Julia Patronski
Tucson,AZ
Summary
Detail-oriented and results-driven Grant and Contract Analyst with demonstrated knowledge in grant accounting and Post-Award financial administration. Skilled in contract analysis, financial reporting, financial software tools and project management. With a passion for training, communication and teamwork, I am seeking to leverage my invaluable experience with one of the nation’s leading public research institutions into the further expansion of my career in Research Administration.
Overview
15
15
years of professional experience
Work History
Grant and Contract Analyst, Principal
University of Arizona
01.2020 - Current
- My responsibilities as a Grant and Contract Analyst, Principal include all the duties listed as the Sponsored Projects Administrator, Senior in addition to collaboration with the team manager to optimize team performance
- I help organize the monthly duties that optimize team performance, workload capability and customer service coverage
- I assist in training other team members and serve as a main point of contact for the team.
Sponsored Projects Administrator, Senior
University of Arizona
10.2017 - 01.2020
- My responsibilities as a Sponsored Projects Administrator includes working closely with UA faculty and staff on proposal, contract, and grant issues
- This position requires me to prepare reports, financial statements, forms, or studies for sponsor, department or University utilizing University accounting system and other resources
- I set up new accounts, evaluate activity of sponsored accounts, and close accounts after termination dates to ensure compliance with specific financial terms and conditions
- Other duties included preparing journal entries to make adjustments or corrections in accounts, conduct staff meetings and training sessions to share new policies and procedures, and to represent the department at meetings or conferences
- I assist other team members on complex problem solving and to help coordinate team duties during manager absence.
- Streamlined office operations by implementing efficient administrative systems and procedures.
- Improved employee productivity with effective time management strategies for daily tasks.
- Developed comprehensive training programs for new hires, ensuring they were equipped with the necessary skills to succeed in their roles.
Indirect Loan Processor
Vantage West Credit Union
08.2013 - 07.2016
- In my role as an Indirect Loan Processor, I am responsible to provide friendly, prompt, and excellent service to the dealers and members
- Provide appropriate disclosures for all accounts to members explaining thoroughly and clearly the conditions of approvals
- Audit loan files to ensure recording of transactions and compliance with applicable laws and regulations prior to funding
- Verify all indirect loan documents and fund loans in a fast-paced environment.
- Reduced errors in loan applications by meticulously reviewing all documentation for accuracy and completeness.
- Expedited loan processing timeframes by prioritizing tasks and managing competing deadlines effectively.
- Strengthened relationships with dealer partners through consistent communication regarding application updates and approvals.
Financial Representative
Vantage West Credit Union
12.2011 - 08.2013
- My responsibilities at both JP Morgan Chase and Vantage West Credit Union included meeting monthly sales goals and managing the current relationships I had, while also acquiring new customers
- This position required great customer service skills to fulfill my responsibilities to understand my customer financial needs, offer convenient services, and work with our Specialists to ensure we are helping them achieve financial success
- All while maintaining knowledge of changing banking rules, regulations, and procedures
- Other tasks include loan applications, loan fundings, notaries, wire transfers, responsible of all vault cash, shipments, and ordering of cash
- I received recognition by my supervisors for exceeding monthly sales goals and customer service standards.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
Lead Teller
Wells Fargo Bank
01.2009 - 12.2011
- In my role as a Lead Teller, I was responsible for meeting monthly sales goals while also making sure the staff was motivated and properly trained
- I would handle the compliance of audit operations and regulatory issues
- Other responsibilities included ordering all the cash for the vault, bank materials, office supplies, business cards, maintaining and balancing a cash drawer, properly processing foreign transactions, and creating the work schedule for all employees.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
Education
Associate of Arts - General Studies And Liberal Arts
Pima Community College
Tucson, AZ05.2005
Associate of Business Administration -
Pima Community College
Tucson, AZ05.2005
Skills
- Microsoft Office applications such as Word, Power Point, Excel, Adobe and Outlook
Timeline
Grant and Contract Analyst, Principal
University of Arizona
01.2020 - Current
Sponsored Projects Administrator, Senior
University of Arizona
10.2017 - 01.2020
Indirect Loan Processor
Vantage West Credit Union
08.2013 - 07.2016
Financial Representative
Vantage West Credit Union
12.2011 - 08.2013
Lead Teller
Wells Fargo Bank
01.2009 - 12.2011
Associate of Arts - General Studies And Liberal Arts
Pima Community College
Associate of Business Administration -
Pima Community College