Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Account Executive - Payables and Receivables
Brown’s Heating and Air
Rio Linda, CA
08.2023 - 07.2026
Managed accounts payable and receivable processes for client transactions.
Processed invoices and payments accurately and efficiently.
Processed vendor payments accurately and efficiently.
Maintained financial records using accounting software systems.
Communicated with clients regarding payment terms and outstanding balances.
Assisted in preparing financial reports for management review.
Supported audits by providing necessary documentation and reports.
Loan Processor
Round Point Mortgage
Roseville, California
07.2016 - 02.2023
Verified borrower financial information and documentation.
Reviewed loan applications for accuracy and completeness.
Managed timelines for loan processing to meet closing dates.
Ensured compliance with federal and state regulations in loan files.
Coordinated communication between clients and underwriting teams.
Submitted loan applications to underwriting department for review and approval process.
Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
Resolved issues related to loan processing delays effectively.
Maintained organized records of all loan documentation and correspondence.
Created and completed loan submission packages.
Assisted clients in understanding loan products and terms.
Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
Account Executive - Payables and Receivables at NorthStar Financial Services Group LLCAccount Executive - Payables and Receivables at NorthStar Financial Services Group LLC