Hannah E. Harrison
Summary
Results-driven administrative professional with extensive clerical and customer service experience. Proven ability to manage complex situations with composure, leveraging strong analytical skills to enhance processes that improve efficiency. Achieved success in account reconciliation and adherence to financial policies, while maintaining the highest standards of confidentiality and attention to detail. Committed to contributing to team success through reliable performance and proactive problem-solving.
Overview
4
4
years of professional experience
Work History
Accounts Receivable Specialist
Ridgeline Construction Hsv
Athens, AL
09.2024 - Current
- Verify, classify, compute, post and record accounts payable data and reconcile daily totals to confirm proper accounting
- Utilize accounting software for efficient management of receivables
- Maintain detailed records of all accounts receivable transactions
- Provide detailed reports and analyses to management regarding receivables status
- Prepare bank deposits by verifying and balancing receipts and sending cash and checks to banks
- Match orders with invoices and record required information
Client Account Manager
Advanta IRA
05.2023 - 08.2024
- Served as the main point of contact for Advanta IRA's clients and assisted them with the following:g:
- Questions regarding self-directed IRAs.
- Types of IRA accounts, qualified plans, and their differences
- IRS rules, regulations, forms, and filings
- Advanta IRA's policies and procedures
- Contributions, transfers, and rollovers
- Required documentation for transactions
Loan Processing Assistant
Wemlo
11.2021 - 02.2023
- Assisted Loan Processors in ordering titles, appraisals, payoffs, and insurance forms
- Collected documentation for post-closing compliance quality control
- Executed Closing Checklist to confirm regulated and reportable information is captured in loan file, prior to processing the file in the system
- Managed and update status in Encompass upon uploading documents to CRM
- Fulfilled team goal of 130 cash-to-close loans, monthly
- Implemented TILA-RESPA Integrated Disclosure Rule
Junior Closing Specialist
Keller Mortgage
12.2020 - 10.2021
- Prepared Closing Disclosures and packages that matched the underwriting, processing, and end-investor requirements, in accordance with expectations
- Ordered instructions to fund and close residential mortgage loans
- Provided funding authorization for disbursement of funds after review of signed closing package and ensured timely delivery of funds
- Fielded requests and inquiries from multiple internal and external underwriting and accounting parties
Mortgage Specialist
Amerisave Mortgage Corporation
08.2020 - 12.2020
- Audited all mortgage documents from borrowers to verify no fraudulence
- Escalated red-flagged files to upper management
- Verified income and employment of borrowers to qualify loans
- Obtained and protected personal identifiable information and other confidential information
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
AUBURN UNIVERSITY
Auburn, AL12-2018
Skills
- AP / AR
- Auditing
- Collections
- CRM
- Customer Service
- Invoicing
- Microsoft Suite
- Quality Control
- Quick Books
- Salesforce
- Slack, Zoom, Teams, Workplace
- Time Management
- Training and Development
- Database Entry
Timeline
Accounts Receivable Specialist
Ridgeline Construction Hsv
09.2024 - Current
Client Account Manager
Advanta IRA
05.2023 - 08.2024
Loan Processing Assistant
Wemlo
11.2021 - 02.2023
Junior Closing Specialist
Keller Mortgage
12.2020 - 10.2021
Mortgage Specialist
Amerisave Mortgage Corporation
08.2020 - 12.2020
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
AUBURN UNIVERSITY
Similar Profiles
Taylor LammersTaylor Lammers
Sales Director/Owner at Ridgeline Construction and SolarSales Director/Owner at Ridgeline Construction and Solar
Wilson HinerWilson Hiner
Territory Sales Manager at Ridgeline ConstructionTerritory Sales Manager at Ridgeline Construction
Veronica DavisVeronica Davis
Business Owner at Ridgeline ConstructionBusiness Owner at Ridgeline Construction