Detail-oriented Budget Specialist with strengths in data analysis and financial reporting. Skilled in identifying customer needs and enhancing team performance through innovative solutions.
Overview
24
24
years of professional experience
Work History
Budget Specialist
Winston-Salem/Forsyth County Schools
Winston-Salem, North Carolina
10.2023 - Current
Establish accounts once funding has been distributed
Proposed innovative ideas and solutions that improved team performance and outcomes.
Analyze accounts to confirm precise profiles for all aspects of customers
Assessed customer needs promptly and efficiently to ensure effective service delivery.
Executed daily operational tasks with precision
Performed comprehensive research and data analysis to inform strategic planning and decision-making.
Commercial Real Estate Loan Services
Wells Fargo & Company
Winston-Salem, NC
03.2010 - 05.2019
Research property tax accounts to verify payment delinquencies
Updated insurance policies for active loans to ensure compliance and reduce risk
Order varying insurance policies based on Department of Insurance requirements and loan type
Collaborated with banking departments to streamline solutions and improve customer satisfaction
Identified customer needs promptly to enhance service delivery.
Senior Accounts Payable Specialist
Wells Fargo & Company
Winston, NC
07.2002 - 05.2004
Processed vendor invoices to ensure accurate and timely payments.
Review and reconcile accounts to ensure accuracy.
Maintained vendor relationships through proactive communication.
Assisted in month-end closing activities to support accurate financial reporting.