Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Juliet B Nalule

Lynnwood,WA

Summary

Results-driven Financial Services Coordinator known for high productivity and efficient completion of tasks. Skilled in financial analysis, client relationship management, and regulatory compliance. Excel in teamwork, communication, and problem-solving to deliver optimal results in fast-paced environments.

Overview

11
11
years of professional experience

Work History

Financial Services Coordinator

Apha supported living sevices
Bothell, WA
01.2024 - Current
  • Manage electronic funds transfers (EFTs), and ensure compliance with financial policies.
  • Received and processed deposits, withdrawals, and loan payments, keeping financial records up to date.
  • Advised clients on the best ways to manage their finances according to their individual needs.
  • Reviewed account processes, reconciled direct deposit transactions, and maintained accurate financial records.
  • Monitor DDA accounts for discrepancies, ensuring timely resolution of errors.
  • Prepare monthly and quarterly financial reports for management review.
  • Ensure compliance with banking regulations, company policies, and accounting standards.
  • Maintain audit-ready documentation for financial transactions and reconciliations.
  • Assist in budget forecasting and financial planning related to direct deposits.

Direct Support Professional

Alpha Supported Living Services company
Bothell, WA
02.2022 - Current
  • Maintained clean and well-organized environment for client happiness and safety.
  • Transported clients to doctor's appointments and errands.
  • Enhanced patient wellbeing by supporting participation in recreational activities.
  • Tracked and reported clients' progress based on observations and conversations.
  • Supervised medication administration, personal hygiene and other activities of daily living.
  • Followed care plan and directions to administer medications.
  • Aided with mobility and independence for disabled individuals and continually monitored safety.
  • Documented client progress in charts and logbooks.
  • Served meals and assisted immobile or disabled individuals with eating.

Caregiver

homecare company and Aegies
Bellevue, WA
06.2018 - 12.2020
  • Observed patients for changes in physical, emotional, mental or behavioral condition and injuries.
  • Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
  • Monitored vital signs and medication use, documenting variances and concerning responses.
  • Directed patients in passive and active ROM exercises to maintain musculoskeletal functions and increase strength.
  • Planned and prepared nutritious meals and snacks to meet diabetic, low sodium and high protein diets.
  • Ambulated individuals around home, public and medical locations.
  • Liaised with supervisor to review cases and improve care.

Accounts Assistant

Cube Consult ‐ KAMPALA
Kampala, UGANDA
03.2014 - 01.2018
  • Continuously classified and filed records to keep the system efficient and all information organized.
  • Entered invoices into company accounting software, processing them monthly.
  • Generated and shared daily, weekly, and monthly reports with management on pending payments, accounting, and statements involving weekly reports and month-end closing reports.
  • Coded and processed accurate invoices to obtain timely payments.
  • Achieved accounts receivable targets and contributed to company's profitability in securing revenues by verifying and posting accurate receipts.
  • Achieved accounts receivable targets and contributed to company's profitability in securing revenues by verifying and posting accurate receipts.
  • Investigated and resolved discrepancies during the account reconciliation process.
  • Researched payment issues and outstanding checks.
  • Process accounts payable forms, invoices, and checks, and perform various other bookkeeping functions.

Customer Service Representative and Data Entrant

MTN Uganda
Kampala, Uganda, Uganda
11.2015 - 01.2018
  • Managed inbound and outbound calls to respond to inquiries and resolve concerns.
  • Assisted members by coordinating responses involving multiple departments and personnel.
  • Recommended products and services to members and educated customers about relevant offerings.
  • Utilized organization's computer system to look up and record information concerning member accounts.
  • Validated data and resolved problems related to system-generated information.
  • Promoted best practices by identifying opportunities for process improvements and initiatives.
  • Answered calls or emails from customers and assisted with special requests or resolving complaints.
  • Provided solutions, recommendations, and replacements, using an empathetic approach and demeanor.

Education

BBA - Accounting

Makerere University Business School
06.2013

High School Diploma - Arts

Lubiri Secondary School
11.1997

MBA - Finance

Washington Eastern University
Spoken

Skills

  • Active listening
  • Customer service
  • check request processing
  • Cost control
  • Records management
  • Account reconciliation
  • Accounting processes
  • Balance sheets
  • Quick Books
  • GAAP accounting
  • General ledger entries
  • Invoicing and billing
  • Customer relationship management
  • Coordination skills
  • Medication administration
  • Flexible
  • Community activities
  • friendly, positive attitude
  • First aid and safety
  • Client documentation
  • Compassionate client care
  • Behavior redirection
  • Records maintenance
  • Care plan management

References

Mr . Michael Gwanjaye 

Tel :425-312-3179

Email: michaelg@kikalu.net

Mr. Andrew Nyangate 

Tel: 206-678-8577

Email: anyangate@alphasls.org.

Ms.  Prossy Nambalirwa 

Tel:  781-552-1571

Email: pnambalirwa@gmail.com

Timeline

Financial Services Coordinator

Apha supported living sevices
01.2024 - Current

Direct Support Professional

Alpha Supported Living Services company
02.2022 - Current

Caregiver

homecare company and Aegies
06.2018 - 12.2020

Customer Service Representative and Data Entrant

MTN Uganda
11.2015 - 01.2018

Accounts Assistant

Cube Consult ‐ KAMPALA
03.2014 - 01.2018

High School Diploma - Arts

Lubiri Secondary School

BBA - Accounting

Makerere University Business School

MBA - Finance

Washington Eastern University

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Juliet B Nalule