Jorge Mendez
Montgomery Village
Summary
Driven and analytical, with solid foundation in financial principles and accounting practices. Possesses strong grasp of financial reporting and data analysis, along with proficiency in Excel and accounting software. Dedicated to optimizing financial processes and contributing to organizational success.
Overview
6
6
years of professional experience
Work History
Loan Partner
NFM Lending
01.2023 - Current
- Improved loan processing efficiency by streamlining documentation and communication procedures.
- Collaborated with loan officers to ensure accurate and timely completion of loan applications, increasing overall productivity.
- Assisted borrowers in understanding complex financial information, ensuring proper decision-making regarding loan terms and conditions.
- Conducted regular pipeline reviews with management to assess progress toward team goals and identify areas for improvement.
- Provided ongoing support to borrowers during post-closing activities, ensuring their continued satisfaction with our services.
- Identified potential issues with credit reports or property appraisals early in the process, addressing concerns promptly to avoid delays.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Accounts Receivable Clerk
H&R Block
04.2022 - 01.2023
- Working with other team members to ensure proper procedures are being followed and the client experience is excellent
- Update and maintain records
- Submitted cash and check deposits and generated cash receipts to record money received.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Generated invoices upon receipt of billing information and tracked collection progress.
Finance Associate
Woodmont Country Club
06.2019 - 03.2022
- Prepared and submitted responses to requests and requirements of auditors, regulators and investors.
- Identified process issues and made recommendations for improvement or correction.
- Created and verified invoices.
- Gathered and collected all financial information for business and verified accuracy in system.
- Oversaw accounts payable and receivable transactions.
- Maintained journal entries to track and analyze credit and debit transactions.
Education
B.S - Business Administration
University of Maryland Global Campus
Lanham, MD08.2023
A.A - Business Administration
Montgomery College
Rockville, MD07.2021
Skills
- Microsoft Office (Excel, Word, PowerPoint)
- Data Analysis
- Leadership
- Sales support
- Loan processing
- Document analysis
- Document review
- Budgeting and finance
- Cash handling expertise
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Loan Partner
NFM Lending
01.2023 - Current
Accounts Receivable Clerk
H&R Block
04.2022 - 01.2023
Finance Associate
Woodmont Country Club
06.2019 - 03.2022
A.A - Business Administration
Montgomery College
B.S - Business Administration
University of Maryland Global Campus
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