Hardworking Finance Administrator well-versed in handling accounts payable and receivable, while supporting payroll operations, reporting requirements, and account audits. Meticulous and systematic with top-notch multitasking and communication strengths. Analytical problem-solver and organized planner looking for a growth-oriented position.
Overview
12
12
years of professional experience
Work History
Loan Officer
U.S. Small Business Administration
11.2024 - 02.2025
Review legal and/or loan documents for completeness, accuracy, and compliance to assist individual borrowers with residential and/or business loans
Perform clerical functions, which include answering customer inquiries promptly, handling sensitive information securely and professionally, and tactfully handling controversial issues
Present information clearly and professionally, produce well-written, grammatically correct, error-free materials, and contact colleagues or external customers regarding inquiries
Utilize computers and other electronic devices to create written reports, spreadsheets, emails, and other documents
Anticipate and meet the needs of both internal and external customers
Provide early and continuous feedback to minimize legal issues with disaster loan applications
Assess financial information, underwrite applications, approve or reject applications
Call applicants to explain loan terms and required paperwork and address any inquiries they may have
Legal Assistant
U.S. Small Business Administration
04.2023 - 07.2024
Conduct legal research, draft and review documents, and complete forms
Organize and maintain files, evidence, and legal documents
Communicate with clients, court employees, and other parties
Ensure the completeness of the payment and financial legal files for the veteran’s attorney court cases, and that all collateral documentation has been properly secured
Manage paperwork and coordinate with all parties involved to ensure the process moves efficiently
Provide attorney’s guidance on financial lending regulations, collateral requirements, and loan conditions
Provide leadership, training, and support for less-experienced department personnel
Financial Operations Officer
U.S. Department of Agriculture
10.2016 - 04.2023
Retrieve, analyze, organize, and distribute vendor and financial data and information to ensure complete, reliable, consistent financial information and standard reports are provided to executives, managers, and employees
Prepare financial reports and presentations for management
Communicate financial findings and recommendations to management
Ensure accurate and timely financial reporting, as well as compliance with relevant financial regulations and standards
Provide aid and support to respective customers, taking appropriate action based on research, including serving as a liaison between internal service offices and external customers
Provide direction and technical assistance applying controlling authorities such as financial laws and regulations to Managers handling my assigned regional case load
Experience with Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB)
Analyze financial data from multiple sources to identify issues and problems and provide recommendations for resolution to management
Payroll Specialist/Front Office Manager
Your Tax Doctor
12.2015 - 05.2022
Ensures accurate and timely employee payments by managing payroll functions, including calculating paychecks, withholding taxes, and maintaining accurate records, while adhering to all applicable legal and ethical standards
Administer day-to-day HR transactions related to LOA
Comply with all federal, state, and local regulatory requirements for the payment of compensation and related taxes, FMLA, ADA, and company policies
Maintain accurate and organized payroll records using ADP, including employee paychecks, tax forms, and other payroll-related documents
Ensure timely and accurate payment of employee wages through direct deposit or checks
Maintain accurate and up-to-date employee records, including pay rates, deductions, and tax information
Ensure that all payroll data is accurately entered into the payroll system and submitted in a timely manner
Program Support Assistant
U.S. Dept. of Veteran Affairs Dallas Medical Hospital
07.2014 - 10.2016
Performed program support work, including contract administration functions, research, and analytical tasks, as well as data collection, compilation, and tracking to support revenue
Audit, analyze, and review information regarding the established third-party receivable to discuss the status of the account when an inquiry is made on follow-up
Reviewing and auditing patient accounts to ensure accuracy and identify discrepancies
Perform a variety of analytical assignments, including projects, research, and other initiatives, that impact multiple programs across our organization
Analyze and evaluate the effectiveness of line program operations on both quantitative and qualitative bases in meeting established goals and objectives
Ensuring the completeness of the payment and financial legal files for the veteran’s attorney court cases, and that all collateral documentation has been properly secured
Maintain confidentiality of employee medical documentation in accordance with HIPAA and Employee Privacy standards
Medical Support Assistant
U.S Dept. of Veteran Affairs Medical Clinic Fort Worth
06.2013 - 07.2014
Maintain patient confidentiality
Receive and direct callers and visitors
Responsible for ensuring an efficient, complete, and timely patient registration process that reflects the facility's customer service philosophy
Experience working with electronic medical records (EMR) daily when scheduling appointments & reviewing records
Consolidate patient records upon admission, transfer, authorized, and unauthorized absences, discharges, and deaths
Prepare authorization forms and issue approval and denial letters for healthcare services in the private sector for veterans and non-VA healthcare facilities
Assemble medical information according to the prescribed sequential order
Record a variety of physician orders, both manually and electronically, on a timely basis in various charts, treatment records, and forms, such as patient activity, consultations, diet, diagnostic tests, lab orders, and medications
Schedule vesting and routine lab orders promptly upon enrollment into the VHA system
Education
Master’s Business Administration - HR Management
Texas Woman’s University
Denton, TX
01.2009
Bachelor of Science - Business Administration And Human Resource Mgmt.
DeVry University
Irving, TX
01.2005
Skills
Financial analysis
Employee relations
Proficient in APD, Excel, HRIS, and PeopleSoft
Payroll administration
Financial reporting
HR administration
Contract negotiation
Regulatory & Tax compliance
Risk assessment
Customer service
Underwriting applications
Document management
Loan documentation
Affiliations
Drawing (graphite and charcoal)
Cooking
Making homemade soaps and hair products.
Military Service
U.S. Navy - Aviation Support Equipment Tech
References
References available upon request.
Timeline
Loan Officer
U.S. Small Business Administration
11.2024 - 02.2025
Legal Assistant
U.S. Small Business Administration
04.2023 - 07.2024
Financial Operations Officer
U.S. Department of Agriculture
10.2016 - 04.2023
Payroll Specialist/Front Office Manager
Your Tax Doctor
12.2015 - 05.2022
Program Support Assistant
U.S. Dept. of Veteran Affairs Dallas Medical Hospital
07.2014 - 10.2016
Medical Support Assistant
U.S Dept. of Veteran Affairs Medical Clinic Fort Worth
06.2013 - 07.2014
Master’s Business Administration - HR Management
Texas Woman’s University
Bachelor of Science - Business Administration And Human Resource Mgmt.
DeVry University
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