Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nathan Russo

Cranston,RI

Summary

Experienced sales manager and financial accounting professional with a proven track record. Excels in relationship building and credit analysis, driving client retention and financial success. Leverages strong communication and team building skills to increase productivity, customer satisfaction, and profitability. Strong understanding of lending processes including compliance and reporting.

Overview

30
30
years of professional experience

Work History

Owner

Bookkeeping Partners
08.2014 - Current
  • Managed day-to-day bookkeeping operations of multiple clients.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Ensured all transactions were completed accurately and efficiently.
  • Maintained all records in compliance with GAAP accounting principles.

Vice President/ Sales Manager

Action Mortgage Corp.
11.1998 - 06.2014
  • Cultivated strong relationships with clients, vendors, lenders to exact long-term sales goals..
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Explained very technical financial information to applicants, including TILA, in easy to understand language.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.

Accountant

CPA Associates
10.1994 - 09.1998
  • Compiled and analyzed financial information to prepare entries for general ledger accounts.
  • Performed audits for clients to ensure regulatory compliance.
  • Prepared clients' personal and corporate annual tax returns

Education

Bachelor of Science - Accounting

Bryant University
Smithfield, RI
05-1998

Skills

  • Relationship building

  • Customer retention

  • Verbal and written communication

  • Sales leadership

  • Profit and loss analysis

  • Accounting and bookkeeping

  • Credit analysis

  • Microsoft certified

  • Underwriting expertise

  • Loan documentation

  • Lender interaction

Timeline

Owner

Bookkeeping Partners
08.2014 - Current

Vice President/ Sales Manager

Action Mortgage Corp.
11.1998 - 06.2014

Accountant

CPA Associates
10.1994 - 09.1998

Bachelor of Science - Accounting

Bryant University

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Nathan Russo