A task-oriented professional with seven plus years’ experience in the mortgage industry and one plus year in payroll processing, budgeting, auditing, and accounting. Currently pursuing a bachelor’s degree in accounting.
Overview
9
9
years of professional experience
Work History
Accountant
United Allergy Services
02.2024 - 04.2024
Accounts Payable functions, including coding, data entry, new supplier setup, and processing invoices
Ensure all invoices are entered correctly and processed daily
Upload invoices and post transactions to an appropriate GL ledger account
Process weekly settlement run payments
Reconcile vendor statements
Ensure online payments are made and corresponding journal entries are recorded in a timely manner
Accounts Receivable, including providing daily bank deposit details support to Revenue so they can allocate the deposits correctly in Workday
Then posting the deposits and/or returns in Workday
Ensure expense reports are being submitted in a timely manner
Generates checks and EFT payments along with reconciling payment reports
Prepare journal entries and accruals
Manages the company credit cards.
Machine Operator/Assembler
Wabtec
05.2023 - 01.2024
Operate TrumpF TruLaser 3040 machine for metal cutting purposes
Operate forklift and 10-ton Virginia Crane to move and deliver respective locomotive parts to their respective areas
Enter data in both Oracle and MES
Perform inventory audits
Receiving, order picking, packing (wrapping, crating, labeling), and shipping of both large and small materials.
Mortgage QC/QA Analyst
Tata Consultancy Services (Pentagon Federal Credit Union)
11.2020 - 07.2022
Reviews and analyzes the cause of errors within each phase of the lending environment including intake, processing, underwriting, closing, post-closing, and appraisals for new purchase, refinance and HELOC loans
Prepares reports of findings explaining errors and citing appropriate defects that do not align with internal policies, investor guidelines, compliance, or applicable regulations
Communicate findings by using SharePoint and Outlook
Demonstrates ability to calculate income and assets
Order Flood Certification in Encompass
Input loan fees by running Smart Fees and Optimal Blue within Encompass
Troubleshoot Optimal Blue errors to ensure accurate fees and pricing
Locked interest rates within Optimal Blue
Review mortgage documents such as Credit Reports, Uniform Residential Loan Applications (Form 1003), Automated Underwriter Findings, Flood Certificates, Closing Disclosures, Appraisals and, Deed of Trust.
Fiscal Support Specialist
C2 Global Professional Services
08.2019 - 11.2020
Processes bi-weekly payroll including compilation of employee or customer time reporting and payroll data from timesheets
Reviews employee or customer timesheets for accuracy and completeness and enters payroll data into the payroll system and Excel Spreadsheet
Reviews employee or customer payroll reports and other information to ensure accuracy and completeness and to resolve payroll discrepancies
Records changes to employee or customer information, including pay rate changes, transfers, and resignations
Provides employee or customer information to managers and employees on minor payroll matters and tax issues
Coordinates Payroll and Work Experience matters with Human Resources
Maintains and updates employer contracts database
Reviews contracts for compliance with applicable policies
Prepares reports to track customer support services costs including Individual Training Accounts, training and tuition, transportation and other support costs as authorized by Workforce Solutions
Maintains records for Work Experience and On-the-Job-Training Agreements
Completes monthly expense reports and accruals
Perform account reconciliations and research variances and issues, initiate corrections and share findings via Excel Spreadsheets and Pivot Tables.
SR Loss Mitigation Specialist
GM Financial
01.2019 - 08.2019
Review and monitor all total loss, impounds, substitution of collateral or expired loan queues
Properly document all account activity in the computer system
Assist insurance adjusters with requests, questions, and problems regarding any pending claim settlements
Initiate contact with customers or agencies in effort to negotiate payments or to satisfy any deficient balances; Calls are generated by manual dialing and by predictive dialer
Recommendations to repossess or abandon impounds by assessing the value of the vehicle vs any storage/repair/repossession fees
Prepare Repossession Assignment Cover Sheet (RACS) and ensure all actions comply with all federal and state regulatory requirements
Assess the value of vehicles and ensure coordination between the customers and dealerships on substitution of collaterals
Recommend settlements as circumstances warranted.
Loan Setup Specialist
Colonial Mortgage
04.2015 - 07.2018
Ensure all required documents are received via DocuSign and/or FedEx
Reviewed documents for accuracy and completeness
Verify accuracy of system input (Fiserv)
Request necessary documentation such as income/assets, appraisals, preliminary title report, flood certifications, etc
To assure compliance with all regulatory and governmental standards, guidelines, rules and regulations and the applicable state regulatory authorities and any applicable federal, state and/or local ordinances, administrative regulations, and statutes
To ensure compliance with Opportunity Bank Lending policies and procedures
Submit files to Processors and Loan Officers.
Education
Associate of Arts - Accounting
Tarrant County College
Fort Worth, Texas
Accounting -
Tarleton State University
Fort Worth, Texas
12.2025
Skills
Microsoft Office Suite
Kronos
Accounting
SAP
MAP
Quality Control/Compliance
FiServ
Accounting (General Ledger/Accrual)
Mentoring/Coaching
Leadership
Payroll
Encompass
Sharepoint
Quickbooks
Degreescertifications
Associate of Arts Degree in Business Administration
Timeline
Accountant
United Allergy Services
02.2024 - 04.2024
Machine Operator/Assembler
Wabtec
05.2023 - 01.2024
Mortgage QC/QA Analyst
Tata Consultancy Services (Pentagon Federal Credit Union)