Michele Petipas
Attleboro,MA
Summary
Detail-oriented finance professional with a proven track record in streamlining operations and enhancing team collaboration. Known for strong organizational skills and effective problem-solving abilities, consistently delivering results in fast-paced environments.
Overview
28
28
years of professional experience
Work History
Investor Servicing
Capital Crossing Servicing
Wellesley, MA
08.2016 - 03.2026
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Finance & Accounts Associate
Capital Crossing Servicing
112 Worcester Street Suite 201 Wellesley Hills Ma
08.2010 - 08.2016
- Managed financial reporting and reconciliation processes to ensure accuracy and compliance.
- Facilitated month-end closing procedures, enhancing efficiency and reducing turnaround time.
- Collaborated with cross-functional teams to improve overall business performance through effective communication of financial information and goals.
- Assisted in annual audits through meticulous record-keeping, facilitating a smooth auditing process with minimal discrepancies identified.
- Facilitated timely completion of month-end reconciliations and reports by prioritizing tasks effectively and maintaining open communication channels between finance department staff.
- Assisted in training new team members, ensuring they were equipped with the knowledge and skills necessary to maintain high standards of financial management within the organization.
- Maintained accurate financial records with thorough bookkeeping and regular account reconciliations.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Inspected account books and recorded transactions.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Loan Operations Specialist
Capital Crossing Servicing Company LLC
112 Worcester St, Suite 201 Wellesley, Ma 02481
02.1998 - 08.2010
- Streamlined loan processing workflows to enhance operational efficiency and reduce turnaround times.
- Collaborated with cross-functional teams to optimize loan servicing procedures and enhance customer satisfaction.
- Reconciled discrepancies in financial data between internal systems and external sources as needed to maintain data integrity throughout the entire operation process.
- Enhanced operational efficiency by contributing to the development and implementation of procedural improvements within the loan operations department.
- Reduced errors in loan documentation through meticulous attention to detail and thorough review processes.
- Contributed to team goals by consistently surpassing individual performance targets related to loan processing volume, accuracy, and timeliness.
- Maintained accurate records of all transactions, keeping detailed logs for audit purposes and regulatory reporting requirements.
Education
Bachelor of Science - Banking And Finance
Cambridge College
Cambridge, MA08-2004
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Dependable and responsible
- Multitasking
- Organization and time management
- Problem resolution
Timeline
Investor Servicing
Capital Crossing Servicing
08.2016 - 03.2026
Finance & Accounts Associate
Capital Crossing Servicing
08.2010 - 08.2016
Loan Operations Specialist
Capital Crossing Servicing Company LLC
02.1998 - 08.2010
Bachelor of Science - Banking And Finance
Cambridge College