Overview
Work History
Education
Timeline
Generic

Katie Custis

Fairfax,VA

Overview

25
25
years of professional experience

Work History

Accounts Receivable & Compliance Manager

Acrisure / The Cima Companies
Woodbridge, VA
09.2009 - Current
  • Supervisor of Accounting Assistant(s)- supervise performance/duties and assign tasks & projects.
  • A/R Manager, 14 yrs- responsible for Renewal and CashFlow databases, Invoicing, Payment Follow ups, Account Reconciliations, Daily Bank Reports, Posting of payments/wires/ACHs, Run daily/monthly reports and working closely with Account Executives to maintain client/broker financial accounts.
  • Back up to Controller - provide support and back up to all departments in the absence of the Controller.
  • Back up to Accounts Payable Manager
  • Compliance Manger, 10 yrs- Surplus Lines (19 States Currently/ 25+ States History). File, create, maintain, regulate, and audit all necessary documentation & adheres to all individual State guidelines. Provide guidance to departments and Account Execs with up- to- date State regulations and maintain detailed records of all compliance related activities. Perform internal audits to ensure compliance and serve as a primary contact with regulators during external audit reviews.

High School Teacher

Fairfax County Public Schools, Madison High School
Vienna, VA
04.2004 - 05.2008
  • Implemented lesson plans to meet the needs of a diverse student population in the areas of English, Math & Chemistry.

Head Paralegal

Steinert, Porter & Associates
Charleston , SC
06.2000 - 01.2004
  • Supervisor of Firm Paralegals and Legal Assistants- supervised all duties/responsibilities, assigned cases/tasks/projects, worked to ensure team was working together with a common goal for success.
  • Head Real Estate Paralegal - responsible for carrying out all necessary real estate documentation, led all closing transactions, worked closely with financial entities to execute mortgages, refinances, and other RE transactions.
  • Responsible for Escrow/Trust Accounts and all reconciliations.
  • Title Insurance Coordinator- provided necessary documentation and adhered to all current policies and commitments.
  • Supported Legal Counsel(s) in different areas of Law where needed and worked closely with Commercial Client Companies (Cendant, Fidelity, GMAC & Wells Fargo).

Assistant to Legislative Counsel(s) to Senator

Governmental Affairs Committee
Capitol Hill/Dirksen Senate Building, Washington, DC
05.1999 - 08.1999
  • Attended meetings, hearings and sessions representing the Committee & Senator Fred Thompson.
  • Reviewed, edited and drafted bills being sent to the Floor.

Education

Post Graduate Studies - Teaching Certificate

University of Virginia
Charlottesville, VA
01.2004

National Paralegal Certification - CLA

Citadel
Charleston, SC
12.2002

Paralegal Certificate -

Trident Technical College
Charleston, SC
12.2001

Bachelor of Arts - Double: Political Science & English

Virginia Polytechnic Institute & State University
Blacksburg, VA
05.2000

Timeline

Accounts Receivable & Compliance Manager

Acrisure / The Cima Companies
09.2009 - Current

High School Teacher

Fairfax County Public Schools, Madison High School
04.2004 - 05.2008

Head Paralegal

Steinert, Porter & Associates
06.2000 - 01.2004

Assistant to Legislative Counsel(s) to Senator

Governmental Affairs Committee
05.1999 - 08.1999

Post Graduate Studies - Teaching Certificate

University of Virginia

National Paralegal Certification - CLA

Citadel

Paralegal Certificate -

Trident Technical College

Bachelor of Arts - Double: Political Science & English

Virginia Polytechnic Institute & State University

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