked risks, issues; escalated when necessary; provided status reports regularly.
Education
Master of Education - TESOL
University of Southern Maine
Portland, ME
12.2021
Bachelor of Science - Business Administration
Bridgewater College
Bridgewater, VA
05.2006
Skills
Proficiency with loan/lease accounting software system and loan modeling and pricing software
Software applications including Microsoft Word and Excel
Superior customer service skills
Excellent computer skills relevant to Microsoft Office Suites
Ability to prioritize and manage multiple priorities and make independent decisions
Flexible, able to adapt to change
Superior time management and problem-solving skills
Ability to work independently as well as within a team environment
Forecasting and Reporting
Status Reporting
Financial reporting experience
References
References available upon request.
Timeline
Equipment Finance Documentation Specialist II
Atlantic Union Equipment Finance
07.2023 - Current
Participation Servicer I
Atlantic Union Bank
07.2019 - 07.2023
Accounting Temp (on site at Atlantic Union Bank)
Robert Half
04.2019 - 06.2019
Front Desk Night Auditor
Comfort Suites
06.2018 - 01.2019
Assistant English Professor
Jeonju University
03.2012 - 08.2017
Assistant English Teacher
Jeollabuk-do Office of Education
03.2008 - 02.2012
Assistant Manager/Sales Associate
Family Christian Stores
12.2006 - 02.2008
Master of Education - TESOL
University of Southern Maine
Bachelor of Science - Business Administration
Bridgewater College
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