Hi, I’m
Jeffrey Loftus
Wyoming,Pennsylvania
Overview
22
years of professional experience
3
Certification
Work History
NEPA AlliancePittston, PA
Accountant
11.2021 - Current
Job overview
- Ensured precise financial oversight of receivables, payables, and bank reconciliations.
- Prepared financial analysis for grant and loan programs to fulfill contractual obligations.
- Managed accounts payable and receivable processes efficiently within the organization.
- Contributed to budget preparation and forecasting for strategic initiative support.
- Administered payroll, retirement plans, health insurance, and onboarding procedures efficiently.
- Supervised annual membership, cleaning, maintenance, contracting, architectural redesign projects, supply purchases, enforcement of rental leases, and IT support to enhance operational efficiency.
CitymarkWilkes-Barre, PA
Loan Officer/Loan Underwriter
10.2019 - 10.2021
Job overview
- Doubled gross loan volume while reducing churn and increasing strategic KPI percentages.
- Managed key indirect lending dealer accounts.
- Executed daily ACH origination, exception processing, and NOC share draft operations.
- Compiled and analyzed credit histories and corporate financial statements of loan applicants.
MotorWorldWilkes-Barre, PA
Sales and Leasing Professional
07.2014 - 10.2019
Job overview
- Achieved top 5% gross profit performance among dealership sales professionals across 74 locations annually.
- Secured annual customer service achievement awards, demonstrating commitment to client satisfaction.
- Delivered tailored special finance and leasing solutions to meet diverse customer needs.
Carver and AssociatesForty Fort, PA
External Auditor
12.2014 - 04.2016
Job overview
- Conducted external audits for 26 federal credit union accounts, covering agreed-upon procedures, BSA/AML, and fraud examinations.
- Developed procedures for custody and control of assets, records, loan collateral, and securities.
- Identified internal control issues and provided actionable recommendations to mitigate risks.
- Investigated significant cases of fraud, embezzlement, and substantial outstanding balances.
AT&TWilkes-Barre, PA
RSC/SME/Union Representative
11.2008 - 12.2012
Job overview
- Completed extensive six-month management training program covering finance, operations, marketing, human resources, and sales.
- Drove product penetration levels through operational reviews, structured coaching, and alignment with enterprise targets.
- Represented employees in matters of employment, compensation, labor relations, staffing, and disciplinary procedures.
Education
King's CollegeWilkes-Barre, PA
Bachelor of Arts from Economics
University Overview
- Minor: Political Science
Luzerne County Community CollegeNanticoke, PA
Associate of Applied Science from Accounting
University Overview
- Completed CPA education requirements post grad at Misericordia University
Certification
- Licensed Notary Public
- MOS Expert Certified
- Quick Books Certified
Computer Skills
- Peachtree and Sage
- Oracle
- Statistical Analysis Software
- Data Auditing Tools
- POS System Management
- Database Administration
- Tax Preparation Software
- Membership Systems
- 100 WPM Typing
- MS Office Suite
- Adobe
Government Contracting & Programs
- U.S. Department of Defense
- U.S. Economic Development Administration
- USDA
- SBA 504 & 7a
- NCUA & FDIC
- CDFI (Economic Growth Fund)
- Appalachian Regional Commission
- PennDOT
- Pennslyvania DCED
- PA State Small Business Credit Initiative
Timeline
Accountant
NEPA Alliance
11.2021 - Current
Loan Officer/Loan Underwriter
Citymark
10.2019 - 10.2021
External Auditor
Carver and Associates
12.2014 - 04.2016
Sales and Leasing Professional
MotorWorld
07.2014 - 10.2019
RSC/SME/Union Representative
AT&T
11.2008 - 12.2012
King's College
Bachelor of Arts from Economics
Luzerne County Community College
Associate of Applied Science from Accounting
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