KIMBERLY MARIE
San Antonio,TX
Summary
Sharp bookkeeping professional with exceptional documentation skills and process development expertise. Skilled with accounting software and reporting programs. Driven and enterprising people-person with attentive nature and in-depth business office experience.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Bookkeeper
Quartermania
San Antonio, Texas
01.2016 - Current
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all company protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Created plans to remedy financial discrepancies and reconcile issues with records.
- Increased customer satisfaction by filing taxes on time and promptly resolving issues.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Process bi-weekly payroll for approximately 50-70 employees
- Ensured accurate calculation of hours, employee tips, deductions, bonuses, etc.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Identified accounting errors by developing cross-referencing databases.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Organized and carried out proactive month-end, quarterly and year-end processes.
- Maintained and processed invoices, deposits and money logs.
Paralegal/Legal Advocate
Family Violence Prevention Services, Inc, Women’s Shelter
01.2009 - 01.2012
- Conducted detailed client intakes and entered information into company database
- Conferred with clients and other involved parties to gather and track case information
- Acted as liaison among all parties including court or other neutrals for scheduling and sharing information
- Monitored schedules and deadlines
- Assisted with the preparation, filing and service of pleadings.
- Organized and managing documents, including the creation of spreadsheets and retrieval systems
- Coordinated the collection, review and production of documents and responded to discovery requests
- Assisted with trial preparation including the assembly of exhibits, witness binders and appendices for depositions and court filings
- Researched case-related factual issues using in-house files and outside reference source
- Directed and coordinated service of subpoenas and scheduling of depositions
Paralegal
Davis Law Firm
01.2007 - 01.2009
- Conducted interviews
- Acted as liaison among all parties including court or other neutrals for scheduling and sharing information
- Monitored schedules and deadlines
- Assisted with the preparation, filing and service of pleadings.
- Organized and managing documents, including the creation of spreadsheets and retrieval systems
- Coordinated the collection, review and production of documents and responded to discovery requests
- Assisted with trial preparation including the assembly of exhibits, witness binders and appendices for depositions and court filings
- Researched case-related factual issues using in-house files and outside reference source
monitoring schedules and deadlines.
preparing reports.
Loan Processor/Mortgage Underwriter/Bank Manager
USAA Federal Savings Bank
01.1999 - 01.2005
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
- Set up and completed loan submission packages
- Upheld complete confidentiality of all submitted information according to release guidelines
- Evaluated approvals against established bank and government lending standards
- Maintained compliance with privacy and security requirements, as well as federal statutes
- Worked with customers via telephone to answer questions, process transactions and resolve issues
- Communicated with originator and applicant concerning progress of loan file
- Completed denial and cancellation procedures on applicable files
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor
- Prepared file for final clear-to-close by branch management
- Handled any conditions sent from underwriting departments
- Received on-going, comprehensive training on home loan products and mortgage process
- Coordinated closing process with attorneys, title companies and government clerks
- Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions
- Monitored underwriting teams performance and provided mentoring to achieve personal and department production goals
- Analyzed credit, income, compliance, title documents and appraisals during underwriting process
- Followed through with borrowers, loan processors, loan originators and managed all phases of underwriting process
Education
Associate of Arts - Criminal Justice
University of Incarnate Word
San Antonio2012
Skills
- Customer Service
- Quick Learner
- Computer proficiency
- Critical thinking
- Compassion
- Good listening skills
- Service-Oriented
- Verbal and Written Communication
- Multitasking and Prioritization
- Efficient and Detail-Oriented
- Proactive Self-Starter
- Time Management
Certification
Certified Financial Counselor
Timeline
Bookkeeper
Quartermania
01.2016 - Current
Paralegal/Legal Advocate
Family Violence Prevention Services, Inc, Women’s Shelter
01.2009 - 01.2012
Paralegal
Davis Law Firm
01.2007 - 01.2009
Loan Processor/Mortgage Underwriter/Bank Manager
USAA Federal Savings Bank
01.1999 - 01.2005
Associate of Arts - Criminal Justice
University of Incarnate Word