Matthew Moore
Plano,Tx
Summary
Enthusiastic individual with superior skills in working in both team-based and independently. Bringing strong work ethic and excellent communication skills to any setting. Excited to begin a new career path with a successful company.
Finance Specialist with sound aptitude and background in accounts payable and receivable, financial management and inventory management. Develops financial best practices and process improvements to drive efficiency. Inputs data into accounting spreadsheets, word processing and database software while maintaining integrity and accuracy.
Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics.
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining.
Overview
7
7
years of professional experience
Work History
Executive Credit Underwriter
Rocket Mortgage
Detroit, Remote
09.2020 - 08.2022
- Processed personal installment, consolidation loans, overdraft protection, and lines of credit applications
- Ability to validate income with review and recalculation of paystubs, W2's, and self-employed tax returns for accuracy per guideline requirements
- Performed risk analysis and making decisions regarding deficiencies identified during the review process
- Ability to read and analyze credit bureau reports to determine the applicant's creditworthiness by evaluating trends, payments, and credit exposure.
- Monitored and analyzed financial, statistical and operational data trends.
- Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
- Developed spreadsheet models for diverse projects and analysis.
- Created and maintained precise and accurate models, charts and reports.
Automotive Finance Specialist
Avis Car Sales, Rocket Auto
Detroit, MI
11.2018 - 08.2020
- Recognized by management for providing exceptional customer service.
- Processing finance transactions including lender approval and ensuring 100% compliance with all state and federal laws and regulations.
- Setting and achieving targeted sales goals.
- Gaining superior product knowledge to effectively recommend financing options and other products to customers.
- Performed financial and sales analysis and determined best practices to mitigate risk with customers.
- Reviewed and submitted financial documentation and reports to support business financial goals and objectives.
Account Specialist
Rock Connections
Detroit, MI
05.2018 - 11.2018
- Established and enforced sales goals to boost team success
- Established accounts for new customers and updated existing accounts with current information
- Scheduled appointments and entered customer orders into Lola system
- Transferred potential clients to mortgage bankers.
- Prospected for new customers in target areas or demographics to bring in new business.
- Set up new customer accounts and updated existing profiles with latest information.
Medical Office Manager
Southgate Medical Group
Southgate, MI
03.2016 - 05.2018
- Following human resources guidelines for recruiting, hiring, orientation, managing performance, and participation in workplace activities and services
- Managed financial documentation such as expense reports and invoices
- Work with administration to develop budgets, marketing strategies and to implement any new business plans or growth strategies
- Evaluating performance and competency to perform job duties within prescribed timeframes
- Establishes departmental organization, work priorities, workflow, and team responsibilities due to change in workload, schedule changes or emergency situations and communicates to staff as necessary
- Periodically verify that all cash and adjustments are applied to computer billing system and that bank deposits are made in timely manner
- Communicated effectively with staff members, physicians and patients, employing active listening and interpersonal skills.
- Provided proper scheduling of patients, ensuring timely and effective allocation of resources and calendars.
- Assessed processes and procedures, complying with OSHA and HIPAA regulations.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing and accounts receivable.
- Developed close working relationships with front office and back office staff.
- Managed 20 employees with various personalities and from different cultures for large 10-physician practice.
Assistant Office Manager
Trenton Total Health Care
Trenton, MI
04.2015 - 03.2016
- Earned reputation for good attendance and challenging work
- Created agendas and communication materials for team meetings
- Improved customer satisfaction by finding creative solutions to problems
- Improved operations by working with team members and customers to find workable solutions.
Education
Associates - Small business management
Henry Ford College
Dearborn, MI06.2016
High School diploma -
Southgate Anderson High School
Soutgate, MI06.2012
Skills
- Advance computer skills 10 plus years in Microsoft office, word, powerpoint, and excel
- Ability to effectively multi-task with tight deadlines and operate independently
- Ability to solve practical problems and deal with variety of concrete variables in situations
- Where only limited standardization exists
- Portfolio Management
- Account Performance Reviews
- Bookkeeping Procedures
- Financial Analysis
- Client Recruiting and Retention
- Data Integrity
- Analyzing Data
Timeline
Executive Credit Underwriter
Rocket Mortgage
09.2020 - 08.2022
Automotive Finance Specialist
Avis Car Sales, Rocket Auto
11.2018 - 08.2020
Account Specialist
Rock Connections
05.2018 - 11.2018
Medical Office Manager
Southgate Medical Group
03.2016 - 05.2018
Assistant Office Manager
Trenton Total Health Care
04.2015 - 03.2016
Associates - Small business management
Henry Ford College
High School diploma -
Southgate Anderson High School