High School Diploma - undefined
Canyon High School
1998
Marlene Tonkinson
Education
Skills
- Excellent computer skills
- Financial reporting
- GAAP understanding
- Regulatory filings
- Budget analysis
- QuickBooks expert
- Standard operating procedure development
- Bookkeeping
- Expert in QuickBooks Pro
- Team leadership
- Risk management
- Fiscal budgeting knowledge
- Superior attention to detail
- Payroll administration
- Administrative abilities
- Invoice logging
- Vendor invoice processing
- Exceptional communication skills
- Individual tax returns
- Customer relations
- Customer service
- Self-motivated professional
- Account reconciliation specialist
- Time management
- Problem-solving
Timeline
Loan Processor
Dedicated Financial
05.2017 - Current
Administration Assistant
Azling & Associates an Accountancy Corporation
12.2001 - 09.2018
High School Diploma - undefined
Canyon High School
Work History
Loan Processor
Dedicated Financial
Irvine, California
05.2017 - Current
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Submitted completed packages in a timely manner.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering [private money] loans.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Set up and completed loan submission package.
- Interviewed clients regarding loan needs and financial histories, and conveyed information regarding the application processes.
- Gathered data and built financial models around key metrics.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Maintained friendly and professional customer interactions.
Administration Assistant
Azling & Associates an Accountancy Corporation
Anaheim, CA
12.2001 - 09.2018
- Drafted and reviewed financial statement compilations before being approved by partners.
- Created periodic reports comparing budgeted costs to actual costs.
- Analyzed monthly balance sheet accounts for corporate reporting.
- Provided timely actuals, forecast and budget data for IT and corporate management.
- Generated and mailed updated statements.
- Disbursed petty cash by recording entries and verifying documentation.
- Prepared checks and assisted with payroll duties.
- Reconciled bank statements.
- Generated financial statements and reports detailing accounts receivable status
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Matched purchase orders to invoices and logged invoices into the computer.
- Prepared financial pages for presentation to senior management.
- Provided extensive clerical and administrative support to department staff.
- Prepared accurate financial statements at end of the quarter.
- Maintained integrity of general ledger, including the chart of accounts.
- Processed payments and applied to customer balances.
Overview
22
22
years of professional experience