Jose Genao
Cleveland,OH
Summary
Construction Engineering student with professional experience in financial operations, client advisory, and field service coordination. Skilled in project organization, budgeting awareness, and stakeholder communication. Proven ability to manage multiple priorities and solve operational issues in fast-paced environments. Seeking to leverage field and financial experience as a Construction Project Manager Trainee with Ryan Homes.
Overview
9
9
years of professional experience
Work History
Accounting Specialist IV
Third Federal Savings and Loan
Cleveland, OH
11.2024 - Current
- Perform detailed balance sheet reconciliations across high-volume operational accounts, identifying discrepancies and improving internal control accuracy.
- Conduct root cause analysis on financial variances and implement corrective solutions to prevent recurring issues and improve reporting reliability.
- Collaborate cross-functionally with lending, servicing, and insurance teams to resolve discrepancies and maintain operational workflow efficiency.
- Develop Excel dashboards using Pivot Tables, XLOOKUP, and data modeling to track trends, monitor risk indicators, and support data-driven decisions.
- Manage multiple high-priority assignments simultaneously while maintaining strict compliance with internal policies, regulatory standards, and reporting deadlines.
Mortgage Loan Originator
Third Federal Savings and Loan
Cleveland, OH
06.2023 - 11.2024
- Managed a pipeline of 25+ active mortgage clients, coordinating documentation, timelines, and cross-department approvals to ensure projects progressed efficiently from application through closing.
- Served as the primary client contact throughout the lending process, maintaining strong relationships and delivering a high-quality customer experience.
- Analyzed financial documentation and risk factors to structure loan solutions aligned with underwriting guidelines and regulatory requirements.
- Collaborated with underwriting, processing, servicing, and insurance teams to resolve issues, remove approval conditions, and maintain closing timelines.
- Proactively identified documentation or compliance issues early in the process, implementing corrective actions to prevent delays and improve operational efficiency.
Lead Field Service Technician
Partners in IT Inc.
Cleveland, OH
04.2022 - 06.2023
- Led on-site troubleshooting and resolution of complex system issues, performing root cause analysis to identify operational breakdowns and implement long-term corrective solutions.
- Served as the primary on-site contact for clients, clearly communicating technical findings, managing expectations, and ensuring high levels of customer satisfaction.
- Coordinated with internal teams and external stakeholders to resolve service disruptions while maintaining service timelines and operational standards.
- Managed multiple field service priorities simultaneously, organizing schedules and resources to ensure timely completion of assignments.
- Supervised and mentored junior technicians, reinforcing accountability, structured problem solving, and adherence to quality and safety standards.
Loan Service Representative
Third Federal Savings and Loan
Cleveland, OH
07.2017 - 04.2022
- Managed insurance loss claim processing for mortgage portfolios, coordinating with insurance carriers, adjusters, borrowers, and internal departments to ensure accurate claim review and timely disbursement of funds.
- Reviewed insurance policy coverage and claim documentation to verify eligibility, compliance requirements, and risk exposure.
- Served as an escalation point for complex insurance-related issues, facilitating resolution between external partners and internal operational teams.
- Educated clients on insurance requirements, claim timelines, and documentation standards to improve transparency and reduce processing delays.
Education
Construction Engineering
Cuyahoga Community College
Cleveland, Ohio, OH05-2027
Skills
- Project Coordination
- Process Improvement
- Operational Problem Solving
- Timeline & Deadline Management
- Financial Analysis & Reporting
- Risk Assessment
- Microsoft Excel (Pivot Tables, XLOOKUP)
- Cross-Functional Collaboration
- Stakeholder Communication
- Client Relationship Management
- Root Cause Analysis
- Regulatory & Policy Compliance
- Field Operations Coordination
- Subcontractor Coordination
Timeline
Accounting Specialist IV
Third Federal Savings and Loan
11.2024 - Current
Mortgage Loan Originator
Third Federal Savings and Loan
06.2023 - 11.2024
Lead Field Service Technician
Partners in IT Inc.
04.2022 - 06.2023
Loan Service Representative
Third Federal Savings and Loan
07.2017 - 04.2022
Construction Engineering
Cuyahoga Community College