Kimbree Jordan
Austin
Summary
Analytical and adaptable professional with a versatile background in finance and operations. Known for delivering accurate financial statements and implementing process improvements to enhance efficiency and data integrity.
Overview
9
9
years of professional experience
Work History
Accounting Assistant
Tower Property Management
Austin
04.2024 - Current
- Delivered administrative and accounting support to property management team in fast-paced environment.
- Managed complex scheduling and calendaring for multiple team members.
- Coordinated office supply orders, vendor needs, and catering for meetings and events.
- Maintained organized internal documentation while ensuring updated team notes.
- Handled multi-line phone systems and responded promptly to client emails.
Accounting Manager
Tower Property Management
Austin
12.2023 - 04.2024
- Managed full-cycle accounts payable, including invoice processing, vendor setup, and timely disbursement via ACH and wire transfers.
- Reconciled vendor statements, resolved billing discrepancies, and maintained positive relationships with vendors.
- Administered accounts receivable functions, processing rent invoicing and receipt applications while adjusting management fees to ensure accurate financial records.
- Ensured accurate data entry into QuickBooks systems for financial integrity.
- Reviewed and approved monthly bank reconciliations and team-prepared account ledgers, enhancing financial accuracy and reporting.
- Prepared and distributed monthly financial statements to property owners and stakeholders for transparency.
- Directed tenant move-in and move-out processes, facilitating billing transitions and completing final account reconciliations for seamless tenant experiences.
- Oversaw incoming communications, delegating tasks effectively while ensuring prompt resolution of financial inquiries.
Document Control Specialist
IAA
Austin
08.2023 - 12.2023
- Managed document control processes ensuring compliance with quality standards.
- Organized and maintained electronic and physical filing systems to facilitate efficient document retrieval.
- Reviewed documents for accuracy and completeness prior to distribution, enhancing reliability of shared information.
- Trained staff on proper document handling and storage practices.
- Performed data entry into various databases used for tracking document revisions.
Payment Processing Specialist
SPS Loan Servicing
Salt Lake City
01.2021 - 08.2023
- Allocated wire transfers, ensuring accurate posting across multiple loan accounts to maintain financial integrity
- Manually posted payments, reversals, and corrections with a high level of accuracy
- Executed high-volume 10-key data entry while consistently meeting strict daily deadlines, generating daily activity reports for operational oversight
- Processed payments for Bankruptcy, Foreclosure, Mortgage Insurance, and Escrowed loans, ensuring compliance with regulatory requirements
- Assisted with tracking government-assisted housing funds
Operations Support Specialist
Mountain America Credit Union
Salt Lake City
09.2019 - 12.2021
- Provided front-line operational and administrative support to credit union members
- Processed returned items, cashier’s checks, and loan documentation; managed inbound calls and email correspondence
- Supported mobile and online banking services; assisted leadership with task coordination and follow-up support
- Contributed to product cross-selling and member retention initiatives
- Assisted leadership with task coordination and follow-up support for project completion.
- Contributed to product cross-selling initiatives to boost member retention.
- Engaged in member retention strategies to strengthen client relationships.
Member Services Team Member
Mountain America Credit Union
Salt Lake City
08.2017 - 09.2019
- Promoted financial products through needs-based member interactions, resulting in achievement of cross-sell goals
- Monitored and followed up on service requests, enhancing member satisfaction and ensuring timely issue resolution
- Supported digital banking platforms by troubleshooting mobile/online banking issues and assisting with account access
- Handled sensitive financial transactions with accuracy, including payment processing and account updates
- Maintained compliance by verifying documentation and adhering to financial regulations and internal procedures
- Processed returned items, cashier’s checks, and assisted with loan and financial document management
- Led team support initiatives, training new staff and guiding daily operations to foster a collaborative work environment
- Utilized organizational systems and tools to manage records, update account information, and track service metrics
- Operated standard office equipment and managed physical and digital document workflows
Education
High School Diploma -
Taylorsville High School
Salt Lake City, UT05-2016
Skills
- Financial analysis
- Budgeting forecasts
- Accounts reconciliation
- Invoice processing
- QuickBooks management
- Data analysis
- Process improvement
Timeline
Accounting Assistant
Tower Property Management
04.2024 - Current
Accounting Manager
Tower Property Management
12.2023 - 04.2024
Document Control Specialist
IAA
08.2023 - 12.2023
Payment Processing Specialist
SPS Loan Servicing
01.2021 - 08.2023
Operations Support Specialist
Mountain America Credit Union
09.2019 - 12.2021
Member Services Team Member
Mountain America Credit Union
08.2017 - 09.2019
High School Diploma -
Taylorsville High School