Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

La Tricia Simpson

VENUS,Texas

Summary

Detail-oriented Cash Advisor with a strong focus on cash management and financial reconciliation. Proven track record in payment processing and driving operational efficiencies to enhance client success.

Overview

14
14
years of professional experience

Work History

Cash Advisor

Thryv
DFW Airport, TX
11.2016 - 04.2025
  • Supported program implementations, enhancing client success and strengthening key partnerships.
    Executed international projects to build cohesive teams within complex organizations.
    Drove process improvements to reduce costs and increase operational efficiencies.
    Leveraged extensive experience to optimize customer experiences across various initiatives.
  • Managed daily cash deposits and reconciliations for financial accuracy.
  • Assisted clients with payment inquiries and resolved account discrepancies.

Document Management Specialist

Saxon Mortgage (Timberhorn)
Fort Worth, Texas
04.2011 - 05.2013
  • I was responsible for the review and execution of releases, assignments, endorsements and allonges according to regulatory and compliance guidelines. Manage and maintain the Collateral File and Document tracking system for data integrity and accurate file location. Making calls to countries and lawyer offices to obtain assignments or needed information. Perform and ensure that document standards are met within compliance according to all mortgage industry standards, quality, and efficiency.

Education

Some College (No Degree) - Business Administration Computers

Avalon Technical School
Fort Worth, TX
08-1994

High School Diploma -

Paul Laurence Dunbar High School
Fort Worth, TX
06-1993

Skills

  • Cash management
  • Financial reconciliation
  • Payment processing
  • Customer relationship management
  • Account reconciliation expertise
  • Communicate across teams and external clients to identify the source of any discrepancies and resolve issues in a timely matter
  • Trained new hires and cross trained team members on various tasks
  • Processed checks received - sorting, researching, remote scanning and coordinating shipping items to payment processing centers and banking as needed
  • Microsoft Office 365, Word, Excel and AS/400
  • Workday, Various CRM Systems, Salesforce
  • Insurance, Title and Mortgage experience

References

References available upon request.

Work Type

Full TimePart TimeContract Work

Work Location

Remote

Timeline

Cash Advisor

Thryv
11.2016 - 04.2025

Document Management Specialist

Saxon Mortgage (Timberhorn)
04.2011 - 05.2013

Some College (No Degree) - Business Administration Computers

Avalon Technical School

High School Diploma -

Paul Laurence Dunbar High School

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