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.
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.