
Proactive and goal-oriented finance professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Responsible for managing the Villages finances, which includes collecting incoming revenue such as property taxes and utility payments, accounting for all money by reconciling the general ledger and multiple bank accounts monthly, conducting bi-weekly payroll, handling all accounts payable, and investing village funds for maximum returns. In addition, monthly financial reports are generated to present to the council on current financial stance within the fiscal year.
Evaluated loan applications to ensure compliance with credit union policies and regulations. Collaborated with clients to assess financial needs and recommend appropriate loan products. Verified borrower information and documentation for accuracy and completeness during the underwriting process. Educated members on loan terms, interest rates, and repayment options to enhance understanding.
Advised students on financial aid options and processes, enhancing understanding of available resources. Evaluated student eligibility for federal, state, and institutional aid programs, ensuring compliance with regulations. Assisted in the development of financial literacy workshops, improving students' budgeting and debt management skills. Processed financial aid applications efficiently, maintaining accuracy in data entry and documentation review.