Dynamic financial professional with extensive experience at the Drug Enforcement Administration, excelling in fund analysis and procurement management. Proven track record in cost accounting and maintaining accurate financial reporting. Strong customer relationship management skills, recognized for enhancing operational efficiency and achieving organizational goals.
Overview
29
29
years of professional experience
Work History
Financial Technician
Drug Enforcement Administration
Dallas
07.2024 - Current
Analyze fund balances in accordance with the DEA/DOJ accounting system (such as Unified Financial Management System (UFMS)) and other automated programs.
Performs a variety of cost accounting, purchasing agent, and customer service duties through the analysis and evaluation of accounting data.
Maintains books, ledgers, journals, and related other accounting documents and files.
Accountable for purchasing goods and services required by the Division within the allocated budget, using purchase card.
Responsible for replenishing bank account to ensure funds are available for Special Agents and Task Force Officers to complete the required mission.
Perform all duties under the fiscal and procurement unit for DEA.
Bookkeeper
H-E-B
Allen
07.2023 - Current
Keep records of store financial transactions; ensures office/store funds balance, assists Cash Controller Lead with consignment inventories.
Performs all necessary terminal and bank readings, prepare and reconcile tills, visit the sales floor to pull and audit tills.
Research and resolve store accounting variances and communicates feedback to cashiers and store leads as needed.
Accounts Payable Manager
Dixon Transportation Group
McKinney
05.2022 - 09.2023
Managed functions like maintaining the general ledger, accounts payable, accounts receivable and project accounting for company.
Ensured that systems, policies, and procedures adhered to company policies while functioning with accuracy and timeliness.
Made sure that the accounts payable and the company's financial obligations are met efficiently by balancing bank records on a daily basis.
Paid invoices as they were received to prevent any negative rating on the business.
Kept track of the company's financial expenditures by maintaining a database and provided reports when requested by supervisors.
Performed all payroll functions for the entire staffing office of over 50 employees.
Performed clerical and administrative tasks including drafting letters, memos, invoices, reports, and other documents for senior staff.
Provided financial data to Certified Public Accountant to ensure tax deadlines were met.
I was also responsible for providing all employees and/or third parties with proof of employment when requested.
Relationship Banker II
First United Bank
McKinney
02.2021 - 05.2022
Maintained a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions.
The products and services include but not limited to individual retirement accounts, opening/closing checking and savings accounts, health savings accounts, certificate of deposits and commercial deposit accounts.
Identified and matched consumer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
The majority of the referrals were for home mortgages, auto loans, and commercial real estate loans.
In April of 2022 I was recognized by the Regional Retail Manager as the top Relationship Banker in the Dallas/Ft. Worth region.
This is determined by constantly meeting and exceeding sales goals set by the company, showing leadership skills by training/assisting newer bankers, and by turning in all required customer documents to keep the bank in compliance.
Personal Banker
Advancial Federal Credit Union
Richardson
11.2016 - 02.2021
Provided quality customer service to members by telephone, email and in person.
Researched and resolved member problems by acting as the member liaison between other credit union departments when necessary.
An example of research was often times determining a return item fee on an deposit accounts or getting a deeper knowledge as to why a member had negative marks on the credit reports.
Actively participated in training programs to maintain and acquire additional job knowledge and skills.
I participated in company sponsored training by taking and completing the Fred Pryor leadership skills seminar.
Assisted members with deposit products such as checking and savings accounts, individual retirement accounts, certificate of deposits, and opening/closing safe deposit box accounts.
While directly working with members on their lending needs I cross-sold products and services that would enhance the customers relationship with us while getting the best use out of their product.
I was the main point of contact for members to obtain auto loans, personal loans, home equity lines of credit, and secured loans.
My role was to take the loan from start to finish, after having a detailed discussion with the member we would decide on a product.
I would take and review the members credit application to determine credit worthiness, gather all supporting documents such as pay statements, tax returns if self employed, bank statements and any other documents for verifiable income.
Once all documents are gathered I would give my recommendations to the credit analyst such as how much I believe they qualify for or why they should be approved if the credit profile was weak.
I would determine their qualification by calculating the debt to income ratio, length of employment, length of credit history, and the responsibility of credit use.
If denied I would counsel the member on what actions to take in order to obtain an approval in the future, some of the advice was to pay bills in a timely manner, reduce the debt to income ratio, or maybe even consider adding a co-borrower.
I earned the top performer in 2019 and 2020 for Home Equity sales.
Claims Specialist
State Farm Insurance
Irving
03.2014 - 11.2016
Handled assigned claims and tasks, including losses that involved large loss, multiple contacts, complex coverage issues, and site inspections through photo and video footage.
Investigated, evaluated, negotiated and concluded claims from start to conclusion.
This was performed by having the initial discussion with the policyholder either by phone or email, verifying insurance coverage, the legal liability, and the extent of damage to property.
Examined claim documents submitted by insureds and/or third parties, or claims referred from other claim units, to determine whether additional or specialized investigation is necessary for claim resolution.
Prepared and/or reviewed documents such as property estimates, and contents estimates in loss settlements.
Utilized the software system Xactimate to build and recreate property dimensions to determine the most accurate compensation for the policyholder.
Once coverage was determined, I would discuss with policyholder my findings, issue payment then close claim.
Financial Service Representative
Campus Federal Credit Union
Baton Rouge
06.2010 - 01.2014
Developed and maintained relationships with Campus Federal members to maximize sales opportunities and achieve minimum sales standards.
Responsible for opening and closing personal and business accounts, such as individual retirement accounts, certificate of deposit, and checking and savings accounts.
Had to make referrals of products and services that met the needs of the member.
Had an extensive knowledge of cash handing procedures, was responsible for keeping cash drawer and vault at attainable limits to keep branch in compliance.
Had to have a general knowledge of all lending products including, but not limited to, credit life/disability, GAP, and vehicle service contracts.
Automated Logistics Specialist
United States Army
Plaquemine
04.1997 - 11.2005
Excelled at the coordination of task for numerous internal divisions and external agencies to ensure rapid, accurate delivery of equipment, materials, and resources.
Worked with Task Force Battalion Maintenance Officer and Battalion Maintenance Sergeant to ensure company vehicles were fully operational.
Ensured all company's job order request and paperwork was completed correctly and distributed to the applicable Sergeant as needed.
Ensured all combat vehicles parts and repair paperwork were completed promptly, dedication to duty while attached in and consolidated maintenance area.
EMERGING LEAD – FINANCIAL REPORTING – MUTUAL FUNDS at STATE STREET CORPORATE SERVICESEMERGING LEAD – FINANCIAL REPORTING – MUTUAL FUNDS at STATE STREET CORPORATE SERVICES
FINANCIAL TECHNICIAN at Directorate of Resources Management, U.S. Naval Hospital GuamFINANCIAL TECHNICIAN at Directorate of Resources Management, U.S. Naval Hospital Guam