Lisa Zboncak
Addison,IL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
Work History
Accounting Team Lead
Draper and Kramer Mortgage Corp.
2008.01 - Current
- Assist with month-end closing procedures for accurate financial statements and reporting.
- Train new staff members in company accounting software usage to ensure seamless integration into the team.
- Have strong working relationships with cross-functional teams for effective communication of financial matters affecting company performance.
- Comply with established internal controls and policies.
- Prepare daily and monthly warehouse and cash management reporting.
- Perform daily and monthly reconciliation of company's operating accounts and warehouse lines.
- Remit monthly payments and perform reconciliation of FHA upfront mortgage insurance, VA funding fees, and conventional mortgage insurance premiums.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Respond to incoming borrower call, mail, processing payments and collaborating with our servicers.
- Manage a support staff of twelve individuals.
- Handle payments for early payoffs, early payment defaults, investor invoices and construction loan draws.
- Optimized accounts payable processes, negotiating favorable payment terms with suppliers to improve cash flow management.
- Contributed to process improvement initiatives, identifying inefficiencies in current systems and recommending solutions to enhance overall productivity.
- Established strong relationships with vendors and customers by addressing inquiries promptly and resolving disputes amicably.
- Handled day-to-day accounting processes to drive financial accuracy.
Mortgage Closer
Draper and Kramer Mortgage Corp.
2004.01 - 2008.01
- Improved loan closing efficiency by streamlining document preparation and verification processes.
- Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
- Reduced errors in loan documentation by implementing thorough quality control measures.
- Expedited loan approval times through diligent tracking of underwriting conditions and proactive communication with all parties involved.
- Maintained compliance with federal and state regulations, ensuring each mortgage transaction adhered to established guidelines.
- Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
- Organized and prioritized multiple loan files simultaneously, maintaining strict deadlines to meet client expectations.
- Balanced funding sheets accurately, verifying that all financial figures were correct before disbursing funds to appropriate parties.
- Streamlined the recording of mortgage documents by establishing relationships with local government offices for expedited processing times.
- Maintained a high level of accuracy and professionalism while managing a large caseload of loans, consistently meeting or exceeding performance targets.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
Education
Associate of Arts - Accounting
College of DuPage
Glen Ellyn, IL05.1983
Some College (No Degree) - Accounting
Lewis University
Romeoville, IL Skills
- Excel
- Encompass (POS)
- AMB (Accounting for Mortgage Bankers)
- 1099 Pro
- Filezilla
- WLS (SRG Warehouse Loan System)
- FHA Connection
- VA FFPS
- Program Manager
- Expense Tracking
- Internal Controls
- Bank Reconciliation
- Month-End Closing
- Cash Flow Forecasting
References
References available upon request.
Timeline
Accounting Team Lead
Draper and Kramer Mortgage Corp.
2008.01 - Current
Mortgage Closer
Draper and Kramer Mortgage Corp.
2004.01 - 2008.01
Associate of Arts - Accounting
College of DuPage
Some College (No Degree) - Accounting
Lewis University
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