Summary
Overview
Work History
Education
Skills
Timeline
Generic

Natalie Leal

Madison,WI

Summary

Operations-focused accounting and lending leader with a track record of managing staff, strengthening controls, and improving day-to-day efficiency. Experience includes supervising accounting teams, supporting software integration, improving record accuracy, and building strong vendor and member relationships across finance and loan operations.

Overview

11
11
years of professional experience

Work History

Coach

Madison Starlings/Falcons Volleyball Club
Madison, WI
10.2024 - Current
  • Planned volleyball practice sessions for Madison Starlings and Falcons athletes.
  • Taught players passing, setting, serving, and hitting skills.
  • Supported drills during club training sessions and tournaments.
  • Reviewed athlete skills and updated coaching plans.
  • Evaluated athlete skills and adjusted coaching plans
  • Communicated team expectations with players and families
  • Organized game strategy and lineup decisions for matches
  • Mentored and encouraged youth to develop strong work ethic by being positive role model and regularly practicing skills.
  • Created culture of good sportsmanship, cooperation and responsibility among athletes and coaching staff.

ACCOUNTING MANAGER

DWORKIN & MACIARIELLO INJURY ATTORNEYS
CHICAGO, ILLINOIS
04.2023 - 09.2026
  • Managed 5 accounting team members directly and successfully.
  • Developed and implemented processes to increase efficiency in accounting department operations.
  • Streamlined bookkeeping records, enhancing accuracy and reliability.
  • Provided project support for QB and SmartAdvocate integration.
  • Cultivated vendor relationships that strengthened support for firm objectives.

MORTGAGE LOAN OFFICER

SUMMIT CREDIT UNION
MADISON, WISCONSIN
10.2021 - 12.2022
  • Initiate the mortgage process for potential members
  • Processed and verified documents for mortgage preapproval, ensuring accuracy and compliance.
  • Collaborated with a processor and an underwriter to expedite loan approvals, reducing turnaround time.
  • Facilitated tailored solutions in the mortgage process, improving member satisfaction and experience.
  • Build positive relationships with current and new members
  • 1st mortgages, 2nd mortgages, WHEDA, construction loans, ARMs and lot/land loans

LENDING ADVISOR

SUMMIT CREDIT UNION
MADISON, WISCONSIN
05.2021 - 10.2021
  • Advised members on consumer, auto, mortgage, and home equity lending options at credit union
  • Evaluated credit reports, income documents, and debt profiles for lending eligibility
  • Guided applicants through loan applications, disclosures, and closing requirements
  • Executed responsibilities as a Senior Universal Banker, facilitating client transactions and addressing inquiries.
  • Oversaw branch operations during manager's absence, ensuring continuity of service and support for clients.

SENIOR UNIVERSAL BANKER (PERSONAL BANKER)

SUMMIT CREDIT UNION
MADISON, WISCONSIN
01.2020 - 05.2021
  • Assisted members with borrowing needs, including Home Secured Loans, Credit Cards, Auto Loans, and Personal Loans, ensuring tailored financial solutions.
  • Educate and assist members on the deposit products offered by the credit union and recommend the best solutions for their needs.
  • Achieved personal and branch goals, contributing to overall branch success and member satisfaction.
  • Processed transactions and provided customer service at the teller line, enhancing member experience and operational efficiency.

GROCERY OPERATIONS MANAGER

PICK N SAVE
MADISON, WISCONSIN
08.2018 - 01.2020
  • Managed 10-15 staff across grocery, dairy, frozen, and general merchandise departments to ensure smooth operations.
  • Successfully executed and trained staff on Kroger’s Behaviors of In Stock.
  • Improved shelf integrity and decreased shrinkage by 60% in less than a year.
  • Trained staff on policies and procedures, including forms and Essential Store Walk expectations, to enhance compliance and performance.
  • Improved staff retention through effective training and clear communication of departmental expectations.

REVENUE CYCLE MANAGEMENT COORDINATOR

ACADIA HEALTHCARE
MADISON, WISCONSIN
08.2017 - 08.2018
  • Directly managed 15 revenue cycle management staff.
  • Project management point person on the SMART software integration and implementation.
  • Ensured compliance by verifying qualifications and promptly resolving noncompliance issues.
  • Increased staff retention by properly training all staff on the 7 Behaviors of Revenue Cycle Management. Software, Patient Pre-Auth, Eligibility & Benefits, Claims Submission, Payment Posting, Denial Management and Reporting.
  • Delivered ongoing consultation and technical assistance while providing weekly training sessions for staff.
  • Consistently delivered a 98% AR per company policy in all 13 clinics in Wisconsin.
  • Facilitated structured training sessions to effectively onboard and mentor new employees.

FLORAL MANAGER

PICK N SAVE
MADISON, WISCONSIN
11.2015 - 08.2017
  • Increased sales by 120% and reduced shrinkage by 40% across both locations.
  • Managed operations of two floral departments to optimize workflow.
  • Led team of 2-3 floral staff to deliver exceptional customer service.

Education

Diploma -

Pine Bluffs High School
Pine Bluffs, Wyoming

Selective Credits -

LCCC
Cheyenne, WY

Practical Tech - Radiology

The Bryman School
Phoenix, AZ

Bachelors - Healthcare Admin

University of Phoenix Online
Phoenix, AZ

Bachelors of Science - Management

Penn Foster Online
Madison, WI

Skills

  • Financial management
  • Cash flow management
  • AR management
  • AP management
  • Financial Reporting
  • Compliance
  • LendingManagement
  • Project Management
  • QuickBooks
  • Management
  • Effective communication
  • NMLS

Timeline

Coach

Madison Starlings/Falcons Volleyball Club
10.2024 - Current

ACCOUNTING MANAGER

DWORKIN & MACIARIELLO INJURY ATTORNEYS
04.2023 - 09.2026

MORTGAGE LOAN OFFICER

SUMMIT CREDIT UNION
10.2021 - 12.2022

LENDING ADVISOR

SUMMIT CREDIT UNION
05.2021 - 10.2021

SENIOR UNIVERSAL BANKER (PERSONAL BANKER)

SUMMIT CREDIT UNION
01.2020 - 05.2021

GROCERY OPERATIONS MANAGER

PICK N SAVE
08.2018 - 01.2020

REVENUE CYCLE MANAGEMENT COORDINATOR

ACADIA HEALTHCARE
08.2017 - 08.2018

FLORAL MANAGER

PICK N SAVE
11.2015 - 08.2017

Diploma -

Pine Bluffs High School

Selective Credits -

LCCC

Practical Tech - Radiology

The Bryman School

Bachelors - Healthcare Admin

University of Phoenix Online

Bachelors of Science - Management

Penn Foster Online
Natalie Leal